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.

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. Save.

Behavior of auto-remove

When you send a quote, the app removes those variants from the buyer’s current cart session if enabled.

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.