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Setup

Follow these steps to receive your first quote request.

1. Install the app​

Install the app from the Shopify App Store and choose a plan. During installation you approve the required permissions:

PermissionPurpose
Read/write productsMarks products that have quote requests enabled (metafield)
Read ordersLinks accepted offers to the resulting order

2. Set up your theme​

Open the theme editor and enable the "Cart-Bundler" app embed. Then place the "Quote Button" block on the product page.

App embed and quote button in the theme editor

3. Add the customer account page​

So customers can view their requests, add the "Customer Quotes" block under "Apps" on the customer account page. Then link the page in the customer account menu under Content → Menus.

"Customer Quotes" block on the customer account page

4. Enable requests on products​

Enable the quote button under Product Settings – globally or for individual products/collections. See Product settings.

5. Set up notifications​

Enter your notification email address and, optionally, a confirmation email for customers. See Notifications.

6. Test the flow​

Open an enabled product in the storefront, click Request a quote, fill in the form and submit. The request appears immediately in the dashboard under Quotes.