> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/request-for-quote/advanced-settings.md).

# Advanced Settings

This section is where you control your B2B communications, email deliverability, automated reminders, and official PDF quote documents.

To access these settings, navigate to **Request for Quote → Advanced Settings** in your app admin.

***

## 1. Notifications & Email Deliverability

Manage all transactional email communications and verify your custom sender domain to prevent quote emails from landing in spam.

### 1.1 Notifications for Store Admin

* **Admin New Quote Notification**: Alerts your sales team immediately when a buyer submits a new quote request.
* **BCC Recipient List**: Add internal team email addresses to receive quote notifications simultaneously. Type an address and press **Enter**.

### 1.2 Notifications for Customers

* **Quote Confirmation Email**: Sent automatically to the buyer immediately after they submit a quote request.
* **Quote Proposal Email**: Sent when you send a proposal or updated pricing from the Quote Details screen.

### 1.3 Email Sender Configuration & DNS Verification (SPF / DKIM)

Configure a custom sender email address (e.g., `sales@yourcompany.com`) to build merchant trust:

* **Public Domains** (Gmail, Outlook, Yahoo): Automatically verified without manual DNS setup.
* **Custom Company Domains**:
  1. Enter your custom email address (e.g. `quotes@brand.com`).
  2. The app generates official **SPF** and **DKIM** TXT records for your domain.
  3. Add these records in your domain registrar's DNS settings.
  4. Click **Verify** to validate DNS propagation and update status to **Verified**.

### 1.4 Send Test Email

After configuring your sender email, use the **Send test email** tool:

* Enter a recipient test email address.
* Click **Send Test Email** to check inbox delivery, formatting, and verify `Reply-To` headers before going live.

### 1.5 Edit Email Templates & Dynamic Placeholders

Click **Edit Template** to open the visual email editor:

* **Dynamic Placeholders**: Insert real customer and quote data (e.g. `{{ customer.name }}`, `{{ quote.id }}`, `{{ quote.url }}`, `{{ quote.expired_date }}`).
* **Attach PDF Option**: In Auto-sent Proposal Email settings, enable **"Attach PDF"** to automatically generate and attach the quote PDF document to the proposal email.

***

## 2. Quote Reminder Automation (Plan Business+)

Prevent lost sales opportunities by automatically tracking quotes that remain in **Unread** or **Under Review** states for too long without conversion.

Navigate to **Advanced Settings → Quote Reminder** to configure two independent automation cards:

| Setting Option          | Description                                                                                                                |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| **Status Toggle**       | Enable or disable reminder rules independently for **Unread** and **Under Review** quotes.                                 |
| **Remind After N Days** | Set the threshold number of inactive days before triggering a reminder (e.g., 3 days for Unread, 7 days for Under Review). |
| **Recipient Email**     | The primary email address of the sales rep or manager responsible for quotes.                                              |
| **CC Emails**           | Additional email addresses separated by commas to keep team members informed.                                              |

### How Reminders Run:

* A daily background cron scans quote records.
* If quotes exceed your day threshold, the system sends **one consolidated email digest** listing all stalled quotes and pushes **one notification bell alert** inside Shopify Admin CMS.
* Clicking the notification opens the Manage Quote list filtered directly to those quotes.
* Quotes converted or rejected are automatically excluded from reminders.

***

## 3. PDF Template

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

### 3.1 PDF Layout & Translation

* Customize document headers, company logo, footer terms, and currency formats.
* Translate PDF labels (e.g., *Quote ID, Expired Date, Subtotal, Shipping, Tax, Total*) into your store's primary language.

### 3.2 PDF Styling

* Configure brand colors, font sizes, table borders, and margins to match your company's corporate identity.

***

## 4. Default Expiration Duration Settings

To configure the default expiration window for new quotes, navigate to **Request for Quote → Quote Automation → Default Expiration**:

* Set a global default expiration duration (e.g., 30 days).
* All newly generated quotes automatically calculate and display an Expired Date based on creation date + default duration.
* Expired dates automatically sync to proposal emails, PDF quotes, and storefront quote history.

***

## 5. Installations

Use the **Installations** tab if the "Add to Quote" button requires manual placement or troubleshooting on custom themes:

* **App Embed Verification**: Ensure the main theme app embed is active.
* **Manual Snippet Insertion**: Guidance for placing quote buttons within custom liquid templates.