Getting started
How to add Quotify to your theme
PopularHow can I convert my cart into a quote request?
To turn your regular shop cart into a quote request you can add the "Request quote" button to your cart template. Quotify will automatically create a new quote request based on the items in your cart. Go to Sales Channels -Online Store -Themes and click Customize. Next choose the Cart Template: Cart Template Next, add the Button block to your theme: Add button block to cart templPopularHow can I pre-fill fields with existing customer data?
You might want to save your customers some time by having fields pre-filled based on their existing account information. Quotify makes this very easy and it only takes a few minutes to configure. Open the Quotify app and click Form. Next, edit the fieldset that contains the field you want to pre-fill. Edit field set Next, click the edit icon: Edit fiePopularHow do I translate Quotify into different languages?
PopularHow can I enable Quotify for specific products?
In some situations you might only want to show the "Request Quote" button for specific products. To get started open the Quotify app and navigate to Settings. First, enable the Product Selection mode: Product Selection Click either Add product or Add collection depending on your use case:PopularHow can I receive an email when a quote request is made?
Learn how to set up staff email notifications for quote requests, add notification recipients, customize email templates and language, and create email routing rules based on quote request conditions. You can include dynamic information in the subject and message using Liquid, for example:Some readersHow to build your own quote request form
In this video we will take a look at how you can use Quotify's form builder to build the form that meets your needs.Some readersHow can I send quote request confirmation emails to my customers?
To have customers receive a notification when they submit a quote request you can enable email notifications. Open the Quotify app choose Notifications settings and follow the interactive guide: You can include dynamic information in the subject and message using Liquid, for example:Some readersHow can I redirect users to a custom thank you page?
You can set a custom redirect page via Quotify Settings Customization Thank you redirect: Can I redirect users to a different page based on their country? Yes, this is possible using a Javascript snippet. You can add this via Quotify Settings Customization Custom Javascript. In the example below, the user will be redirected to the page "thank-you-us" if the origin country is usFew readersHow do I configure quote request PDF and attach them to my notification emails?
Few readersHow do I configure proposal PDF and attach them to customer email?
Few readersHow to add the request quote button to the product card on the collection page
Learn how to add the request quote button to your product card on the collection page using the theme editor.Few readersHow to use price lists
Price lists let you create reusable pricing templates with custom prices for products. You can apply a price list to any proposal to automatically update line item prices based on fixed prices, percentage discounts, or dollar amounts off. This is a Pro feature. How to create a price list Click Price Lists in the sidebar navigation. Click the Create Price List button. Enter a name for your price list (e.g., "Wholesale Pricing" or "VIP Customer Discount"). Click the AFew readers
Advanced
How can I manually add the request a quote button anywhere or install on an older theme?
If your theme is not compatible with the Shopify theme builder you can still add the "Request Quote" button by manually adding a code snippet. Go to Online Store -Themes and edit the code for the theme that you are using: Edit Theme Code Next, look for the Snippets folder, expand it, and click Add a new snippet and create a new snippet named quotify-button: Add a new snippet (https://sPopularHow can I track events in Google Analytics?
If you want to track events in Google Analytics, you can use our integration. Open Quotify and visit Settings Customization. Next enter your Google Analytics ID. Next, you see all the events sent by Quotify:PopularHow do I open the quote cart from anywhere?
There are two options that you can use to open the quote cart from any page. Sticky Quote Cart Button Go to Online Store Themes and click Customize on your theme: Customize theme Next, click the App Embeds icon: App Embeds Enable the Sticky Quote Cart Button and define your settings: StickyPopularHow can I hide the product price?
Shopify doesn't provides a solution to hide a price per product unfortunately, so it requires a bit of work to get this working. The following technique works for any theme but it requires a bit of searching. If you need any assistance, don't hesitate to reach out. Go to Online Store -Themes and choose Edit code for the theme that you are using: Edit Theme Code Now you will need to look for liquiSome readersHow can I automatically create customers based on their quote request?
If you want Quotify to automatically create a new customer when a quote request or proposal is converted into a draft order you can use the field mapping feature. Visit Quotify Settings Field mapping to get started. There are two types of field mapping: Shopify customer field mapping These fields will be used as the customers Shipping Address. Shopify order field mapping These fields will be used as the customers Billing Address. From the available fields, copy & paste the taSome readersHow do I use Quotify's API?
The Quotify REST API lets you pull quote requests and proposals out of Quotify and into your own systems — your CRM, your data warehouse, a custom dashboard, an automation tool, or anywhere else you need them. This guide walks you through getting access, authenticating your requests, and using each available endpoint. 💡 The API is available on plans that include API access. If you don't see the API token option in your Integrations settings, you'll need to upgrade your plan first.Few readersHow can I clear my regular Shopify cart when a Quote is requested?
If you use the convert cart into a quote request feature you might want to clear the regular Shopify cart once a quote request is submitted. You can add the following code snippet to Settings Customization Custom Javascript to achieve this:Few readersHow to invoice a draft order automatically
Few readersHow to use Zapier to send quote requests to Google Sheets
Few readersHow can I hide or show a form field label?
In some situations you might want to hide a form field label, for example, to stack checkboxes. In order to change the label appearance you can use the form builder. Look for the field set that has your field, and click the edit pencil, next scroll down until you see the fields that are part of this field set. Click the edit pencil next to the field for which you want to hide the label. Next, uncheck the checkbox "Display label", and click "Save settings". frame Interactive demo (https://deFew readersHow to use email variables?
Email Template Variables Quotify uses Liquid templating in your email subject lines, messages, and custom email templates. You can insert dynamic data from quotes, proposals, and your shop using variable syntax. Form Fields Access any form field value by its slug: The slug matches the field name you set upFew readersHow to capture custom line item properties?
When customers request a quote, Quotify can automatically capture custom line item properties like personalization text, custom colors, or engraving details from your product page. These properties appear alongside the product information in quote requests, emails, PDFs, and proposals. How it works Quotify captures line item properties in two ways: From Shopify cart data — When customers use the "Convert cart to quote" feature, any custom properties already added to cart items are aFew readersHow can I track Globo Product options in my quote requests?
This script automatically captures custom line item properties (from apps like Globo Product Options, Infinite Options, or any app that uses Shopify's properties ... field naming convention) and passes them into Quotify when a quote is requested. Step 1 — Open the theme code editor In your Shopify admin, go to Online Store → Themes, click the three-dot menu on your active theme, and select Edit code. Step 2 — Create a new snippet In the left sidebar under Snippets, clickFew readersHow to track events in Klaviyo?
If you’re using Quotify and want deeper insight into how customers interact with your quote widget, you can send those interactions directly to Klaviyo as custom events. This allows you to build better segments, trigger flows, and understand user behavior at a granular level. This guide explains how it works and what the script is doing behind the scenes. Why This Matters By forwarding Quotify events to Klaviyo, you can: Trigger automated emails when a quote is submitted Segment users bFew readersHow to set up HubSpot?
Connect Quotify to HubSpot so that every quote request submitted on your store automatically creates or updates a contact (and optionally a deal with line items) in your HubSpot account. This guide walks you through setup end to end. What this integration does When a customer submits a quote request, Quotify can: Create or update a HubSpot contact using the data from the quote form (email, name, phone, company, etc.). Create a HubSpot deal named after the quote, attached tFew readers
How to export Quotes and Proposals
Download your quote request and proposal data as CSV files for use in spreadsheets, reporting tools, or external systems. Where to find it In the Quotify dashboard, go to Settings in the sidebar. Click Export in the settings navigation. Exporting quote requests In the Export quote requests card, choose a date range. You can pick a preset or set custom dates: Today -- Only quote requests from today. Yesterday -- Only quote requests from yesterday. LaFew readersHow to manage email attachments
Quotify lets you upload PDF files and attach them to proposal emails and customer quote confirmation emails. You can manage your files in one place and choose which ones to include each time you send. This is a Pro feature. How to upload attachments Open the Quotify app from your Shopify admin. Click Settings in the left sidebar. Click Attachments in the settings menu. You will see a section titled Manage attachments with the description "Upload PDF documentsFew readers