YouQuote: Request a Quote Form

Changelog & Release History

App Link: YouQuote: Request a Quote Form

Knowledge Base: YouQuote FAQ

Stay up to date with YouQuote. Explore the features, improvements, workflow enhancements, customization tools, and reliability updates introduced across the app's major releases.

🚀 v2.3 — SMTP & Email Delivery Improvements

Version 2.3 focuses on improving quote-related email delivery and communication reliability, while continuing the administration and notification improvements introduced in earlier releases.

SMTP Configuration

• Added SMTP configuration for stores that need to send quote emails through their own mail server.
• Added support for configuring SMTP server details, including host, port, encryption type, username, and password.
• Added support for custom sender email configuration for quote-related notifications.
• Improved control over the sender identity used for customer and requester communications.
• Added clearer configuration guidance for custom email delivery settings.

Notification & Email Improvements

• Expanded email configuration options for admin notifications, customer/requester notifications, and draft-order emails.
• Improved control over email subjects and message content.
• Continued support for dynamic email templates and quote-specific information.
• Improved email configuration for quote details, customer information, product data, and checkout links.
• Improved compatibility with stores that require customized email delivery settings.

Quote Workflow & Stability

• Refined the quote management workflow introduced in previous releases.
• Improved consistency across quote creation, quote review, and order conversion.
• Fixed minor issues affecting notifications, email configuration, and general app stability.

✨ v2.2 — Admin Quote Creation & Quote Management

Version 2.2 expands the admin-side workflow by allowing merchants to create quote requests directly from the Shopify admin interface.

Create Quote from Admin

• Added an Create Quote option directly in the admin Quote List.
• Merchants can manually select products when creating a quote.
• Added support for selecting multiple products within a single admin-created quote.
• Product variants and quantities can be selected as part of the quote.
• Added a dedicated quote creation interface for manually preparing customer quote requests.
• Improved flexibility for merchants who need to create a quote on behalf of a customer.

Quote Review & Order Preparation

• Expanded the quote review workflow with customer information, comments, requested details, and product information.
• Added a dedicated Create Order workflow from a quote.
• Merchants can review quote items before converting them into an order.
• Added controls for changing item quantities and editing product prices.
• Added per-item discount amount controls.
• Added options to remove individual quote items before order creation.
• Added support for adding new items or line items while preparing an order.
• Added shipping options, including free shipping and custom shipping charges.
• Added an overall discount amount field when preparing the order.
• Improved the workflow for generating an order and customer checkout link.

Quote List Enhancements

• Improved quote searching and filtering by date, email, and quote type.
• Added clear quote status views for all, unread/new, already-read/old, and archived requests.
• Improved quote export workflow.
• Improved quote reading and archiving actions for faster administration.

🎨 v2.1 — Targeted Quote Visibility, Localization & Email Enhancements

Version 2.1 builds on the redesigned 2.0 experience with more precise quote-button control, localization, dynamic communication, and quote management improvements.

Add to Quote Button Visibility

• Added control to display the Add to Quote button only for selected products or collections.
• Added three configuration options for controlling where the quote button appears.
• Improved product- and collection-specific quote workflows.
• Reduced unnecessary quote actions on products that do not require quotation.

Language Sections

• Introduced language management for quote-related interface text.
• Added support for 6 default languages.
• Added editable labels for quote buttons, quote lists, form fields, placeholders, product information, and submission messages.
• Improved localization control without requiring changes to the store theme code.

Dynamic Email Templates

• Introduced dynamic email templates for quote-related communication.
• Improved personalization of admin and requester/customer emails.
• Added configurable subjects and email content.
• Improved support for inserting quote and customer information into notification messages.
• Enhanced draft-order email communication with checkout-related information.

Enhanced Quote Filtering

• Improved the quote filtering system for faster quote management.
• Added clearer filtering and status-based quote views.
• Improved searching across quote requests using date, email, and quote type.
• Improved the organization of unread, read, and archived quote requests.

Stability Improvements

• Fixed minor issues reported in the previous release.
• Improved overall performance and reliability across quote management and notification workflows.

🌟 v2.0 — Complete UI Redesign & Major Feature Expansion

Version 2.0 is a major evolution of YouQuote, introducing a complete redesign of the app interface along with substantial improvements to quote forms, button visibility, file uploads, help resources, and quote management.

Complete User Interface Revamp

• Completely redesigned the app interface for a more modern, intuitive, and user-friendly experience.
• Reorganized major app areas into dedicated sections such as Dashboard, Quote List, Button Settings, Quote Forms, App Settings, Notification Settings, Languages, Help Center, and Contact Us.
• Added clearer navigation between quote management, form configuration, appearance controls, notifications, and support resources.
• Improved layouts, cards, tables, controls, dialogs, and configuration sections throughout the admin.
• Added contextual help and guidance across important settings.

Quick Start

• Added a Quick Start feature for faster onboarding.
• Merchants can select a sample product from a visual product selector.
• Added an instant preview workflow to help merchants understand how a quote request can work before completing configuration.
• Simplified the initial setup experience for new stores.

Unlimited Request a Quote Forms

• Added support for creating an unlimited number of Request a Quote forms.
• Added support for Global Forms that can work across products.
• Added support for Product Specific Forms for selected products or collections.
• Added form enable/disable controls.
• Added form editing, deletion, and embedding actions.
• Added product and collection selection for targeted forms.
• Added popup and other display-type controls for product-specific quote forms.

Advanced Quote Form Builder

• Added configurable form fields for customer information.
• Added controls for name, phone, address, company name, company phone number, comments, and file upload fields.
• Added required-field controls.
• Added customizable placeholder text.
• Added support for custom fields with multiple field types.
• Added support for text, multi-line text, checkbox, radio button, dropdown, and multi-select dropdown fields.
• Added field ordering controls for custom quote forms.
• Added product-specific quote form configuration.

Button Visibility & Storefront Controls

• Added controls to hide or show the Add to Cart button.
• Added controls to hide product prices.
• Added controls for the Buy Now button.
• Added options to display Request a Quote when products are out of stock.
• Added controls for floating quote buttons.
• Added controls for quote buttons on product pages, product cards, cart pages, and other storefront locations.
• Added individual product note controls.
• Improved control over where customers can access the quote workflow.

Button Customization

• Added a dedicated Button Settings section.
• Added multiple predefined button designs.
• Added customizable button text.
• Added button previews for different quote actions.
• Added customization for Add to Quote, Remove from Quote, Quote List submission, and modal submission buttons.
• Added controls for button dimensions, padding, margins, colors, hover colors, borders, and border radius.
• Added support for uploading a custom Quote List button image.
• Added sample button designs for easier setup.

Quote List & Quote Management

• Added a redesigned Quote List interface.
• Added search by date range, email, and quote type.
• Added filtering for all quotes, unread/new quotes, already-read/old quotes, and archived quotes.
• Added quote export functionality.
• Added Read and Archive actions for quote requests.
• Improved quote details with customer information, comments, custom fields, dates, and requested products.
• Improved product details within quote records, including product image, quantity, price, SKU, and related information.

Quote-to-Order Workflow

• Added a dedicated workflow for creating orders from quote requests.
• Merchants can review quote items before creating an order.
• Added editable product prices.
• Added quantity controls.
• Added discount controls.
• Added shipping options.
• Added customer email communication with checkout links.
• Improved the process of turning negotiated quotes into customer-ready orders.

File Uploads

• Added file upload capability to the quote submission form.
• Enabled customers to attach supporting files when submitting a quote request.
• Added file-upload field controls in the form builder.

Notification Settings

• Added dedicated notification configuration for admins and requesters/customers.
• Added configurable admin email name, address, subject, and content.
• Added configurable customer/requester email settings.
• Added controls for product images in emails.
• Added controls for product prices in emails.
• Added PDF attachment support for customer notifications.
• Added draft-order email configuration.
• Added default-content reset options for email templates.

App Settings & Customization

• Added theme integration controls.
• Added quote-button display conditions.
• Added floating quote button settings.
• Added quote-list page settings.
• Added quote-list labels and loading messages.
• Added quote submission success-message customization.
• Added custom CSS support for advanced users.
• Added element selectors and placeholder controls for advanced customization.

Help Center

• Introduced a comprehensive Help Center.
• Added video tutorials for major setup and configuration tasks.
• Added FAQs covering quote requests, forms, buttons, custom fields, draft orders, custom CSS, and other workflows.
• Added a knowledge base connection for detailed documentation.
• Added support and contact options within the app.

General Updates & Bug Fixes

• Improved overall app performance and usability.
• Refined interfaces across multiple sections.
• Resolved minor bugs and issues reported in previous versions.
• Improved stability across quote submission, administration, configuration, and notification workflows.

🛠️ v1.5 — Quote Management & Admin Workflow Improvements

Version 1.5 expanded the administrative side of YouQuote and improved the process of reviewing, organizing, and processing customer quote requests.

Quote Administration

• Improved the admin quote list for easier review of incoming requests.
• Added clearer quote status handling for new, read, and archived requests.
• Improved quote search and organization.
• Improved quote export functionality for administrative use.
• Added better visibility into customer details and requested products.

Quote Processing

• Improved the workflow for reviewing requested products and quantities.
• Enhanced quote item management before converting requests into orders.
• Improved support for adjusting quote information during administrative processing.
• Refined the process of handling customer-specific quote requests.

Usability Improvements

• Improved quote-list navigation and actions.
• Refined administrative controls for everyday quote management.
• Fixed minor issues and improved overall stability.

🔧 v1.4 — Quote Forms & Button Customization Improvements

Version 1.4 expanded the customization capabilities of quote forms and storefront quote actions.

Quote Form Improvements

• Improved the Request a Quote form configuration workflow.
• Expanded controls for customer information fields.
• Improved custom-field handling and field configuration.
• Enhanced placeholder and label customization.
• Improved the form experience for collecting additional quote information.

Button Improvements

• Added more flexible controls for Request a Quote and quote-list buttons.
• Improved button text customization.
• Added improved styling options for quote buttons.
• Improved button placement and display behavior.

Quote List Improvements

• Refined the quote-list presentation.
• Improved product information displayed in quote lists.
• Improved quantity and action controls.
• Fixed minor display and usability issues.

🧩 v1.3 — Custom Fields & Flexible Quote Forms

Version 1.3 introduced more flexibility for merchants who need additional information from customers before preparing a quote.

Custom Quote Fields

• Added support for custom fields in Request a Quote forms.
• Added multiple field types for collecting structured customer information.
• Added single-line and multi-line text fields.
• Added checkbox and radio-button fields.
• Added dropdown and multi-select dropdown fields.
• Added required-field controls.
• Improved field ordering and form organization.

Quote Form Controls

• Improved the configuration of customer information fields.
• Added more control over field labels and placeholder text.
• Improved the collection of product-specific information during quote submission.

Administration

• Improved how custom-field responses are displayed in submitted quote details.
• Improved quote administration for requests containing additional customer information.
• Fixed minor issues affecting form submission and quote data.

📝 v1.2 — Dynamic Quote Forms & Customer Information

Version 1.2 focused on making quote forms more flexible and better suited to different store requirements.

Dynamic Form Fields

• Expanded the quote form with configurable customer information fields.
• Improved support for name, email, phone, address, company, and comments.
• Added controls for enabling or disabling optional fields.
• Added required-field settings for important customer information.
• Improved placeholder text customization.

Quote Submission Experience

• Improved the quote submission popup and customer information workflow.
• Enhanced the way product and customer details are collected together.
• Improved support for submitting multiple products in a single quote request.
• Refined quote confirmation and success messaging.

Quote List

• Improved product information shown after customers add products to a quote.
• Enhanced quantity and product-detail handling.
• Improved the overall customer quote-list experience.

🎯 v1.1 — Sample Badges, Quote Buttons & Storefront Improvements

Version 1.1 introduced early customization and usability improvements for merchants setting up their first quote-request workflow.

Sample & Button Improvements

• Added sample quote-button designs to make setup easier.
• Improved the presentation of Request a Quote actions.
• Added clearer button text configuration.
• Improved quote-list access from the storefront.

Quote List Improvements

• Improved the way customers add multiple products to a quote list.
• Improved product details shown within the quote list.
• Enhanced quantity and remove-item controls.
• Refined the quote submission workflow.

Admin Improvements

• Improved initial configuration options.
• Added clearer controls for managing quote requests.
• Fixed minor issues from the initial release.

🌱 v1.0 — Initial Release

The initial release introduced the core YouQuote Request a Quote workflow for Shopify stores.

Core Quote Requests

• Enabled customers to request quotes for products instead of completing a standard purchase flow.
• Added the ability to add products to a quote list.
• Supported multiple products within a single quote request.
• Added customer information collection during quote submission.
• Included product information with submitted quote requests.

Quote List

• Introduced the customer-facing quote list.
• Added product name, image, quantity, and related product information.
• Added controls for adding and removing products from the quote list.

Admin Quote Management

• Introduced the admin-side quote request workflow.
• Enabled store owners to review incoming quote requests.
• Added access to customer and product details associated with requests.

Storefront Integration

• Introduced Request a Quote buttons for storefront products.
• Added the foundation for quote-request functionality across Shopify storefronts.
• Established the core architecture later expanded through customizable forms, button settings, notifications, draft orders, localization, and advanced quote management.