SP Request for Quote FAQs

1. The quote widget isn’t showing on my storefront. How do I fix it?

• Make sure the app embed is enabled in your theme (Online Store → Customize → App embeds).

• In the app Dashboard, use Enable app (or hit Refresh status after saving).

• If it still doesn’t appear, check Quote Widget settings: display scope (all pages vs specific pages), desktop/mobile position, and that “Display” is on.

• Some themes cache aggressively-hard refresh or clear theme cache after enabling.

2. Can I hide prices or the “Add to cart” button only for certain products or customers?

Yes. In Settings → General → Product Eligibility, choose specific products/collections. In Who can request quotes?, restrict by segments, individual customers, or email domain patterns (e.g., @wholesale.com).

3. What happens when a customer accepts a quote?

The app automatically creates a Shopify Draft Order with the final negotiated items/prices and sends the buyer a checkout link. Draft orders are Shopify’s native way to invoice and collect payment via checkout.

4. Can guests request a quote, or do buyers need to log in?

Both patterns are supported:

• Logged-in buyers get the best experience: persistent history, negotiation chat, and “Manage Quotes.”

• Guest flow: you can allow email capture inside the widget’s Quote Cart. Guests will be prompted to sign in when returning to manage/accept.

5. How does quote expiration and reminders work?

In Settings → General → Quote Expiration, set Expire after X days and Reminder timing (e.g., 1 day before). The app updates “Expired time” on each re-send, sends reminder emails before expiry, and auto-marks quotes Expired if there’s no action by the deadline.

6. Can customers attach files in the negotiation?

Yes. Enable Allow requesters to attach files under Conversation Settings. You can limit size, file types, and keep attachments off if you prefer (security or workflow reasons).

7. Emails aren’t arriving (Send Quote / New Message / Reminders). What should I check?

• SMTP: In Settings → SMTP configuration, verify host/port/auth, test send, and look for the Verified badge.
• SPF/DKIM/DMARC: Ensure your domain authentication is correct (to prevent spam filtering).
• Template variables: If you heavily edited templates, preview with sample data first to avoid broken Liquid placeholders.
• Customer email: Quotes can’t send to customers without an email—those entries are disabled in the selector by design.

8. Can I convert a quote directly into an order without sending it first?

Yes. Use the “Convert quote” button in Manage Quotation to instantly create a Shopify Draft Order and send the checkout link to the customer—ideal when pricing has already been agreed outside the app.

9. How are products added to the Quote Cart? (Auto vs Manual)

You can choose between two modes in Dashboard → “How products are added to Quote Cart”:

• Automatic (recommended): Eligible products added to the cart will automatically appear in the Quote Cart - no extra steps needed.
• Manual: Customers must click “Add to Quote” buttons on the storefront (Product page, Collection, Cart, etc.) to add items.

👉 When should I use each mode?

• Use Automatic for a seamless experience (best for most stores).
• Use Manual if you want more control over where and how customers add items.

👉 Why don’t I see products in the Quote Cart?

Check the following:

• The product is eligible for quotes (Settings → Product Eligibility)
• The correct mode (Auto/Manual) is enabled
• If using Manual mode, the “Add to Quote” button is properly set up on your theme

👉 My store uses a drawer/slide cart - will it work?

Manual mode may require additional setup for drawer carts.

If buttons don’t appear correctly, please contact support for quick assistance.

10. Can I control whether a customer is created when a guest submits a quote?

Yes. You can use the setting “Automatically create a customer account when a guest submits a quote” in Settings → General.

When enabled, a Shopify customer is created immediately after submission.

When disabled, the guest information is saved with the quote and a customer will only be created later (e.g. when you convert the quote, the customer accepts it, or logs in again).

11. Can I redirect customers after they submit a quote?

Yes. You can enable “Redirect to login after submit quote” in Settings → Customization.

• When enabled, customers will be redirected to the login page after submitting a quote. If disabled, they will stay on the Thank you page and can continue browsing or navigate manually.
• By default, the Thank you page also includes a short auto-redirect (e.g. after a few seconds) and a “Continue Shopping” button for better user experience.

12. How do I set up Slack notifications for quote updates?

You can connect Slack to SP Request a Quote (RFQ) to receive real-time notifications whenever new quotes are submitted or updated.

Before you start, make sure you:

• Have a Slack account
• Have access to a Slack workspace

Step 1 — Create a Slack app

Go to: https://api.slack.com/apps

• Click Create an App → From scratch
• Enter an app name (e.g., SP RFQ)
• Select your workspace → Click Create App

Step 2 — Enable Incoming Webhooks

• Go to Incoming Webhooks
• Turn it ON the Activate Incoming Webhooks toggle at the top of the page

Step 3 — Create a Webhook URL

• Click Add New Webhook
• Select a Slack channel
• Click Allow

Step 4 — Connect to SP RFQ

• Copy the generated Webhook URL
• In SP RFQ → Settings → Integrations → Slack, paste the URL
• Save your settings

💡 Result: You’ll start receiving quote notifications directly in your selected Slack channel.

13. How can I test webhook data before connecting to my system?

If you’re integrating SP RFQ with a CRM, ERP, or custom system, you can use a test webhook URL to verify that data is sent correctly.

👉 What is a test webhook URL?

A test webhook URL is a temporary endpoint that lets you:

• Receive webhook data
• View the request instantly
• Check if everything is working correctly

This is useful before connecting to your real system.

👉 Step-by-step

• Step 1 — Go to https://webhook.site
• Step 2 — Your unique URL is auto-generated instantly. It looks like: https://webhook.site/xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx No sign-up required.
• Step 3 — Copy that URL.
• Step 4 — In SP RFQ → Settings → Integrations → Webhooks, paste it into the Endpoint URL field.
• Step 5 — Select the events you want to test, then click Send test.
• Step 6 — Go back to webhook.site — you will see the request appear in real time with the full payload and headers.

👉 What you can check

• Quote data (customer info, quote details)
• Request headers (event and security info)
• Response status and timing