How to Create and Edit Quote Form

One of the standout features of the Quotes Guru: RFQ & Hide Prices app is the Quote Form List. This feature allows you to easily manage and customize the quote forms you’ve created for your Shopify store, streamlining the way customers request personalized quotes.

With the Quote Form List, you can access a comprehensive overview of all the forms you’ve created. You can quickly view key details such as the form name, its type, and whether it’s set as global (which means it will appear across all your pages). This organization ensures that you can stay on top of your forms and make adjustments as needed.

The best part? You can customize your forms to match your store’s branding and customer needs. Whether it’s adding fields for more information (like phone number, address, etc.), adjusting the form’s layout and style, or incorporating multi-language support to cater to your global audience, this feature makes it all possible. You can even select different languages for your forms based on the storefront languages you’ve set in your Shopify settings. Please watch the video for detailed analysis of this feature :

One can also add a New Field, which will give you more options, like uploading files (in PRO plan)
We’ve introduced a new Phone field in the Quote Form.
This field is available under all plans and comes with country code support.

To enable it:
Go to General Settings > Quote Form > Edit Form

Lets see in details all the fields :

Customer’s Consent (PRO Plan) #

This field allows you to add a checkbox to the form where customers can acknowledge or agree to specific terms, disclaimers, or policies. It’s ideal for capturing user consent during quote submissions.

Text (All Plans) #

The standard single-line text input field. Use it for collecting basic information like names, short responses, or small identifiers.

Email (All Plans) #

A dedicated input field for collecting the customer’s email address. Basic validation is included to ensure proper formatting of the email.

Text area (All Plans) #

This is a larger text box for multi-line input. It’s perfect for capturing additional details, notes, or special instructions from customers.

Number (All Plans) #

Use this field when you want customers to enter numeric data, such as quantity, budget, or measurements.

Phone (All Plans) #

We’ve introduced a new Phone field in the Quote Form that supports country code selection. This makes it easy to collect international phone numbers accurately.

To enable the Phone field:

Go to General Settings > Quote Form > Edit Form, and add the Phone field.

Tip: You can also add a New Field, which unlocks more advanced options like file uploads (available in PRO Plan only).

Header (All Plans) #

This field adds a visual heading to your form. It does not collect data but helps in organizing the form into sections for a better user experience.

Paragraph (All Plans) #

Use this field to display informational content like notes, descriptions, or policy messages. It also does not collect user input.

Checkbox (Basic Plan and Above) #

This input allows users to select one or more options from a list. Useful for preferences, service add-ons, or confirming terms.

Dropdown (Basic Plan and Above) #

A compact selection menu that allows the customer to choose a single option. Great for product types, categories, or pre-defined choices.

Radio (Basic Plan and Above) #

Radio buttons offer a clear way for customers to select only one option from multiple predefined choices. Useful for mutually exclusive selections like size or urgency level.

Date (PRO Plan) #

Allows customers to pick a date using a calendar. This is especially useful for delivery dates, service schedules, or booking requirements.

We’ve added helpful features like “Allow Past Dates in Date Field” to give you more control.

To enable or adjust this:

Go to General Settings > Quote Form > Edit Form, and select the Date field settings.

File Upload (PRO Plan) #

This field allows users to upload documents, images, or other files with their quote request. It’s ideal for custom jobs, reference files, specifications, or order requirements.

Countries (All Plans) #

Provides a searchable dropdown list of countries. Useful when you want to collect location, region-specific preferences, or shipping destinations.

like that we have many other fields like “Allow Past Dates In Date Field” to access this

So, whether you’re offering tailored quotes, negotiating pricing, or gathering additional details from customers, the Quote Form List ensures the process is simple, efficient, and fully customizable to fit your store’s needs.

Success Message After Submitting Quote (All Plans) #

This feature allows you to display a custom success message to customers once they submit a quote. It enhances the user experience by confirming that their quote request was successfully received.

You can customize this message to thank the customer, inform them about next steps, or simply provide confirmation.

To set this up:

Go to General Settings > Quote Form Customization > Edit or Create Form, and scroll to the Success Message section.

Image Upload Option for Success Message (All Plans) #

In addition to the text-based success message, you can also upload an image that will be shown after the quote is submitted. This could be a thank-you banner, brand image, or promotional graphic.

The uploaded image will appear on all the forms the admin has created — helping you keep post-submission branding consistent.

To upload an image:

Go to General Settings > Quote Form Customization > Edit or Create Form > Additional Settings, and locate the section after the success message area.

Adding Multiple Email Recipients #

1. General Settings (Available in All Plans) #

• Navigate to:
  General Settings > Email Settings
• Add one or more email addresses to receive quote submissions globally.
  

If the user has chosen Pro or Premium Plan then it unlocks “Multiple form” feature how to access this Click here