Settings & Advanced Configuration

General - Quote eligibility

Go to Settings > General > Quote eligibility to configure this section.

1. Customer type

Define which customers are allowed to submit quote requests.

• All customers (default) – Any visitor can request a quote
• Selected customers – Restrict access based on:
  • Customer segments
  • Individual customers
  • Email patterns (e.g. *@company.com)

At least one condition must be selected when using Selected customers.

👉 Guest quote submissions:

• Checked (default) - a Shopify customer account is created automatically when a guest submits a quote
• Unchecked - guest info is saved with the quote and can be converted to a customer account later

Note: This setting only applies when using email patterns. If restricted by segment or individual account, guests must log in to submit.

2. Country eligibility

• All countries (default) - visitors from any location can see the Quote button
• Specific countries - only visitors from selected countries can see the Quote button. Visitors from unlisted countries will not see the button at all.

At least one country must be selected when using Specific countries.

Note:

• Visitor location is detected using server-side IP geolocation.
• If a visitor’s location cannot be determined (e.g. VPN or proxy), access is evaluated based on your Customer type settings.
• Both Customer type and Country eligibility must be satisfied for a quote request to be submitted.

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.