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• Install Request A Quote App

  Directly go to this link: Request a Quote to install the app After installing the app and approving the monthly plan, you will be redirected to an initial settings page, where you must configure to get the app running properly. Choose your published theme then click Install & Continue button to integrate this theme with the app. SeFew readers

• Request a Quote - Product Rule

  Create a rule for product that you want to show the "Add to quote" button. Choose one of the three options below: __All products __ __Manual __ __Automate __ Enable "Request for quote" feature for all products. To choose this option, simply click the checkbox: Manually enable the "Request for quote" feature for products. ![](https://storage.crisp.chat/Few readers

• Quote List

  In order to see the list of quotes, go to “Quote list” tab After your customer submits a request for quote form, new quote will be appeared in Quote List section on Request a Quote app admin: In the Search field, you can type Quote ID to find the quote you want. There are 4 statuses of quotes that you can see: New: show up new quotes Read: show up quotes that has been readFew readers

• Quote List - create manually

  If you would like to send your quote to your customers without needing them to go to your website and send the request. You can create quotes manually and send them an email of your offer: Click the plus button here Select products to offer price then click Save Select your customers, send customer emailFew readers

• Quote - Edit/delete/cancel a quote

  __Edit a quote __ __Create an offer __ __Quote status __ __Quote timeline __ *** Edit quote ** When you click the “View” button from the quote list, you can edit the quote by: Adjusting the product price and quantity or removing product Adding more products by selecting available products or searching for the name of the product because the list will not show up all prodFew readers

• Request a Quote - Settings

  Enable app Choose the **Enable/Disable App **button in the Enable App section. If you choose to disable the app, all settings will be paused until you enable the app again.Popular

• Request For a Quote - Integrate theme

  If you want to change to another theme, choose your theme then click the "Install" button to integrate this theme with the app. **Please note that the theme you choose has been published. **Few readers

• Request For a Quote - display on product page

  You can configure settings for the Request a Quote app to display on the product page. ** Type of dialog open when click RFQ button: ** Notification dialog: if you choose this option, it will show the popup like below when customer click add to quote button Quote form dialog: if you choose this oFew readers

• Request For a Quote - display on collection page

  You can configure settings for the Request a Quote app to display on the collection page. *** Enable RFQ in collections** If you want to add RFQ button on collection page, you can follow these steps: Step 1: Go to Online Store > Live theme > Actions > Edit code Step 2: Find collection snippet liquid file, suchFew readers

• Request For a Quote - general settings

  The meaning of each setting option is as follows: Enable Viewed Products If you enable the Viewed products option, you can see the list of products that customers have viewed before submitting request for quote. This option allows you to know your customer's behaviors and send in the right quote. User Confirm Email Before Progress: To avoid any wrong customer email address, you can choose tFew readers

• Request For a Quote - advance settings

  Show RFQ app in page: If this option is checked, you can set up a separate quote page in the menu with this link /apps/request-a-quote View details Tracking product from source: allows sellers to track where did your customers find your products from and send a request for quotes. If you enable, itFew readers

• Show Request For a Quote app in page

  If you would like to let the customer enter the products manually into the quote, you can use this function to create a separate page to apply request a quote app. Go to app admin --> Settings --> Advanced settings --> Show RFQ app in page After choose the option and save the setting, you can create a manual quote page by linking your store URL with /apps/rFew readers

• Add a new field in the Quote Form

  We provide a list of elements inside the app, choose an element to add the new field to the quote formSome readers

• Gmail configuration

  Go to https://myaccount.google.com/lesssecureapps and sign in with your account. You will see the box like this screenshot,Some readers

• Edit a field in the Quote Form

  You can edit any fields by clicking on the Edit icon For each field, there is a list of values that you can add or change. Type of text input: including 4 options: text, number, email, textarea Label: The name of the field Min - Max: if you choose “number”, it will show min and max values, please note that this is the min and max values, not min and max characters. For “phonFew readers

• Delete a field in the Quote Form

  Click the delete button to delete an existing field: Then, preview your setting at Form Preview part:Few readers

• Request For a Quote - Settings product list in Email Template

  You can choose what to show up in the product list in the email sending to the admin and customers. Result: **Reorder fields of data table ** To change the position of each value, you can use this feature. Select the field that you would like to change, then drag and drop at the position you preferSome readers

• Request For a Quote - Admin email template

  You can add or change email addresses that receive quote notifications in this field. Use a comma with a space to add more email addresses. Body: You can edit the quote notification email content here. You can use the variables on the right side for your content. These variables will show up corresponding information. ![](https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/imageFew readers

• Request For a Quote - Custom email template

  ** Subject**: Enter the subject of the notification email, Note: you can use variables on the right hand side, however, for the variables that include a list of information will not apply there. ** From:** enter the name of the sender ** Body:** You can edit the quote notification email content here. You can use our email template and the variables on the right side for your content. These variabFew readers

• Request For a Quote - PDF templates

  You can design your own invoice for your customer here Just in put the require informations then you can review the final result on the right sideFew readers

• Zoho mail configuration

  The users need to generate and use application specific password when accessing the email account via POP/ IMAP or Active Sync if Two Factor Authentication is enabled for the account. Login to http://www.zoho.com/mail as user Click My Account link at the top to view Zoho Accounts From the left menu, select Security >> App passwords. Under the AppFew readers

• Yahoo mail configuration

  You'll need to generate and use an app password. An app password is a long, randomly generated code that gives a non-Yahoo app permission to access your Yahoo account. You’ll only need to provide this code once to sign in to your third-party email app. Sign in and go to your Account security page Click Generate app password or Manage app passwords. Select your app from the drop doFew readers

• Amazon SES mail configuration

  Step 1: Create SMTP Credentials To send emails through the Amazon SES SMTP interface, begin by creating SMTP credentials - a user name and a password - as shown below: Log into the [AWS Management Console](https://signin.aws.amazon.com/signin?redirect_uri=https%3A%2F%2Fconsole.aws.amazon.com%2Fconsole%2Fhome%3Ffromtb%3Dtrue%26hashArgs%3D%2523%26isauthcode%3Dtrue%26state%3DhashArgsFromTB_us-east-1_81cb4f49bd4b9133&client_id=arn%3Aaws%3Asignin%3A%3A%3Aconsole%2Fcanvas&forceMobileApp=0&cFew readers

• Office365 mail configuration

  Please note that you cannot use Microsoft Security Defaults or multi-factor authentication (MFA), if you are turning on, please turn off this. To disable Security Defaults, please check here To disable MFA, please check [here](https://support.microsoft.com/en-us/account-billing/turning-two-step-verification-on-or-off-for-your-microsoft-account-b1a56fc2-caf3-a5a1-f7e3-4309eFew readers

• Request For a Quote - Salesman Account

  Salesman Account This part allows you to create salesman accounts to generate quote request traffic. __Create an account __ __Enable/ disable account __ Edit an account Delete an account 1. Create an account **Step 1: Click on Create Salesman account ** Step 2: Enter information of the salesperson (email/phone number/name) You do not have to enter all details, but email is compulsoryFew readers

• Integrate App

  Integrate App In the Integrate App tab, you can configure your email and connect the app with Slack, Zapier or Twilio 1. Email settings To make email sending/ receiving function working, you need to configure the email. Step 1: Choose your type of email account and fill in the information. **FoFew readers

• Integrate with Facebook pixel

  Integrate 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 https://apps.shopify.com/facebook-multi-pixels. After installing the pixel app and complete setting, click add to quote will show up as the same conversion event like add to cart: ![](https://storage.crisp.chat/users/helpdesk/website/8383e5404a31Few readers

• Uninstall app

  Uninstall app When you uninstall the app, there will be some asset files still there. To completely delete it, you have to find and remove. Go to Shopify admin → Themes → Edit code Then, in the "theme.liquid" file, please search for the code {% include 'omgrfq_script' %} and delete it. At the “Search files” bar,Few readers