Set the after-click behavior

Click action decides what your quote button does. It is the single most important setting on the Button & widget tab, because it determines whether customers finish a request straight away or keep collecting products first.

Choose the click action

1. Open the button settings

   In the app, go to Quote settings and click Customize, then open the Button & widget tab.

2. Find Click action

   Click action sits just under Button text, near the top of the Quote Button Settings section.

3. Pick one of the three actions

   Select Open quote form popup, Add product to quote cart, or Redirect to quote page. The table and the walkthroughs below explain each one; Add product to quote cart is the choice for stores where a request usually covers several products. Watch the Preview panel as you switch between them.

   Caution

   Choosing Add product to quote cart opens a Show popup message after adding product panel inside that radio. On the other two actions those fields are not on the page at all — see The confirmation message below.

4. Save and try it

   As soon as you change the radio, Discard and Save appear at the top right of the Customize editor. Click Save, then click the quote button on your own storefront to see the action for yourself.

   Caution

   Close the editor before saving and it asks first: “Discard all unsaved changes” — “If you discard changes, you’ll delete any edits you made since you last saved.” Choose Continue editing and save, unless you really meant to throw the change away.

What each action does

Option	What the customer sees	Best for
Open quote form popup	The quote form opens over the page they were looking at.	Single-product requests you want finished on the spot.
Add product to quote cart	The product is added to their quote cart and they carry on browsing.	Customers who request several products at once.
Redirect to quote page	They are taken straight to your quote cart page.	Stores where a request is nearly always one product and nothing else needs adding.

Note

If customers usually quote several items, Add product to quote cart is the one to choose. Redirect to quote page interrupts browsing on every click.

Note

Seeing a fourth option called Toast? Some stores are still served by the app’s earlier storefront code, and those see Toast as well. It does the same as Add product to quote cart but confirms with a small toast message instead of the popup. If your Click action shows only three options, your store is on the newer storefront and the three above are all you have.

What the customer experiences

The three actions feel completely different on the storefront. This is what each one puts in front of a shopper.

Open quote form popup

The quote form opens over the page the customer is already on, so they never leave the product. The fields are the ones you built on the Quote form tab, and the form carries the prompt “Already have an account? Log in to auto-fill your contact and company information.”

The popup keeps the customer on the page they were reading.

Add product to quote cart

The product goes into the customer’s quote cart and they stay exactly where they were. Nothing reaches you yet: a request is only sent once they open the quote cart page and submit the form.

Two things tell them it worked: the confirmation popup described below, and the floating widget at the edge of the screen, labelled Quote (n), whose number goes up with every product added.

Caution

This action is the one where a customer can walk away with a quote they never sent. Give them two ways back to it: leave the popup’s Primary button (View Quote by default) in place, and turn on the floating widget so the Quote (n) count follows them around the store. See Floating quote widget.

Redirect to quote page

The customer is taken straight to your quote cart page at /pages/request-for-quote, headed Request a Quote with the line “Tell us what you need and we will contact you soon.”, and the product already listed in their Quote Cart.

With Quote form appearance set to Multiple step they arrive at step 1 Products selection and move on with Next step, while Continue Shopping is there for anyone who meant to keep browsing. With Single page the whole form sits on that one screen. Either way the request is sent from that page — see Request a Quote page.

There is no confirmation popup with this action — the quote page itself is the confirmation.

The confirmation message

When a product is added, you can show a short confirmation so the customer knows it worked.

Caution

These fields live inside the Add product to quote cart action. Show popup message after adding product — and its Message, Primary button, Secondary button and URL link fields — only appear once Click action is set to Add product to quote cart. If you are on Open quote form popup or Redirect to quote page and cannot find them, that is why: change the click action first.

The panel is headed Show popup message after adding product, with a Preview link on the right that shows you the popup without leaving the editor. Fill in these fields:

Field	What it does
Message	The confirmation wording. The default is The product {{ product_title }} is added to your quote.
Primary button	The main button in the popup. The default is View Quote.
Secondary button	The button that sends the customer back to shopping. The default is Continue Shopping.
URL link	"Where the secondary button sends customers. Defaults to your all-products collection."

Under Message the app lists Available variables: {{ product_title }}. Click it to copy it, then paste it into your wording wherever the product’s name should appear — We have added {{ product_title }} to your quote request. It is the only variable the message accepts.

What the popup looks like

On the storefront it comes out as a small popup over the page the customer was on: your Message, with the product named in it, and two buttons — View Quote to go straight to their quote, and Continue Shopping to carry on browsing.

The popup on a live storefront, after a product is added to a quote.

Note

URL link is what the Continue Shopping button in the popup does. Point it at the collection you actually want customers to carry on from, rather than leaving it on the all-products default. It is a small change that keeps people in the right part of your catalogue.

Where the quote goes next

Once the customer has everything they want, they open the quote cart page, fill in the form and send the request. It arrives in Quote list in the app. The fields they filled in come from the Quote form tab.

What they see at the moment they send it comes from the Success message tab of the same editor: Success message holds the confirmation — Thank you, “Thank you for submitting a request a quote!” and Continue Shopping — and After submit can send them somewhere else instead.

Send customers to your own page after they submit

If you have written a thank-you page of your own, Redirect to custom URL takes customers there instead of leaving them on the confirmation.

1. Open the Success message tab

   In the app, go to Quote settings, click Customize, and open the Success message tab.

2. Find After submit

   Scroll to the After submit section and turn on Redirect to custom URL.

3. Enter the page URL

   Paste the address of the page you want customers to land on — your own thank-you page, for example https://your-store.com/pages/thank-you. Copy it from the page’s own address bar so you know it resolves.

4. Save

   Click Save at the top right of the editor, then submit a test quote from your own storefront and check you land on the right page.

   

Note

Leave Redirect to custom URL off and customers stay on the built-in confirmation, which is fine for most stores. Use the redirect when the thank-you page does more — order-tracking instructions, a discount code, an upsell.

Email notifications are not set here. The Success message tab only points at them: customer confirmation and admin notification emails are managed in Other settings — see Emails sent to customers.

Need a hand?

If a click action does something other than what this page describes, tell us which one you picked and what happened — see Contact support.

Next steps

• Floating quote widget — a floating way back to the quote cart
• Change button text and colors — the wording and look of the button itself
• Request a Quote page — the quote cart page customers land on