Getting Started
Basic steps to Set-Up the Request a Quote ‑ Hide Price app
Learn how to set up products for Request a Quote to receive customer inquiries through multiple channels directly from the app backend. You can configure this feature for specific products, collections, or all products as needed. Steps :---- **Enable the app embed block ** : Navigate to App -> click on button to enable app embed button. Enable the toggle and save the changes. ![](Some readersCart to Quote
Cart to Quote: Convert Cart Items into a Quote Request This feature lets customers quickly send a quote request directly from the cart page. They can select multiple items and submit a quote request for all products in the cart, streamlining the process of inquiring about pricing for multiple items at once. Mange setting from app backend : RFQ products-> navigate to **Where should the button be displayed option ** select option as cart page. ![](https://storage.crisp.chat/useSome readersEmail Notification & Third-Party Marketing Integration.
Email Notification & Third-Party Marketing Integration Integrate third-party tools for quote notifications, communication, email automation, and APIs Follow the guidelines provided in the help tooltip to integrate the following options: E-Mail Notifications APIs/SMTP/ Notifications for Merchant/ 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 ServicFew readersHow to Add the "Request a Quote" Page to Your Store’s Navigation
This guide will help you add the Request For Quote page to your store’s main menu so customers can access it quickly. You will need to make some changes in the Shopify Admin Panel, and once done, the page will display dynamically in your main menu. Adding this page enhances visibility, encourages more inquiries, and streamlines the quotation process directly from your storefront. Steps: **Content Section: **Go to Shopify Admin → Clkick on to Content Section → Select your MainFew readersHow to Setup "Request a Price by Whatsapp" ?
Learn how to set up and customize the "Request a Price by Whatsapp" feature. This guide will show you how to configure the option to receive customer inquiries via Whatsapp directly from the app's backend. By selecting the call option and integrating your with Whatsapp setup, you'll receive inquiries directly to your registered Whatsapp number once configured. Video Tutorial: Request a Price from WhatsApp 1Few readersRFQ Form Builder
Create customized quote request forms with the form builder. This feature allows the admin to add or remove input fields based on business needs. The selected fields will be displayed accordingly. Steps: Go to the app and navigate Settings -> Quote form builder -> Click on manage button. Default Form ![](https://storage.crisp.chat/users/helpdesk/website/ec822f1cb1c6a000/image_1kq4Few readersPrice Requests via Multiple Channels.
Introductions: Learn how to set up Price Requests through multiple channels — WhatsApp, Email, and Phone Call. In the app, we provide options to configure and receive quote requests through different channels as per your business needs. You can directly set this up from the app backend. Steps Navigate to Settings Go to the app dashboard. Click on Settings > Quote Settings choose the Quote mode. ![](https://storage.crisp.chat/users/helpdesk/webFew readersConvert Quote to Order
The app provides an option to convert a quote into a draft order. With this feature, the admin can generate a draft order from the quote and share a direct link with the customer to complete their purchase. Steps: Go to the Quote requests tab -> Navigate **View Lead **click on button. Click on **view **option ![](https://storage.crisp.chat/users/helpdesk/website/ec822f1cb1c6a000/iFew readersRFQ Button Visibility for Specific Customer Group
Introduction: This feature allows you to control the visibility of the "Request for Quote" (RFQ) button based on customer groups. By setting this functionality, you can ensure that only specific customers Logged-in Customers Only, Guest customers or Customers with tags (such as VIPs, wholesale buyers, or specific regions) can see and access the RFQ button on your product pages. || The RFQ button will visible only to specific customer groups based on their tags or loginFew readersHow to Integrate HubSpot with the Request for Quote App
This guideline helps you integrate HubSpot with the RFQ app so all quote submissions from your store sync directly to your CRM. Each RFQ creates a HubSpot contact, stores customer details, and generates a deal with product and quote information—allowing you to manage leads and follow up without manual work. You only need to generate a HubSpot Private App Token and connect it in the RFQ app. After that, syncing happens automatically. Steps: **Connect HubSpot: Go to your Shopify AFew readersHide Price and Add to Cart Button
This guideline helps you hide the price and add-to-cart button on the frontend for products added in the Request For Quote app. Hiding prices and the add-to-cart button encourages customers to request a quote, helping generate leads and giving a sense of exclusivity. Steps: Add Product: Add the product or collection in the RFQ App where you want to hide the price. [[See Guideline]](https://setubridge.crisp.help/en-in/article/setup-specific-products-and-collections-for-requestFew readersEnabling the Quote Button on the Cart Page to Convert Cart to RFQ
Introduction: Adding a Request a Quote (RFQ) button to the cart page allows customers to submit their cart as a quote instead of proceeding with a direct purchase. This feature is useful for stores handling bulk orders, custom pricing, or B2B sales. By enabling this option, customers can easily request price estimates, and store owners can manage and respond to quotes efficiently. To allow customers to request a quote (RFQ) directly from the cart page, follow these steps: Steps toFew readersManage RFQs by Assigning to Multiple Assignees
Introduction Efficient RFQ (Request for Quotation) management is essential for businesses with multiple team members handling customer inquiries. Staff Member Assignment feature allows merchants to assign RFQs to specific team members, streamlining workflow, improving response times, and ensuring better collaboration. This is especially valuable for larger businesses with dedicated sales teams, helping them track progress, manage internal discussions privately, and respond to customer requeFew readersHow to Manage Lead Labels, Custom Notes, and Tags for Quote Inquiries?
Guideline Tutorial : You can watch the tutorial video here: Manage Lead Labels, Custom Notes, and Tags. Video Tutorial: Setup Country-specific ETA If you have any questions or need further assistance, feel free to reach out!Few readersConfigure Email- Integration to receive notification
Introduction Learn how to configure email notifications to send and receive alerts efficiently. You can set this up directly from the app settings using the default SMTP provider. Steps: 1 . Go to the app backend and navigate to **Notification **Settings. 2 . Choose SMTP Provider You can choose the default SMTP provider or enter your own SMTP account details, such as your emaiFew readersExport Quote Requests Lead Data
Go to the app backend and navigate to the Quote Request Settings. Locate and click on the Export button. The lead data will be exported and saved to your device in CSV format. Feel free to reach out if you needFew readersIntegrate Mailchimp
**Mailchimp Integration ** Learn how to integrate a Mailchimp to let your subscribers opt-in to your mailing list when they sign up for a Call For Price. Video Tutorial Learn how to integrate Mailchimp with Call For Price app using our step-by-step video! Steps: To integrate Mailchimp, you have to use Mailchimp API key. To get the API key, you can follow the below steps, [Sign up]Few readersManage Sticky quote widget visibility.
Learn how to enable the Sticky Quote Widget visibility option from the app backend by following these steps. With this option, you can easily show or hide the sticky quote widget and customize its position by adjusting the placement and spacing options directly from the app backend settings. Steps to Manage Sticky Quote Widget: Go to the App Backend Settings. Navigate to Sticky Quote Widget. Enable or disable the widget as per your preference. ![](https://storage.crisp.chat/userFew readersPriority Quote Inbox & Spam Filter
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. Navigate to Settings Go to Quote Requests -> Navigate to Spam Domains in app. Add Spam Domains -Enter the email domains you want to flag as spam in the designated field. -CFew readersManage Quote status
Organize and track your quotes using customizable labels to your needs. You can create new statuses with custom names and manage all quotes based on their status, such as Open, Closed, Pending, **High Demand **etc. To manage quote statuses, follow these steps: Navigate to app Settings: Locate the Quotes Request section in your app settings. Access Manage Quote Status: Click on the **Manage Quote Status **option to create quote statuses. ![](https://storage.crisp.chatFew readersHow to Setup Request a Price by Call?
Learn how to set up and customize the "Request a Price by call" feature. This guide will show you how to configure the option to receive customer inquiries via phone directly from the app's backend. By selecting the call option and integrating your preferred call setup, you'll receive inquiries directly to your registered phone number once configured. Video Tutorial: Request a Price from Call .Go to the **Few readersSetup RFQ Product by Vendor and Tag
Easily configure RFQ products by selecting specific vendors and tags. This allows you to display the RFQ option only for products that match selected vendor names or tags. Steps: Steps to Set Up RFQ Products by **Vendor **or Tag: Go to the app backend and navigate to **RFQ Product ** settings. Select the option Manual Product Selection. Navigate to the **Vendor orFew readersSetup request for quote by specific products ,collections ,multiple vendor or tags wise.
Steps: Navigate to the RFQ product tab in your app backend panel. Navigate to Manual product section choose the way either product or collection or tags, and vendor. Click on the search tab, select the desired ** Products/collections/tags/vendor**, and click on the **Add *Some readersHow to Setup"Request a Price by Email" ?
Learn how to set up and customize the Request a Price by Email feature. This guide will show you how to configure the option to receive customer inquiries via email directly from the app's backend. By selecting the email option and integrating your preferred email setup, you'll receive inquiries directly to your registered email address once configured. Video Tutorial: Request a Price from Email form GFew readersHow to style/change "Request for quote" button text and color?
To update the "Call for Price" button text and color, follow these steps: Change Button Text From the app admin page, Navigate to Settings > Quote Settings click on manage button. In the Quote Button Label field, edit the text Click Save to apply the changes and check the result on thFew readersHow to integrate WhatsApp , using twilio and get notification on WhatsApp?
Twilio Integration Learn how to integrate WhatsApp using Twilio to receive notifications directly on WhatsApp. This guide will walk you through setting up the integration, ensuring that you get instant updates and notifications on WhatsApp using Twilio's services. Video Tutorial: Twilio Integration for WhatsApp Notification You need to receive the inquiry message on your WhatsApp account when a useSome readersHow to activate and deactivate app embed blocks?
How to Activate and Deactivate App Embed Blocks: Access Theme Customization: Open your live theme customize from your Shopify admin. ** Navigate to Theme Settings->Customize** Click on customize button it will redirect on theme editor page Inside the customization panel, locate and open the app embeds From app embeds, Enable the "Call for Price app toggle . Add products for which you want to receive call-for-price requests. Save the settings. Check your front store to ensure the products you added areFeaturedHow to Integrate a Teams account to receive inquiry form data on your teams channel?
**Microsoft Teams Integration ** Learn how to integrate a Teams account to receive inquiry form data directly in your Teams channel. This guide will help you configure the necessary settings to streamline communication and manage inquiries efficiently. Video Tutorial: Microsoft Teams Integration for Notification To integrate Microsoft teams account you need to create the app and configure your app credSome readersWhere I can Change the email addresses to receive customer request notifications?
From the app backend, Settings - > ** Notifications** tab In the Admin email field, select the SMTP provider (default ) fill in the email address you want to receive notification. Enter the email id Verify the email id and save the changes once email verified notification will receiFew readersHow to Keep showing Buy Now and Add-to-cart button along with call-for-price button?
Objective: Ensure that the Buy Now and **Add to Cart **buttons remain visible alongside the Call for Price button on your website. Instructions: Accessing Custom JavaScript Section: Go to the app settings. Navigate to the developer option. In the custom JS section, copy the code below and save the setting. var doNotHideAddToCart = true; Save the changes. ![](https://storage.crisp.chat/users/helpdesk/website/ec822f1cb1c6a000/screenshot142_1h4roet.pngFew readersCan the app provide options for multiple channels to submit quote requests?
Yes, the app provide option to submit quote requests via multiple channels, such as WhatsApp, Email, and Call Us. You can choose one of these options to set up and manage quote inquiries. How to Set Up RFQ Requests via Email, WhatsApp, or Call Us ButtonFew readersCan I receive Price requests through WhatsApp?
Absolutely! Our inquiry form offers three convenient methods: Request "Call For Price" via Phone Request "Call For Price" via Email Request "Call For Price" via WhatsApp To submit your request through WhatsApp, simply choose the third option.Few readersIs there a feature to send RFQs directly through WhatsApp?
Yes, customers can submit inquiries via WhatsApp, and the admin can send quotes directly through WhatsApp as well. How to Setup "Request a Price by Whatsapp"Few readersWhat if I change my theme, Do I have to re-set all the configurations?
No, Just enable the app embed block on your new live theme and save the settings from app backed then it will continue to work as before.Few readersDoes the app provide features to hide the price based on user location?
Currently, no, our app does not provide this feature by default. Implementing location-based price visibility requires custom coding tailored to each customer’s needs. We offer this as part of our customization service under the special plan. If you would like to request this feature, please upgrade to the special plan and send a customization request to our email (dipen@setubridge.com ). We’ll be happy to assist with implementing this for your store.Few readersCall for price app is not working after changing theme.
After installation of our Shopify Call For Price & Hide Price, our App files are copied under your currently active theme. So when you change your theme, App files will not be there on that new theme. We suggest you to save the setting from App Dashboard. If you need help to figure it out, then please drop an email at help.setubridgeapps@gmail.comFew readersCan the "Request for quote" button link to a specific email or WhatsApp contact?
Yes, you can do that. To link the Request for quote button to an **email **or **WhatsApp **contact: 1.Choose the Quote Mode as **Email **to receive inquiries via email. 2.Choose **WhatsApp **to receive inquiries via WhatsApp. Follow the steps below to integrate it properly: **Email **: https://setubridge.crisp.help/en-in/article/how-to-setuprequest-a-price-by-email-hbprnf/ WhatsApp: https://setubridge.crisp.help/en-in/article/how-to-setup-request-a-price-by-whatsapp-rhxtus/Few readersIf I need additional features to be added to a call for price app, how can I ask for it?
If you require additional features for the **Call For Price & hide price ** app, you have two convenient options: Email: Send your feature request via email to :help.setubridgeapps@gmail.com and also you can drop message on WhatsApp(+91 8511963839) to discuss and request additional features. Additionally, we offer a special plan (https://prnt.sc/boHl-o8owHsq) for custom requirements. You can purchase this plan and submit your customization requests through the provided channels. We are coFew readersI have configured the app but still, the Call For Price button is not showing?
Here are a couple of known reasons why an Call For Price button** does not display.** If the app is disabled on the app settings tab. If the app embed option is disabled on the theme settings. If selected Manual Product section and not setup any product. If using the page builder or any app for the site.Few readersCan labels be assigned based on customer type (B2B, B2C) or quote status?
Yes, the admin can do that. Our app offers the option to manage statuses for quotes. How to manage quote statuses: if you'd like further clarification or assistance feel free reach out.Few readersCan customers convert their shopping cart directly into a quote request?
Yes, customers can do that. The setting is available in the app and can be enabled by the admin if they want customers to convert their cart into a quote request. Cart to quoteFew readersDoes the app automatically generate a draft order from the quote?
Yes, the app provides an option to convert a quote into a draft order. With this feature, the admin can generate a draft order from the quote and share it with the customer. If you have any further questions, feel free to reach out to us!Few readersDoes the spam filter automatically detect and block irrelevant or spam quote requests?
No, the spam filter does not automatically detect or block spam quote requests. Instead, you need to manually add specific email domains to the spam domain list. Once a domain is added, any quote requests from that domain will be flagged as spam. How can I configure the spam filter to flag domains?Few readersAI-Driven MagicScore for Quotes
How the MagicScore Helps: Prioritization: Helps focus efforts on leads most likely to convert. Actionable Insights: Provides clear indicators of lead readiness and the type of engagement required. Efficiency: Streamlines decision-making by categorizing leads based on their urgency, completeness, and engagement levels. If additional adjustments or personalized responses are needed, this framework ensures effective communication and optimal lead handling. *Lead Category- HotFew readersCan I set up products for quote requests based on tags and vendor?
Yes! In addition to selecting products by name and collection, you can now easily include products in your quote list based on their product tags or vendor.Few readersDoes the app allow exporting quote details to PDF?
Yes, the app provides the feature to download quote details in PDF format. The admin can easily download the quote details as a PDF file.Few readersCan quotes be edited and negotiated directly within the app?
Yes, quotes can be edited and updated directly from the app backend. You can modify Add products, adjust quantity, adjust pricing, and include comments before sending an updated quote to the customer. How to Edit a Quote in the AppFew readersDoes app allow bulk product inquiries in a single quote request?
Yes, the app allows customers to submit bulk product inquiries in a single quote request, to handle multiple items at once. If you have any further questions, feel free to reach out to us!Few readersCan all quote requests be exported?
Yes, the admin can export quote request data in CSV file format. Export Quote Requests Lead DataFew readersSet Up Multi-Language Support in RFQ
If your store serves customers from different regions, it’s important that your Request for Quote (RFQ) form is available in their preferred language. The RFQ app supports multiple language translations, allowing you to provide a smooth and localized experience for international customers. Using the built-in translation feature, you can translate all key text elements such as: Form labels and field names Buttons and system messages Customer email templates Quote PDFs This ensuresFew readersEnable Single Product RFQ Form
This guideline will help you configure the Single Product RFQ mode in the app. When enabled, customers can submit a quote request for only one product at a time. Selecting a new product will automatically replace the previous one in the RFQ form. Steps **Open Quote Settings: ** Visit to Shopify Admin → Apps → SB Request a Quote → Quote Settings **→ **click on the General tab.  Also check Guideline How to setup call-for-price button for specific products https://setubridge.crisp.help/en-in/article/how-to-set-call-for-price-button-for-specific-products-and-collections-so3Few readersWhat app blocks and app embed blocks are in your app, and their purpose?
Apps that inject inline content on a page extend themes using app blocks. Apps that don't have a UI component, or that add floating or overlaid elements, extend themes using app embed blocks. App embed blocks / App blocks allow you to only load scripts on specific pages. Loading scripts on specific pages minimizes your app's performance impact by limiting it to only the pages where it's needed.Few readers
How to Integrate a Postmark to send inquiry mail from postmark?
**Postmark Integration ** Learn how to integrate a Postmark to send inquiry email directly from your Postmark account. This guide will help you configure the necessary settings to streamline communication and manage inquiries efficiently. To integrate Postmark you need to create the Postmark API key and configure your credentials in the app backend under **Notifications for Merchant > Email **section. To get the API key, you can follow the below steps, [Log in to Postmark](https://postmaFew readersIntegrate Brevo (Sendinblue)
**Brevo (Sendinblue) Integration ** Learn how to integrate a Brevo to let your subscribers opt-in to your mailing list when they sign up for a Call For Price. Video help Learn how to integrate Brevo (Sendinblue) with Call For Price app using our step-by-step video! Steps: To integrate Brevo, you have to use Brevo API key To get the API key, you can follow the below steps, [SFew readersIntegrate Klaviyo
**Klaviyo Integration ** Learn how to integrate a Klaviyo to let your subscribers opt-in to your mailing list when they sign up for a Call For Price. Video help Steps: Learn how to integrate Klaviyo with Call For Price app using our step-by-step video! To integrate Klaviyo, you have to use Klaviyo API key To get the API key, you can follow the below steps, [Sign up](https://www.klaFew readersQuote History & Price Negotiation / QuoteChat for Customers / Quote Editing and Comments
This feature provides a seamless way for admins/merchants to manage quotes, track history, and communicate with customers for efficient negotiation and updates. View Quote History: Navigate to the Quote Requests section. Select a specific quote to view its complete timeline, including updates, customer communication, and changes. ![](https://storage.crisp.chat/users/helpdesk/website/ec822f1cbFew readersIntegrate Omnisend
**Omnisend Integration ** Learn how to integrate a Omnisend to let your subscribers opt-in to your mailing list when they sign up for a Call For Price. Video help Steps: Learn how to integrate Omnisend with Call For Price app using our step-by-step video! To integrate Omnisend, you have to use Omnisend API key To get the API key, you can follow the below steps, [Sign up](https://aFew readersQuick Access Quote by Side Drawer
Access and create quotes quickly via a side drawer for streamlined operations. The side drawer allows admins to manage quotes efficiently with quick replies and status assignments. It provides detailed information on the product, customer, status, and quote ID. Admins can also respond via email or WhatsApp directly from the drawer. Key Features: Manage Quotes Efficiently :The side drawer allows for quick and easy quote management, enabling admins to: View quote details, including quFew readersChange Position Of Request A Quote Button On Product Page.
Learn how to reposition Request For Quote button on your product page to better fit your business needs. You can easily adjust the widget's placement using shortcodes or fetch class settings available in the app backend. Once set up, the app automatically displays them in the chosen position on product pages based on your configuration || Here are some examples of where you can place the message: Before Product Variant After Product Variant Before Add To Cart Button After Add To CFew readersHow to Integrate a Mailchimp to send inquiry mail from Mailchimp
**MailChimp Integration ** Learn how to integrate a MailChimp to send inquiry email directly from your MailChimp account. This guide will help you configure the necessary settings to streamline communication and manage inquiries efficiently. To integrate MailChimp You can use the Mandrill by Mailchimp provider to send transactional emails to your customers using the our app with a single API. To use the Mandrill provider in the email Integration, you will need to cFew readersHow does the MagicScore help prioritize or analyze incoming leads?
The MagicScore helps prioritize and analyze incoming leads by evaluating them based on specific criteria such as Lead Category, Completeness, Urgency, and Engagement. Here's how it works: Lead Category Hot: Leads that are highly promising and should be prioritized. Warm: Leads that have potential but need more nurturing. Cold: Leads with minimal potential and low priority. By categorizing leads into these groups, the MagicScore helps determine which leads need immediate attenFew readers