Set Up Quote Visibility
1. General Information
This section allows you to set the basic identity and behavior of your quote logic.
Name
Enter an internal name for this quote rule. This is for your reference only, to help manage and identify different logic rules (e.g., “Wholesale customers - Summer 2025”).
Status
Choose between:
Active: The rule is applied to your storefront.
Inactive: The rule is saved but not live on your store.
Priority
Enter a number from 0 to 99 to control the order of execution when multiple rules overlap.
0 = highest priority
Use lower numbers for the most specific or important rules.
Example: If one product is included in two different quote logics, the one with a lower priority number will be applied.
2. Who can request a quote?
Choose which customer segment will see the quote form.
You can target:
All customers: Everyone sees the quote form.
Logged-in customers: Only logged-in users can request a quote.
Specific customers: Select from your customer list (helpful for key B2B accounts).
Customer tags: Show quote form only to customers with specific tags (e.g., “wholesale”, “VIP”).
3. Which products can be quoted?
Choose the products where the quote button and form will be displayed.
Options include:
All products: Quote button appears on every product.
Specific products: Manually select individual products.
Product collections: Show on products within specific collections.
Product tags: Show on products tagged with specific keywords (e.g., “b2b”, “custom”).
You can combine this with the customer filter above to make quote visibility very flexible.
Example: Only VIP customers can quote on “Summer 2025” collection.
4. Summary
This box gives you a quick recap of your settings:
Name: The quote logic name
Store Type: Default or B2B
Priority: Execution order
Customers: Who can see the quote form
Products: Where the quote button will appear
Created Date: When this logic was created
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