Quick Start (5–10 mins setup)

This Quick Start guide helps you get the app working on your storefront in just a few minutes. You’ll: • Embed the app on your theme • Create your first Quick Order page • Create your first basic Quote Logic

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Step 1: Embed the App on Your Theme

1. Go to the app dashboard and click “Action required - App is not set up on your store." > Click Embed app

click “Action required - App is not set up on your store"

Click Embed theme

1. On the left sidebar, ensure the app embed switch to ON, and click Save.

Click Save

1. Return to the dashboard. You’ll see a confirmation that the app is embedded successfully.

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Step 2: Create a Quick Order Page

Skip this step if you only want to use the Request for Quote feature.

2.1. Create a New Page

• In the app, click “Quick Order” in the navigation/menu bar.

• Under “Create and edit Quick Order pages”, click “Configure” → “Create new page”.

Click Create new page

2.2. Choose Type of Store (Shopify Plus Only)

• If you’re on Shopify Plus using Shopify B2B:

– A modal will appear asking you to choose: • Default Store • B2B Store – Select the option that matches the store you want to configure, then click “Create Page”.

• If you’re not on Shopify Plus:

– This modal won’t appear; you’ll go straight to setting up the Default Store.

Once selected, you’ll enter a setup modal with 3 tabs at the top:

• Set Up Quick Order Visibility

• Customize Quick Order Page

You'll start with the first tab: Set Up Quick Order Visibility

2.3. Set Up Quick Order Visibility

In this tab, define who can see this page and what products appear:

You should:

• Enter a clear Page Name

– Example: “Wholesale Quick Order” or “B2B Essentials”.

• Select which customers can view the page

– All customers – Only logged-in customers – Specific tags/groups (e.g., “wholesale”, “dealer”)

• Choose which products to display

– All products – Certain collections – Specific products or product types

When done, click the next tab: “Customize Quick Order Page”.

2.4. Customize Quick Order Page

In this tab, you control the layout and information shown on the Quick Order page:

You can:

• Show/hide elements (Page description, search bar, filters, etc.)

• Choose which product details appear in the table: SKU, Type, stock, Discount badge…

• Align styling with your brand (labels, button text, basic colors if available in settings)

Once you’re satisfied:

• Click “Save” • Close the setup modal.

Click Save

Close the Modal

2.5. Publish Your Page

• Click Publish, enter a page title and handle, then click Publish again.

Click Publish

Enter Page Title and URL > Publish

• Click View to see your live Quick Order page.

Click View

Quick Order Page is now visible on your storefront! 🚀

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Step 3: Create Quote Logic

Note: You can follow this quick guide or refer to the “Basic Setup Guide” page for a more detailed walkthrough of this module.

Note: If you only want to use the Request for Quote module without setting up quote logic, feel free to skip this step.

3.1. Open The Quote Logic Configuration

Click Request for Quote in the navigation bar. In the Quote Logic section, click Manage → then click Create new logic

Click Request for Quote in the navigation bar

click Manage

3.2. Choose Store/Customer

After clicking Create new logic, a modal will appear asking you to select a store type:

• Default

• B2B (available on Shopify Plus)

If you’re not on a Shopify Plus plan, this modal won’t appear, you’ll be taken straight to set up the Default Store.

Once selected, you’ll enter a setup modal with 3 tabs at the top:

• Set Up Quote Visibility

• Set Up Prices & Buttons

• Customize Quote Form

You'll start with the first tab: Set Up Quote Visibility.

3.3. Set Up Quote Visibility

In this tab: You must enter a name for your quote logic, (Optional) Set a priority, Choose which customers will see the quote form, Select products where the quote button and form will be shown.

Click the next tab: Set Up Prices & Buttons.

3.4. Set Up Prices & Buttons

In this tab: You must choose whether to show or hide prices, Customize the appearance of the quote button (text, color, etc.).

Show/hide price, buttons

Click the next tab: Customize Quote Form.

3.5. Customize Quote Form

In this tab: You can show or hide product information on the form. Add, edit, or remove form fields, customize the form design to match your brand.

Show or hide product information

Once everything is set up, click “Save” and then close the modal using the X button.

Click Save

Close the modal

3.6. Preview Your Store

Open your storefront and test the quote form! Try submitting a quote request to confirm it appears in your Quote Submission List.

Note: We may need to add some code snippets on your Shopify theme to enable the quote button.

If you don’t see the quote form or button on your storefront, please contact our support team and we’ll help integrate it with your theme.

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