Quoted product group

A single quote sometimes covers several distinct things: three rooms, two branches, or separate departments with separate budgets. Enable Quote Sections lets customers split one request into named sections instead of sending you several quotes.

The app describes it as: “Lets customers group the products in their quote cart into named sections.”

Turn it on

1. Open the Customize editor

   Go to Quote settings. On the Request a Quote page, click Customize.

2. Open the Quote cart page tab

   This setting is on the Quote cart page tab, not Quote form.

3. Switch on Enable Quote Sections

   Turn on Enable Quote Sections.

   

   Groups split a long quote into sections a buyer can follow.

4. Save and check

   Save your changes, then add a couple of products to a quote on your storefront and open the quote cart page.

What customers experience

Customers see their sections on the quote cart page — the one called Quote cart page in the app, published as “Request for quote” at /pages/request-for-quote, which “Shows the quote form and the customer’s quote cart.”

With the setting on, the Quote Cart there explains that “Products are organized into quote sections.” and starts the customer off with Section 1. The grouping is theirs to do: they name their sections and sort their own products into them as they build the quote, which is the point — they know which room or site each item is for, and you don’t.

Sections keep a long request readable.

What you see when it arrives

A sectioned quote keeps its grouping when you open it. The quote detail page has its own Create section control alongside the line-item table, so the structure the customer sent is something you can read and adjust while you price the work.

The sections survive into the quote you receive.

When it’s worth using

Situation	Why sections help
Furnishing several rooms or sites	You can price and deliver each section separately.
Multiple departments, one buyer	The buyer can split costs without sending separate requests.
Phased projects	Group by phase so you quote each stage on its own timeline.

Note

If your customers routinely order for one destination at a time, leave this off. An extra grouping step on a simple quote is friction with no payoff.

Tip

Creating sections and titles in a quote is included on the FREE plan, so you can try it before committing to anything.

Other settings on the same tab

Setting	What it does
Product list columns	"The product details shown as columns in the customer's quote cart." Options include Option, Price and Total.
Quote form appearance	"Controls how the quote form looks on the quote cart page." Choose Multiple step or Single page.
Enable Quote Cart Widget	"Shows a floating button on your storefront so customers can open their quote cart from any page." Only Text color and Background color can be changed.

Caution

A long, sectioned quote reads badly as a wall of steps. If customers regularly quote for several rooms at once, try Quote form appearance set to Single page and check it on a phone.

Next steps

• Request a Quote page — the page customers do this on
• View and edit a quote — how a sectioned quote looks to you
• Build a standard form — the rest of the form