How set up quote rule?

1

General information

Name: Enter the name of the quote. This is solely for management purposes and will not be displayed on the storefront.

2

Choose who can request quote:

  • All customers: The quote function applies to all customers.

  • All logged-in customers: The quote function applies to only logged-in customers.

  • All non logged-in customers: The quote function applies to all customers except for logged-in customers.

  • Specific customers: Select customers in the dropdown.

  • Customers belong to customer groups: Select the customer group in the dropdown. Instruction to create customer groups here.

3

Choose what products can be requested for a quote

  • All products: The quote function applies to all products..

  • Specific products: The quote function applies to specific products. Select the product in the dropdown.

  • Products in assigned price list: The quote function applies to all products in the selected price list. Select the price list in the dropdown. Instruction to create price lists here.

  • Products in out of assigned price list: The quote function applies to all products except for products in the specific price list. Select the price list in the dropdown. Instruction to create price lists here.

4

Hide options

Hide prices

  • All product

  • Specific products

Other hide options

  • Hide “Add to cart” button

  • Hide “Buy it now” button

5

Form customization

Click “Add new field” to include other fields in the quote form. This helps to collect necessary information and filter out spam requesters.

Here are the field types:

Request for quote button on the storefront:

Product card: Hide price & Add to cart button. Display Add to quote button.
Product card: Hide price & Add to cart button. Display Add to quote button.
Product card: Hide price & display Add to quote button.
Product card: Hide price & display Add to quote button.
Product page: Hide price & Add to cart button. Display Add to quote button.
Product page: Hide price & Add to cart button. Display Add to quote button.
Product page: Hide price & display Add to quote button.
Product page: Hide price & display Add to quote button.

Request for quote form on the storefront:

Need Help?

Last updated

Was this helpful?