Getting started
How 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:Some readersHow 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 fieSome readersHow to add Quotify to your theme
Follow our step-by-step interactive guides: Or watch our video where you will learn how to use the theme editor and add the "Request quote" and "Show quote cart" buttons to your product pages.Few readersHow 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 templFew readersHow do I translate Quotify into different languages?
Few 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.Few readersHow can I receive an email when a quote request is made?
If you want to receive an email notification when a quote request has been made you can turn on email notifications and have one or more people notified. Open the Quotify app and go to Settings -Notifications. Next, click Add recipient: Add recipient Now, enter the name and email for one or more receipients: Recipient details (https://storage.crisp.chat/users/helpdesk/website/ad91e0c51f735800Few 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 and choose Notifications. Scroll down until you reach the section named User email confirmation. To enable notifications you must select to which email (based on your form fields) a notification must be send. If you don't choose one, the confirmation email will be disabled. Confirmation email (https://storage.crisp.chat/users/helpdesk/website/ad91e0c51f73Few readers
Advanced
How 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, click Event Tracking and enter your Google Analytics ID. Next, you see all the events sent by Quotify:PopularHow 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://sSome readersHow 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: StiFew readersHow 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 liquiFew 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 taFew readers