Question 1

How to Create a ShopQuote

Accepted Answer

You've now got ShopQuotes installed, awesome. Now it's time to create a ShopQuote. Below you'll a video walkthrough along with step by step instructions on how to create a ShopQuote.

Step By Step Instructions

It's important to keep in mind that there are two types of ShopQuotes.

A ShopQuote that consists of a single draft order
A ShopQuote consisting of multiple draft orders, which we called a Merged ShopQuote

| All ShopQuotes require a draft order, or multiple draft orders, to be created first before creating the ShopQuote.

Open the ShopQuotes list view from the menu and click Create ShopQuote

| You can also create a ShopQuote for a single draft order from within the draft order itself by clicking the "More actions" button in the top right and select "Create ShopQuote"

Once the dialog box appears, click the search box to find the draft order that you would like to convert into a ShopQuote. Once you have located the draft order, select the checkbox to proceed. Close the search box, or click escape. You'll now see that you have a draft order selected and ready.

| To create a Merged ShopQuote, which is a ShopQuote consisting of two or more draft orders, simply select multiple draft orders in the search box

Now that you have the d

Question 2

Video Testimonials Widget

Accepted Answer

In this video we explore the features and functionality of the Video Testimonials Widget within the ShopQuotes Template Editor.

${youtube}Video Testimonials Widget Overview

Question 3

What is a Merged ShopQuote?

Accepted Answer

With ShopQuotes, you can create quotes consisting of one or multiple draft orders. Merged ShopQuotes are ShopQuotes consisting of multiple draft orders allowing your customers to view multiple options with only one shareable link.

When you create a Merged ShopQuote, your customers are able to switch between multiple draft order quotes by clicking the arrows in the top right of the Order Summary section of the ShopQuote. Note that the draft order ID is displayed for reference.

Merged ShopQuote

Your customer can view the quote of their choice and now click on the Checkout Button to complete their purchase.

Additionally, you can you view the underlying draft orders of your Merged ShopQuote within the ShopQuotes list view via drop down. When a draft order within a Merged ShopQuote is Completed, you will be able to see which order the customer completed.

Merged ShopQuote List View

For details on how to create a Merged ShopQuote, please refer to our help article How To Create a ShopQuote.

Question 4

Testimonials Widget

Accepted Answer

In this video we explore the features and functionality within the Testimonials Widget of the ShopQuotes Template Editor.

${youtube}Testimonial Widget Overview

Question 5

Rich Text Widget

Accepted Answer

In this video we explore the features and functionality of the Rich Text Widget within the ShopQuotes Template Editor.

${youtube}Rich Text Widget Overview

Question 6

Expiration Countdown Widget

Accepted Answer

In this video we explore the features and functionality of the Expiration Countdown Widget within the ShopQuotes Template Editor.

${youtube}Expiration Countdown Widget Overview

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