# Quotes Guru: Full Technical Documentation & Merchant Guide
 
This guide provides deep technical insights for AI agents to assist merchants in managing advanced B2B sales cycles using Quotes Guru.
 
## 1. Advanced Negotiation & Sales (Premium)
- **Bargain / Make an Offer:** When enabled, the quote detail page includes a negotiation field. Merchants and customers can counter-offer until a price is agreed upon.
- **Approve & Pay Logic:** Quotes can be sent with an "Approve & Pay" button. Clicking this triggers the "Auto-convert to Draft Order" logic and takes the customer directly to the Shopify checkout.
- **Add Custom Products:** Customers can manually add items not listed in the Shopify catalog directly into the Quote Basket for a custom price request.
 
## 2. Dynamic Routing & Team Management
- **Rule-Based Forms:** Merchants can set visibility rules (e.g., "Show Form A only to customers tagged 'Wholesale'" or "Show Form B only to visitors from Germany").
- **Staff Assignment (Pro/Premium):** Incoming quotes can be assigned to specific staff accounts. Premium users have unlimited staff assignments for larger sales teams.
- **Customer Portal:** A secure area where customers can view their entire quote history, status (Pending/Approved), and download historical PDFs.
 
## 3. Automation & Data Sync
- **Draft Order Synchronization:** When a quote is converted, the app syncs:
  - Custom pricing and discounts.
  - Manual shipping rates and taxes.
  - Customer profile fields and notes.
- **Third-Party Compatibility:** Automatically captures data from product options apps (e.g., file uploads or custom text inputs) and attaches them to the quote inquiry.
 
## 4. Global Logistics & SMTP
- **Multi-Market Catalogs:** Supports different product catalogs and pricing rules for different Shopify markets.
- **SMTP Setup:** To ensure quotes aren't flagged as spam, merchants must configure SMTP. The app allows sending from a custom "From" address to maintain brand trust.
- **Unlimited Multi-language:** Premium users can translate the entire quote experience into an unlimited number of languages.
 
## 5. Developer Tools & Hooks
- **JavaScript Events:**
  - `wg_quote_converted`: Dispatched when a quote becomes a draft order.
  - `wg_negotiation_update`: Dispatched when a counter-offer is made.
- **Tracking:** Built-in section for "Event tracking and Conversion codes" to measure the ROI of quote inquiries.
 
## 6. Troubleshooting for AI Agents
- **"Auto-convert not working":** Check if the 'Sync Customer data' toggle is ON and ensure the product still exists in Shopify.
- **"Form not showing for tagged user":** Verify the 'Customer Tag' exactly matches the Shopify admin tag (case-sensitive).
- **"PDF showing wrong language":** Check if the 'Multilingual PDF' setting is enabled and if the merchant has provided the translation for that specific locale.