Thank you for purchasing CWS Request Quote ‑ Hide Price Shopify App. If you have any difficulty with this App or you find an issue, please feel free to send us a message: supportshpfy@capacitywebsolutions.com
Below you will find the detailed documentation on how to use our App and we wish you have a great experience with our Shopify App.
This App is a handy tool for businesses that like to negotiate pricing with customers.
“CWS Request Quote ‑ Hide Price” allows your customers to request a custom quote. This is a full featured quoting tool for your shopify shopping cart. This App provides your customers to add to quote to a Quote List and submit a request to the shop owner in an easy way.
1. Click here to visit our Shopify App >> CWS Request Quote ‑ Hide Price
2. Click on Add app button.
Pricing Details: (Click Here)
Step-1: Login to your Shopify Admin then go to Online Store >> Navigation by (click here)
Step-2: You can Create Menu Item for “Request a Quote” Page like below screenshot:
Click on “Add menu item” then Enter Name as “Request a Quote” and Link as >> https://your-store-domain.myshopify.com/apps/quote-request
“Request a Quote” Page Frontend
Step-1: Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings >> General Settings section set Enable App as "Yes" then click on the Save button.
Step-2: Go to Online Stores >> Live theme >> Theme Customize >> Theme Settings >> App embeds then Enable App embed(s) i.e. "CWS - RFQ Popup" & "CWS - RFQ Script" and click on "Save" button at top right corner!
Step-3: You can display "Add to Quote" button OR "Quick Quote Form" on product details page via "App Block" by follow below screenshot. You can drag and drop app block at any spot where you want to display "Add to Quote" button OR "Quick Quote Form" on your website.
You can also watch video guide for: How to display "Add to Quote" button OR "Quick Quote Form" via app block?
Step-4 (Optional): Set your store parent element's (Which displays all the product or collection details) "class-name" or "id-name" according to your theme (for Ex. .grid__item). If your parent container have class then please add ".grid__item" and if your parent container have id then please add "#grid__item". How a merchant can find the Collection page selector for their theme? For find collection page selector right click on product and inspect it. Check the below screenshot.
Please add the "grid__item" class or id in the "Collection Page Selector (for display buttons on collection page)" general settings field. If you're not sure how to find collection page selector, please feel free to Contact Us
Step-5: If button not display at specific position then you need to set "Button Target Selector (for display buttons at specific position)" in the General settings (find the selector same as collection page selector but ensure that your selector is nested within the collection selector). How a merchant can find the Button Target Selector for their theme? For find button target selector right click on product on the collection page and inspect it. Check the below screenshot.
Please add the "card-information" class as per above screenshot in the "Button Target Selector (for display buttons at specific position)" general settings field. If you're not sure how to find button target selector in the collection page, please feel free to Contact Us
Step-6 (Show "Request For Quote" button on Cart page): You can copy below shortcode and paste it in the appropriate template of your theme to display "Request For Quote" buttons on Cart page.
Step-1: Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings >> General Settings section set Enable App as "Yes" then click on the Save button.
Step-2: Go to Online Stores >> Live theme >> Theme Customize >> Theme Settings >> App embeds then Enable App embed(s) i.e. "CWS - RFQ Popup" & "CWS - RFQ Script" and click on "Save" button at top right corner!
Step-3 (Optional): Set your store parent element's (Which displays all the product or collection details) "class-name" or "id-name" according to your theme (for Ex. .grid__item). If your parent container have class then please add ".grid__item" and if your parent container have id then please add "#grid__item". How a merchant can find the Collection page selector for their theme? For find collection page selector right click on product and inspect it. Check the below screenshot.
Please add the "grid__item" class or id in the "Collection Page Selector (for display buttons on collection page)" general settings field. If you're not sure how to find collection page selector, please feel free to Contact Us
Step-4: If button not display at specific position then you need to set "Button Target Selector (for display buttons at specific position)" in the General settings (find the selector same as collection page selector but ensure that your selector is nested within the collection selector). How a merchant can find the Button Target Selector for their theme? For find button target selector right click on product on the collection page and inspect it. Check the below screenshot.
Please add the "card-information" class as per above screenshot in the "Button Target Selector (for display buttons at specific position)" general settings field. If you're not sure how to find button target selector in the collection page, please feel free to Contact Us
Step-5: Click on Download App File button and Extract App File in your PC And create snippet file in your theme. Check the below screenshot.
Step-7 (Show "Add to Quote" button on product details page): You can copy below shortcode and paste it in the appropriate template of your theme to display "Add to Quote" buttons on product page.
IMPORTANT! Depending on your theme, exact template may differ. If you're not sure where to paste Shortcode, please feel free to Contact Us
Step-8 (Show "Request For Quote" button on Cart page): You can copy above shortcode and paste it in the appropriate template of your theme to display "Request For Quote" buttons on Cart page.
Go to Online Stores >> Live theme >> Theme Customize >> Theme Settings > App embeds section then please open our App embed block i.e. CWS - RFQ Script. Then you`ll see Design customizations section just like below screenshot:
Here, you can enter your own CSS wrapped in style type tag.
After App Uninstalled by Store Owner, Shopify does not permit us to access files on your store. So, You have to remove App code file manually from your Active Theme or Any Theme in which You had previously installed “CWS Request Quote ‑ Hide Price” App File.
Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Add Quote
From Here, You can “Create Quotation with Products” for your Client.
When you've enabled the markets feature for the RFQ app (multiple languages and currencies), you'll notice that more fields related to the customer's localization details are included in this "Add to Quote" form. From here, you've to supply details for Customer Language, Customer Country, Customer Currency and Customer route URL for the newly created Quote. See the screenshot below to get an idea:
!IMPORTANT NOTE: When you`ll create quote on behalf of your customer and if customer belongs to same locale like yours then there is not needed to enter anything in "Customer Route URL" textbox, so customer when open "View Quote" page then it will be default store front. However, if the customer's locale or region differs from yours, you must enter the "Customer Route URL" in the textbox, such as "/es-es" for a Spanish customer. (Click here to know how to find Customer Route URL)
You (Admin) can go to the Admin >> Settings >> Markets section of Shopify admin, where you can open any one of the market details pages and click on the Manage link in front of the "Domains and languages" section of that particular market, where on the bottom of the page, you`ll see URL handle values just like the below screenshot:
For instance, if your customer's region is Spain and your customer's language is Spanish, then "Customer Route URL" will be: /es-es but if your customer's language is "English" and your customer's region is Spain, then "Customer Route URL" will be: /en-es.
NOTE: If you`re not sure how to find customer route URL then simply drop an email at >> supportshpfy@capacitywebsolutions.com
From Here, You can do below Operations:
i. Enable/Disable Quote on Selected Products: Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Products section of our App. From Here, you can either enable/disable quotes on specific products easily. For instance, to enable quotes on specific products, just select those products by clicking on the Add Product button then select product from popup modal, then click on the "Add" button in popup modal. See the screenshot below to get an idea:
ii. Enable/Disable Quote on Zero Price Products: Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings >> General Settings section of our App. From Here, you can enable quotes on zero price products, see the screenshot below to get an idea:
iii. Enable/Disable Quote on Products based on Tags: Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings >> General Settings section of our App. From Here, you can enter tags to enable/disable quotes on specific products by tags, see the screenshot below to get an idea:
!IMPORTANT NOTE: The tag must be exactly the same as the one you entered inside Shopify admin in the "Products" section then only quotes based on product tags will work.
From Here, You can customize "Customer Quotation Emails".
You can set logo, enable/disable address details, enable/disable product vendor/barcode details, change email texts, change email subjects etc.
NOTE: In email subject, you can use: {first_name},{last_name},{quote_id} then these tokens will be replaced with actual customer details i.e First Name, Last Name and their Quote ID. In email body and email footer, you can use: {quote_id},{first_name},{last_name},{email},{message},{phone_number},{company} then these tokens will be replaced with actual customer details i.e Quote ID, First Name, Last Name, Email, Message, Phone Number and Company.
(1) Quotation Submission Email Customization:
Email Receipt:
(2) Quotation Comment Email Customization:
Email Receipt:
(3) View Quotation (Quotation Accept) Email Customization:
Email Receipt:
You can watch video guide for below by (click here)
Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price App >> Translations >> General Texts.
From here, you can alter app default texts, whichever you want then click on the Save button! See the below screenshot:
Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings
From Here, You can Manage Settings for “CWS Request Quote ‑ Hide Price” App.
From Here, you can enter new start number for newly created Quotes. If Quote already exists, this number can't be a number before the current Quote numbers and you can hide 'Add to Quote' button on collections page and you can show/hide SKU in form/email and you can show/hide product image in form/email and you can set global product image resolution which is being used in all places at front-end and also in email receipts. You can easily "Enable quote on zero price products" from here. You can also easily enable quotes on products based on tags.
From here, you can use secure URL for view quotation page. This is very useful feature. Secure URL will not show "Quote ID" in "View Quotation" Page. So, if you (admin) has given discounts different for each customer then other customer can't see the discount/offer prices which you've given to your another customer by means of using this feature i.e. 'Use Secure URL for "View Quotation" Page'. You can watch video guide for this feature by (click here)
If you are not able to display buttons on the Home Page, Collection Page, Search Page, etc. then you must have to set "Collection Page Selector (for display buttons on collection page):" field. You can display buttons on specific position by adding "Button Target Selector (for display buttons at specific position):".
If you want to prevent the RFQ buttons from appearing on specific pages or locations then you must have to set class/id in the "Exclude RFQ" field.
If you want to enable RFQ for all products, set 'Enable All Products' to 'Yes' and click on the 'Save' button.
If you want to exclude certain products from RFQ, click on the 'Select Product' field. A popup modal will appear, where you can select the products you want to exclude. Then, click on the 'Add' button.
From here, you can show/hide variant image in "Add to quote popup".
By selecting the option "Remove variant popup for single variant products" here, when you enable this setting and in frontend click on the "Add to Quote" button, if the product consists of multiple variants, the variants popup form will be displayed; however, if the product has only a single variant and you click the "Add to Quote" button, the product will be directly added to the quote without displaying the popup form. You can check video guide (click here).
From Here, You can choose Required Form fields, Show/Hide 'Floating Quote Cart', Enable / Disable reCAPTCHA & Enable Quick Quote Product Form.
**NEW FEATURE: Now, you can set any reCAPTCHA version either v2 or v3.
Note: *** You can create your own site key, secret key for reCAPTCHA by (click here)
From Here, You can Allow Quote for a Soldout Products.
Note: *** This setting will allow your customer to "Add to Quote" for a product. To allow Checkout with soldout products, You'll need to enable allow customers to purchase when it's out of stock for a product from Shopify Admin > Products by (click here)
You can watch video guide for below by (click here)
From Here, You can Hide Add to Cart Button & Price on “Quote Enabled Products Only” OR “Hide to All Products" .
You can also hide 'Quick View', 'Wishlist', 'Product Quantity. Box' by enter Class/Id for it in textbox.
Example: .add_to_cart, .quick-view, .btnwishList, .product-form__item--quantity
Note: To use multiple selectors, you'll need to put 'comma' in between them.
Note: *** Hide Add to Cart & Price Feature will be based on theme implementation. Above setting will be worked in All Free Shopify Themes. For another themes, We've provide above custom settings in which you can enter Product Container Selector (Class/Id) And/Or Add to Cart Button Selector (Class/Id), Price Selector (Class/Id). If You've any issues or question for this feature then you can Contact Us
Our app functionality is closely connected with your theme HTML structure, so we did our best to test it on different themes and make sure app will work without any manual configuration. But there's always a chance that your theme have some unique elements that will require a bit custom setup - Product selector allow us to point your product if app failed to find it automatically.
Our app functionality is closely connected with your theme HTML structure, so we did our best to test it on different themes and make sure app will work without any manual configuration. But there's always a chance that your theme have some unique elements that will require a bit custom setup - Add to cart button selector allow us to point your main product add to cart button if app failed to find it automatically.
Our app functionality is closely connected with your theme HTML structure, so we did our best to test it on different themes and make sure app will work without any manual configuration. But there's always a chance that your theme have some unique elements that will require a bit custom setup - Price selector allow us to point your main product Price if app failed to find it automatically.
From Here, you can set "From", "CC", "BCC" email addresses and also, you can enable/disable SPAM prevention note and make use of "CUSTOM SMTP" feature to avoid your emails going to SPAM folder by means of creating SPF record for your domain.
**Note: It is important that your email notifications goes to inbox of your customer's account, so we highly recommended to configure your SMTP in our app, so all your emails routed from your mail server, by doing this all the email notifications will most likely deliver to your customers inbox instead of going to spam.
!IMPORTANT NOTE: For how to create SPF record for your domain, you can read this article once by click here >> https://support.helpshift.com/kb/article/how-do-i-add-spf-records-to-avoid-the-spam-inbox OR if you're not sure then please contact to your hosting provider in case.
You can watch video guide for below by (click here)
Step-1: To use custom form fields for RFQ form then you've to go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings section >> Request for a Quote Form Settings of our App then set "Yes" for this setting i.e. Use 'Custom Fields' for RFQ Form.
Step-2: Go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> RFQ Form Builder
From here, You can create an unlimited number of form fields with the following types using the RFQ form builder: text field (email | phone number | numeric types), text area, radio buttons, checkboxes, file upload, date field with time, select dropdown with multi-selections and countries options.
You can hide or show the default form fields, i.e. first name, last name, message, phone number, and company. Custom form fields can be created, edited, deleted, and copied. You can rearrange form fields by dragging and dropping.
You can watch video guide for below by (click here)
Shopify Markets is a cross-border management tool that helps you identify, set up, launch, optimize and manage your international markets - all from a single store.
Through the Shopify Markets feature, you can set multiple languages and multiple currencies. So, based on the Shopify Markets feature, our app introduces this new feature, i.e. the Markets feature, through which our app contents will be managed in multiple languages with multi-currency support.
!IMPORTANT NOTE: To manage multiple languages for your store, you`ll need to install the Shopify app, i.e. Shopify Translate & Adapt, that provides functionality for managing your store's product data into multiple languages. Our RFQ App will just display product contents stored in multiple languages that are being managed through the Shopify App, i.e. Shopify Translate & Adapt. You can install Shopify Translate & Adapt app by (click here)
You`ll need to follow the below steps and details to get an overview of how you can set things up in Shopify Markets.
Step-1: Go to Admin >> Settings >> Markets section in your shopify store from admin side. So, you can add new market just like below screenshot:
You can fill up new market name and specify regions/countries belongs to this market just like below screenshot:
For instance, enter a market name like "Spanish Market" and specify the country or regions as Spain.
Step-2: Now, it's time to add store languages! Go to Admin >> Languages section from shopify admin side of your store. So, you can add multiple languages for your store just like below screenshot:
!IMPORTANT NOTE: Language must be published on your store, and then only our RFQ app will display product contents stored in multiple languages on the front-end.
Step-3: Now, you`ll need to assign languages to the created market. So, for this, go to the Admin >> Markets section inside your Shopify admin store then open created market details page. Then, as shown in the screenshot below, click on the Manage link to assign the created language to this market:
You can now proceed with the steps outlined in the screenshot below:
Step-4: Now, it's time to set currency for this newly created market; for instance, EUR for the Spain market. So, for this, go to the Admin >> Markets section inside your Shopify admin store then open created market details page. Then, as shown in the screenshot below, click on the Manage link to specify the currency for this market:
You can now proceed with the steps outlined in the screenshot below:
After you've setup or created markets with language and currency configurations in Shopify itself, based on that, our app is provided with a "Markets Feature" that allows you to display quote contents in multiple languages, and a draft order can be created in the customer's country so the customer will be able to checkout for your given offer price in their currency.
You`ll need to follow the below steps and details to get an idea of how you can run multiple languages and multiple currencies for the RFQ App.
Step-1: Go to the Admin >> Apps >> CWS Request Quote ‑ Hide Price App >> Settings section, then scroll down to the bottom of the page to find one of the settings, namely, Enable the "Markets" feature for RFQ. Simply select "Yes" for this option and click the Save Settings button. See the below screenshot to get an idea:
Step-2: (To manage multiple languages) , first go to the Admin >> Apps >> CWS Request Quote ‑ Hide Price App >> Translations section.
i. General Texts: Here, you can enter translations for your chosen language for each general text, then click on the "Save" button! See the screenshot below to get an idea:
!IMPORTANT NOTE: If any field is left blank, the default text in English will be displayed on the front end.
See the front-end result for Spanish Language:
Add to Quote Button:
Quote Variants Popup:
Quote Submission Page:
!IMPORTANT NOTE: You can view the Quote Submission Page of our app at this URL: https://your-store-domain.myshopify.com/apps/quote-request However, for the specific language, you'll need to add a language code parameter to access that language's contents, such as for the Spanish language: https://your-store-domain.myshopify.com/es-es/apps/quote-request
Product translations will be managed through the Shopify Translate & Adapt app, which will be visible on the RFQ Quote submission page, as shown in the screenshot below:
ii. RFQ Form Builder: Here, you can enter translations for your chosen language for each form field, then click on the "Save" button!
!IMPORTANT NOTE: "Default Texts" refers to texts that were used during form creation inside the "RFQ Form Builder" tab. You can enter the translation for each default text into the corresponding textbox, then click on the Save button! If you leave any form field blank, default text will be displayed on the front-end for that form field.
See the front-end result for Spanish Language:
RFQ Form in Spanish Language:
iii. Customer Emails: Here, you can enter translations for each customer email receipt, such as "Quote Submission," "Quote Comments," and "View Quotation." then click on the "Save" button!
See the Customer's Quote submission email receipt in Spanish Language:
Step-3: (To manage multiple currencies) , first go to the Admin >> Apps >> CWS Request Quote ‑ Hide Price App >> Settings section, then scroll down to the bottom of the page to find one of the settings, namely, Display price with currency code. Simply select "Yes" for this option and click the Save Settings button. See the below screenshot to get an idea:
!IMPORTANT NOTE: If you have multiple currencies, for example, AUD and USD, this setting option will be useful for your customers as both currencies' symbols are the same. So, for AUD, the price will be displayed along with the currency code, for instance: $5.0 AUD, and for USD, the price will be displayed along with the currency code, for instance: $10.00 USD.
RFQ App flow for the Multi Currency:
i. Quote submit by Spanish Customer: The customer will submit the RFQ form into their chosen locale or region, such as, for instance, the Spanish language or Spain as a country from your store front.
Then, both you (Admin) and your customers will receive quote submission email receipts in Spanish + prices in the Euro currency of Spain country and whatever price values you've managed in the Shopify Markets section are displayed to your customers.
Admin Email Receipt:
NOTE: Admin email receipt contents will be in the default English language, and prices will also belong to the ones that you've managed in Shopify admin >> Products section, but in the email receipt, you`ll get details of your customer's localization, such as: customer's language, customer's currency, customer's country, etc. See the screenshots below to get an idea:
Customer Email Receipt:
NOTE: Customer email receipt contents will be in the customer's locale (language), and prices will also be in their currency. See the screenshots below to get an idea.:
ii. Edit quote details of Spanish Customer: You (Admin) can now change the quote details for this Spanish customer by go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Manage Quotes >> Edit Quote section of our App. You can follow the steps sequentially outlined in the screenshot below:
iii. View Quote Page: The customer will receive a "View Quote" email receipt in which there is a link to the "View Quote" page from which the customer will be able to accept the quote in their currency and then checkout. See the screenshot below for the "View Quote" page.
iv. Checkout: When the customer clicks the "Accept & Checkout" button from the "View Quote" page, they`ll be redirected to the checkout page, where the contents will be in their locale (language) and prices and discounts will also be in their currency. See the screenshot below to get an idea:
Through the "Call for Price" and "Whatsapp" buttons, customers can directly contact you via phone call or text message on whatsapp. You can watch video guide for below by (click here)
You (Admin) can display these buttons by go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings section of our App then scroll down to these sections i.e. Call for Price Button Settings and Whatsapp Button Settings.
i. Call for Price Button Settings: You can set Yes for this setting option, i.e. "Display Call for Price Button" and enter your (admin's) phone number in the textbox so your customers can directly contact you via phone call.
ii.Whatsapp Button Settings: You can set Yes for this setting option, i.e. Display "Get price on Whatsapp" Button and enter your (admin's) phone number along with country code in the textbox. So, your customers can contact you via text message on whatsapp.
See the front-end result:
You (Admin) can change color by go to Admin >> Apps >> CWS Request Quote ‑ Hide Price >> Settings section of our App then scroll down to this section i.e. Color Settings.
You can set Quote Button Color, Quote Popup Form Color, Call for Price Button Color, Whatsapp Button Color, Email Receipt Color, etc. Also you can set custom CSS from the Color Settings section.
See the front-end result:
Note: ***If you want to show “Request for Quote Button” button on Cart Page then only follow below section otherwise you can skip it.
You can watch video guide to get an idea about what is "Cart to Quote" feature and how it's working by (click here)
For example, if you want to show “Request for Quote” button in cart page where another cart buttons are located like below screenshot:
If you have any questions, please do not hesitate to contact us at supportshpfy@capacitywebsolutions.com. We are happy to help!
Please add our email: supportshpfy@capacitywebsolutions.com to your address book to ensure our response email isn’t marked as spam mail.
We will try our best to reply your emails as soon as possible , except weekends and National Holidays.
Thank you.
Capacity Web Solutions Team
