How to Customize Storefront Experience (Buyer side)

Enable and place the floating Quote Widget

  1. Go to Settings > Quote Widget.
  2. Choose Widget Style:
    • Circle + Icon (upload icon, set size) or
    • Rectangle + Text (enter short text, set size)
  3. Set Desktop Position and Mobile Position using the 3x3 grids.
  4. Choose Display:
    • Show on all pages, or
    • Specific pages (Home, Product, Collection, Cart, etc.)
  5. Pick Background and Text/Icon colors.
  6. Select an Animation (None, Pulse, Bounce, Fade).
  7. Review in the live preview. Click Save.

Buyer entry points

The widget appears when:

  • The buyer is logged in and has past quote activity, or
  • A visitor (logged in or not) who adds eligible products to their cart will see the quote widget.

“Quote Cart” modal

When buyers click the widget:

  1. They see Quote Cart by default.
  2. If the cart has eligible items:
    • Each row shows product, variant, price, quantity, and Quote Price.
    • Buyers can check which items to include and adjust the Quote Price proposal.
    • Click Send Request Quote to submit. If not logged in, they’ll be asked to enter an email and log in.
  3. If no eligible items, a help message explains how to add products.

“Manage Quotes” modal

Buyers can switch to Manage Quotes to see:

  1. Quote ID, Created time, Status, Expired time, Quote value, and Actions.
  2. Actions vary by status:
    • Sent / Under Negotiation / Accepted → View detail
    • Declined / Expired → View detail, Request again
    • Accepted → View draft order
  3. Unread message counts display as a red badge.