Get started

Few steps to get started with us!

1. Hide Price

• Go to Collect Quote -> Hide Price

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

2. Activate RFQ Button

• Go to Collect Quote -> Turn on Request Button 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 hide price 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 Quote lifecycle progress. You can also edit your PDF Template.

6. Send a Quotation email.

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

Congrats!

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

Quote help: If you have any further concerns, please contact with our CS team through live chat or email: [e-mail]