How to collect quotes without products

By default, Quotify expects every quote request to include at least one product. For service-based businesses, custom-project requests, or general enquiries, you can change this so customers can submit a quote without selecting any products.

There are two settings that control this behavior:

• Form-only mode — Removes the product selection step entirely. The widget jumps straight to the contact form.
• Products optional — Keeps the product selection step but allows customers to continue without picking a product.

Only one of these can be active at a time.

Why this matters

Quotify started as a "request a quote on this product" tool, but many merchants use it for:

• Service quotes — consulting, installation, design work
• Bulk or custom enquiries — where the product list is decided later
• General contact forms — when you want a richer form than Shopify's built-in contact page

Both modes let you keep using your existing form fields, email routing, proposals, and integrations — the only thing that changes is whether a product is required.

Where to find these settings

1. In the Quotify dashboard, go to Settings in the sidebar.
2. On the Settings page, in the Quotify settings card at the top, you will see two toggles below Enable Quotify and Instant Add:

• Products optional
• Form-only mode

Difference between the two modes

If you try to enable both toggles at once, the save will fail with the message "Form-only mode cannot be enabled together with Products optional." Pick one.

How to enable Form-only mode

Use this when you never want customers to pick products — for example, a pure contact or enquiry form.

1. Open Settings in the Quotify dashboard.
2. In the Quotify settings card, click the Form-only mode toggle to turn it on.
3. The description reads: "Skip product selection and go directly to the contact form. Useful for general enquiries."
4. Click Save in the bar at the top of the page.

After saving, the widget skips the product selection step. The step indicator at the top of the widget will only show two steps: contact information and review.

How to enable Products optional

Use this when most quote requests will include a product, but you want to allow customers to submit a request without one — for example, when they want to ask a general question.

1. Open Settings in the Quotify dashboard.
2. In the Quotify settings card, click the Products optional toggle to turn it on.
3. The description reads: "Allow customers to proceed without selecting products."
4. Click Save in the bar at the top of the page.

After saving, the widget keeps showing the product selection step, but the "Next" button works even when no products have been added to the quote cart.

Where these requests appear

Form-only and product-less quote requests show up in your Quotify dashboard exactly like any other quote — they appear in the Quotes list, fire your email notifications, run through your rules, and sync to your integrations.

The difference: the quote will have no products attached. On the quote detail page, you will see the message "This request does not contain any products." in place of the products section. The customer's form responses are shown as normal.

Good to know

• These settings apply to all customers and all widget triggers. There is no per-product override.
• When the widget is embedded on a product page in Products optional mode, the product is still pre-selected as the starting point — the customer can simply remove it before continuing.
• Minimum quantity requirements (set in Settings) are skipped when no products are present.
• Existing integrations (Klaviyo, HubSpot, Zapier, webhooks) still receive the quote, but the products array will be empty.

Related guides

• How to build your own quote request form
• How to set minimum quantity requirements
• How to navigate and manage the quotes list

Updated on: 11/05/2026