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

Quote form

PreviousHide "Add to cart" buttonNextThank you page

Last updated 2 months ago

Quote form is the form that your customer can leave their request information on your store.

A. Display

1. Display quote form view

This is how you want your Quote form look like.

  • Show in a pop-up

  • Show on a seperate page

2. Single product quote

If you want your customer can only add one product each request, turn this on & add a text when your customer try to add more than one.

If your customer already add one product in the quote, when they hover the quote button, guide text will show like the below image. If they click on Quote button, new product will added to quote and replaced previously added product.

B. Quote Form

This is where you can edit your Quote form. There are 4 parts of the form you can edit.

1. Form header

Two fields in form head both required which are: Title and link Continue shopping.

2. Request list

This field shows the product details that your customer request.

You can choose to show and hide items on your form.

Note: "Show item's price" and "Show item's total price" is disabled if you choose to hide price of any products.

3. Information form

This field help you to collect any information your want from your customer.

You have 3 default fields: Name, Email and Message. You can add more questions by clicking at "Add fields".

Note: In Default Value, each value is auto synced with customer's login information.

If you pick Default Value = customer name, if customer logged in your website and fill in the form, form auto fill in customer's name with the information log in.

4. Form bottom

You can edit the submit button label and where it places.

In each field, by clicking at you can edit type of content (text, email, number, text area), label, position and make it required or not.

Help: If you want to custom your form design, our CS team will be available on or email:

🎯
4️⃣
live chat
[email protected]