How to Create and Edit Quote Form

One of the standout features of our app is the Customize Quote Forms dashboard. This feature allows you to effortlessly manage and tailor every form you’ve created for your Shopify store, streamlining the way customers request personalised quotes.

Through the Quote Form List, you can access a comprehensive overview of your entire setup. At a glance, you can see key details such as form names, types, and ‘Global’ status (indicating if a form appears across all pages). This centralized organization ensures you can stay on top of your quoting strategy and make quick adjustments as your business grows.

How to Access Customise Quote Forms Settings #

• Go to General settings
• Scroll to Customize Quote forms
• Click on edit settings

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.

Let’s see in detail 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.

How to Exclude Countries from the Country Dropdown #

You can now exclude specific countries from appearing in the country dropdown of your Quote Form. This works for both:

• The individual Country field
• The Shipping Address → Country dropdown

This is useful if you only accept quotes from selected regions or want to prevent submissions from certain countries.

Shipping & Billing Address #

In the quote form. Collect complete customer address details upfront for smoother order processing.

To enable the Phone field: Go to General Settings > Quote Form > Edit Form, and add the Shipping & Billing Address field.

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.

Hide Prices in Customer Auto-Responder Emails #

you now have direct control over whether prices are included in the automatic acknowledgment emails and PDFs sent to your customers. By simply toggling a checkbox within your specific quote form, you can ensure your pricing remains private until you’re ready to finalize the quote.

---

How to Customize the Quote form #

The Styles tab (highlighted in red in your image) allows you to change the visual appearance of the form to match your theme.

1. Text & Background Colors: Customize the background, heading, and description colors to ensure the text is readable.
2. Submit Button Customization:
   • Colors: Set the background and text color for both the standard and hover states.
   • Shape: Choose between Square, Round, or Cill (pill-shaped) styles.
   • Padding: Use the sliders to adjust the button’s size (Left/Right and Top/Bottom).
3. Input Field Style: Choose how your form fields look (e.g., Square, Line, or Round) and customize the error message color (typically red) to alert users to missing information.

---

Advanced Configuration (“Additional Settings”) #

Scroll down to the bottom of the editor to access powerful functional settings:

1. Form Layout:
   • Label Position: Place labels on the Left, Top, or Inline.
   • Columns: Choose a Single, Two, or Three-column layout for a more compact form.