Articles on: ShopQuotes Dashboard

How do I preview my ShopQuote?

Before sharing a ShopQuote with your customer, we recommend previewing to ensure all details are in order. Since the ShopQuotes app has real-time Analytics, it's important to utilize the Preview Link for internal use, while reserving the the ShopQuote Share Link for customers.

To preview, navigate to the ShopQuotes List View. On the right hand side, you'll see the Copy Link option alongside an "eye" icon. The "eye" icon is the Preview Link. Simply click the icon to open your ShopQuote in preview mode. Clicking the preview icon will not affect your Analytics.


ShopQuote Links
When you're ready to share your ShopQuote with your customer, simply click Copy Link and send the link to your customer. Once a customer event occurs, such as a quote view or checkout link click, you'll be able to see this under Activity.

Updated on: 09/12/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!