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 products or anyFew 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. These options are tailored for two types of stores: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. (https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image47dfkFew 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 These settings are designed for two store types: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. 1. Hide Price Options Define how thFew 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. These settings are tailored for two types of stores: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. (https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/imageFew 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. These settings are available for two store types: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores.Few 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. This setting applies to: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. 1.Few 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. This feature supports: Default Store: For Direct-to-Consumer (DTC) stores. B2B Store: For Business-to-Business (B2B) stores. 1. Activate Widget Enable or disableFew readers7️⃣ Quote Form Builder
Quote form is the form that your customer can leave their request information on your store. This form is for users of the new version, 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 gathers customer iFew readers8️⃣ Quote management
Manage your request in one place 1. Quote list Navigation: Submission List In the Quote List, you can see a list of quote requests with basic information: name, status, and created date. Now take a overall look to see what you can do. View Quote detail & delete Quote SeFew 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 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. Go to Template -Select your active email -Language settingsFew 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
FAQ
Quote Button display
1. Quote Button’s display seems wrong Due to the special layouts or themes, our app needs to customize to fit with theme. Send us your Custom Requests or reach out to us via [email protected] or live chat. We’re more than happy to help you. 2. Why do I still see the Add To Cart Button glitches for a few seconds after reloading the page? Add To Cart Button is a function of Shopify so our app can not control 100% and hide it completely if yoFew readersHide Price
1. Why do I still see the price even if I checked the Hide Price option? → Due to the theme and layout, our app might not be compatible with all. Please reach out to our support team via Live Chat to get this issue resolved. 2. Why do I still see the price in the Quote Pop-Up form? → Please check if you have deselected this option in Pop-up Settings 3. Can we show the Quote ButtonFew readersQuote Form
1. I want to connect the request to the account registered/logged-in so they don't need to write their information for each request. → Please go to Collect Quote -Form Builder -select the option Default Value 2. I want to set the min and max for the phone number in Quote Form. Add one more field in Form Builder -Choose Text field -Choose Number. Then you can set theFew readersEmail Settings
Still wonder how to get notification from our app? 1. Why can't I or the customer receive any notifications of the quote? Please make sure you have configured your email with our app. Settings —General —Email Settings & Integrate —Connect your email (https://docs.quotesnap.net/faq/email-settingsid-Few readersTax in draft order
In Quote detail, you can add tax to your quote and send to your customers price breakdown. But this tax will not show up in draft order created from quote. This tax is automatically made by Shopify based on your business and your location. Estimated tax is only authorized by the payment method,Few readers
Integration
Page 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 promo code to apply discount code for monthly plans Select Yearly tab, click Add promo code to apply discount code for yearly plans 2. Choose your plan which is valid fFew 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 plansFew 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 soFew readers💰 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