Require login to quote

Some stores only want to quote people who are already registered as Shopify customers in the back end. Two settings on the Button & widget tab control that: Customer visibility decides who even sees the button, and Require login before adding to quote decides who can use it.

Require login before adding to quote

1. Open the button settings

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

2. Find the Add to quote section

   Scroll down the Button & widget tab to the Add to quote section — the same group of checkboxes that holds Allow customers to edit quote item prices and Show variant selector — and tick Require login before adding to quote.

   

3. Save

   Click Save to update the changes.

4. Check the result on the front store

   Open a product page in a private browser window, so you are signed out of your own store, and click the quote button. You should land on your store’s login page instead of the quote form.

This setting is about using the button, not seeing it: with it ticked, a visitor who is not signed in has to log in before a product goes into their quote. Customers who are already signed in are unaffected. Who sees the button in the first place is decided separately, by Customer visibility below — so check both settings together before you decide what a logged-out visitor can do.

Note

Logged-in customers are known to you, so the quote form can fill itself in: “Already have an account? Log in to auto-fill your contact and company information.” Fewer fields to type, and the quote arrives matched to the right account.

What the shopper sees

The round trip happens by itself — nobody is left on a dead end:

1. A customer who has not logged in to their customer account clicks the quote button.
2. The button sends them to the login page of your site immediately.
3. They log in to their customer account.
4. They go back to the product page, where they can carry on requesting a quote.

Because step 4 returns them to the product page they started from, the product they were interested in is not lost on the way through the login page.

On the quote cart page, the prompt “Already have an account? Log in to auto-fill your contact and company information.” carries a Login link. See Request a Quote page.

Caution

This only works if a visitor can actually get an account. If accounts on your store are invite-only, or you approve them by hand, a first-time buyer has no way to sign in, and so no way to add anything to a quote. Check how customer accounts are set up in your Shopify admin before you tick this box.

Customer visibility

If you would rather some visitors never saw the button at all, use Customer visibility.

Who can see the RFQ button?	Use it when
All customers	Anyone can ask for a price. The right choice if quotes are how you collect leads.
Logged-in customers	You only quote people who already have an account with you.
Guest (non-logged) customers	Account holders buy at their agreed prices, and only new visitors are invited to ask.
Logged-in customers with specific tags	Only approved buyers — a wholesale or trade tag, for example — get the button.

Exclude customer tags takes the other side of the same decision: everyone in your chosen group sees the button except customers carrying the tags you list. It is the quickest way to keep the button away from one account type without rebuilding the rest of the rule.

Caution

Logged-in customers and Logged-in customers with specific tags hide the button from everyone who has not signed up. If accounts on your store are approval-only, new buyers have no way to reach you through a quote at all — check that another route exists before you choose one of these.

Which should you use?

Your aim	Setting
Collect leads from anyone	All customers, and leave Require login before adding to quote unticked.
Quote only approved buyers	Logged-in customers with specific tags.
Show the button widely, but require an account before quoting	All customers plus Require login before adding to quote.

Next steps

• Create a Shopify customer after submit — create Shopify customers from quotes automatically
• Choose quotable products — which products show the button
• Hiding prices overview — control who sees your prices
• Contact support — if the redirect does not behave as described, send us the product URL and we will look