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Learn more about creating and managing ShopQuotes

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  • Getting Started
  • ShopQuotes Dashboard
  • Template Editor
  • Settings
  • Analytics
ShopQuotes Dashboard Overview
  • ShopQuotes List Overview
    The ShopQuotes Dashboard, also known as, the ShopQuotes List view is where you can view existing ShopQuotes, manage and create new ones. Refer to the video below where we walk you through the features and functions of this section of the app.Few readers
Creating ShopQuotes
  • How to Create a ShopQuote
    You've now got ShopQuotes installed, awesome. Now it's time to create a ShopQuote. Below you'll find 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 ShopQuoteSome readers
ShopQuotes Dashboard FAQ
  • What is a Merged ShopQuote?
    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 ShopFew readers
  • 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 previeFew readers

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