Settings & Advanced Configuration

General - Who can request quotes

1. Settings > General > Who can request quotes?
2. Choose:
   • All customers (default), or
   • Selected customers:
     • Pick from Segments (VIP, Wholesale, etc.).
     • Browse and select specific customers.
     • Add email patterns like *@company.com (supports * wildcard).
3. Save.

Validation: If you pick “Selected customers,” you must choose at least one segment, customer, or email pattern.

👉 Automatically create customer for guest quotes

Within this section, you can also control whether a Shopify customer account is created when a guest submits a quote:

• Checked (default) — automatically creates a Shopify customer when a guest submits a quote
• Unchecked — guest information is saved with the quote only. A customer account can still be created:
  • Manually from the Quote Detail page
  • Automatically when the quote is converted or accepted
  • When the guest logs in later

Notes:

• If using Selected customers by segment or individual → guests must log in → this setting has no effect
• If using email patterns → guests can still submit without logging in → this setting applies normally

General - Product eligibility

1. Settings > General > Product Eligibility.
2. Choose:
   • All products
   • Selected Products & Collections: Use Browse to pick products and collections.
3. (Optional) Enable Auto-remove sent quote’s products from cart.
4. (Recommend) Enable Automatically add cart items to the Quote Cart
5. Save.

General - Conversation settings

1. Settings > General > Conversation Settings.
2. Enable Allow requesters to attach files.
   • Default is enabled.
   • Limits: up to 10 MB per file, 5 files per message. Allowed: PDF, DOC, DOCX, JPG, PNG, XLS, XLSX, CSV, TXT.

Quote Widget

See How to Customize Storefront Experience above for full steps.

Quote PDF

Use this feature to customize the PDF file sent with your quotes.

How to customize quote PDF

• Go to Settings → Quote PDF
• Configure the PDF content and design:
  • Upload your logo
  • Set logo size
  • Choose font and font size
  • Set primary color, text color and product header color
  • Show or hide fields:
    • Quote date
    • Due date
    • Date format (e.g. DD/MM/YYYY)
    • Original Price
    • Unit Price
    • Total
    • Product Image
• Set file name using variables. Example: Request quote #
• Use Preview to check layout and content before saving.
• Click Save to apply your changes.

How it works

• When you send a quote, the app generates a PDF automatically The PDF is attached to the email sent to the customer
• The same PDF is used when downloading the quote

Notes:

• Changes apply to new quotes only, existing quotes will not be updated
• The PDF template is shared across all quotes

Integrations

SP Request a Quote integrates with SP Hide Price & Access Control to support stores that hide prices and use custom or negotiated pricing.

With this integration, you can:

• Create rules to hide product prices
• Replace Add to Cart with Request a Quote on the storefront

Customers can submit quote requests normally, and all quotes are managed in the Request a Quote app.

To get started, click Create Hide Price rule to set up your price-hiding conditions.