# Full Setup Guide

## Required Step

Before creating a Quote Logic, make sure the **app has been embedded** into your current theme.

You can check the embed status on your app dashboard.

If it hasn’t been embedded yet, follow the instructions to enable the app on your current theme.

***

## Step 1: Create a New Quote Logic

1.  Click **Request For Quote** in the left navigation menu.

<figure><img src="/files/KX6pVyvgfjvcoyhLSjeB" alt=""><figcaption></figcaption></figure>

2. In the Request For Quotes Dashboard, click **Set up Logics**, then click **Create New Logic**.

<figure><img src="/files/5mjQKka6zdvNcdpItiri" alt=""><figcaption><p>Request for Quote > Set Up Logics</p></figcaption></figure>

<figure><img src="/files/KgGlj9DJusSrVAxpCt8K" alt=""><figcaption><p>Click <strong>Create new Logic</strong></p></figcaption></figure>

***

## Step 2: Choose Store Type & Access Settings

* A pop-up will appear asking you to select your **Store Type**:

  * **Default Store**
  * **B2B Store** (available only on Shopify Plus store)

  Then click **Create Logic**.

<figure><img src="/files/Eagk4VlPNuktySSdndDS" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you're not using Shopify Plus, this pop-up won’t show; you’ll go directly to the Default Store setup.
{% endhint %}

Once selected, you’ll enter a configuration window with **3 tabs**:

1. Set Up Quote Visibility
2. Set Up Prices & Buttons
3. Customize Quote Form
4. Customize Quote Widget

<figure><img src="/files/Fap84JXSzHwuBYzf91CG" alt=""><figcaption></figcaption></figure>

Start with the first tab, *Set Up Quote Visibility*.

***

## Step 3: Set Up Quote Visibility

Here’s where you define **who can see the quote form** and **on which products**.

* Enter a **name** for your quote logic.
* (Optional) Set a **priority level**.
* Choose which **customer groups** will see the quote option.
* Select the **products or collections** where the quote form will appear.

<figure><img src="/files/HrHG5IV9RWAVRWRYMSzr" alt=""><figcaption><p>Set Up Quote Visibility</p></figcaption></figure>

When done, click the next tab, **Set Up Prices & Buttons**.

***

## Step 4: Set Up Prices & Buttons

You will see 2 sub-tabs on the left-hand menu:&#x20;

1. **Hide Price Settings**: Choose whether to **show or hide product prices**.

* If you show your prices, you can choose whether to show or hide Add to cart and Buy now buttons.
* If you choose to hide prices, we'll have to hide the default Shopify Button to prevent your customers from adding items to the cart (where they must see the prices to check out).

<figure><img src="/files/rcf0xvsjGUxM5BO3hvh4" alt=""><figcaption></figcaption></figure>

2. **Button Settings:**

* Decide where to display the quote button on the Product Page, or if you want to show it on your Collection Page.
* We also give you full options to customize the button’s **text, color, and styling**.

<figure><img src="/files/36VplPyomkFjAZqZRci4" alt=""><figcaption></figcaption></figure>

Click the next tab **Customize Quote Form** to continue.

***

## Step 5: Customize Quote Form

In this final setup tab, you will see 3 sub-tabs on the left-hand menu:&#x20;

**1. Product Information**

Here, you can choose to show or hide product-related details in the quote form, such as: SKU, Vendor, Type, Barcode, Offer price(allow buyer to enter their offer prices), etc.

Simply check the box next to the type of information you want to display in the form.

<figure><img src="/files/5DCXGd2XRiLNJTLewIt3" alt=""><figcaption></figcaption></figure>

**2. Form Fields**

This section allows you to **add, remove, hide, or edit form fields** shown in the quote form.

{% hint style="success" %}
You can learn more details about Form fields
{% endhint %}

<figure><img src="/files/aRE5bGfSUcVE4xNx2P0u" alt=""><figcaption></figcaption></figure>

**3. Form Styles**

Customize the form’s appearance to match your store’s branding: Adjust **border width** and **border radius and s**elect your **color scheme.**

<figure><img src="/files/gn4XY0XiSx3Nd9xljLGr" alt=""><figcaption></figcaption></figure>

You can switch to the **After Submit** tab to preview the modal that appears after a customer submits a quote.

<figure><img src="/files/eOSPpAAW2mODMasuofOF" alt=""><figcaption></figcaption></figure>

When everything is set, click **Save** and close the window to apply your changes.

<figure><img src="/files/8QKI3hCkDBKLwZkJxkWj" alt=""><figcaption></figcaption></figure>

***

## Step 6: Test the Quote Form on Your Storefront

* Go to your store and log in as a customer who matches the logic you just set. If you choose all customers, you won't need to log in.
* Navigate to a product or collection with the quote form enabled. Click **Add to Quote**, fill in the form, and click **Submit Quote**.

{% hint style="warning" %}
Use your own email when filling out the form to check the email so you can test receiving the proposal later.
{% endhint %}

<figure><img src="/files/2rEpOAtCK8rQetD3Up6V" alt=""><figcaption><p>Click <strong>Add to Quote</strong></p></figcaption></figure>

<figure><img src="/files/NPIHMNLYQCGTQskSoaqb" alt=""><figcaption><p>Click <strong>Submit Request</strong></p></figcaption></figure>

<figure><img src="/files/zdMxYnmW7q5jjoUkgkNJ" alt=""><figcaption><p>After Submit</p></figcaption></figure>

{% hint style="success" %}
&#x20;*Tip: Use your own email address when filling quote form so you can test receiving the proposal later.*
{% endhint %}

***

## Step 7: Review the Quote in Admin

Return to the app admin panel. Go to **Request For Quote → Quote Requests → View and Edit**

<figure><img src="/files/QvlmbZPNfrnQNsXljtDF" alt=""><figcaption></figcaption></figure>

Find the quote you just submitted and click on it.

<figure><img src="/files/5L4vosB09G2p3sK6DmQs" alt=""><figcaption></figcaption></figure>

You’ll see all quote details, including: Products & quantities, Customer info, other information (custom fields) customers have submitted.

Here, you can:

* Edit the quote: adjust quantity, add a **custom quoted price**, or update the message.

<figure><img src="/files/Z2eItDrxVSldpy1FDVJ8" alt=""><figcaption></figcaption></figure>

* Click **Send Proposal Email** to send the quote to the customer.

<figure><img src="/files/M9mWV91hZfxOVZHjDlhN" alt=""><figcaption></figcaption></figure>

Open your mailbox (of the email you filled out on the quote form), you'll see the quote proposal email there.

<figure><img src="/files/Uy6yXWt0P3CAZooVLI2E" alt=""><figcaption></figcaption></figure>

***

## Step 8: Finalize & Convert to Draft Order

* Once you and the customer agree on pricing via email, phone, or other methods, return to the quote in the submission list. Update the quote with final prices, quantities, and notes.
* Click **Convert to Draft Order**.

<figure><img src="/files/8dPfxBccC0B4DcfZwt3c" alt=""><figcaption></figcaption></figure>

You’ll now see the quote converted into a Shopify **Draft Order**, where you can send an invoice directly from Shopify admin.

<figure><img src="/files/Q0EYRQH5d6JsYIvbpB4e" alt=""><figcaption></figcaption></figure>


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