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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On this page
  • 1. Hide Price
  • 2. Activate RFQ Button
  • 3. Activate Request Form
  • 4. Create test Request
  • 5. Export a Quotation PDF
  • 6. Send a Quotation email.
  • Congrats!
  1. Getting Started

Get started

Few steps to get started with us!

PreviousAbout Quote SnapNextApp overview

Last updated 3 months ago

1. Hide Price

  • Go to Collect Quote ->

Quote help: If quote button and hiding price don't work on your storefront as you wish, please contact with our CS team through or email:

2. Activate RFQ Button

  • Go to Collect Quote -> for products (all products or any) -> Save

  • Go to store to check if your button works well on frontend. You can customize your design here and of products.

3. Activate Request Form

  • Go to Collect Quote -> Quote Form to turn on and edit your form

4. Create test Request

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

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

5. Export a Quotation PDF

Go your Quote list and select your test Quote. Then you export PDF in step 4 of . You can also .

6. Send a Quotation email.

Congrats!

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

In your test Quote, you can send quotation email which is your offer price to customer in step 5 of . You can also

Quote help: If you have any further concerns, please contact with our CS team through or email:

🚀
live chat
[email protected]
Hide Price
live chat
[email protected]
Turn on Request Button
hide price
edit your PDF Template
edit your Quotation email.
Quote lifecycle progress
Quote lifecycle progress