Getting Started
🌟 About Quote Snap
Collect more requests & convert more requests to sales with a powerful platform designed for eCommerce. A comprehensive Quote tool With a gentle touch of Quote Snap, we put a little magic on your sales process: Collect requests more easily from customers with customized tools for your store Manage more orders in less time with Beautiful templates for sale kits: email, invoices, etc. Sale at the right time with the right person, with real-time notifications for yourFew readers🚀 Getting Started
A few steps to get started with us! Hide Price Go to Collect Quote -Hide Price Activate RFQ Button Go to Collect Quote -Turn on Request Button for products (all productsSome readers🚀 App overview
See what you've got! Let's take a tour around our app to see what you've got. Quote settings All you need to get your store prepared for customers to request for quote/ask for price Quote Button Hide Price Hide "Add to cart" Button Hide Buy Now Button (https://help.omegaFew readersConnect email
Navigation: Others → Email Notification The Email Notification feature allows you to connect your email to receive notifications for new requests and send offer emails to your customers seamlessly. Purpose Receive email notifications for every new quote request. Send offer emails directly to your customers from your connected email account. Steps to Configure Email Notification 1. Access the Email Notification Settings Go to Others in the navigation meFew readersGoogle Recaptcha Keys
Follow the steps below to create Google reCAPTCHA keys: Step 1: Log in to your Google account. Enter your Google reCAPTCHA credentials on the Google reCAPTCHA page. If you don’t already have a Google account, you’ll need to create one before returning to the reCAPTCHA page. Step 2: Go to Google reCAPTCHA admin console Step 3: Click on the + button, situated at the top right corner (https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/imagewqf5cm.pngFew readers
Main features
1️⃣ Quote Button
This documentation provides a comprehensive guide to configuring the Quote Button, located under: Navigation: Quote Settings -Quote Button. The settings are categorized into two main sections: Logic and Button Appearance. A. Logic Settings 1. Display button in what position? (Button Placement) Define where the Quote Button will appear within your store. Configuration Options: Check Boxes: Product Page: Display the button on individual product pages.Some readers2️⃣ Hide Price
The Hide Price feature allows store owners to control product price visibility under specific conditions. You can configure this feature under: Navigation: Quote Settings -Hide Price 1. Hide Price Options Define how the product price is hidden. Options (Radio Buttons): No, do not hide price: Prices remain visible. Hide price only: Prices are hidden without any replacement text. Hide price and show text: Prices are hidden, and a custom text is displayedFew readers3️⃣ Hide "Add to cart" button
The Hide Add to Cart Button feature enables store owners to control the visibility of the "Add to Cart" button based on predefined conditions. You can configure this feature under: Navigation: Quote Settings -Hide Add to Cart Button. 1. Select Option Choose whether to hide the "Add to Cart" button. Options: No, do not hide Add to Cart button: The button remains visible on all applicable pages. Yes, hide Add to Cart button: The button will be hidden based on thFew readers4️⃣ Hide Buy Now Button
The Hide Buy Now Button feature allows store owners to manage the visibility of the "Buy Now" button according to specific conditions. You can configure this feature under: Navigation: Quote Settings -Hide Buy Now Button. 1. Select Option Decide whether to hide the "Buy Now" button. Options: No, do not hide Buy Now button: The "Buy Now" button will remain visible on all applicable pages. Yes, hide Buy Now button: The "Buy Now" button will be hidden based on thFew readers5️⃣ Quote Cart Widget
The Quote Cart Widget feature enables store owners to customize and activate a quote cart widget, allowing customers to manage their quote requests conveniently. Configuration is available under: Navigation: Quote Settings -Quote Cart Widget. 1. Activate Widget Enable or disable the Quote Cart Widget. Activate Widget: A checkbox option to enable the quote cart widget. When unchecked, the widget will not appear on the store. (https://storage.crisp.chat/users/helpdesk/weFew readers6️⃣ Quote History Widget
The Quote History Widget feature allows store owners to provide customers with quick access to their quote history. Configuration options are available under: Navigation: Quote Settings -Quote History Widget. 1. Activate Widget Enable or disable the Quote History Widget. Activate Widget: A checkbox to activate the Quote History Widget. If unchecked, the widget will not be displayed on the store. (https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31cFew readers7️⃣ Quote Form Builder
The quote form is the form that allows your customers to leave their request information at your store. This form is for users of the new version who installed the app after December 20, 2024. A. Form Elements By default, two forms are generated: Step 1 - Product Inquiry: This form is designed to collect product information. You can customize it with dynamic fields to include details like weight, description, and additional notes. Step 2 - Contact Information: This form gaFew readers8️⃣ Quote management
Manage your request in one place Navigation: Submission List Table of Contents Submission List 1.1. View Quote 1.2. Search Quote 1.3. Filter Quote 1.4. Export Quote 1.5. Create Quote Quote Status Definitions (1-list-of-quote-stFew readers9️⃣ Customer Account
The Customer Account Feature allows you to set permissions for your customers, enabling them to effortlessly manage their quotes, accept or reject proposals, export quotes, and review details—all in one place. 1. Enable Customer Account The Customer Account feature is introduced through Shopify’s New Customer Account Extension UI. This feature allows merchants to create blocks and pages within the Customer Account section. To enable this feature in your store, you must activate itFew readers🔟 Discount settings
Offer discounts on your order Important Note Before creating a discount, you must follow these instructions to ensure the discount is displayed correctly. Note 1: Ensure that the Quote Form is set up correctly From your Quote Snap app Quote Form Builder Step 2: Contact info Product list Check the Product Price box Save Note 2: Ensure that your Auto-Response & AdmiFew readers1️⃣2️⃣ Shipping & Tax Settings
Shipping settings You can set up configured Shopify shipping rates or customize your own shipping rates, which are displayed in the Quote Form for your customers. Use Shopify shipping rates By selecting this option, you will use the configured Shopify shipping rates for the quote form. Buyers will be able to select the right shipping method for them before quoting. Use Shopify shipping rates (https://storage.crisp.chat/users/helpdesFew readers1️⃣1️⃣ Others
Set up general settings such as Email Notification, PDF Template, Sync Data, Other Notification, and CSS Email Notification Manage and configure email notifications and templates used to send to your admin & buyers after a quote is submitted. To connect your email account, you can choose these options: Sign in with Google Gmail SMTP Sign in with Office 365 Other If you have any difficulties connectingFew readers
Language Settings
Quote PDFs
Customize PDFs effortlessly with auto language detection and tailored language versions for effective communication. 1. Multi-Language At the initiation, a default language, British/English, is preset. You can add 1 ore more language version to the PDF template. Each language version contains a distinct list of text labels via PDF template, displayed in the form of text fields. Each languagFew readersEmails
Customize emails effortlessly with auto language detection and tailored language versions for effective communication. 1. Language Setting This help you change the some defaults information in email. This works on Auto-response Email Go to Template -Select your active email -Language settings (https://storage.crisp.chat/users/helpdesk/website/-/Few readers
Advanced features
Automatically create draft order
This feature helps you to convert the quote into a draft order once your deal is closed. A draft order will be auto synced in your Shopify data. You can create a draft order from a quote manually in Quote detail. Go to Other menu ➡ Sync Data ➡ Shopify tab, then select this option (https://storage.crFew readersShow viewed product list
This feature shows all products which viewed by customers before creating the request. So you can have more insight about the customer journey on your store. Go to Quote list -View Quote Detail -Scroll down to see This Customer Also ViewedFew readersWebhook setting guide
Your endoint URL: http://webhook.endpoint.url Method: POST CURL Example: Headers: Contains X-QuoteSnap which is an HMAC hash encrypted by SHA256 and serves as the signature from the QuoteSnap Server sent to the Client Server. The signature isFew readers
Integration
Integrate Quote app with P: Quantity Break & Bundle
Introduction The O:Request A Quote & Hide Price app allows your customers to submit quote requests instead of purchasing directly. To improve the experience, the Quote app now supports integration with P: Quantity Break & Bundle – an app that creates discounts based on quantity and product bundles. 👉 Once integrated, customers can request a quote even when a product iFew readersPage Builder
By seamlessly integrating Quote Snap with Page Builder app, merchants can utilize powerful features such as hiding prices and offering quotation options on any custom pages they create. How to utilize the integration? Install O: Request a Quote ‑ Hide Price Install Page builder app Confige hide price and Quote button display in Quote Snap and see it work seamlessly on pages created by page builder apps. Our integration partner: Install GemPages (https://gempages.net/?ref=xtzVFew readersIntegrate with Facebook Pixel
If you would like to track customer's behavior with the Quote button on your store when you run Facebook ads, our app is integrated with the Facebook Multi Pixel app: Link here After installing the pixel app and complete setting, click add to quote will show up as the same conversion event like add toFew readers
Plan Charge
💰 Charge policy
App prorating, upgrades, and downgrades If you upgrade or downgrade your subscription with an app, then the app will prompt you to agree to a new recurring app charge. This is because Shopify allows each app only one recurring app charge to be enabled at a time. The existing recurring application charge will be canceled and replaced by the new charge. Depending on the app, the new recurring app charge is either applied immediately, or after the app's current billing cycle ends. If the new aFew readersDiscount code
Got your discount code and apply in few steps! 1. In the Pricing plan menu Select Monthly tab, click Add discount code to apply discount code for monthly plans Select Yearly tab, click Add discount code to apply discount code for yearly plans 2. Choose your plan which is vFew readers💰 Pricing Plan
This document explains the paid pricing plan for the O:Request A Quote - Hide Price app, effective for users installing app after October 28, 2024. Note: If you installed the app before this date, your current features and pricing will not be affected. The Pro Plus plan will only appear for Shopify Plus stores, others will only see the Free, Starter, and Pro plansSome readers
Notification
How to get Telegram Bot Chat ID?
Create a Telegram Bot and get a Bot Token Open Telegram application then search for @BotFather Click Start Click Menu -/newbot or type /newbot and hit Send Follow the instruction until we get message like soPopular💰 Privacy Policy
This Privacy Policy describes how Quote Snap ("we," "us," or "our") collects, uses, and shares information about you when you use our Quote Snap app (the "App"). By using the App, you agree to the terms of this Privacy Policy. 1. Information We Collect We may collect the following types of information when you use the App: Information you provide to us: We may collect information you provide to us, such as your name, email address, and any other information you choose to provide whenFew readersChange Log
Discover all recent updates, new tools, improvements, and resolved issues for Quote Snap. Keep up with the latest enhancements to optimize your experience with the app. 1. Nov 11: Form B2B Translation You can now personalize the labels and placeholders for each field in their forms, allowing for more flexible customization to fit the language and preferences of your market. Additionally, you can show or hide specific fields, such as B2B Shipping Address, Company Information, Billing AddreFew readers