General FAQs
Why doesn’t the Quote Button appear on the Product Page?
Likely causes
The app is not embedded in the current live theme. If you switched themes after embedding, re-embed it in the new live theme.
Paid themes may require manual placement since their structures can prevent automatic insertion.
Fix
Check the app’s embed status in your dashboard and re-embed if needed.
If you’re using a paid theme, contact support to manually add the button. You’ll need to repeat this process if you change themes later.
Why doesn’t the Quote Button appear on the Collection Page?
Collection pages often require manual setup because their structure varies from theme to theme, making automatic button injection unreliable.
Fix
Contact support to install the button on your collection template.
This only needs to be redone if you switch themes.
Why is my quote logic not working?
Only one quote logic can apply per customer session to avoid conflicts.
Example
If a customer qualifies for two different quote logics (each with its own form) and adds products from both, the app can’t determine which form to use.
Status
This is a current limitation. Future updates will improve support for multiple logics.
Why is my Quick Order page showing an error?
Common scenarios
You changed themes after creating a Quick Order page. The page might still be referencing old theme code. Fix: Click Update in the app to resync the page with your current theme.
Shopify hasn’t fully applied your new theme yet. Fix: In your Shopify admin, go to Online Store → View your store to refresh the theme, then reload the Quick Order page.
Can I change the URL of my Quick Order page?
You cannot change it directly in the app, but you can do it from your Shopify admin.
Steps
Go to Online Store → Pages.
Select your Quick Order page.
Under Search engine listing, change the URL handle and save.
Note
After changing the handle, the app will treat that page as unpublished. Republishing creates a new page with the same template, while the old one remains in your Pages list.
Why can’t I access the QO page or see the Add to Quote button?
Access depends on account type and store restrictions.
Default Customers
Can access Quick Order pages and see the Add to Quote button unless the store is restricted to B2B customers only.
B2B Customers (Company Accounts)
If the store is limited to B2B-only access, new accounts become B2B and cannot access Quick Order or Quote features designed for default customers.
Tip
Double-check your store’s restriction settings and make sure you’re logged in with the correct account type.
How can I customize the Quick Order form to fit my store design?
You can freely adjust the Quick Order form’s layout and design to match your store’s branding. Inside the app, navigate to App Embed → Quick Order Template Settings, where you can:
Choose between different table or grid layouts.
Show or hide elements such as product image, SKU, variant, or price.
Adjust button text, color, and style to align with your theme.
Add custom CSS for full design control if you’re comfortable with coding.
Tip: Always preview your changes before publishing to ensure they display correctly across devices and themes.
How can I encourage customers to use the Request for Quote (RFQ) feature effectively?
To help customers discover and use the RFQ feature, follow these best practices:
Place the “Add to Quote” button prominently on product and collection pages.
Add a short message or banner explaining that customers can request custom pricing or bulk quotes.
Use email automation or pop-ups to remind business buyers that quotes are available for bulk orders.
If you serve both retail and wholesale audiences, hide the RFQ button from general buyers and show it only to logged-in B2B customers.
Tip: Make sure your quote approval process is fast — customers are more likely to place an order if they receive a response within 24 hours.
How can I customize the Quick Order form to fit my store design?
You can freely adjust the Quick Order form’s layout and design to match your store’s branding. Inside the app, navigate to App Embed → Quick Order Template Settings, where you can:
Choose between different table or grid layouts.
Show or hide elements such as product image, SKU, variant, or price.
Adjust button text, color, and style to align with your theme.
Add custom CSS for full design control if you’re comfortable with coding.
Tip: Always preview your changes before publishing to ensure they display correctly across devices and themes.
How can I encourage customers to use the Request for Quote (RFQ) feature effectively?
To help customers discover and use the RFQ feature, follow these best practices:
Place the “Add to Quote” button prominently on product and collection pages.
Add a short message or banner explaining that customers can request custom pricing or bulk quotes.
Use email automation or pop-ups to remind business buyers that quotes are available for bulk orders.
If you serve both retail and wholesale audiences, hide the RFQ button from general buyers and show it only to logged-in B2B customers.
Tip: Make sure your quote approval process is fast — customers are more likely to place an order if they receive a response within 24 hours.
✅ Need more help? Reach out to the support team at [email protected] — they’ll assist you with setup or troubleshooting.
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