General settings

There is no single settings screen in this app. Settings are grouped by what they do, and once you know the layout everything is two clicks away. This page is the map.

The app’s navigation

Where	What's in it
Quote list	Every request you've received, with Export and Create quote.
Quote settings	The Customize editor, a Preview, and Select quote products.
Advanced settings	Five tabs: Hide price, Email notifications, PDF template, Translations, Integrations.
Cost management	Three tabs: Discount, Shipping, Tax.
Customer account	New customer account settings, Translation and Permission setting.
Pricing plans	Your plan and the billing options.
Contact us	How to reach the support team.

Note

Most of the day-to-day design work happens in one place: Quote settings > Customize, which opens a full-screen editor with four tabs — Button & widget, Quote form, Quote cart page and Success message.

Quote settings also carries a Preview, with tabs for Online store, Cart and Quote list. The app sets expectations for it plainly: “Preview is only for quick checking. Full settings and detailed preview are inside Customize.”

The dashboard

The app’s landing page is the dashboard, which greets you with “Welcome to SA request a quote by Samita”.

The dashboard is the app’s landing page.

Setup guide

Complete these steps to activate quote requests on your storefront. A badge tracks how many of the three you’ve done.

Step	What it does
App embed is enabled / App embed is disabled	"Enable app embed in your theme so quote buttons and request forms can appear on the storefront." Use Enable app embed or Disable app embed.
Configure quote settings (Required)	"Customize quote form fields, button behavior, email notifications and draft order settings." Open settings takes you there.
Set up email notifications	"Learn how to customize email notifications for quote submissions." Open notifications takes you there.

The app embed step also carries Mark as done, for when you’ve already handled it your own way.

Caution

The first step is the one that breaks things when it’s skipped. Until the app embed is enabled in your theme, nothing the app does appears on your storefront, however carefully you set it up. See Enable the app in your theme.

Recent activity

Total quotes for the last 7 days, Pending quotes that need review, and a card for the newest quote showing its Customer, Products, Estimated value and Status. View all opens the full quote list.

Pricing plan details

Your Current plan, with Quote number, Storage size, Used storage and Maximum file size. View plan opens Pricing plans.

Worth a glance now and then if you accept file uploads — see Allow file uploads.

Analytics overview

“Track quote performance and conversion.” Pick a period with the date range picker and the card reports Quote number, Completed orders, Total draft orders and Order value — quote requests at one end, money at the other.

Need any help?

Three routes out: Help docs with Learn more, Get email support with Contact us, and Start live chat with Start chat.

Two controls in the top right

Language switch and What news sit above the dashboard.

Caution

Neither of these is how you translate your storefront. Everything your customers see — the quote form, storefront text and both quote emails — is handled by Translations AI on the Translations tab of Advanced settings. See Translate storefront text.

Saving on the Hide price tab

The Hide price tab under Advanced settings has its own Save and Discard changes — so make a change there, save it, then move on.

Where common settings live

If you want to…	Go to
Change the quote button wording or colours	Quote settings > Customize > Button & widget
Choose which products show the button	Quote settings > Select quote products
Change the fields on the quote form	Quote settings > Customize > Quote form
Hide prices or buy buttons	Advanced settings > Hide price
Change who gets notified, or send from your own address	Advanced settings > Email notifications
Edit the quote or invoice PDF	Advanced settings > PDF template
Translate what customers see	Advanced settings > Translations
Connect an email platform, or Google reCAPTCHA	Advanced settings > Integrations
Add discounts, shipping or tax to quotes	Cost management
Show quotes in customer accounts	Customer account

A greyed-out control means your plan

Features that aren’t on your plan don’t vanish from these pages. The control stays where it is, disabled, with a padlock line reading “🔐 This feature is available on …” and a link to the plan that includes it.

That is worth knowing before you go looking for a fault in your theme. On a FREE store you meet it most often on the Hide price tab and on the Hide Add To Cart button and Hide Buy Now button switches.

Follow the link in the padlock line, or see Pricing plans and Plan comparison.

Next steps

• Translate storefront text — change what customers see
• Pricing plans — what your plan includes
• Quickstart — the shortest route to a working quote button