# About Quote Snap

Collect more requests & convert more requests to sales with powerful platform designed for eCommerce.

## <mark style="color:purple;">A comprehensive Quote tool</mark>

**With a gentle touch of Quote Snap, we put a little magic on your sale process:**

* **Collect requests** easier from customers by customized tools for your store
* **Manage** more orders in less time with
  * Beautiful templates for sale kits: email, invoices, etc.
  * Sale at right time with the right person with real-time notifications for your sale team
  * Insightful tracking for your business growth
  * One-click integration with all tools that you love

A quotation tool is needed to streamline the sales process. A well-integrated quote basically transforms the whole get-on-the-phone negotiation process with the sales rep.&#x20;

Now, instead of calling the sales rep or sending emails, buyers can click the Request for Quote button that appears on the product page and send quote requests for the product they are interested in. Also, making bargains is so easy with the quote process. Price is highly dependent on the size of the order. If customers are interested in placing a bulk order, they would like to request a more competitive price.

Shopify App: <https://apps.shopify.com/request-for-quote-by-omega>

## <mark style="color:purple;">About Omega</mark>

Omega team is proud to be amongst Top 30 technology companies with more than 7 years of expertise in developing Shopify apps.

Over the course of seven years of development, Omega has built 25+ applications to service Shopify users in a variety of industries and purposes.

Here's where you can find us:  [https://apps.shopify.com/partners/omegaapp](https://apps.shopify.com/partners/omegaapps)


# Get started

Few steps to get started with us!

### <mark style="color:purple;">1. Hide Price</mark>

* Go to **Collect Quote ->** [**Hide Price**](/main-features/hide-price)

{% hint style="info" %} <mark style="color:blue;">**Quote help:**</mark> *If the quote button and hiding price don't work on your storefront as you wish, please contact our CS team through* [*live chat*](https://go.crisp.chat/chat/embed/?website_id=a4bdf13a-e64f-4660-9d3a-b282560b6427) *or email:* [*contact@omegatheme.com*](mailto:contact@omgeatheme.com)
{% endhint %}

### <mark style="color:purple;">2. Activate RFQ Button</mark>

* Go to **Collect Quote ->** [**Turn on Request Button**](/main-features/quote-button) **for products (all products or any) -> Save**
* Go to your store to check if your button works well on the front end. You can customize your design [here ](broken://pages/lSAx3ABtkjAMlIjDS9yM)and [hide price](/main-features/hide-price) of products.

### <mark style="color:purple;">3. Activate Request Form</mark>

* Go to Collect Quote -> [**Quote Form**](broken://pages/2Ss4PoSS8OVMe5r8xe8o) to turn on and edit your form

### <mark style="color:purple;">4. Create a Test Request</mark>

You can go to your storefront and submit a request (as a real customer).&#x20;

Or you can go to our admin -> **Quote list -> Create a Quote -> Choose the product you want to request -> Edit quantity and preferred price -> Save**

### <mark style="color:purple;">5. Export a Quotation PDF</mark>

Go to your Quote list and select your test Quote. Then you export the PDF in step 4 of [Quote lifecycle progress](https://docs.quotesnap.net/getting-started/pages/xo3AoaAYj6fFlwfYQ258#3.-quote-lifecycle-progress). You can also [edit your PDF Template](https://docs.quotesnap.net/getting-started/pages/l5710InZcWyUKRdIybbQ#2.-pdf-quote-template).

### <mark style="color:purple;">6. Send a Proposal Email.</mark>

In your test Quote, you can send a proposal email, which is your offer price to customer in step 5 of [Quote lifecycle progress](https://docs.quotesnap.net/getting-started/pages/xo3AoaAYj6fFlwfYQ258#3.-quote-lifecycle-progress). You can also [edit your Proposal email. ](https://docs.quotesnap.net/getting-started/pages/l5710InZcWyUKRdIybbQ#1.-email-template)

## <mark style="color:purple;">Congrats!</mark>

You finish setting up the basics of our app. You can explore yourself for more customization of your own store.&#x20;

{% hint style="info" %} <mark style="color:blue;">**Quote help:**</mark> *If you have any further concerns, please contact our CS team through* [*live chat*](https://go.crisp.chat/chat/embed/?website_id=a4bdf13a-e64f-4660-9d3a-b282560b6427) *or email:* [*contact@omegatheme.com*](mailto:contact@omgeatheme.com)
{% endhint %}


# App overview

See what you've got!

## Let's take a tour around our app to see what you've got.

| Section in app admin                                                | What you've got                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| ------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="/files/9T7828JGuJWO769juVFD" alt="" data-size="original"> | <p><strong>All you need to get your store prepared for customers to request for quote/ask for price</strong></p><ul><li><a href="https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-button">Quote Button</a></li><li><a href="https://docs.quotesnap.net/quote-new-version-documents/main-features/hide-price">Hide Price</a></li><li><a href="https://docs.quotesnap.net/quote-new-version-documents/main-features/hide-add-to-cart-button">Hide "Add to cart" Button</a></li><li><a href="https://docs.quotesnap.net/quote-new-version-documents/main-features/hide-buy-now-button">Hide Buy Now Button</a></li><li><a href="https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-cart-widget">Quote Cart Widget</a></li><li><a href="https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-history-widget">Quote History Widget</a></li></ul> |
| <img src="/files/5xgQo2AtkmSja1my7ZRz" alt="" data-size="original"> | <p>Quote form is the form that your customer can leave their request information at your store.</p><ul><li><a href="https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-form-builder">Quote Form Builder </a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| <img src="/files/nQzwhVTZFIAwLRJ1B6dv" alt="" data-size="original"> | <p>Where you can<a href="/pages/xo3AoaAYj6fFlwfYQ258"> view, manage and organize </a>all of you customer requests from newly submitted requests to abandoned ones. </p><p><br>Easily sort requests by status or date, and access detailed information about each request.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| <img src="/files/6MWdh260QSKX1SQZikTN" alt="" data-size="original"> | <p>The <strong>Others</strong> menu is where you configure general store settings, including:</p><ul><li>Quote ID format</li><li>PDF name format</li><li>PDF template</li><li>Email notification</li><li>Sync data / Sync data to app</li><li>Members and permissions</li><li>CSS customization</li><li>Quote reminder</li><li>Additional notifications</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <img src="/files/XDuvF0l7g8XgiY46AMgz" alt="" data-size="original"> | The **Customer Account** menu allows you to configure permissions for your customers, enabling them to seamlessly manage their quotes, accept or decline proposals, export quotes, and review details—all in one place.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| ![](/files/lDHx5deAXli7sBoi2IwT)                                    | <p>We have <a href="/pages/Uz59tBKxpmTRR0hYjbPN">pricing plan</a> in month and year for users. Save 25% with the yearly plan.</p><p></p><p>Get more discounts by referring our apps to your Shopify friends. </p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |


# Connect 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 menu.
   * Select **Email Notification**.
2. **Connect Your Email**
   * Choose the type of email account you want to connect.
   * Options may include popular email services or custom email configurations.
3. **Complete Email Setup**
   * Follow the instructions to authenticate and connect your email account.
   * Once connected, you will enable the ability to:
     * Receive notifications for every new request submitted to your store.
     * Send professional offer emails directly from your connected account.your&#x20;

If you're using Gmail, select [Sign in with Google](#1.-sign-in-with-gmail) (or Gmail [SMTP](#2.-gmail-smtp) while it's not recommended).&#x20;

If you're using Office 365 email, select Sign in with Office 365.&#x20;

All other types of email go to Others.

## Choose your method to connect your email

1. [Sign in with Google](#1.-sign-in-with-google)
2. [Gmail SMTP](#2.-gmail-smtp)
3. [Sign in with Office 365](#3.-sign-in-with-office-365)
4. [Other](#4.-others)

### 1. Sign in with Google

* Select Sign in with Google
* Select your email account to continue

<figure><img src="/files/KiJOguSZgXUBPb6aCA8j" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Z3Uo2FMJEsY5kyEUx1g9" alt=""><figcaption></figcaption></figure>

* Click **Allow** button to grant access for Quote Snap

<figure><img src="/files/k0hrZiTLQO8J5MtvKhlC" alt=""><figcaption></figcaption></figure>

* After granting access to Gmail, click **Connect** to connect your email

<figure><img src="/files/YAcA8m5pndZNwgYcxI7z" alt=""><figcaption></figcaption></figure>

* Then Quote Snap will send you a test email & your email will be connected successfully

<figure><img src="/files/5u9gSxAwhcvuYlmeg5Zf" alt=""><figcaption></figcaption></figure>

You can also change your email by clicking **Disconnect** and connecting a new email again.

### 2. Gmail SMTP

If you choose Gmail SMTP, please check the **app password** from your Google Account.

* Select **Gmail SMTP**. Please fill in all information into those fields <mark style="color:red;">(Note: Password is app password in Google account - not your email password)</mark>

<figure><img src="/files/73d74Ntcqp63sqjDq1k5" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %} <mark style="color:orange;">**Quote note:**</mark> While connecting email, if you get this message "Connect SMTP failed" , you might need to check if you turn on "Access to the app is less secure" or not.
{% endhint %}

* **Check "Access to the app is less secure"**

Go to [https://myaccount.google.com/lesssecureapps](https://accounts.google.com/signin/v2/challenge/pwd?continue=https%3A%2F%2Fmyaccount.google.com%2Flesssecureapps\&service=accountsettings\&osid=1\&rart=ANgoxccYy2OHT3TE8rrxc6fX9Cuy_uzT8V4_sYSvHr8BESn28uSM-zmp0OzjEJxCRvOHMnc0T0WW0t1DFP3dy_JrIx2kLvd9YA\&TL=AM3QAYYEjOnnp1-cMG5uLbVXEYScmGOpf8d7GePVAIFf-Lzq19SMLdF8kKxwrOe9\&flowName=GlifWebSignIn\&cid=1\&flowEntry=ServiceLogin) and sign in with your account.\
*You will see the box like this screenshot, if not go to set up email here* [***Google administrator account***](#who-is-your-administrator)

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_1r54tnf.png" alt=""><figcaption></figcaption></figure>

Turn on "Access to the app is less secure"\
Go to [https://myaccount.google.com](https://myaccount.google.com/) and sign in with your Gmail account\
Choose Security in the left menu, make sure to turn on 2-step Verification, then choose App passwords

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_4iyvex.png" alt=""><figcaption></figcaption></figure>

\
In "Select app" -> choose "Other (custom name)" -> Input your app's name -> click the "Generate" button.\
Then, a popup with your app's password, copy this password<br>

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_zfoenr.png" alt=""><figcaption></figcaption></figure>

Back to our app's admin, go to the "Email Settings" tab, paste your app's password to the Password field. Then click **Connect**.

## **Important note:**

If you do not see "Turn on "Access to the app is less secure", or it show like below:

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_z18q1q.png" alt=""><figcaption></figcaption></figure>

It means the administrator account has disabled this option on your account.\
Please follow the following steps to allow this option:

* [Sign in](https://admin.google.com/) to your [Google Admin console](https://support.google.com/a/answer/182076).\
  Sign in using your administrator account (does not end in @gmail.com).
* From the Admin console Home page, go to Security -> Basic settings -> Less secure apps. To see Security on the dashboard, you might have to click More controls at the bottom.
* To apply the setting to everyone, leave the top [organizational unit](https://support.google.com/a/topic/1227584) selected. Otherwise, select a child organizational unit or a [configuration group](https://support.google.com/a/answer/9224126).
* Select the setting for less secure apps:

  Allow users to manage their access to less secure apps\
  Users can turn on or turn off access to less secure apps.
* Click **Save**.

<details>

<summary><strong>Who is your administrator?</strong></summary>

Your administrator is someone associated with your mail account, not Google.\
Your administrator might be:

* The person who gave you your username
* Someone in your IT department or Help desk (at a company or school)
* The person who manages your email service or website (in a small business or club)

</details>

<details>

<summary>How to Enable 2-step verification for G Suite for work? </summary>

1. Log into your G Suite [Admin Console](https://admin.google.com/).
2. From the dashboard, select Security.
3. Next, click on Basic Settings.&#x20;
4. Scroll down to the Two-Step Verification setting and tick the checkbox to Allow users to turn on 2-step verification.\
   This will enable the ability of the account user to utilize two-step authentication if they choose. If you want to make it mandatory for your users to use two-step verification when signing in, please choose **Enable enforcement**&#x20;
5. Click on the Save changes button that appears.

</details>

## 3. Sign in with Office 365

* Select Sign in with Office 365 if you're using office 365 email (hotmail.com, outlook.com, etc.)

<figure><img src="/files/qTU7K65J6qoNxbLdy8Hm" alt=""><figcaption></figcaption></figure>

* Log in your 365 email and click **Accept**

<figure><img src="/files/sRSQXBtOGVqr93rTzMsg" alt=""><figcaption></figcaption></figure>

* Click **Connect** then a test email will be sent to your email.

Same as Gmail, you can also change email after connecting successfully.

## 4. Others

### A. Zoho

* In Connect email in Quote Snap, choose Others.

<figure><img src="/files/H9fNb0VODJCGrSmLG06G" alt=""><figcaption></figcaption></figure>

* Sign in your Zoho email
* In Admin Console, go to **Mail Settings -> Tools & Configurations -> Configurations -> Outgoing / SMTP.**&#x20;

<figure><img src="/files/C1Gf8cdhhF4cakeY3g5b" alt=""><figcaption></figcaption></figure>

* Use information in Zoho email to set up SMTP. If you are not using Two-factor authentication, Password here is your email password.

<figure><img src="/files/zWis9eG9HLuUhG5PMSwf" alt=""><figcaption></figcaption></figure>

* To check if you're turning on Two-factor authentication or not, in your email admin, check **Security & Compliance -> Security -> TFA**

<figure><img src="/files/HUJ48Jzo692HWUk6BD9q" alt=""><figcaption></figcaption></figure>

* Password: If you're using Two-factor authentication, you have to create password for our app. Go to My Profile -> Security -> App Password -> Generate New Password

<figure><img src="/files/pX60bj4S8lE8AX0UBjxw" alt=""><figcaption></figcaption></figure>

Pick a name for "app name" to make it identifiable.

Then copy password to fill into our form.

<figure><img src="/files/ibS1aKNNr1qioxzt9kdQ" alt=""><figcaption></figcaption></figure>

### B. Other email servers on Cpanel

* Login to Cpanel, or another server. Select email account:

<figure><img src="/files/A33R08vETEhsP4q5mUZF" alt=""><figcaption></figcaption></figure>

* Select your email then click **Check mail**

<figure><img src="/files/zgMBCLuOPGCgI4e7XANi" alt=""><figcaption></figcaption></figure>

* Choose **Automatically check my device**

<figure><img src="/files/UBIbwnfz6r751BiJnugC" alt=""><figcaption></figcaption></figure>

* Then the information that you need is in the **Mail client manual settings**

<figure><img src="/files/dclfObb8Vth1fAxe7ZEh" alt=""><figcaption></figcaption></figure>

* If you still have connection error, check this one more step. If your email status is not "Accepted", contact your hosting provider to solve this issue.

<figure><img src="/files/aHT3wwPnz2T9Mx6SDQJX" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/x91oW6a2CMoufbZweQmy" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Important:** Ensure your email is correctly configured before connecting it to our system. You can also use [<mark style="color:red;">this website</mark>](https://www.gmass.co/smtp-test) to verify the settings prior to use. With other types of email, SMTP way is available. You can check your email guide to get your email app password.
{% endhint %}

If you need any help, our CS team is available on [live chat](https://go.crisp.chat/chat/embed/?website_id=a4bdf13a-e64f-4660-9d3a-b282560b6427) or email: [contact@omegatheme.com](mailto:contact@omgeatheme.com).


# Google Recaptcha Keys

Follow the below steps to create Google reCAPTCHA keys:

**Step 1:** **Login to your Google account.**&#x20;

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** ](https://www.google.com/recaptcha/admin)

**Step 3**: **Click on the + button, situated at the top right corner**

<figure><img src="/files/CEN5s60JPxVh1gDBenla" alt=""><figcaption></figcaption></figure>

**Step 4: Fill up the details. These details will further generate the ReCaptcha keys.**

<figure><img src="/files/zd9ljSoxdY24QQl1kSyI" alt=""><figcaption></figcaption></figure>

* Choose the type of reCaptcha
* Fill your store domain
* Click the submit button

**Step 5:  Copy "Site Key", "Secret Key"  and paste them to the Behavior settings**

<figure><img src="/files/LO47DrcLegKXwZ4k5sjS" alt=""><figcaption></figcaption></figure>

***Navigation***: **Quote Form Builder  ➡  Element  ➡ Step 2  ➡  Behavior**&#x20;

<figure><img src="/files/BwhhGL8W4byTNcCKbyJT" alt=""><figcaption></figcaption></figure>

**Note:** With Google reCAPTCHA V3, please follow the same with the steps above


# 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.

<figure><img src="/files/FZS5hbf2oDy2Mx03STAN" alt=""><figcaption></figcaption></figure>

### 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.
* **Catalog/Collection Page**: Display the button on collection or catalog pages.
* **Cart Page**: Display the button on the cart page.

**Rules:**

* You can select **Product Page** and **Catalog/Collection Page** at the same time.
* If **Cart Page** is selected, both **Product Page** and **Catalog/Collection Page** will be disabled.

**Dropdown: Select Position**

Choose the exact position where the button will appear on the selected pages ("Under Add to Cart", "Under product title", "Under product price", "Under product description", "Position of your choice" , ...).

<figure><img src="/files/N0ZBXbywLvl8xPbDVUlm" alt=""><figcaption></figcaption></figure>

#### 2. Display button for what products? **(Product Condition)**

Control which products display the Quote Button.

**Options (Radio Buttons):**

1. **All Products**: Show the button on all products in the store.
2. **Selected Products**: Show the button only on specific products you define.
3. **Selected Collections**: Show the button for products in selected collections.
4. **Custom Conditions**: Show the button for products meeting specific criteria.
   * **Example**: If the condition is *Product Price greater than 0*, the button will display on all products priced above 0.

<figure><img src="/files/dr5mPCrWoopAf3Oql8si" alt=""><figcaption></figcaption></figure>

#### 3. **Who will see this Button? (Customer Condition)**

Specify which customers can see the Quote Button.

**Options (Radio Buttons):**

1. **All Customers**: The button is visible to everyone, including guest users and logged-in customers.
2. **Logged-in Customers**: The button is visible only to customers who are logged in.
3. **Guest Customers**: The button is visible only to guest users.
4. **Customers with Tags**: The button is visible only to customers with specific tags.

<figure><img src="/files/BAk3uHItzx0yptJUI3Fp" alt=""><figcaption></figcaption></figure>

#### 4. Click the button to (**Button Actions)**

Define the action triggered when a customer clicks the Quote Button.

**Options:**

1. **Display Inquiry Popup**: Opens a popup form configured in [**Form Settings**](https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-form-builder).
2. **Direct to Request For Quote Page**: Redirects customers to a new page with the form configured in [**Form Settings**](https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-form-builder).
3. **Display a Toast Notification**: Shows a short notification immediately after the button is clicked.
4. **Get Instant Quote**: Executes actions such as exporting the quote or sending a proposal email after clicking the button.

<figure><img src="/files/WSqLdfUldmMN72cw4Lh9" alt=""><figcaption></figcaption></figure>

### B. **Appearance Settings**

Customize the look and feel of the Quote Button to align with your store’s branding.

**Customization Options:**

* **Label**: Define the text displayed on the button.
* **Text Format**: Adjust font size, style, weight, and color.
* **Shadow**: Add or modify shadows to create a 3D effect.
* **Hover Effects**: Configure how the button changes when hovered over (e.g., color change, size adjustment).

<figure><img src="/files/RnkQk96cTZO6MismDPDH" alt=""><figcaption></figcaption></figure>

By carefully configuring these settings, you can ensure the Quote Button enhances your store’s functionality and user experience, whether for DTC or B2B purposes. For additional support, contact our support team.


# 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.

<figure><img src="/files/7qeeFPOUGQqVqZV2oYZl" alt=""><figcaption></figcaption></figure>

### 1. **Hide Price Options**

Define how the product price is hidden.

**Options (Radio Buttons):**

1. **No, do not hide price**: Prices remain visible.
2. **Hide price only**: Prices are hidden without any replacement text.
3. **Hide price and show text**: Prices are hidden, and a custom text is displayed instead (e.g., "Contact us for pricing").
4. **Hide price and require login to see**: Prices are hidden unless the customer logs in. Guest users must log in to view prices.
5. **Hide price and require password to see**: Prices are hidden and can only be viewed by entering a password.

<figure><img src="/files/b2lmJLciOSzfr9vZr1Ke" alt=""><figcaption></figcaption></figure>

### 2. **Hide Price on What Position?**

Specify where prices will be hidden in your store.

**Options (Check Boxes):**

* **Product Page**: Hide prices on individual product pages.
* **Catalog/Collection Page**: Hide prices on collection or catalog pages.
* **All Pages**: Hide prices on all pages across the store (Product page, collection page, blog page, search page,...).

<figure><img src="/files/6hmAUP7EPpUy5CmxoKLA" alt=""><figcaption></figcaption></figure>

### 3. **Hide Price on what products?**

Control which products will have their prices hidden.

**Options (Radio Buttons):**

1. **All Products**: Prices are hidden for all products in the store.
2. **Selected Products**: Prices are hidden for specific products you select.
3. **Selected Collections**: Prices are hidden for products in specific collections.
4. **Custom Condition**: Prices are hidden for products meeting defined criteria.
   * **Example**: If the condition is *Product Price greater than 0*, prices will be hidden for all products priced above 0.

<figure><img src="/files/sr2ZjpwfomMVfTYQPlIb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/bcy8DxPPeE8tyxzcjpiL" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/JAfcV3QbhB1GIx3Vr5mt" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/wznSzCRSNmUg75bhSXfV" alt=""><figcaption></figcaption></figure>

### 4. Hide price from what customers? **(Customer Condition)**

Define the customer groups for whom prices are hidden.

**Options (Radio Buttons):**

1. **All Customers**: Prices are hidden for all customers, including guests and logged-in users.
2. **Guest Customers**: Prices are hidden only for guest users. Logged-in users can see prices.
3. **Customers with Tags**: Prices are hidden for customers with specific tags you define.
4. **Customers from Specific Countries**: Prices are hidden for customers located in specified countries.

<figure><img src="/files/3XQ9NPkQO5IdJ3iJivG6" alt=""><figcaption></figcaption></figure>

By configuring these options, you can effectively manage price visibility based on customer type, location, or product-specific conditions, ensuring your pricing strategy aligns with your store's needs. For additional support, contact our support team.


# 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.

<figure><img src="/files/ZmMcXTGf5bePSGpVrm5q" alt=""><figcaption></figcaption></figure>

### 1. **Select Option**

Choose whether to hide the "Add to Cart" button.

**Options:**

1. **No, Do not hide Add to Cart button**: The button remains visible on all applicable pages.
2. **Yes, Hide Add to Cart button**: The button will be hidden based on the selected display logic.

<figure><img src="/files/wP6ABoxJfHDrJysCKwjv" alt=""><figcaption></figcaption></figure>

### 2. **Select Display Logic**

Determine the conditions under which the "Add to Cart" button will be hidden.

**Options:**

1. **The same as Quote Button**: The display logic will mirror the settings configured for the [**Quote Button**](https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-button). For example, if the Quote Button is set to display on specific pages or for specific customer types, the "Add to Cart" button will follow the same rules.
2. **The same as Hide Price**: The display logic will mirror the settings configured for [**Hide Price**](https://docs.quotesnap.net/quote-new-version-documents/main-features/hide-price). For example, if prices are hidden for specific products or customer types, the "Add to Cart" button will be hidden under the same conditions.

<figure><img src="/files/7Myxh5QOxEkU9czAoUB5" alt=""><figcaption></figcaption></figure>

By configuring these settings, you can ensure the visibility of the "Add to Cart" button aligns seamlessly with your store's requirements and overall pricing or quoting strategy. For additional support, contact our support team.


# 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.

<figure><img src="/files/9Z8zpt0PzmvYOcCfM4Tn" alt=""><figcaption></figcaption></figure>

### 1. **Select Option**

Decide whether to hide the "Buy Now" button.

**Options:**

1. **No, Do not hide Buy Now button**: The "Buy Now" button will remain visible on all applicable pages.
2. **Yes, Hide Buy Now button**: The "Buy Now" button will be hidden based on the selected display logic.

<figure><img src="/files/aSjqBwzxIUqpPDlgfsqe" alt=""><figcaption></figcaption></figure>

### 2. **Select Display Logic**

Specify the conditions under which the "Buy Now" button should be hidden.

**Options:**

1. **The same as Quote Button**: The display logic will follow the settings configured for the [**Quote Button**](https://docs.quotesnap.net/quote-new-version-documents/main-features/quote-button). For example, if the Quote Button is set to display only for specific customer groups or on certain pages, the "Buy Now" button will follow the same rules.
2. **The same as Hide Price**: The display logic will follow the settings configured for [**Hide Price**](https://docs.quotesnap.net/quote-new-version-documents/main-features/hide-price). For instance, if prices are hidden for specific products or customers, the "Buy Now" button will also be hidden under those conditions.

<figure><img src="/files/mUrwi2mieD826O09lzAA" alt=""><figcaption></figcaption></figure>

By configuring these options, you can ensure the "Buy Now" button's visibility aligns with your store's quoting or pricing strategy. For additional support, contact our support team.


# 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.

<figure><img src="/files/9Tp5l6yk846pcnzme3iP" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/EDOIeQhbrS69svrZvFyZ" alt=""><figcaption></figcaption></figure>

### 2. **Display Rules**

Define the widget’s behavior and placement on the store pages.

**Options:**

1. **Button Position**: Select the widget's placement.
   * **On the right**: Display the widget on the right side of the page.
   * **On the left**: Display the widget on the left side of the page.
   * **Next to Cart Icon**: Display the widget next to the standard cart icon.
2. **Margin Position**: Adjust the widget’s margins to control its spacing from other elements.
3. **Do Not Show Button for Empty List**: A checkbox option to hide the widget if the quote cart is empty.

<figure><img src="/files/vnszeLeBR2qI4THcV0Lj" alt=""><figcaption></figcaption></figure>

### 3. **Widget Appearance**

Customize the appearance of the Quote Cart Widget to match your store's branding.

**Options:**

* **Button Label**: Set the text displayed on the widget.
* **Font Size**: Adjust the font size for the widget text.
* **Text Format**: Configure the text styling (e.g., bold, italic).
* **Alignment**: Set the alignment of the button text (left, center, or right).
* **Corner Radius**: Define the roundness of the widget’s edges.
* **Shadow**: Add or adjust a shadow effect for the widget.
* **Hover Effect**: Configure the button’s appearance when hovered over by a cursor.

<figure><img src="/files/xsBTlRVmclX2G6l1Cxm0" alt=""><figcaption></figcaption></figure>

By configuring these settings, you can create a user-friendly Quote Cart Widget that aligns with your store's design and functionality needs.  For additional support, contact our support team.


# 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.

<figure><img src="/files/FkOcQqvY5Zf4Z7lmYrAy" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/cJW45ikkNMf3yHlwp3TI" alt=""><figcaption></figcaption></figure>

### 2. **Display Rules**

Control the placement and visibility of the Quote History Widget.

**Options:**

1. **Button Position**: Choose where the widget appears on the page.
   * **On the right**: Display the widget on the right side of the page.
   * **On the left**: Display the widget on the left side of the page.
   * **Next to Cart Icon**: Display the widget near the standard cart icon.
2. **Margin Position**: Adjust the widget’s spacing from other elements by configuring its margins.

<figure><img src="/files/JEEvosVINjWkO5maTPds" alt=""><figcaption></figcaption></figure>

### 3. **Widget Appearance**

Customize the visual style of the Quote History Widget to align with your store’s branding.

**Options:**

* **Button Label**: Define the text displayed on the widget button.
* **Font Size**: Adjust the size of the text.
* **Text Format**: Configure text styling, such as bold or italic.
* **Alignment**: Set text alignment (left, center, or right).
* **Corner Radius**: Customize the roundness of the button’s corners.
* **Shadow**: Add or modify a shadow effect for the button.
* **Hover Effect**: Specify how the button should appear when hovered over.

<figure><img src="/files/RJpjQhAXW7SeubEbGV0V" alt=""><figcaption></figcaption></figure>

By configuring these settings, you can ensure the Quote History Widget enhances customer experience by providing easy access to their quote history. For additional support, contact our support team.


# Quote Form Builder

Quote form is the form that your customer can leave their request information on your store. This form setting for user new version, install app after Dec 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 information. For B2B customers, it includes fields such as email, contact information, location, shipping address, billing address, and a special note for quotes. For DTC customers, it includes email, contact information, shipping address, and a customer note for quotes.
* **Empty State:** In this section, you can customize the label and add your business logo to display when there are no quotes.

<figure><img src="/files/luUEuhbjkWkzBKC6xCcB" alt="" width="563"><figcaption></figcaption></figure>

#### **1. Form Step 1 - Product Information Setting**

Click on "Step 1 - Product Inquiry" to configure the header and the label for the close button.&#x20;

<figure><img src="/files/6YJPbNbrIq9tA7BJLUt0" alt="" width="563"><figcaption></figcaption></figure>

You can delete "Step 1 - Product Inquiry" by hovering over it if you prefer not to use a multi-step form or want to skip filling in the product information. This option allows you to simplify the form setup and eliminate the product inquiry step entirely, making the process quicker and more streamlined.

<figure><img src="/files/sDTzxDBInYWaREqG137g" alt="" width="563"><figcaption></figcaption></figure>

To expand the detailed settings for Step 1, you can add additional variants. A variant is always required for all product conditions, but you have the option to add more variants. Each variant can be configured to group specific products together. We use the latest form for storefront display based on each condition. Additionally, you can duplicate or delete variants as needed to further customize your product form setup.

<figure><img src="/files/sPXal6JkUb7ubssjNP1J" alt="" width="563"><figcaption></figcaption></figure>

To configure display form conditions, click on each variant to select the corresponding condition form. We offer three options for setting conditions:

1. **Any Product** – This applies the condition to all products.
2. **Specific Product** – This allows you to set the condition for a particular product.
3. **Group Product** – This condition applies to a group of products based on specific criteria such as tag, title, price, etc.

These options give you flexibility in customizing the conditions for when the form should be displayed.

<figure><img src="/files/c2Hs2RqjOwpwujeTRFVI" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/bxzVb4yRPb78I1DUutiD" alt="" width="563"><figcaption><p>For any condtion</p></figcaption></figure>

<figure><img src="/files/lF2ojGqSL4L4hs1t4u1g" alt="" width="563"><figcaption><p>For specific products condtion</p></figcaption></figure>

<figure><img src="/files/sm8CCmB4VhkDZNl7XSUl" alt="" width="563"><figcaption><p>For mapping product condition</p></figcaption></figure>

The option to set variant product information is only available in Step 2 and is always disabled in Step 1. If you wish to configure this setting, you will need to navigate to Step 2 to make the necessary adjustments.

<figure><img src="/files/kCtP4EduHpQxpXWIH8xT" alt="" width="563"><figcaption></figcaption></figure>

To configure the product note, it is an important option in your settings. This will allow you to have a dynamic product form where you can set up multiple fields. You can customize the form to include various product details, ensuring that the information displayed is tailored to your needs.

<figure><img src="/files/MY27lXx9msttaFu3d4CF" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/RWA2Yri68dkwGTRLoc0v" alt="" width="563"><figcaption></figcaption></figure>

To configure the "Submit Product Information" button, you can set it up in the "Add to Quote" button option. This allows you to customize the button label and adjust its alignment. You can position the button to the center, left, or right, giving you the flexibility to enhance the UI/UX of your form based on your preferences.

<figure><img src="/files/7VedR8xRRRDYBIFywJX5" alt="" width="563"><figcaption></figcaption></figure>

#### **2. Form Step 2 - Customer Information Setting**

Similar to Step 1, you can click on "Step 2 - Contact Info" to configure the header and customize the label for the close button. This allows you to adjust the appearance and functionality of the section to align with your desired user experience and branding.

<figure><img src="/files/pzGEjZ8Y3d2Vpl6ZSsra" alt="" width="563"><figcaption></figcaption></figure>

In Step 2, when you expand the settings for more details, you will find the following configuration options:

1. **Product List** – Customize how products are displayed within the contact information form.
2. **Customer Info** – Set up the fields required to collect customer details, such as name, email, and contact information.
3. **Customer Type Selector** – Choose how to categorize customers, such as B2B or DTC, to tailor the form experience.
4. **Note** – Configure the customer note section, allowing additional information to be added to the form.
5. **Submit Button** – Customize the label and positioning of the submit button to improve form usability and appearance.

These options give you full control over the layout and functionality of Step 2, allowing for a fully tailored form experience.

<figure><img src="/files/B9E3Sgvz6vRIdIqO5HSg" alt="" width="563"><figcaption></figcaption></figure>

* **Product List Setting:** This feature allows you to configure the display and labels for each item in the product table, such as product name, quantity, SKU, variants, price, total, subtotal, and other values. You can customize how each field appears, providing clarity and ensuring the table aligns with your specific layout and labeling preferences.

<figure><img src="/files/93hHMrIroIP88gJH5Pij" alt="" width="563"><figcaption></figcaption></figure>

* **Customer Info:** This option allows you to configure the display of customer information fields based on customer type.&#x20;

&#x20;      \+ For **B2B** customers, you can set up fields for Contact Information, Shipping Address, Billing Address, and Company Information.

&#x20;      \+ For **DTC** customers, fields include Contact Information and Shipping Information. This customization helps ensure that each customer type sees only the relevant fields.

<figure><img src="/files/O5qJn2JGDXWC2V5iJs6X" alt="" width="563"><figcaption></figcaption></figure>

* **Note:** Similar to the product information setup, this feature enables you to create a dynamic customer form by adding multiple customizable fields. This flexibility allows you to collect additional customer details tailored to your specific requirements.

<figure><img src="/files/FbYtHplnLiEfuztY9nf6" alt="" width="563"><figcaption></figcaption></figure>

* **Submit button:** This feature lets you personalize the button label and choose its alignment. You can position the button to the left, center, or right, offering flexibility to optimize the form’s UI/UX according to your design preferences.

<figure><img src="/files/nzxDEA5SJABGnIHOWnGa" alt="" width="563"><figcaption></figcaption></figure>

* **Customer Type Selector:** This option allows you to customize the display of the registration form selector for B2B or DTC customers. The form shown will automatically adjust based on the selected customer type, ensuring the correct fields are displayed for each.

3. **Empty State:** You can customize the label, notification text, and business logo that will be displayed when there are no quotes. This allows you to create a personalized confirmation message and branding for users.

<figure><img src="/files/29X5ERaM34CaLwH7KFLQ" alt="" width="563"><figcaption></figcaption></figure>

## B. After Submit

**After Submit:** This section defines the actions that occur after a quote is submitted. The flow includes:

* **Show Success Message** – Display a custom message to confirm successful submission.
* **Email Notification** – Automatically send an email to notify relevant parties of the new quote.
* **Sync Data to Shopify** – Transfer the submitted quote data to Shopify for seamless integration.
* **Sync Data to External Systems** – Sync the data with other external systems as needed.

These options ensure a smooth and automated process following each quote submission.

<figure><img src="/files/pb5QRk7ZghGiG5BN7NYo" alt="" width="563"><figcaption></figcaption></figure>

#### 1. **Show Success Message:** The system displays two radio button options:

* **Display as a Toast** – Shows a brief pop-up notification upon successful quote submission.

&#x20;      **Check**: When selecting "Display as a Toast," the system should display the toast message        accurately, reflecting the information entered in the text field.

* **Display as a Full-Size Message** – Shows a larger, comprehensive confirmation message after the quote is successfully submitted.

&#x20;      **Check**: When selecting "Display as a Full-Size Message," the system should display the confirmation with the correct information as configured.

<figure><img src="/files/Hc8AwriTMXNaKOGMnuMy" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/eKTwm4cMFCwk1De7oQlc" alt="" width="563"><figcaption></figcaption></figure>

2. **Email Notification:** The system defaults to a disabled state, with the checkbox automatically checked or unchecked depending on the "Email" configuration set in the **Others → Email Notification** menu. This ensures that the checkbox status aligns with the email notification settings defined in that menu.

<figure><img src="/files/fIP6udlHiQIjCcghmDZ3" alt=""><figcaption></figcaption></figure>

3. **Sync data to Shopify:** The system displays the checkboxes in an unchecked state by default, allowing users to configure the following options:

   * **Create Draft Order** – Set up to generate a draft order in Shopify.
   * **Create Customer in Shopify** – Enable to create a customer profile in Shopify upon quote submission.
   * **Send Invoice** – Select to automatically send an invoice through Shopify.

   These options provide flexibility in managing and syncing quote data directly with Shopify.

<figure><img src="/files/Kxo1nNI821Lbdh7Z056E" alt=""><figcaption></figcaption></figure>

4. **Sync Data to External System:** This option enables the setup of data synchronization with other systems via webhook. When activated, quote data will be sent directly to the specified webhook endpoint, allowing integration with external platforms. For further details on setting up and configuring the webhook, please refer to this [documentation](https://docs.quotesnap.net/advanced-features/webhook-setting-guide) for more information.

<figure><img src="/files/miFEkD8pC1WfSFPXwdFj" alt=""><figcaption></figcaption></figure>

### C.&#x20;

All of the settings above come with visual examples to help you understand how your form will appear in the storefront. Once setup is complete, you’ll be able to see a sample form that reflects all the configurations applied, providing a clear preview of the final result as it will be displayed to customers.&#x20;

<figure><img src="/files/7k4Ut27lh1wwTjkATo00" alt=""><figcaption></figcaption></figure>

{% hint style="info" %} <mark style="color:blue;">**Help:**</mark> If you want to custom your form design, our CS team will be available on [live chat](https://go.crisp.chat/chat/embed/?website_id=a4bdf13a-e64f-4660-9d3a-b282560b6427) or email: [contact@omegatheme.com](mailto:contact@omgeatheme.com)
{% endhint %}


# Quote management

Manage your request in one place

1. [Quote list](#1.-quote-list)
2. [Quote detail](#2.-quote-detail)
3. [Update quote](#id-3.-update-quote)

## 1. Quote list&#x20;

Navigation: **Submission List**

In the **Quote List,** you can see a list of quote requests with basic information: **name, status and created date.**&#x20;

<figure><img src="/files/e4yDuHof48v7wxCm2u7U" alt=""><figcaption></figcaption></figure>

Now take a overall look to see what you can do.

* **View** [**Quote detail**](#2.-quote-detail) **& delete Quote**

<figure><img src="/files/2EWRIefzwuxAjPFZj35D" alt=""><figcaption></figcaption></figure>

* **Search Quote by Quote ID**

<figure><img src="/files/hZYJgdASVypICcX06WwG" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/4UJ2xZA7RBV2m3RvZsO4" alt=""><figcaption></figcaption></figure>

* **Filter requests by created day from day A to day B. Click Search incon and click Date.**

<figure><img src="/files/W3sZ7huIcoXO4a9PKxr9" alt=""><figcaption></figcaption></figure>

* **Export all quotes on that page to Excel file**

<figure><img src="/files/1zIVKFi8z2gogfOG8KvJ" alt=""><figcaption></figcaption></figure>

This is the lists of quote that has been downloaded as .xlsx file.

<figure><img src="/files/RVzg9Ynh3CsMZhhwPd1H" alt=""><figcaption></figcaption></figure>

If you want to export specific quotes, you select by ticking the check box.&#x20;

<figure><img src="/files/neAqCs97x9VSug7HigXY" alt=""><figcaption></figcaption></figure>

* **Create a quote manually**

<figure><img src="/files/N6Y7hQI3OdmTAf9WJLVM" alt=""><figcaption></figcaption></figure>

## List of Quote status:

* ![](/files/H3NSZ0F9nXEEy8CmL0DD): When you've read a new request
* ![](/files/RiBDlf2XmEMpTdkVhboq): When you create successfully a quote from Quote list
* ![](/files/cz3UluPOlTPqkQlhjwsP): When a new request is submitted from your store
* ![](/files/F1lhaN3wzOcAGnsAXAez): When there're any information of your quote is edited/updated.
* ![](/files/dh0NlUlUfBsdaT6j7IPI): When you quote is cancelled in Quote detail
* ![](/files/yp2FdEOQarwKh2OluwCB): When you successfully create a draft order from that quote.

## New progress log

* Received
* Created
* Auto Confirmed: Auto confirmation email is sent successfully to customer or admin
* Failed to send Auto Confirm Email
* Quoted: When you finish setting price for quote by clicking Next Step (Step 3 in Quote Progress)
* PDF Exported
* Failed to export PDF
* Email Sent: Quotation email is sent successfully
* Failed to send Quote Email
* Draft Order Created
* Draft Order Updated

## 2. Quote detail

The **Quote Detail** page provides a comprehensive view of a customer's quote request, allowing merchants to review, modify, and manage quotes effectively. This section includes the following components:

<figure><img src="/files/nkp7C0VuRLttHms4ywZo" alt=""><figcaption></figcaption></figure>

***

#### 1. **Request List**

Displays the list of products included in the customer's quote request, along with detailed product information submitted via the quote form.

* **Details shown include**: Product name, quantity, price, and any additional notes provided by the customer.

***

#### 2. **Payment Info**

This section allows you to manage pricing details for the quote, including:

* **Custom Discount**: Apply a specific discount to the order.
* **Shipping Fee**: Add or adjust the shipping fee for the quote.

***

#### 3. **Customer Info**

View the customer's details, including:

* Name, email, and contact information.
* Any additional information provided by the customer during the quote request.

***

#### 4. **Timeline**

Tracks the history of actions performed on the quote, providing a clear record for better management.

* **Examples of actions logged**:
  * Quote created.
  * Quote updated with discounts or shipping fees.
  * Email sent to the customer.

***

#### 5. **Due Date**

Set an expiration date for the quote. This ensures that quotes are only valid for a specified period, keeping requests up-to-date.

***

#### 6. **Product Viewed**

Displays a list of products the customer has viewed before submitting the quote request.

* Use this information to understand customer preferences and recommend additional products.

### 3. Update quote

* You can add and delele and change quantity of products in quote in Products.

<figure><img src="/files/KQlkTvn9P6vjSKfEPFF2" alt=""><figcaption></figcaption></figure>

* Update your offer price by change price of each product, add tax, discount and shipping rate.

<figure><img src="/files/JXof4OJFdbsgxXffHYSa" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7ZuSLlAwgq6KPwBjF6Ej" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Fx1zis8QDyeoYLDQwpXY" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/aOvVXjuWDOI2fHOLfUu2" alt=""><figcaption></figcaption></figure>

Note: Tax that you update in quote will not be available in Draft order. Learn more about [tax](/faq/tax-in-draft-order).

* Due date is when your offer expires. This date will show up in email and quote PDF that you send to your customer.


# Create a quote manually

Creating a quote manually allows you to personalize quotes for your customers while utilizing tailored customer and product settings. Follow the steps below to create a quote:

### 1. **Access the Create Quote Page**

* Navigate to the **Quote List** page.
* Click on the **Create A Quote** button to begin.

<figure><img src="/files/WyDy7yOZAlWLl50CIDSd" alt=""><figcaption></figcaption></figure>

### 2. **Quote Information**

#### **A. Customer Selection**

A customer must be selected or created to proceed.

1. **Select an Existing Customer**
   * The system automatically displays a list of existing customers from your store.
   * Customer details, such as contact information and shipping address, are automatically populated.
   * Select a customer from this list to associate with the quote.

<figure><img src="/files/n4aQzpp6RaeBHJiVEZKv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mEb7SqHNevHnITGp6kDz" alt=""><figcaption></figcaption></figure>

1. **Create a New Customer**
   * You can create a customer in one of the following formats:
     * **B2B Customer**:
       * Requires detailed information, including:
         * **Contact Information**
         * **Shipping Address**
         * Additional fields such as:
           * Billing Address
           * Location
           * Payment Terms
           * Catalog
   * **DTC Customer**:
     * Requires basic information, including:
       * **Contact Information**
       * **Shipping Address**

<figure><img src="/files/lJZKdAi4Z8J19E7BvYnk" alt=""><figcaption></figcaption></figure>

#### **B. Product Selection**

Add products to the quote based on customer type.

1. **For DTC Customers**
   * Choose products directly from your store’s inventory.
2. **For B2B Customers**
   * Select products from specific catalogs or locations.
   * Apply price rules and quantity breaks relevant to the quote.
3. **Bulk Product Import**
   * Expedite the process by importing product details via an Excel file.

<figure><img src="/files/LGho6VANhm4eKfNRUBSz" alt=""><figcaption></figcaption></figure>

#### **C. Payment Details**

Customize payment-related settings:

* Add **discounts** to include specific price reductions.
* Add **shipping fees** to incorporate delivery charges.

<figure><img src="/files/t1WsLnj43pWCH9avjZ6m" alt=""><figcaption></figcaption></figure>

### 3. **Finalizing the Quote**

* Once the quote is created, the system will automatically redirect you back to the **Submission List** page.

By following these steps, you can efficiently create personalized quotes for both DTC and B2B customers, ensuring an organized workflow.


# Send quotation email

Sending a proposal email enables you to communicate quotes to customers efficiently, with options to customize the email content and attachments.

### **Steps to Send a Proposal Email**

1. **Click on "Send Proposal Email"**
   * This will open a popup where you can review and edit the email details before sending.

<figure><img src="/files/1yHCbPCATqkmQxoB5vKl" alt=""><figcaption></figcaption></figure>

### **Email Fields and Options**

#### **A. Sender Information**

* **From:**
  * Displays the sender's email address.
  * This field cannot be modified.

#### **B. Recipient Information**

* **To:**
  * Modify the recipient’s email address as needed.
* **CC/BCC:**
  * Add email addresses for additional recipients (CC) or hidden recipients (BCC).

#### **C. Email Content**

* **Subject:**
  * Edit the email subject to provide a clear and relevant title.
* **Email Language:**
  * Choose a language for the email.
  * The system can automatically detect the language based on the customer's country or allow manual selection.

#### **D. Attachments**

* **Auto Attach Quotation PDF:**
  * Automatically generate and attach the quote as a PDF to the email.
* **Attach Additional Files:**
  * Include extra files with the email, such as supporting documents or product information.

<figure><img src="/files/aSvUVXCzq1klYwRfQ9vB" alt=""><figcaption></figcaption></figure>

By customizing these fields, you can ensure your proposal email is professional, personalized, and aligned with your customer's needs.


# Export quote

The **Export Quotation PDF** feature allows you to generate a PDF version of a quote, customized with your preferred language and details.

### **Steps to Export a Quotation PDF**

1. &#x20;**Access the Quote Details Page**

* Navigate to the quote detail.
* Click the **More Actions** dropdown.
* Select **Export Quote**.

<figure><img src="/files/rEWHwFA3cC75vjdnN4CC" alt=""><figcaption></figcaption></figure>

2. **Popup Options**

* A popup window will appear with the PDF export options.

**Language Selection**

* **Choose a Language:**
  * Select a language from the available options.
* **Auto-Detect Language:**
  * If no language is selected, the system will automatically use the customer's country to determine the language.
* The text will follow the translations you’ve preconfigured in the **Translate PDF** settings.

<figure><img src="/files/8uhuIr5j7EaaEWVYwOFY" alt=""><figcaption></figcaption></figure>

**Export the PDF**

* Click **Export** to generate the PDF.
* The system will redirect you to a new page where the PDF file is displayed for download or printing.

<figure><img src="/files/MVcd629wGcjdFU74njAY" alt=""><figcaption></figcaption></figure>

This feature simplifies sharing professional, well-formatted quotes in your customer's preferred language.


# Create draft order

In Quote detail, you can create a quote to a draft order which is auto-synced to your Shopify Orders.

<figure><img src="/files/Iu4d2Ykn6Sv6m6nS5cLn" alt=""><figcaption></figcaption></figure>

### Send invoice email

When you click Create draft order, you can also send an email with final offer price/invoice will be sent to customer by click "Send Invoice email to notify customer"

<figure><img src="/files/79kr9Bv1OUUF5NDsybsd" alt=""><figcaption></figcaption></figure>

You can edit email subject and message. This is the email that your customer receive. By clicking "Complete your purchase", your customer will be directed to your check out page with final price.

<figure><img src="/files/cjELHhBjIEaa5FOZRJ1l" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Quote Snap help**: In Invoice, VAT will be automatically included to final price which is 10% of total value of order.&#x20;
{% endhint %}

### Add Quote ID as note&#x20;

* This helps you leave a note in your order that include Quote ID & your note. There'll be 2 sections in Order for you to leave a note.
  * Notes
  * Additional Details

<figure><img src="/files/SEfJOfslcmVmgOUrfJ5U" alt=""><figcaption></figcaption></figure>

### Create order

After setting all your information, click Create draft order.

<figure><img src="/files/ybSyk8X5H71MHAr5gCBc" alt=""><figcaption></figcaption></figure>

After creating draft order, you can go your Shopify Admin -> ![](/files/2rV5uODgoGEp0ZxoGquy)-> ![](/files/MoaL7zIc4C0cZiBl9lEE). This is draft order created from Quote Snap in Shopify Admin. All information is auto-synced.

<figure><img src="/files/UhgKzWpEHdnGELJRhXjx" alt=""><figcaption></figcaption></figure>


# 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 it in your theme. We provide a quick redirect option—simply click the **"Setting New Customer Account"** button to enable it instantly.

<figure><img src="/files/VQFA6ZNisoJvxIvcnMBK" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/IcUndqdJA46t2zjPwFAo" alt=""><figcaption></figcaption></figure>

The **O: Request A Quote - Hide Price** app includes two sections:

1. **Quote List Profile** – This section allows you to add a block to the profile page. You can configure it within the profile page, and clicking **"View Quote"** will redirect users to the Quote List page.
2. **Quote List** – Unlike the Quote List Profile, this section lets you add a menu item in the header for easy access.

### 2. Config Permission

<figure><img src="/files/sjoUnLedLQjxuaRlUlzI" alt=""><figcaption></figcaption></figure>

You can configure permissions for your customers to interact with their quotes. In this version, all permissions available on the screen above are enabled.

### 3. Result

<figure><img src="/files/dbvulZmk424AYL3orDuD" alt=""><figcaption></figcaption></figure>


# 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

<figure><img src="/files/plG1CUWwb5IUPVTvflO5" alt=""><figcaption></figcaption></figure>

### **Note 2: Ensure that your Auto-Response & Admin Email are set up correctly**

From your Quote Snap app > Others > Email notifications **(Please make sure that you have connected your email successfully)**&#x20;

<figure><img src="/files/rlf10ytMdydcdDz8YiHa" alt=""><figcaption></figcaption></figure>

* If you activate **Auto-response** Email:

  * Go to the **'Quote info'**

  <figure><img src="/files/9TeroSEgsTiwwCDjJgo9" alt=""><figcaption></figcaption></figure>

  * If you choose the **'Similar to Contact Form'** option for Product Display > Check **Show Total** and **Show Subtotal boxes** > Save

  <figure><img src="/files/b0BtDv1nFgzrPdNiklAA" alt=""><figcaption></figcaption></figure>

  * &#x20;If you choose the **'Different from Contact form'** option for Product Display > Check the **Show Unit Price, Show Total**, and **Show Subtotal boxes** > Save

  <figure><img src="/files/TsRnxdZ4LrIQzfViDmUr" alt=""><figcaption></figcaption></figure>

* If you activate **Admin** Email:

  * Go to the **'Quote info'**

  <figure><img src="/files/rfUAlyKM1yNebqAy5Mk3" alt=""><figcaption></figcaption></figure>

  * If you choose the **'Similar to Contact Form'** option for Product Display > Check **Show Total** and **Show Subtotal boxes** > Save

  <figure><img src="/files/Wohafgo7jDW5r9I5j6yV" alt=""><figcaption></figcaption></figure>

  * If you choose the **'Different from Contact Form'** option for Product Display > Check the **Show Unit Price, Show Total**, and **Show Subtotal boxes** > Save

  <figure><img src="/files/6C2kk7pDzR7QHyXMaG1T" alt=""><figcaption></figcaption></figure>

## Start creating a discount

To start creating a discount, you click the **Add Discount button** below:

<figure><img src="/files/HZ2cVBPkikM1DeYqPU3v" alt=""><figcaption></figcaption></figure>

## 1. General Information

This section defines the **basic information** of your discount, like discount title, reason for discount, and discount value. To start defining your discount's information, you can configure the following details:

### a. Discount title

To create the discount, enter your discount title (under 20 characters) in the Discount Title field to tell the customer what the discount is for.

<figure><img src="/files/aFU8IEhBULxs0t0iMYg1" alt=""><figcaption></figcaption></figure>

You can **activate a discount or deactivate** it by setting the **Discount Status** using the dropdown:

* **Active** - the discount is activated
* **Inactive** - the discount is deactivated

{% hint style="warning" %}
Note: If you set an end date for your discount, your discount will be automatically deactivated on its end date.
{% endhint %}

<figure><img src="/files/1yh9x5RssTI4bE72Nnac" alt=""><figcaption></figcaption></figure>

### b. Reason for discount

In the **Reason For Discount field,** you can enter your discount reason (under 150 characters) to tell the customer why they got a discount

{% hint style="warning" %}
The reason for the discount will be visible to the customer in the PDF, email, and invoice.
{% endhint %}

<figure><img src="/files/nlkBMk7fAP0LCkyHwa4y" alt=""><figcaption></figcaption></figure>

### c. Discount value

When creating a discount, you have to **choose how the discount will be calculated**. You can select between the two options: **Fixed amount** and **Percentage**.

* By using the **Discount Value** dropdown, you can choose between two options:
  * &#x20;Fixed amount
  * &#x20;Percentage

{% hint style="info" %}
Tips: Choose the **Fixed amount** option if you want to deduct a specific currency amount from the price. Choose the **Percentage** option if you want the discount to scale with the order total.
{% endhint %}

<figure><img src="/files/F1kNRH4ySUYuNYjrE2Hd" alt=""><figcaption></figcaption></figure>

* Typing the **discount amount** based on the discount value option that you have selected

<figure><img src="/files/t6VCRlX3Sxqro7LL3ymS" alt=""><figcaption></figcaption></figure>

*Example 1: To create a $100 discount, select the **'Fixed Amount'** option and enter **'100'** in the **'Discount Amount'** field.*

<figure><img src="/files/DtTH7x0fhdotjgaNjkbq" alt=""><figcaption></figcaption></figure>

*Example 2: To create a 10% discount, select the **'Percentage'** option and enter **'10'** in the **'Discount Amount'** field.*

<figure><img src="/files/JyDw9wa6bzG47DRrwQMC" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If multiple discounts are applied to the same line item, the system will automatically **select the discount with the highest value**
{% endhint %}

## 2. Discount Visibility

{% hint style="info" %}
Note: This discount always displays in the storefront.
{% endhint %}

You can set up **where to show the discount** by ticking the box for the preferred display visibility (you can select multiple visibilities):

* Display discount reason on the **Draft Order**
* Display discount reason on the **Email**
* Display discount reason on the **Invoice PDF**
* Display discount reason on the **PDF**

<figure><img src="/files/z8aqjjJGthjXB4NU4pai" alt=""><figcaption></figcaption></figure>

## 3. Schedule

In the **Schedule section**, you can choose **when** the discount should begin and optionally, when it should end by following these four steps:

**Steps:**

1. Select your **timezone**

<figure><img src="/files/NIDOWjO36KxbHTNefbqX" alt=""><figcaption></figcaption></figure>

2. Choose your **Start Date** and **Start Time**

<figure><img src="/files/TtC7rWfhx5S1Y1rEj9XT" alt=""><figcaption></figcaption></figure>

3. \[Optional] If you want to have an **End Date,** you can tick the **Enable End Date Box** and **edit the End Date and End Time**

{% hint style="danger" %}
Note: End Date must be a date & time after Start Date
{% endhint %}

<figure><img src="/files/zFKKsiX0yP9UjdgfS1Tm" alt=""><figcaption></figcaption></figure>

4. Click **Save**

## 4. Discount condition setting

### a. What rule will be applied?

You can choose whether to apply the discount using the **Line item discount** rule or the **Quote discount** rule

* **Line item discount:**&#x20;
  * If you want to apply a discount to a single product, you can choose the Line item discount option
* **Quote discount:**&#x20;
  * If your customer submits a quote containing multiple products, you can use the Quote discount rule to apply a discount to all products in the request, instead of creating individual discounts for each item

<figure><img src="/files/Vu1vKQVNDC9CC3p3HsGp" alt=""><figcaption></figcaption></figure>

#### Line item discount

If you choose the Line item discount, you can select 2 options on which product you want to apply:

* All products
* Specific products

{% hint style="danger" %}
If you have many discounts on the same line item, the system will **prioritise the discounts** with the rule that applies to **'Specific products'** rather than **'All products'**
{% endhint %}

<figure><img src="/files/KDLxCVgCoK8QG34KFOKT" alt=""><figcaption></figcaption></figure>

#### Quote discount

If you choose the Quote discount, you can select **3 options (All quotes, Quote amount, Quote quantity)** on which product you want to apply:

* All quotes
* Quote amount:&#x20;

This means that the discount will be applied if **the subtotal of the submitted quote** is greater than or less than the specified input value

* For the quote amount, you will have two selections: **Greater than** and **Less than**

<figure><img src="/files/Ls2LJ179UVGluj3lXsm4" alt=""><figcaption></figcaption></figure>

*Example: To apply a discount to a submitted quote with a quote amount greater than 10, enter '10' in the field next to the 'Greater than' option*

<figure><img src="/files/RXqovwtlwBd0yA9WGo0n" alt=""><figcaption></figcaption></figure>

* Total quantity:&#x20;

This means that the discount will be applied if **the total quantity of all products submitted in the quote** is greater than or less than the specified input value

* For the total quantity, you will have two selections: **Greater than** and **Less than**

<figure><img src="/files/oGy9NChIgxzMPUUguMOR" alt=""><figcaption></figcaption></figure>

*Example: To apply a discount to a submitted quote with a total quantity greater than 10, enter '10' in the field next to the 'Greater than' option*

<figure><img src="/files/hlwv3agnLSDber46NlIQ" alt=""><figcaption></figcaption></figure>

### b. Who will be eligible to apply?

You can select what type of customers are eligible to receive the applied discount.

* All logged-in customers
* Other&#x20;

  * If you select **Other**, you will have 2 options, which are **Customer type** and **Customer tag**

  <figure><img src="/files/mZ5irBrVwtxiPcqsby8X" alt=""><figcaption></figcaption></figure>

  * For **Customer type**, you can **only** select the DTC option if you run a DTC store. However, if you operate a B2B store, you can choose both DTC and B2B options

  <figure><img src="/files/VsDTUcwUokM17UjbclfJ" alt=""><figcaption></figcaption></figure>

  * For **Customer tag**, you can select 2 options between: **'Has not tag'** and '**Has tag'**

  <figure><img src="/files/OVHD670JFzxErYPr0B9U" alt=""><figcaption></figcaption></figure>

### c. Maximum discount usage limit

You can control **how often** the discount can be used by selecting these two options: '**One-time uses'** and '**Always, depending on the discount period'**

* One-time uses
  * The discount can only be applied **once per customer**.
* Always, depending on the discount period
  * The discount can be used **as many times as needed**, but only during the set time frame.

<figure><img src="/files/c1STfXxwpku0t4YWmOCw" alt=""><figcaption></figcaption></figure>

## 5. Edit a discount

You can **edit a discount** by following these steps:

**Steps:**

1. From your Quote Snap app, go to **Discount settings**
2. Click the **Pencil Button** of the discount that you want to edit.
3. Edit the discount's settings.
4. Click **Save**.

<figure><img src="/files/NElbcMki3403a5d5ilJ4" alt=""><figcaption></figcaption></figure>

## 6. Delete a discount

You can permanently delete a discount to remove it from the Discounts list in 2 different ways by following these steps

### a. Delete a discount

**Option 1: Use the Trash Button**

1. From our Quote Snap app, go to **Discount settings**
2. Click the **Trash Button** of the discount that you want to delete.
3. When the pop-up appears, click the **Delete Button** of the **pop-up**

<figure><img src="/files/L6tlaSGkftZO0op4Il0Y" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/xkXFbwwyNyfSU6jvQsBv" alt=""><figcaption></figcaption></figure>

**Option 2: Use the Delete Button**

1. From our Quote Snap app, go to **Discount settings**
2. Click the **discount** that you want to delete.
3. Click the **Delete** button shown under the Discount list.
4. When the pop-up appears, click the **Delete** button of the pop-up

<figure><img src="/files/oy2Fbo78hS7T5E8qQO5H" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ZD5YXQrSpNm5sMjUSRmw" alt=""><figcaption></figcaption></figure>

### b. Delete multiple discounts <a href="#deactivate-a-discount" id="deactivate-a-discount"></a>

You can permanently delete multiple discounts from the Discounts list in two ways: either by selecting the 'Select All' box or by selecting individual checkboxes for the discounts you want to delete.

*Example: You want to delete all the discounts, you can click on this box*

<figure><img src="/files/QAC7tLGVxfQuBEeMibMi" alt=""><figcaption></figcaption></figure>

*Then you can press the button **'Delete'***

<figure><img src="/files/ev3HfOdZbVLmLMP9gjz7" alt=""><figcaption></figcaption></figure>

*Example: You want to delete specific discounts, simply check the boxes next to the discounts you wish to remove*

<figure><img src="/files/uQMTl0Dgdv5OfOonqSUa" alt=""><figcaption></figcaption></figure>

*Then you can press the button **'Delete'***

<figure><img src="/files/ZM3YpCePGZuelWKNh1TY" alt=""><figcaption></figcaption></figure>


# 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.

<figure><img src="/files/O6p1zX3cthlq2GhhqXl4" alt=""><figcaption><p>Each language is a distinct version of the PDF template</p></figcaption></figure>

**Add a language version:** You can add 1 or more language versions by clicking on the :heavy\_plus\_sign: icon on the right of the language tabs. As a result of adding more language versions with this feature, the Quote Detail feature will present these options while you are trying to export a quote to PDF.

<figure><img src="/files/CsLOTKU7vO4Y67ogBPOh" alt=""><figcaption><p>You can add 1 or more language versions to the PDF template</p></figcaption></figure>

**Set a language version as default:** When a language version is marked as ‘Set as default’, it will be automatically chosen as the default language for the quote PDF when you try to export one.

<figure><img src="/files/Rkhq3q9H0gTv1SKg8HVm" alt=""><figcaption><p>Set British as the default language</p></figcaption></figure>

<figure><img src="/files/BVwRFO8B6PlrodgSip3P" alt=""><figcaption><p>British will automatically be selected whenever you want to export a quote to PDF</p></figcaption></figure>

**Edit text labels on a language version:** You can adjust or delete all text labels on the PDF template to align with the chosen language.

<figure><img src="/files/T6LKZIXDDWOlPciUn2mR" alt=""><figcaption><p>Creating a PDF template version in German <span data-gb-custom-inline data-tag="emoji" data-code="1f1e9-1f1ea">🇩🇪</span></p></figcaption></figure>

**Delete a language version:** You can remove a language version by clicking on the Delete button of the corresponding language tab.

<figure><img src="/files/ejl5lvoFFtU3cUm9EbS3" alt=""><figcaption><p>Delete German language</p></figcaption></figure>

### 2. Auto Detect Language

When activated, this feature automatically identifies and recommends the language used by customers submitting the quote requests, during the process of exporting a quote to PDF. The language identification technique is based on the customers' locales.

<figure><img src="/files/hp5JqiRWOdRwHam1SqyJ" alt=""><figcaption><p>How to activate it</p></figcaption></figure>

<figure><img src="/files/UgMCbkH559CCLcrDSF98" alt=""><figcaption><p>How it works: System automatically detects the language this customer used is French</p></figcaption></figure>


# Emails

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 settings

{% hint style="info" %}
**Note:** You can edit your inactive template. When you save your edits, it will be actived and replace your current template.
{% endhint %}

<figure><img src="/files/bd7wdLhAeI8RBrBlF0Jc" alt=""><figcaption><p>Each language is a distinct version of the email template</p></figcaption></figure>

You can change information from English into your language. Click save when you're done. New information will be updated to template settings.

<figure><img src="/files/3ADyL4iyIkz4q0bUDjJz" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PcLcndKLzuuvkURHwnpv" alt=""><figcaption></figcaption></figure>

### 2. Multi-Language

At the initiation, a default language, British/English, is preset. You can add 1 or more language versions to the PDF template. Each language version contains a distinct list of text labels via email template, displayed in the form of text fields.

<figure><img src="/files/Vvl3KQrWhwj2nZiVoQ7k" alt=""><figcaption><p>Each language is a distinct version of the email template</p></figcaption></figure>

**Add a language version:** You can add 1 or more language versions by clicking on the :heavy\_plus\_sign: icon on the right of the language tabs. As a result of adding more language versions to this feature, the Quote Detail feature will present these options while you are trying to send either an auto-responder email or a quotation email to your customers.

<figure><img src="/files/BSYmYRuzon9fIpofSFng" alt=""><figcaption><p>You can add 1 or more language versions to the email template</p></figcaption></figure>

**Set a language version as default:** When a language version is marked as ‘Set as default’, it will be automatically chosen as the default language for email when you try to send one to your customers.

<figure><img src="/files/tipUMsoXSR1vQLynRVKc" alt=""><figcaption><p>Set British as the default language of Quotation email</p></figcaption></figure>

<figure><img src="/files/jfOWfNnehA9mLXiGqxkj" alt=""><figcaption><p>French will automatically be selected whenever you want to send quotation email to customers</p></figcaption></figure>

**Edit text label on a language version:** You can adjust or delete all text labels on the PDF template to align with the chosen language.

<figure><img src="/files/Z6Og1n3hkDbLiRHWfG4Y" alt=""><figcaption><p>Creating a PDF template version in French <span data-gb-custom-inline data-tag="emoji" data-code="1f1eb-1f1f7">🇫🇷</span></p></figcaption></figure>

**Delete a language version:** You can remove a language version by clicking on the Delete button of the corresponding language tab.<br>

<figure><img src="/files/4AfuHZNUt48VBmJmdPAq" alt=""><figcaption><p>Delete French language</p></figcaption></figure>

### 3. Auto Detect Language

While this function is not available for admin notification emails, it works separately for the 2 remaining email types, including auto-response and quotation emails. This means you can choose to enable it for auto-response emails and disable it for quotation emails, for example.

<figure><img src="/files/LDF3AOsBtR8YrtTe9MNB" alt=""><figcaption><p>Auto Detect Language function on Auto-response email tab</p></figcaption></figure>

**For Auto-response emails:**&#x20;

When activated, it automatically detects the customer's language and sends the auto-responder in that language. However, there is a precondition to be met that is you must have the corresponding language version available in your language setting list.&#x20;

For example, if a German customer submits a quote request, and you already have a German version of the auto-response email, the email will be sent in German.

**For Quotation emails:**&#x20;

When activated, this feature automatically identifies and recommends the language used by customers submitting the quote requests, during the process of sending out a quotation email to customers. The language identification technique is based on the customers' locales.

<figure><img src="/files/GCLyV0ugsAeQmUxFw45I" alt=""><figcaption><p>How to activate it</p></figcaption></figure>

<figure><img src="/files/jSYpzETXVZiju4j2Gsa0" alt=""><figcaption><p>How it works: System automatically detects the language this customer used is French</p></figcaption></figure>

<figure><img src="/files/EdmXGQLwuCronla96qGe" alt=""><figcaption><p>How to activate it</p></figcaption></figure>

<figure><img src="/files/48NceonMVdheYlSZrfNi" alt=""><figcaption><p>How it works: System automatically detects the language this customer used is French</p></figcaption></figure>


# 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](/main-features/quote-management/create-draft-order) from a quote manually in **Quote detail.**

Go to **Other menu  ➡** **Sync Data ➡ Shopify** tab, then select this option

<figure><img src="/files/5OUIpdDK5N1QlL2xWS3K" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/71F0dO9RPXO54PM7W7Xm" alt=""><figcaption></figcaption></figure>


# Show 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 Viewed

<figure><img src="/files/O5a9j4Y5gj7u1QcSam5J" alt=""><figcaption></figcaption></figure>


# Webhook setting guide

* **Your endoint URL:** `http://webhook.endpoint.url`
* **Method:** POST
* **CURL Example:**&#x20;

```
curl -X POST "http://webhook.endpoint.url" \
     -H "X-QuoteSnap: $signature" \
     -d '{
           "product_list": YOUR_PRODUCT_LIST_JSON,
           "customer_info": YOUR_CUSTOMER_INFO_JSON
         }'
```

* **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 is encrypted using SHA256, with the key being the `apiKey` generated on the settings screen and the data being the shop name (e.g., `mystore.myshopify.com`).
  * The Client Server should verify this HMAC to ensure that the request is sent from the QuoteSnap Server.
  * Header example:&#x20;

```
"X-QuoteSnap: $signature"
```

* **Request:**
  * Data type: Object
  * Request data example:

```
{
    "product_list": [
        {
            "id": 7975041237150,
            "title": "Appointment",
            "vendor": "kietdt-store",
            "handle": "appointment",
            "quantity": 1,
            "variant": {
                "id": 44057763938462,
                "title": null,
                "price": 10,
                "basePrice": 10,
                "sku": null,
                "priceText": "10₫"
            },
            "message": null,
            "total": 10,
            "totalPrice": "10₫",
            "trackingSource": null,
            "properties": [],
            "pageChoosen": "product",
            "priceCountDiscount": 1000,
            "currencyShop": "{{amount_no_decimals_with_comma_separator}}₫",
            "variants": [
                {
                    "id": 44057763938462,
                    "title": null,
                    "price": 10,
                    "basePrice": 10,
                    "sku": null,
                    "priceText": "10₫"
                }
            ],
            "product_info": [
                {
                    "id": 139218,
                    "max": 20,
                    "min": 0,
                    "req": 1,
                    "send": 1,
                    "type": "text",
                    "input": "text",
                    "label": "Detail inquiry",
                    "width": 100,
                    "placeholder": "Enter your inquiry",
                    "value": "aaa"
                }
            ],
            "offer_price": null
        }
    ],
    "customer_info": [
        {
            "label": "Name",
            "value": "My name"
        },
        {
            "label": "Email",
            "value": "example@gmail.com"
        },
        {
            "label": "Message",
            "value": "Quote Snapp"
        },
        {
            "label": "Select",
            "value": "Option 1"
        }
    ]
}
```


# 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.&#x20;

Send us your [**Custom Requests**](broken://pages/mYVRbduvLDbldmFESF0q) or reach out to us via <contact@omegatheme.com> 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 you do not fix it in your theme code. Just leave us a message via live chat or our email: <contact@omegatheme.com> to get our support quickly.

**3. Why can't I see the Quote Button in the product page?**\
\
→ Please go to **Collect Quote -> Button Settings -> Display Rules** and check the position of the Quote Button. Please make sure that if you set “Under Add To Cart Button, the Add to Cart Button must be available on your product page.

<figure><img src="/files/3eHquZh7ZrPfpdwn2YlG" alt=""><figcaption></figcaption></figure>

**4. Can I change the text from Request a Quote to Add to Quote ?**\
\
Yes, you can. Please go to the app [**Collect Quote**](/main-features/quote-button) **→ Button Settings -> RFQ Button Appearance**

<figure><img src="/files/vnWPfsgfVKvnPPKGoRJi" alt=""><figcaption></figcaption></figure>


# Hide 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

<figure><img src="/files/3E6bkg9WAa7vtoHw3lZm" alt=""><figcaption></figcaption></figure>

**3. Can we show the Quote Button in the Quick View/ Quick Purchase/ Related Product?**\
\
→ Yes, we can support customizing the Quote Button in the Quick View/ Quick Purchase/ Related Product. This service is available for Enterprise Plan users.


# Quote 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

<br>

<figure><img src="/files/goPAzBL3FapUvVfybJNN" alt=""><figcaption></figcaption></figure>

**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 the maximum digits for your country phone number.

<figure><img src="/files/XuFNnXoCxffdclBA1g27" alt=""><figcaption></figcaption></figure>

If you sell overseas and you need to fill in country code in phone number (+1, +34...), choose **Text field** instead of #**Number.**

**3. How can I translate my form into my website language?**

We still not have auto-translate feature. If you want to change the language, contact us in live chat in app so our Customer Support can support you.


# Email 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](/getting-started/connect-email) with our app.\
Settings —> General —> Email Settings & Integrate —> Connect your email

#### **2. Can I send notifications for more than one email/admin?**

Yes, indeed you can. Go to **Template -> Email Template -> Preheader Settings -**> **Admin** and then **s**imply enter the emails here, and separate them with a commas.

<figure><img src="/files/pfjBMz2RnkOoQ8fJGhZa" alt=""><figcaption></figcaption></figure>


# Tax in draft order

In Quote detail, you can add tax to your quote and send to your customers price breakdown.&#x20;

<figure><img src="/files/OxadF911ismo0d1u11k3" alt=""><figcaption></figcaption></figure>

But this tax will not show up in draft order created from quote.&#x20;

<figure><img src="/files/Wia7yORkdOf7OWMTDQ67" alt=""><figcaption></figcaption></figure>

This tax is automatically made by Shopify based on your business and your location. Estimated tax is only authorized by the payment method, but it is not charged to the customer.

Read more about[ tax in order](https://help.shopify.com/en/manual/taxes/shopify-tax/tax-estimation) in Shopify help center.


# 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:

1. Install [GemPages](https://gempages.net/?ref=xtzVa6P9)

<figure><img src="/files/UJGskKIe40ZPVgENuQhe" alt=""><figcaption></figcaption></figure>

GemPages empowers you to create, customize, and optimize your Shopify store pages with ease. Now with AI.

2. Install [EComposer - Top #1 Shopify Page Builder](https://apps.shopify.com/ecomposer?utm_source=quotesnap\&utm_medium=partner-page-onweb)

<figure><img src="/files/znwW4Eqtl8fuAoWnf1ow" alt=""><figcaption></figcaption></figure>

Easy and fast page builder: build any page type or section that is stunning and highly convert.

3. Install [**Foxify - Smart Page Builder**](<https://foxecom.com/products/foxify-shopify-app?utm_source=QuoteSnap\&utm_medium=Document\&utm_campaign=partnership >)

<figure><img src="/files/J0mgCVmFmFaEGu0WwVyY" alt=""><figcaption></figcaption></figure>

✨ 80+ high-converting page designs&#x20;

🚀 built-in upsells cross-sells extensions&#x20;

📊 advanced analytics to impact sales, costs, & profit all at once


# 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: [Link here](https://apps.shopify.com/facebook-multi-pixels?surface_detail=document\&surface_type=quote_snap)<br>

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_1rjl85k.png" alt=""><figcaption></figcaption></figure>

After installing the pixel app and complete setting, click add to quote will show up as the same conversion event like add to cart:

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_1p8pogw.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000/image_17svahp.png" alt=""><figcaption></figcaption></figure>


# Charge policy

### App prorating, upgrades, and downgrades <a href="#app-prorating-upgrades-and-downgrades" id="app-prorating-upgrades-and-downgrades"></a>

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 app charge is applied immediately, then when you upgrade your plan by moving from a less expensive charge to a more expensive charge, the charge is prorated based on the difference in price and the number of days remaining in the billing cycle. For example, if you begin a 30-day billing cycle on a $5.00 plan, and upgrade to a $15.00 plan on day 15 of the billing cycle, then you're charged $5.00 + ($15.00 - $5.00) \* (15/30) = $10.00 USD.

If the new app charge is applied immediately, then when you downgrade your plan by moving from a more expensive charge to a less expensive charge, you're automatically offered an application credit based on the difference in price and the number of days remaining in the billing cycle. This application credit can be used towards any future application purchase on Shopify.

### Annual charge <a href="#app-prorating-upgrades-and-downgrades" id="app-prorating-upgrades-and-downgrades"></a>

If you cancel the app after using app several months, the bill of usage will be calculated by **original monthly plan** (without discount)  \* **month in use**. For example:\
If you use **Enterprise plan at $19.99** on yearly charge with **discount 30%**\
so you just need to pay 19.99 \* (1 - 0.3) \* 12 = $167.9\
\
Then you cancel the annual plan on the 5th month of billing cycle.\
You will paid $19.99 \* 5 = $99.95.\
\
So you will receive refund $167.9 - $99.95 = $67.9


# Discount 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

<figure><img src="/files/4EBEXs9DS8sPxdwrA22r" alt=""><figcaption></figcaption></figure>

* Select Yearly tab, click **Add promo code** to apply discount code for yearly plans

<figure><img src="/files/nZNRBoKRbMpzKzaowa7W" alt=""><figcaption></figcaption></figure>

2. Choose your plan which is valid for the discount code

<figure><img src="/files/fUD0htmtWYhdCEtFWjaw" alt=""><figcaption></figcaption></figure>

3. Input your discount code and click **Apply discount** button

<figure><img src="/files/FQzRzEY1hvl8WYzXyKYl" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: E**ach discount code is only used once for one store.
{% endhint %}


# 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**.&#x20;

**Note**:&#x20;

* 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 plans

<table><thead><tr><th width="149">Pricing &#x26; Features</th><th width="149">Free Plan </th><th>Starter ($16.99)</th><th>Pro ($36.99)</th><th>Pro Plus (Shopify Plus - $96.99) </th></tr></thead><tbody><tr><td>Quote limited</td><td><em><strong>10 quotes/ month</strong></em></td><td><em><strong>50 quotes/ month</strong></em></td><td><em><strong>Unlimited quotes/ month</strong></em></td><td><em><strong>Unlimited quotes/ month</strong></em></td></tr><tr><td>Hide Price Settings (Option hide price, select page, apply for products, apply for customers)</td><td>Basic: Hide Price enabled, applies to 50 product variants and only Product Page.</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Quote Button Setting (Position, Apply for products, Apply for customers, <strong>Instant Quote</strong>, Button appearance)</td><td>Basic Setting: Enable Show Button Quote On Product Page.</td><td>Basic setting: Position, Apply for products, Apply for customers, Button appearance</td><td>✅</td><td>✅</td></tr><tr><td>Quote cart / history widget</td><td>Quote cart widget</td><td>Quote cart widget</td><td>✅</td><td>✅</td></tr><tr><td>Submission list (Create quote manual, Export PDF, Cancel quote)</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Submission list (Create draft order/ send invoice/ Export invoice)</td><td>❌</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Submission list (Create quote with bulk SKU, Create sections, Create quote for B2B customer with catalog &#x26; payment term applied)</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Auto fill logged-in B2B customer data (company, location &#x26; payment terms)</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Separate settings of B2B storefront</td><td>❌</td><td>❌</td><td>❌</td><td>✅</td></tr><tr><td>Quote Form Builder (Multiple Form Setting)</td><td>✅</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Quote form (Form elements: Advanced setting "Customer info")</td><td>Basic setting</td><td>Basic setting</td><td>✅</td><td>✅</td></tr><tr><td>Quote form (After submit/ Translation)</td><td>❌</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Quote form (Appearance form)</td><td>❌</td><td>❌</td><td>✅</td><td>✅</td></tr><tr><td>PDF template (Advanced setting: Add custom section)</td><td>Basic setting</td><td>Basic setting</td><td>✅</td><td>✅</td></tr><tr><td>Email Notification (Auto, admin, vendor email notification)</td><td>Auto, admin email notification</td><td>Auto, admin email notification</td><td>✅</td><td>✅</td></tr><tr><td>Email Notification (Proposal email: advanced setting "Accept/ reject")</td><td>Basic setting</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Sync Data (Shopify, Hubspot, Mailchimp, Other system webhook)</td><td>❌</td><td>Shopify, Hubspot, Mailchimp</td><td>✅</td><td>✅</td></tr><tr><td>Members and permission</td><td>❌</td><td>❌</td><td>✅</td><td>✅</td></tr><tr><td>Other notification</td><td>❌</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Customer account (Setting, Permission, Translation)</td><td>❌</td><td>❌</td><td>✅</td><td>✅</td></tr><tr><td>Basic customization support</td><td>❌</td><td>❌</td><td>✅</td><td>✅</td></tr><tr><td>Advanced customization (extra fee) - Contact to deal</td><td>❌</td><td>❌</td><td>✅</td><td>✅</td></tr><tr><td>Omega branding removal</td><td>❌</td><td>✅</td><td>✅</td><td>✅</td></tr></tbody></table>


# How to get Telegram Bot Chat ID?

### Create a Telegram Bot and get a Bot Token

1. Open Telegram application then search for `@BotFather`
2. Click Start
3. Click Menu -> /newbot or type `/newbot` and hit Send
4. Follow the instruction until we get message like so

   ```
   Done! Congratulations on your new bot. You will find it at t.me/new_bot.
   You can now add a description.....

   Use this token to access the HTTP API:
   63xxxxxx71:AAFoxxxxn0hwA-2TVSxxxNf4c
   Keep your token secure and store it safely, it can be used by anyone to control your bot.

   For a description of the Bot API, see this page: https://core.telegram.org/bots/api
   ```
5. So here is our bot token `63xxxxxx71:AAFoxxxxn0hwA-2TVSxxxNf4c` (make sure we don't share it to anyone).

### Get Chat ID for a Private Chat

1. Search and open our new Telegram bot
2. Click Start or send a message
3. Open this URL in a browser `https://api.telegram.org/bot{our_bot_token}/getUpdates`
   * See we need to prefix our token with a word `bot`
   * Eg: `https://api.telegram.org/bot63xxxxxx71:AAFoxxxxn0hwA-2TVSxxxNf4c/getUpdates`
4. We will see a json like so

   ```
   {
     "ok": true,
     "result": [
       {
         "update_id": 83xxxxx35,
         "message": {
           "message_id": 2643,
           "from": {...},
           "chat": {
             "id": 21xxxxx38,
             "first_name": "...",
             "last_name": "...",
             "username": "@username",
             "type": "private"
           },
           "date": 1703062972,
           "text": "/start"
         }
       }
     ]
   }
   ```
5. Check the value of `result.0.message.chat.id`, and here is our Chat ID: `21xxxxx38`
6. Let's try to send a message: `https://api.telegram.org/bot63xxxxxx71:AAFoxxxxn0hwA-2TVSxxxNf4c/sendMessage?chat_id=21xxxxx38&text=test123`
7. When we set the bot token and chat id correctly, the message `test123` should be arrived on our Telegram bot chat.

### Get Chat ID for a Channel

1. Add our Telegram bot into a channel
2. Send a message to the channel
3. Open this URL `https://api.telegram.org/bot{our_bot_token}/getUpdates`
4. We will see a json like so

   ```
   {
     "ok": true,
     "result": [
       {
         "update_id": 838xxxx36,
         "channel_post": {...},
           "chat": {
             "id": -1001xxxxxx062,
             "title": "....",
             "type": "channel"
           },
           "date": 1703065989,
           "text": "test"
         }
       }
     ]
   }
   ```
5. Check the value of `result.0.channel_post.chat.id`, and here is our Chat ID: `-1001xxxxxx062`
6. Let's try to send a message: `https://api.telegram.org/bot63xxxxxx71:AAFoxxxxn0hwA-2TVSxxxNf4c/sendMessage?chat_id=-1001xxxxxx062&text=test123`
7. When we set the bot token and chat id correctly, the message `test123` should be arrived on our Telegram channel.

### Get Chat ID for a Group Chat

The easiest way to get a group chat ID is through a Telegram desktop application.

1. Open Telegram in a desktop app
2. Add our Telegram bot into a chat group
3. Send a message to the chat group
4. Right click on the message and click `Copy Message Link`
   * We will get a link like so: `https://t.me/c/194xxxx987/11/13`
   * The pattern: `https://t.me/c/{group_chat_id}/{group_topic_id}/{message_id}`
   * So here is our Chat ID: `194xxxx987`
5. To use the group chat ID in the API, we need to prefix it with the number `-100`, like so: `-100194xxxx987`
6. Now let's try to send a message: `https://api.telegram.org/bot63xxxxxx71:AAFoxxxxn0hwA-2TVSxxxNf4c/sendMessage?chat_id=-100194xxxx987&text=test123`
7. When we set the bot token and chat id correctly, the message `test123` should be arrived on our group chat.

### Get Chat ID for a Topic in a Group Chat

In order to send a message to a specific topic on Telegram group, we need to get the topic ID.

1. Similar to steps above, after we click the `Copy Message Link`, we will get a link like: `https://t.me/c/194xxxx987/11/13`, so the group Topic ID is `11`.
2. Now we can use it like so (see `message_thread_id`): `https://api.telegram.org/bot783114779:AAEuRWDTFD2UQ7agBtFSuhJf2-NmvHN3OPc/sendMessage?chat_id=-100194xxxx987&message_thread_id=11&text=test123`
3. When we set the bot token and chat id correctly, the message `test123` should be arrived inside our group chat topic.

<br>


# 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&#x20;

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 when you sign up for our service or communicate with us.
* Information we collect automatically: We may automatically collect certain information about your use of the App, such as your IP address, device type, and browser type. We may also collect information about how you interact with the App, such as the pages you visit and the features you use.
* Information we receive from third parties: We may receive information about you from third parties, such as social media sites or other apps that you use to log in to our App.

#### 2. Use of Information&#x20;

We may use the information we collect for the following purposes:

* To provide and improve our services: We may use your information to provide you with our services, to communicate with you about our services, and to improve our services.
* To personalize your experience: We may use your information to personalize your experience with the App, such as by showing you personalized content or ads.
* To send you marketing communications: We may use your information to send you marketing communications about our services or other products and services that may be of interest to you.

#### 3. Sharing of Information&#x20;

We may share the information we collect with the following parties:

* Service providers: We may share your information with service providers who help us provide our services, such as hosting providers or email service providers.
* Business partners: We may share your information with business partners who help us provide our services, such as payment processors or marketing partners.
* Law enforcement: We may share your information with law enforcement or other third parties if we believe that such disclosure is necessary to comply with the law or to protect our rights, property, or safety, or the rights, property, or safety of others.

#### 4. Your Choices&#x20;

You may opt out of receiving marketing communications from us at any time by following the instructions provided in such communications. Please note that even if you opt out of receiving marketing communications, we may still send you non-marketing communications, such as those related to your account or our services.&#x20;

[**Click here**](https://smsgem.com/unsubscribe/?app=quote) if you no longer want to receive emails about promotions and other marketing activities from us.

#### 5. Email Communications&#x20;

We may send you email communications related to your use of our App, such as notifications about updates or changes to the App, or to respond to your inquiries or requests. We may also send you marketing emails about our products and services, but only if you have explicitly opted-in to receive such emails.

We may use third-party email service providers to send these emails on our behalf. These service providers may have access to your email address and other personal information solely for the purpose of sending these emails. We require our service providers to adhere to industry-accepted privacy and security standards and to use your information only as necessary to provide their services to us.

#### 6. Changes to this Privacy Policy&#x20;

We may update this Privacy Policy from time to time. If we make any material changes to this Privacy Policy, we will notify you by email or by posting a notice on our website.

Contact Us If you have any questions or concerns about this Privacy Policy, please contact us at <contact@omegatheme.com>


# Change 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.

{% stepper %}
{% step %} <mark style="color:yellow;">**Nov 11:**</mark>  <mark style="color:yellow;">**Form B2B Translation**</mark>

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 Address, and Payment Terms, depending on the needs of your business.

{% endstep %}

{% step %} <mark style="color:yellow;">**Oct 15:**</mark>  <mark style="color:yellow;">**New Quote Form Builder (Only New Version)**</mark>

You have the flexibility to customize both product and customer forms on an entirely redesigned interface. This new layout streamlines the process of creating new variants, duplicating, and deleting forms, making each action more intuitive and visually accessible.&#x20;

This interface allows you to oversee modifications effortlessly and refine your quote submission flow with greater speed and precision.

For more information on setting up and customizing the New Quote Form, please refer to this [documentation](https://docs.quotesnap.net/main-features/quote-form-builder) provided. This guide will walk you through each feature and option in detail.

<img src="/files/u1IUaJceonH43m7VKjgg" alt="" data-size="original">
{% endstep %}

{% step %} <mark style="color:yellow;">**Dec 20:**</mark>  <mark style="color:yellow;">**B2B/DTC New Feature  (Only New Version)**</mark>

Features specifically designed with separate settings for B2B and DTC customers. For DTC, options include hiding prices, adding a "Request for Quote" button, Add to Cart (ATC) button, Buy Now button, Quote Cart widget, and Quote History—helping to streamline quote creation and order conversion.&#x20;

For B2B customers, dedicated features allow quotes to be generated based on catalog, location, and product imports by SKU, providing a flexible, automated, and accurate quoting process. Each customer type benefits from customized settings tailored to their unique needs.

<img src="/files/OYb4afzWv9pn8UCo8hxD" alt="" data-size="original">
{% endstep %}

{% step %} <mark style="color:yellow;">**July 3:**</mark>  <mark style="color:yellow;">**Auto send price inquiry email to Vendors**</mark>

Now you can set up rules to **automatically send emails to your Vendors asking for current prices and availability** whenever their products are included in a quote. This makes sure you always have the latest information without extra work.

And you can also personalize these emails with custom templates, allowing you to maintain a professional look.

<img src="/files/POmpMaZrrYd81C3cbaKq" alt="" data-size="original">
{% endstep %}

{% step %} <mark style="color:yellow;">**June 28: Quote form builder - Create separate forms for separate products**</mark>

Now you can create **separate Quote Forms for separate products**. For instance, you can set up a form with just 4 fields for product A, or choose to create another form with 10 fields for product B, ensuring each product has exactly what's required for accurate customization options.

<img src="/files/MMZsGKkSORdBAP9Xzt2W" alt="" data-size="original">
{% endstep %}

{% step %} <mark style="color:yellow;">**June 13: Quote form builder - Dynamic form**</mark>

Customize your quote forms to automatically show or hide additional fields based on the value customers entered in other fields.

For example, if a form includes a 'Shipping?' field with options 'YES' and 'NO', you can set rules to display the 'Contact phone' and 'Shipping address' fields only if 'YES' is selected, and hide them when 'NO' is chosen.

<img src="/files/LoL7Kt7ESdQWYe8RaqbY" alt="" data-size="original">
{% endstep %}

{% step %} <mark style="color:yellow;">**June 5: Send Quotation Email with one click from Admin Email**</mark>

Now you can send a quotation email to a customer without opening the app. Just click a button in your Admin Email, and it will open a new tab for you to review and edit the email before sending.

<img src="/files/sR6dQ0sO0xRczdiZgEwy" alt="" data-size="original">
{% endstep %}

{% step %} <mark style="color:yellow;">**May 31: Editor mode: More customizable options to edit Quotation Email template**</mark>

You can now **customize your quotation email template** on the highest flexibility than before with the new **Editor Mode**. Make your emails look just the way you want.

Note: This update is only for Quotation Emails right now, not for Auto-response or Admin emails.

<img src="/files/H7IAAi75U1ov3iHk9hYQ" alt="" data-size="original">
{% endstep %}
{% endstepper %}