ShopTrade Labs

Share branded quotes to boost conversions and satisfaction.

ShopQuotes

What ShopQuotes does, how the pieces fit together, and the order to set them up.

ShopQuotes Overview

Getting Started

Create a quote, share it with your customer, and track it through to checkout.

Build a quote from products and a customer, set pricing, expiry and protection, then save it.

Create a ShopQuote

Send the quote link by email, copy it, or download a PDF for your customer.

Share a ShopQuote

Find quotes with search, views and filters, read their activity, and activate, deactivate, duplicate or delete them.

Manage your ShopQuotes

Send one link that covers several draft orders, and understand what happens when one of them checks out.

Merged ShopQuotes

How do I create ShopQuotes on my own domain?

Put your own HTML on the quote page with the HTML snippet widget.

Add custom HTML to a quote

Create, share and track quotes, and manage them from one list.

Pick a quote or PDF template from the library, make it yours in the editor, and set it as your default.

Template Editor Overview

Browse the quote and PDF templates, add one to your store, and manage your saved copies.

Use a template from the library

Find your way around the editor: the widget tree, theme, settings, device preview and saving.

Edit a template

Every widget you can add to a quote template, what it shows and its settings.

Quote template widgets

The widgets available in a PDF template and how they differ from the quote page.

PDF template widgets

Choose a quote or PDF template, customize it in the editor, and set your default.

Template Library

Let customers request a quote from your store, then review and accept it as a ShopQuote.

Quote Requests Overview

Choose which products can be quoted, and hide prices and purchase buttons on them.

Products, prices and buttons

Style the Request a Quote button, floating badge and popup in your theme editor.

Customize the widgets

Choose the fields customers fill in when they request a quote, and what they see after submitting.

Build the quote request form

Find, review, edit and accept the quote requests customers send you.

Review and accept quote requests

Let customers request a quote from your store, build the form they fill in, and turn requests into ShopQuotes.

Quote Requests

Set up the emails ShopQuotes sends, step by step.

Email Notifications Overview

Add your logo, colors and footer, then edit the two email templates and their variables.

Email branding and templates

Send ShopQuotes emails from your Gmail or Google Workspace address.

Connect Google

Send ShopQuotes emails from your Microsoft 365 or Outlook.com address.

Connect Microsoft

Send ShopQuotes emails through your Resend account.

Connect Resend

Send ShopQuotes emails through your SendGrid account.

Connect SendGrid

Send ShopQuotes emails from any mailbox or relay using SMTP.

Connect SMTP

Connect your email address, add your branding, and set up the emails ShopQuotes sends to your customers and your team.

Email Notifications 

Run actions automatically when a quote request comes in or a ShopQuote changes.

Automations Overview

The events that can start an automation, and when each one fires.

Automation triggers

Narrow when an automation runs with checks on the quote, the products, the customer and the form.

Automation conditions

What each action does, what it needs, and how Wait for delays work.

Automation actions

Read the activity log, understand run statuses, and fix an automation that did not do what you expected.

Monitor and troubleshoot automations

Create the ShopQuote, email customers, apply discounts and follow up automatically when a quote request comes in or a ShopQuote changes.

Automations

Every ShopQuotes release, newest first, with what changed and where to find it.

Changelog

Hide Shopquotes branding

Others

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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