Customer information fields

Two sections of the Form builder handle the details you need about the person asking: Contact information and Shipping address. Both the Detailed quote form and the B2B customer form templates arrive with them, so this page applies whichever one you started from. The best thing about them is that a logged-in customer barely has to type anything.

Set them up

1. Open the Quote form tab

   Go to Quote settings, click Customize, then open the Quote form tab.

2. Expand Contact information

   In the Form builder, expand Contact information. It holds First name, Last name, Email address, Phone number and Address.

   Use Add element if you need another field in it.

   

   Every field you ask for is one more thing between a buyer and a request.

3. Expand Shipping address

   Shipping address holds Country/region, First name, Last name, Company/attention, Address, Apartment suite etc, City, Postal code and Phone number.

   Only keep it if where the goods go changes the price.

4. Check it as a logged-in customer, without leaving the editor

   You don’t have to publish and go shopping to see what a signed-in buyer gets. The editor’s Preview panel has a customer-state selector in its header — switch it to Logged-in and the preview redraws the form the way an account holder sees it.

   Switch it back afterwards to check the version a first-time visitor meets. Those are your two audiences, and they do not see the same form.

   

5. Save and check

   Save your changes, then open the form on your storefront and read it as a customer would.

What each section holds

Section	Fields
Contact information	First name, Last name, Email address, Phone number, Address
Shipping address	Country/region, First name, Last name, Company/attention, Address, Apartment suite etc, City, Postal code, Phone number

If you sell to businesses, Company information and Billing address cover the rest. They only appear on the B2B customer form template — the Detailed quote form has just Contact information, Shipping address and Extra info. See Build a B2B form.

Caution

Your template owns this list. Use Change in Form template and the app replaces the current field list with the new template’s own, so the contact and address fields you tuned here are swapped out with everything else. Settle the template before you spend time on the fields.

How automatic filling works

On the storefront the form offers customers a shortcut above the contact fields:

Already have an account? Log in to auto-fill your contact and company information.

Next to it is a Login link.

The contact step on the storefront, with the log-in shortcut above it.

Where the values come from

The app doesn’t invent the data. If the customer already has an account on your store, it reads their record in Customers in your Shopify admin and drops those values into the matching form fields. The fill happens after two things have both happened: the customer has logged in, and they have added a product to their quote.

Two useful consequences:

• A field that stays blank is usually a blank customer record, not a bug. If a buyer’s phone number doesn’t appear, open that customer in Customers in your Shopify admin and check whether the number is there at all.
• Fixing the data in Shopify fixes the form. There is nothing to correct inside the quote app.

Caution

Customers who have no account on your store, or who don’t sign in, get nothing filled in for them. They type every one of these fields by hand, every time they request a quote — a returning buyer on their fifth request types them a fifth time. That is the real cost of a long contact section.

Tip

This is a strong argument for encouraging accounts. A repeat buyer with an account can send a quote in seconds; without one they retype their details on every request. If you want the quote form itself to create those accounts, see Create a Shopify customer after submit.

Asking for the right things

Field	Worth asking?
Email address	Always — without it you can't reply.
First name and Last name	Yes. Makes your reply personal and helps you find the quote later.
Phone number	Only if you actually call people. An unused required field costs you submissions.
Shipping address	Only if it changes the price — for freight or bulky goods it usually does.

Caution

Be careful with fields you make mandatory. Every one is somewhere a customer can give up. If you don’t need it to produce a price, ask for it in your reply instead.

Next steps

• Build a B2B form — company, billing and payment details for trade buyers
• Create a Shopify customer after submit — create accounts from quote submissions
• Build a standard form — the rest of the form