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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  1. Product Updates

Update Log

November 24, 2023
Feature
Update
Image

Tax rate - Quote detail

Now you can add tax rate in your quote detail along with discount and shipping fee.

November 23, 2023
Feature
Update
Image

Set up guide

New update on functions that helps users get started easier

November 21, 2023
Feature
Update
Image

Homepage

New Ui for homepage

November 16, 2023
Feature
Update
Image

Quotation email

Now, when users click "Download Quotation PDF" in Quotation email, file will be auto saved to devices instead of opening file in a new tab.

November 6, 2023
Feature
Update

Template - Email

If users are using old template (which is not available in new version: Metro, Static), that will be available & stay the same in new version to them. Yet that one will not be edited, but sender name, recipient name & email subject.

November 6, 2023
Feature
Update
Image

Template - Email

Now can set up auto email for customer & admin separately.

November 6, 2023
Feature
Update
Image

Salesperson

November 1, 2023

Now free plan is only available for development stores.

All free old users can still use our free version. If you uninstall app and reinstall app, new pricing plan are applied.

October 10, 2023

Feature Updates

Feature
Update
Image

Pricing Plan

"Starter" plan users can edit 3 default fields (no more 5 fields) in Quote Form.

New appearance settings: Stroke, Drop shadow, Hover

You can change title of the form

If you hide price on your store, all fields about price on the form will be disabled.

Now View Quote is moved to "Collect Quote" tab, next to Quote Form.

You have separate appearance settings for both button "View Quote" and "View history Quote".

New appearance settings: Stroke, Drop shadow, Hover for both button "View Quote" and "View history Quote".

Display Option of Hide Price will be available for both new or same condition with RFQ button

Quote List

Quote Detail

No more timeline (change log) of a quote and comment.

Stay tuned. We'll soon release its update.

"Show viewed product list" is no longer available in Advanced Settings. "This customer also viewed" is always in each Quote, but only Pro & Enterprise users can see details.

Quote PDF

No more change on properties and VAT in product info.

Invoice PDF

To old users who haven't used Invoice yet, there will be no more Invoice PDF. We'll soon release its update.

You can use Quotation Email to send quotation/offer to your customers.

Users who are using old version of Email template can still have access to their current template when converting to new version of app.

PreviousProduct UpdatesNextCharge policy

Last updated 1 year ago

New UI for salesperson features and now you can set up more conditions for salesperson assignment. Check out more .

for each Quote

for each Quote

You can add (expired date) for your quotation/price offer

No more "Mark as purchased" and "Mark as unread". You can now change the status of the quote in new

After convert Quote into Draft Order, draft order information is no longer available. - "Email Invoice" is now updated . - Create PDF Invoice is also available in your Quote lifecycle progress -> Step 6 -> Create PDF Invoice

You send auto confirmation email to both admin and customer with same . You can't send different auto confirmation email to admin and customers.

To old users who already used Invoice, they can still use PDF Invoice in , while they can not edit Invoice template.

📰
Button Setting
here
Quote Form
View Quote
Hide Price
Template
template
Email Template
New progress log
New status
due date
quote lifecycle progress.
here