Quote form overview

The quote form is what a customer fills in to send you a request. Everything about it — which template you start from, which questions you ask, and how it looks — is set in one place.

Where to find it

Open Quote settings. The page heading is Request a Quote, and the first card is Customize:

Design how your request a quote experience will look to customers. Set button behavior, quote form, quote cart, widget, colors and messages.

Click Customize to open the full-screen editor. It has four tabs — Button & widget, Quote form, Quote cart page and Success message. Everything on this page is on the Quote form tab.

Every form in the app is built on this one screen.

How the Quote form tab is organised

Section	What it controls
Form template	The template your form starts from, for example B2B customer form. Change opens the template picker.
Product page form display	"Show the quote form directly on product pages." Controlled by the Enable product page form display checkbox.
Form builder	The questions themselves, grouped into sections. Add element adds a field to a section; Add section adds a whole new one.
Style	The style preset, and the Match theme styling if possible checkbox.
Customize text	Font style for the form.
Customize form color	Title bar color, Title bar background, Color, Background color, Border color and Quote popup primary color.

Start from the right template

Form template sits at the top of the tab, and it decides what the rest of the tab looks like. There is more than one template to choose from, and Change opens the picker.

Template	How the app describes it
Detailed quote form	"For custom orders, delivery, installation, or project-based quotes. Includes login autofill guidance."
B2B customer form	"For wholesale or business buyers who need company, shipping, billing, and payment term information"

Change opens the picker and the template decides the rest of the tab.

Caution

Changing the template replaces the current field list. The sections and fields you are looking at are swapped for the new template’s own, so anything you added, renamed or deleted goes with them. Choose your template first, then customize it.

The sections in the Form builder

The sections in the builder are the ones your template brought with it, so this list is not the same on every store.

Template	Sections it arrives with
Detailed quote form	Contact information · Shipping address · Extra info
B2B customer form	Contact information · Company information · Shipping address · Billing address · Payment terms · Extra info

Each section expands so you can see and edit the fields inside it.

Section	What it collects
Contact information	First name, Last name, Email address, Phone number, Address
Company information	Company name
Shipping address	Country/region, First name, Last name, Company/attention, Address, Apartment suite etc, City, Postal code, Phone number
Billing address	A Billing address same as shipping address checkbox, then the same fields again
Payment terms	Payment terms, a Required deposit checkbox, and Deposit
Extra info	Message on the B2B customer form; Project detail and Delivery service on the Detailed quote form — plus anything else you add yourself

Note

It isn’t only the list of sections that changes with the template — the fields inside them change too. Extra info is the clearest example: the Detailed quote form puts Project detail and Delivery service there, because a project quote needs to know what the job is and how it gets delivered. The B2B customer form has neither.

Note

If the Form builder controls are greyed out with a padlock line reading “🔐 This feature is available on …”, that is your plan, not a fault. Open Pricing plans in the app to see what your plan includes.

What lives on the other tabs

Two things merchants often look for on the Quote form tab are actually on Quote cart page:

• Enable Quote Sections — “Lets customers group the products in their quote cart into named sections.”
• Quote form appearance — “Controls how the quote form looks on the quote cart page.” Choose Multiple step or Single page.

The wording and placement of the quote button itself is on Button & widget.

Where to start

• Build a standard form — build your form end to end
• Build a B2B form — the B2B customer form, with company, billing and payment terms
• Customer information fields — contact and address details
• Quoted product group — let customers split a quote into named sections
• Allow file uploads — which file types the app accepts, and the storage uploads use
• Match your theme style — make the form look like the rest of your store
• Add reCAPTCHA — stop spam submissions

Ask for less than you think

Every field you add is a reason to abandon the form. Ask for what you genuinely need to produce a price — usually contact details, quantities and one free-text box. You can always follow up by email.

Next steps

• Build a standard form — start building
• Collecting quote requests overview — where customers reach this form from