Quote Snap Documents
Get app
Customer DTC Version
Customer DTC Version
  • 🌟About Quote Snap
  • 🚀Getting Started
    • Get started
    • App overview
    • Connect email
    • Google Recaptcha Keys
  • 🎯Main features
    • 1️⃣Enable Request for Quote button
    • 2️⃣Hide product price
      • Customize hide price
      • Set up B2B login to see price
    • 3️⃣Hide "Add to cart" button
    • 4️⃣Quote form
      • Thank you page
      • Empty page
      • Quote Cart
      • History quote
    • 5️⃣Quote management
      • Create a quote manually
      • Send quotation email
      • Export quote
      • Create draft order
  • 👨‍💻SALESPERSON
    • Create account
      • Edit and delete account
    • Assign quote
    • Salesperson guide
  • 🔧Other Features
    • General Settings
    • Template
  • 🗣️Language Setting
    • Quote PDFs
    • Emails
  • 🌟Advanced features
    • Automatically create draft order
    • Customer data synchronize
    • Show viewed product list
    • Show RFQ app in separate page
    • Tracking UTM source
    • Webhook setting guide
  • 📚FAQ
    • Quote Button display
    • Hide Price
    • Quote Form
    • Email Settings
    • Tax in draft order
  • 🙌Integration
    • Page Builder
    • Integrate with Facebook Pixel
  • 📰Product Updates
    • Update Log
  • 💰Plan charge
    • Charge policy
    • Discount code
    • Pricing Plan
  • Privacy Policy
  • Change Log
Powered by GitBook
On this page
  1. Advanced features

Customer data synchronize

PreviousAutomatically create draft orderNextShow viewed product list

Last updated 1 year ago

Choose Quote Settings -> Advanced Settings tab => Check option Data synchronization with Shopify Customers

All customers' information will be synchronized from Quote info to Shopify Customers profiles.

You can also check the orders, spent and customer detail here.

You can create order for each customer in the profile.

🌟