Request a Quote ‑ Hide Price App Documentation
Introduction
The Request a Quote ‑ Hide Price app lets you hide product prices on your Shopify store and replace them with a "Request a Quote" button. Ideal for businesses offering custom products or bulk orders, this app allows customers to submit quote requests, giving you control over pricing and customer interactions. It offers easy setup, customization, and an intuitive backend for managing quotes and customer details
Installation
Click here to visit our Shopify App >> Request a Quote ‑ Hide Price
Click on Install button.
With the app installed, it’s time to get started using it!
Configuration----
Enable the app embed block :
Navigate to App -> click on button to enable app embed button.
Enable the toggle and save the changes.
2 Enable app:
To activate app click on enable button.
Setup Products:
Setup product click on Add products.
select the way
All products: check the all products checkbox and click on save button to save changes.
Manual products: Click on manual product checkbox and navigate on products or collections
Click on search button to select products , select the products and click on add button to save products.
Save the settings, then visit your store to check if the app is working correctly. The button should now appear for the selected products.
Price Requests via Multiple Channels.
Navigate to app setting->Quote settings click on manage button.
Choose the radio button to way to get request
Set up a personalized inquiry form in the front or show the button label for the phone call facility.
-Select the way to get Inquiry from customer
Get Request on Phone
Select the call option and enter the contact number to receive inquiry on that phone.
Sure, to enhance user engagement, set up a personalized inquiry form on your website’s front page. Label it as “Get in touch” to encourage visitors to reach out easily. This approach creates a friendly and inviting atmosphere for inquiries.
With this functionality, you will get the calling number of that particular person who is looking to inquire about that particular product.
Frontend
Get Request on Email
Select the email option and enter the Email ID to receive inquiry on that Email.
Customers will inquire about that particular product by submitting its Mail ID and revert them over there.
Frontend
Get request on WhatsApp
Select the WhatsApp option and enter the WhatsApp number to receive inquiry on that WhatsApp.
Customers can now easily get details about the product they are looking for on WhatsApp and help you to give you a massive reach along with easy product discovery.
Frontend
Manage Request for Quote Labels:
Organize quotes using customizable labels for better tracking.
Navigate to the app setting-> Quote settings ->Request for quote Button Label
Edit the label name as you required
Email:
Phone:
WhatsApp:
Customize the button style
Go to the Settings -> Quote settings click on manage button.
Click on Button style
Enable the toggle choose the colors and save the changes.
Set background color
Set Background Hover
Set Button Text Color
Set Text Hover color
Hide Price and Add to Cart Button
Hide prices and the 'Add to Cart' button to encourage customers to request quotes. With these settings and features, admins can manage the visibility of the price and cart options directly from the app backend.
The Price will hide for the product which is setup as request for quote in app.
Hide Add-to-cart option
Cart to Quote:
This feature allows customers to directly send a request for a quote while adding products to their cart. From the cart, they can submit a quote request for multiple products at once, making it easy to inquire about pricing for various items in a single action.
Mange setting from app backend : Settings-> Quote settings click on manage
Enable to display quote button on cart
Edit and change quote button label name
Request for quote will all the product , collection and cart page
Sent Request from cart page
Submit Request:
Check Request
Manage order from backend
Create and personalize quote form(RFQ Form Builder)
Create customized quote request forms with an intuitive form builder.
With this feature, admin can add or remove input fields based on your business needs.
The selected fields will be displayed accordingly.
Go to the app and navigate Settings -> Quote form builder -> Click on manage button.
Default Form
Add new field:
Select the element and click on that to add new field
Check preview in form and save the settings.
Remove field: Click on cross button and save changes
Edit Field label name
Edit field label name with placeholder text, value, input field length, etc.
Translation:
You can add the translated text in this field according to your language preference, and the text for the title will appear as entered.
You can add content manually for specific language. Suppose your store language is "French " then you have to add content for French language and you can see added content in store frontend.
Settings >> Quote form builder
IMPORTANT NOTE: If your store has different language, then you have to manually add translated text in that language; otherwise, the default English language will be considered.
Redirect action
You are given here two possible options over here that would fulfill your
Success Message: Once a user submitted the form, display the message for completing that particular action.
You are allowed to Set the Content once the user submitted the pop-up form.
Thank You Page: After submitting the form, you are allowed to redirect that user to any particular page by simply pasting the URL of that page.
Once the user has submitted the details, you are then allowed to redirect to the URL page you want.
REQUEST FOR PRODUCTS
Manage product setup manually
Add Product To get request for price
Navigate to the app >> RFQ products >> Select option All products OR Manual products
From here, You can Manage Product selection
All products
Specific products or collections
Add Products: Navigate to Product tab select the products click on Add button and save the settings.
Remove Products: choose the products and click on delete button.
From here, You can Manage Request for quote Products based on products.
Add Collection: Navigate to collection tab select the products click on Add button and save the settings.
Remove Collections: choose the collections and click on delete button.
From here, You can Manage Call for Price Products based on category.
Multi-step Request a Quote with multiple products support:
This feature enables customers to handle bulk inquiries .Customers can request quotes for multiple products in a single request.
Product page:
Search Product:
Select Product:
Submit Request:
Quote product list
Manage quote with multiple products:
Manage by admin:
Quote Requests
In the table given below, you are going to provide all the necessary data starting with the Quote ID, Relevance , Inquiry date, Customer Name, Email, Products, Quote Status (Open/Closed), and Actions (View Lead).
. All Inquiry:
All:This would be a list of all leads that you want to keep and follow up with
Primary:This would be a list of genuine leads that you want to keep and follow up with.
Spam:This would be a list of leads that are considered spam or irrelevant.
. Customer List:
Quote ID: Here you can set a preferred ID for the lead to manage it according to your preferences.
Relevance: A predicted score is generated based on the lead details to assess customer potential, such as Warm, Hot, or Cold.
Inquiry Date: The date the inquiry was made.
Customer Name: The name of the customer.
Email: The customer’s email address.
Products: The name of the products related to the quote.
Quote Status (Open/Closed): The status of the lead (Open or Closed).
Actions (View Lead): This section allows you to view the details of the lead.
Quote ID: Here you can set a custom prefix for the lead's Quote ID, allowing you to manage and categorize leads according to your preferences. This helps streamline the tracking and organization of quote requests based on your internal system.
MagicScore:
MagicScore is a feature that generates a predicted score based on lead details to assess the potential of each customer. The score categorizes leads as "Warm," "Cold," or "Hot," helping you prioritize and focus on the most promising leads. This tool enhances lead management by identifying high-potential customers and streamlining your sales efforts.
Inquiry Date:
Customer name:
Email:
Products:
Quote Status:
Action:
Advanced Quote Management ("Organized")
View Lead: View quote list request inquired by customers.
Convert to Draft Order: Change the quote into a draft order and send it to the customer for further review.
Manage Quote Status: Update the status of the quote (e.g., open, closed, pending) to track its progress.
Assign to Customer: Assign the quote or lead to a specific customer in the system.
Check Customer Details: View detailed information about the customer, such as name, email, and contact information.
Download Lead Details in PDF: Download a PDF version of the lead details for record-keeping or sharing with the team or customer.
Mark Lead as Spam: If a lead is identified as spam, mark it as spam to avoid further actions or notifications.
Reply to Lead: Respond to customer inquiries directly within the lead view, allowing you to continue communication or provide additional information.
Private Note: Use the private note tab to add internal notes for managing your leads effectively. These notes are visible only to your team for better lead tracking and communication
Tags:Add custom tags such as B2B, B2C, Enterprise, Government, Bulk, etc., and private notes to quotes for better context and easier management
View Lead:
This feature in the app allows you to manage and track the details of leads or quotes from customers. The following actions are available in the View Lead section:
Quick Access Quote via Side Drawer :Easily access and create quotes with the side drawer for streamlined operations and improved workflow.
View recent all quote lead:
Edit Quote/ Manage Quote Price and Quantity: Adjust the pricing and quantity of products for a quote.
Quote History & Price Negotiation / QuoteChat for Customers:
Enable real-time chat for customers to discuss and finalize quotes. With this feature, merchants can manage and communicate with customers, viewing the conversation history and quote requests. This will streamline the process of discussing prices and making adjustments in real time.
Reply to lead: reply via Email/WhatsApp.
Respond to quote requests through email or WhatsApp for convenience.
Quote Status: Manage status and Update.
Private Note: Use the private note tab to add internal notes for managing your leads effectively. These notes are visible only to your team for better lead tracking and communication.
Assign Customer: The admin can assign a quote request to a customer if they have received multiple requests with different emails. If they find that the requests are from the same customer, they can link them accordingly for easier management.
Custom Tags :
Add custom tags such as B2B, B2C, Enterprise, Government, Bulk, etc., and private notes to quotes for better context and easier management.
Due Date: The Due Date feature allows admins to set a specific due date for each quote inquiry based on their business requirements. This functionality ensures timely responses and helps manage customer expectations effectively.
Key highlights:
-Admins can assign a custom due date to individual quote inquiries.
-The due date can be adjusted as per the nature and priority of the inquiry.
-Helps in tracking pending quotes and maintaining a streamlined workflow.
This feature ensures that no inquiry is overlooked and all customer requests are addressed within the specified timeframe
Convert Quote to Order:
This feature directly addresses the goal of converting leads into sales, which is critical for merchants focused on maximizing revenue. Merchants can seamlessly convert quotes into orders and share a direct link with customers to complete their purchase.
Go to the Quote requests-> View Lead
Click on view
Click on convert order
Draft order will created you can share link to customer for purchase order
Copy link and reply via email or WhatsApp.
More action:The More Actions feature provides additional options for managing quotes efficiently:
- Download Quote as PDF: Save the quote details in a PDF format for record-keeping or sharing purposes.
- Resend Email: Quickly resend the quote to the customer's email if required.
- Mark as Spam: Identify and mark irrelevant or spammy quote inquiries to keep your dashboard clean.
- Delete Quote: Permanently remove unwanted or irrelevant quotes from the system.
These options enable seamless management of quotes and enhance overall efficiency in handling customer inquiries.
Manage Quote status:
You can create new statuses with custom names and manage all quotes based on their status, such as Open, Closed, Pending, High Demand, etc.
Create Quote:
The Create Quote feature in the app backend enables the admin to manually generate quotes for customers.
Admin can input Customer Details such as:
Name
Custom Message
Additionally, the admin can:
Select Products and Variants to include in the quote.
This process is similar to when a customer submits a quote from the frontend. The admin has full control to create quotes directly from the backend for better flexibility and efficient management.
For more details, refer to the screenshot provided above.
Browse product
Select Products and products:
Manage price and quantity and save the changes
Add additional details:
Enter customer name and email and message save the details
New lead will created:
Spam Domains
With this feature, you can mention the email domains that are not valid or are flagged as spam. By using this feature, you can avoid generating false leads and ensure the quality of your leads.
Find settings: Quote Requests-> Spam domain
Export:
With the export feature, admin can export the lead data in CSV file format.
Google Recaptcha Integration
Go to the App Settings->Google Recaptcha Integration
Enable Google Recaptcha toggle
Enter Site Key
Enter Secret Key
As a merchant you will be going to receive benefits such as enhancement in the security and improvised user experience with the help of Google ReCAPTCHA Integration. You are able to shield your online store from fraudulent activities while ensuring a seamless shopping journey to your customers. You will be able to protect those sensitive data and build trust.
E-Mail Notifications
Email Notification/SMTP Support. /
Notify customers via email with support for third-party SMTP providers.
To receive an inquiry form data you need to integrate an Email Service Provider Account and with this merchants will make their customers subscribe to their Newsletter. Apart from that, you are also given an option to select the email service Provider as you will get a list of:
Go to the Settings-> Notifications click on manage button.
Enter the email id in admin Email field and save the settings.
1.Select E-mail service
Default
SendGrid
Postmark
Mailchip
Custom SMTP
Default:
Enter Sender Name
Enter E-mail(Sender email id from where email sent to customers)
Enabled Auto Send E-mail To Customers(When a customer sends an inquiry while submitting the form, then the merchant has send email automatically.)
######SendGrid
Enter SendGrid API Key
Enter Sender Email
Enter admin E-mail(Sender email id from where email sent to customers)
Enabled Auto Send E-mail To Customers(When a customer sends an inquiry while submitting the form, then the merchant has send email automatically.)
Postmark
Enter Postmark API key
Enter Sender Email
Enter Sender Name
Enter Admin E-mail(Sender email id from where email sent to customers)
Enabled Auto Send E-mail To Customers(When a customer sends an inquiry while submitting the form, then the merchant has send email automatically.)
Mailchimp
Enter Mailchimp API key
Enter Sender Email
Enter Sender Name
Enter Admin E-mail(Sender email id from where email sent to customers)
Enabled Auto Send E-mail To Customers(When a customer sends an inquiry while submitting the form, then the merchant has send email automatically.)
Custom SMTP
Enter Sender Name
Enter Admin E-mail
Enter Sender E-Mail
Select SMTP Secure
Enter port
Enter Host
Enter Username
Enter password
Enabled the Auto Subscribe Customer To Newsletter
Check checkbox Enable Third Party Integration
Select E-mail service
Email Template Customization
With the help of our Email Customization tool, make your emails more unique. Customize your words easily to connect with your audience in a way that is unique to them. Step up how you talk to people. Are you ready to make it your own? Okay, let’s begin with section-by-section.
Find settings: Settings -> Notifications -> click on manage button navigate to Email template
Customers email : Automatic email notifications to customers when submit the quote.
Admin email : Automatic email notifications to merchants when customers request a quote.
Customer reply email : Send a reply email to a customer who inquired about a product.
You can customize all email templates separately, including the subject, logo, body content, and signature for each.
Email Subject
Add the text, so that you can send it to your customers who have sent you an inquiry about a particular product.
Email Template
You are allowed to upload the image of the product for which your client has generated an inquiry. Make sure that formats of the file which are allowed over here are PNG, JPG, JPEG, and GIF. Now, add your business logo from the backend, and once you add them see the Name of the File over here.
Email Template Body
Write the whole content while addressing the requirements of your clients and send them all the necessary details for which they have inquired for. The best part over here is, we have provided you a Live Preview option over here that will help you give the gist of how exactly your Email Template is looking.
Email sign:
Third-Party Email & Marketing Integration:
Integrate email notifications with marketing tools for automation.
Notifications for Merchant
Receive customer inquiries alerts on preferred communication tools for streamlined workflow and enhanced team productivity.
Follow the guidelines provided in the help tooltip to integrate the following options:
Slack: Integrate a Slack account to receive inquiry form data directly in your Slack channel.
WhatsApp: Add custom WhatsApp integration using Twilio and get notifications on WhatsApp.
Microsoft Teams: Integrate a Teams account to receive inquiry form data on your Teams channel.
Email Marketing Automation with 3rd Party Integration
MailChimp: Integrate custom Mailchimp options or use our custom email features.
Klaviyo: Integrate custom Klaviyo options or use our custom email features.
Brevo (Sendinblue): Integrate custom Sendinblue options or use our custom email features.
Omnisend: Integrate custom Omnisend integrations or use our custom email features.
Follow the steps to easily integrate with your store.
Custom CSS and JS Styling for Request for quote App
With our Call-for-Price app, you have the flexibility to enhance styling and functionality using Custom CSS and JS. This feature allows you to make elaborate customizations to meet your specific design preferences. Here's a guide on how to utilize this option:
Go to the Settings-> Developer option click on manage button.
Custom CSS:
Customize the visual elements of your button or form by adding your own CSS styles.
This is particularly useful for achieving a seamless integration with your store's theme.
Enter CSS the button class and save the changes.
Your custom styles will now be applied to the designated elements within the app.
Custom JS:
Implement additional functionalities or modifications by injecting your custom JavaScript code. This empowers you to tailor the app's behavior according to your requirements. Here's how:
Enter JS the button class and save the changes.
Your custom JavaScript will now influence the behavior of the app, allowing for a more tailored user experience.
These options empower you to tailor the app according to your preferences, ensuring a seamless blend with your store's design and providing an enriched experience for your customers.
Important Tips: Ensure your custom code adheres to best practices to prevent conflicts. Regularly test your changes to guarantee compatibility with the app's existing features. Back up your custom code before making significant modifications
As a merchant, you have the flexibility to customize the appearance and functionality of your Call-for-Price app using Custom CSS and JS options. This allows you to create a more stylish and elaborate design that aligns with your brand and enhances the user experience.
If you have any specific requirements or need assistance with implementing Custom CSS and JS, feel free to reach out to our support team at help.setubridgeapps@gmail.com. We're here to help you achieve the desired styling and functionality for your Call-for-Price app.
Analytics Dashboard
The Analytics Dashboard provides an insightful overview of your quote activity and performance metrics. Key features include:
Total Quotes: Displays the total number of quotes submitted.
Quote Orders: Shows the number of quotes converted into actual orders.
Quote Revenue: Shows the revenue generated from quote conversions.
Average Response Time: Monitors the average time taken to respond to customer inquiries.
Quote Conversion Rate: Calculates the percentage of quotes converted into orders.
Quote Source Platform: Identifies platforms where quotes were generated (e.g., web, mobile, etc.).
User Types: Segments users by type (e.g., guest users, registered users).
Top Insights:
Top 5 Performing Products: Highlights the products generating the highest interest through quotes.
Top 5 Customer Leads: Lists customers with the highest engagement or value from quotes.
Top 5 Countries: Displays countries with the most quotes generated.
This dashboard helps admins monitor and analyze quote performance, optimize strategies, and make informed decisions.
Customer Support
If you have any queries or need assistance, feel free to reach out to us via live chat, WhatsApp, or email at help.setubridgeapps@gmail.com. We're here to assist you!
We aim to respond promptly on business days, though please note that response times may be longer on weekends and national holidays.
Thank you for choosing Setubridge!
Best regards,
Setubridge Team
Updated on: 13/02/2025
Thank you!