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
  • 2. Config Permission
  • 3. Result
  1. Main features

Customer Account

PreviousCreate draft orderNextDiscount settings

Last updated 3 months ago

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.

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

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

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