Quote Snap Documents
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Customer B2B & DTC Version
Customer B2B & DTC Version
  • 🌟About Quote Snap
  • 🚀Getting Started
    • Get started
    • App overview
    • Connect email
    • Google Recaptcha Keys
  • 🎯Main features
    • 1️⃣Quote Button
    • 2️⃣Hide Price
    • 3️⃣Hide "Add to cart" button
    • 4️⃣Hide Buy Now Button
    • 5️⃣Quote Cart Widget
    • 6️⃣Quote History Widget
    • 7️⃣Quote Form Builder
    • 8️⃣Quote management
      • Create a quote manually
      • Send quotation email
      • Export quote
      • Create draft order
    • 9️⃣Customer Account
    • 🔟Discount settings
  • 👨‍💻SALESPERSON
    • Create account
      • Edit and delete account
    • Assign quote
    • Salesperson guide
  • 🔧Other Features
    • General Settings
    • Template
    • Page 1
  • 🗣️Language Setting
    • Quote PDFs
    • Emails
  • 🌟Advanced features
    • Automatically create draft order
    • Show viewed product list
    • 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
  • 💰Plan charge
    • Charge policy
    • Discount code
    • Pricing Plan
  • 💰Notification
    • How to get Telegram Bot Chat ID?
  • Privacy Policy
  • Change Log
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  1. Getting Started

App overview

See what you've got!

PreviousGet startedNextConnect email

Last updated 3 months ago

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

Section in app admin
What you've got

All you need to get your store prepared for customers to request for quote/ask for price

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

Where you canall of you customer requests from newly submitted requests to abandoned ones.

Easily sort requests by status or date, and access detailed information about each request.

The Other menu is where you configure general store settings, including:

  • Quote ID format

  • PDF name format

  • PDF templates

  • Email templates

  • Data synchronization

  • Member management and permissions

  • CSS customization

  • Quote reminders

  • Additional notifications

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.

The Feedback menu lets you share comments and ideas to help improve products.

We have in month and year for users. Save 25% with yearly plan.

Get more discount by referring our apps to your Shopify friends.

🚀
pricing plan
Quote Button
Hide Price
Hide "Add to cart" Button
Hide Buy Now Button
Quote Cart Widget
Quote History Widget
Quote Form Builder
view, manage and organize