Create and Manage Multiple Quote Forms

The Multiple Forms feature in the Quotes Guru app enables merchants to create and assign different quote request forms to products based on specific requirements. This feature is available starting from the Pro Plan and is ideal for stores that need to collect unique data for different types of products.

Custom Forms: Starting from Pro Plan

Free Plan Limitation: Only one global form can be created.

 Purpose #

Some products may require customers to submit additional or different information due to:

• Product personalization or customization
  
• Internal business policies
  
• Detailed specification needs
  

With Multiple Forms, you can tailor the quote experience to match the data you need from customers on a per-product or condition basis.

Note : In Free Plan you can create only one Global Form. You can add multiple email addresses to receive quote submissions. Multiple Forms feature is not available.

Pro Plan and Above #

• You can create multiple Custom Forms.
  
• Each form can be assigned to:
  
  • All Products
    
  • Specific Products
    
  • Conditional Products (e.g., based on tags, collections, etc.)(in Premium Plan)
    
• Custom Forms only work with the Quick Quote button, not with the Basket button.

Types of Forms #

1. Global Form #

• A default form used across all products that do not have a Custom Form assigned.
  
• Available on both Free and Paid plans.
  

2. Custom Forms #

• Custom-designed forms for collecting specific data from the customer.
  
• Created to handle special product requirements.
  
• Can be assigned to:
  
  • All Products
    
  • Specific Products
    
  • Conditional Products (e.g., using product tags or collections)
    

See Screenshot: Assignment options include All Products, Specific Products, and Conditional Products.

How to Use Multiple Forms #

Go to:
General Settings > Customize Quote Form > Create New Form

Step 2: Create a Custom Form #

• Click on “Create New Form”.
  
• Add your custom fields, instructions, or disclaimers.
  

Step 3: Assign Products #

Under the “Additional Settings” tab:

• Choose the assignment method:
  
  • All Products
    
  • Specific Products
    
  • Conditional Products
    
• Save the form.
  

Step 4: Ensure Quick Quote is Enabled #

Make sure the Quick Quote button is enabled on your store, as Multiple Forms do not work with the Basket button.

Step 5: Save & Test #

• Preview and test your form on the assigned product
  

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.

2. Custom Form Settings (Available in PRO Plan and Above) #

• While editing or creating a custom form, you can add specific recipient emails directly to the form.
• This allows product-specific notifications to different team members.

See Screenshot

Email Priority Logic #

The order of priority for sending quote submission emails is:

1. Emails added in the Custom Form (PRO plan only)
2. If not set, it will use emails from General Settings > Email Settings
3. If no emails are entered in either location, the system will send the quote to a default admin email found in the database.

After the creation of multiple forms the admin can customize the thank you message after the customer sends the quote as seen in the screenshot below :