The form is the second step of the quote popup, after the customer has added products. It starts with a Contact Information section: First name, Last name, Email and Phone. You can add fields and sections, and change the message shown after submitting. Go to Quote Requests > Settings > Form builder and click Customize form.
Sections
Fields are grouped into sections. Each section has a title and a short description the customer sees above its fields. Add a section for each topic, for example Delivery or Project details. Click the pencil on a section to edit its title and description, or delete it.
Fields
Click Add field in a section and pick a type.
Text field | A typed answer. Single line or multi line. Use for company name, delivery notes, anything written. |
Phone | A phone number with a country code picker. |
Address | Billing address, Shipping address or Other. Billing and shipping are carried onto the ShopQuote when you accept. |
File upload | PDF, CSV, Excel or images, up to 10 MB each. Available on plans with attachments. |
Multiple choice | Checkboxes. The customer can pick several. |
Radio buttons | The customer picks one. |
First name, Last name and Email are always on the form and always required.
Field settings
Click a field to change it.
Label | The name the customer sees. |
Required | The customer cannot submit without answering. |
Half width | Two half width fields sit side by side. |
Choices | The options for multiple choice and radio button fields. |
Reorder fields within a section, or remove one with its delete action.
After submitting
The last step of the popup is a thank you screen. Edit it under the success settings.
Title | Default is Quote submitted. |
Content | A sentence or two on what happens next. |
Button label | Default is Continue shopping. |
Button link | Where the button goes. Leave blank for your homepage. |
Save
Click Save. The new form is live on your store straight away. Requests already submitted keep the answers they were sent with.
Where the answers go
Each request shows the customer's answers under Form submission. When you accept the request, the email, phone and any billing or shipping address are copied onto the ShopQuote.