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Advanced Settings

This section is where you control the "look and feel" of your B2B communication. You can configure how you get notified, what emails your customers receive, and what your official PDF quotes look like.

To access these settings, go to Request for Quote → Advanced Settings. You will see three tabs: Notifications, PDF Template, and Installations.

1. Notifications

Use this tab to manage all email communications.

1.1 Notifications for Store Admin

These emails notify your team when a new quote request is submitted.

  • Edit Template

    • Click Edit Template to customize the content of the admin notification email.

    • You can change the wording, greeting, and structure to match your internal style.

  • BCC (recipient list)

    • Add internal email addresses (you and your teammates) to receive admin notifications.

    • Type an email address and press Enter to save it.

    • Repeat to add multiple email addresses.

1.2 Notifications for Customers

These emails are sent to customers when they interact with the quote flow.

There are two main templates:

  • Quote Confirmation Email

    • Sent to customers immediately after they submit a quote request.

    • Confirms that their request has been received and is being processed.

  • Quote Proposal Email

    • Sent when you send a proposal or update regarding their quote (from Quote Details screen).

For each template, you can configure:

  • Edit Template

    • Click Edit Template to customize the content of each customer email (subject, body text, etc.).

  • Email Sender

    • This is the “From” address customers will see.

    • Enter your own store or support email address here.

    • If left blank, the app’s default sender email will be used, which may be more likely to land in spam.

  • Sender Name

    • Enter your store or company name.

    • If left blank, the sender name will default to the email address.

Best practice: Use your real domain email and brand name to improve deliverability and trust.

1.3 Edit Email Template

Clicking Edit Template (for either admin or customer emails) opens a pop-up where you can customize the email content.

The editor typically includes:

  • Left Panel

    • Dynamic Variables

      • A list of placeholders that pull real data from your store and the quote submission.

      • Examples: customer name, quote ID, store name, quote URL.

      • Click a variable to copy it, then paste it into your email content where you want that data to appear.

    • Content Structure / Blocks

      • Depending on the template, you may see predefined sections (header, body, footer) that can be edited.

  • Content Editor

    • Main area where you type and format your email content.

    • You can add text, use variables, and adjust layout.

  • Live Preview (right side)

    • Shows how the final email will appear to recipients.

    • Updates as you change the content in the editor.

Use this editor to match the tone, branding, and language of your store.

2. PDF Template

The PDF Template tab controls how exported quote PDFs look and what content they include.

2.1 Edit PDF Template

Click Edit Template to open the PDF editor pop-up.

From here, you can customize:

  • The layout and wording of the PDF

  • Which dynamic variables are included

  • The visual style (fonts, colors, spacing)

2.2 Dynamic Variables (for PDF)

Similar to email templates, you can use Dynamic Variables inside your PDF content:

  • They pull real data such as:

    • Customer name

    • Quote ID

    • Store information

    • Product list and totals

How to use:

  1. Click a variable from the list to copy it.

  2. Paste it into the PDF content where you want that value to appear.

This lets you automatically generate personalized PDF quotes without manual editing.

2.3 PDF Translation

The PDF Translation section allows you to customize text strings used in the PDF:

  • Labels (e.g. “Quote ID”, “Subtotal”, “Shipping”, “Tax”)

  • Section titles

  • Default messages

Use this to:

  • Translate the PDF into your store’s main language

  • Adjust wording to match your brand voice (e.g. “Estimate” instead of “Quote”)

2.4 PDF Style

The PDF Style section lets you change how the PDF looks, so it matches your brand:

  • Fonts and text styles

  • Colors (headings, body text, table borders, etc.)

  • Margins and spacing

Adjust these settings until the PDF quote document feels consistent with your website and other branded materials.

3. Installations

The Installations tab is used when the “Add to Quote” button does not automatically appear in your theme.

3.1 When to Use This Tab

Use the Installations tab if:

  • You have set up quote logic correctly

  • But the “Add to Quote” / “Request a Quote” button does not show up on your product or collection pages

This often happens with:

  • Custom themes

  • Heavily customized product templates

  • Some paid themes

3.2 Manual Installation

The Installations tab will guide you through:

  • How to insert the quote button into your theme templates

  • Where to place the code snippet (e.g. near Add to Cart button)

If you are not familiar with theme code:

  • It is highly recommended to contact the support team for assistance.

  • Manual installation may require basic Liquid/HTML knowledge and careful editing to avoid breaking your theme.

With Quote Settings properly configured (Notifications, PDF Template, and Installations), your RFQ workflow will:

  • Send the right emails to both admins and customers

  • Generate professional PDF quotes that match your branding

  • Display the “Add to Quote” button correctly across your storefront

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