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Changelog - Quotify

Personalize Your Emails with Liquid Syntax!

We're excited to introduce a powerful new feature that enhances the customization of your email communications: Liquid Syntax Referencing. With this new functionality, you can now dynamically include quote information in your email subjects and messages. Here’s how it works:

Key Benefits:

  • Dynamic Email Subjects:
    Personalize your email subjects with specific quote details.
  • Customizable Email Messages:
    Tailor your email content to include relevant customer information and quote details.

Why This Matters:

  • Enhanced Personalization: Make your emails more engaging by including personalized information such as the customer’s name and the quote ID.
  • Improved Communication: Provide clear and detailed information in your email subjects and messages, making it easier for your team to identify and respond to quote requests.
  • Efficient Workflow: Automatically populate emails with relevant data, reducing the need for manual entry and minimizing errors.

How to Use Liquid Syntax:

To start using this feature, simply incorporate Liquid syntax into your email templates. Here are some examples to get you started:

Email Subject:

New quote {{ quote.id }} from {{ form.fields.first_name }}

Email Message:

You've got a new quote request from {{ form.fields.first_name }} {{ form.fields.last_name }} with an order value of {{ quote.total }}

Get Started:

Enhance your email communications with this new feature today.

Thank you for choosing Quotify, where we continuously strive to provide you with innovative tools to streamline your business operations.

Happy Quoting!

The Quotify Team ✉️✨

Track UTM Parameters with Quotify

We're thrilled to announce a new feature that enhances your ability to analyze and understand your customer interactions: UTM Parameter Tracking. This powerful addition will provide you with deeper insights into the source of your quote requests and the effectiveness of your marketing campaigns.

Key Benefits:

  • Comprehensive Data Capture:
    Quotify now tracks UTM parameters when quote requests are made. This means you can see exactly how your customers found you – whether it was through a specific campaign, source, medium, or other tracked metrics.
  • Easy Access in the Back Office:
    When you view a quote request in the Quotify back office, any associated UTM parameters are conveniently listed. This makes it easier than ever to understand the context of each quote request.
  • API and Zapier Integration:
    The UTM parameter data isn't just available in the back office – it’s also accessible via the Quotify API and through our Zapier integration. This allows you to automate workflows and integrate UTM tracking data into your broader analytics and CRM systems effortlessly.

Why This Matters:

  • Enhanced Marketing Insights: Gain a clear picture of which campaigns and channels are driving quote requests, allowing you to optimize your marketing efforts.
  • Improved Decision Making: Use the detailed UTM data to make informed decisions about where to allocate resources and how to improve customer acquisition strategies.
  • Seamless Integration: Leverage the power of Quotify's API and Zapier integration to bring UTM data into your existing tools and workflows.

Get Started:

To start taking advantage of UTM Parameter Tracking, simply start tracking your UTM parameters in your marketing URLs, and Quotify will handle the rest.

If you have any questions or need assistance, our support team is here to help.

Thank you for choosing Quotify, where we're dedicated to providing you with the tools you need to succeed.

Happy Quoting!

The Quotify Team 📊✨

Collect Payments for Accepted Proposals/Quotes

We're happy to introduce a new feature that adds convenience and efficiency to your quoting process: Collect Payment on Acceptance. Now, when customers accept your proposals or quotes, they can also make their payment seamlessly. Here's how to enable this feature:

How to Enable:

1. Navigate to Settings.
2. Go to the Proposals section.
3. Check the "Collect payment on acceptance" checkbox.

Why It Matters:
- Streamlined Process: Simplify the payment process for both you and your customers by allowing them to pay immediately upon accepting a proposal or quote.
- Faster Transactions: Accelerate your sales cycle by reducing the time between accepting a quote and receiving payment.
- Improved Customer Experience: Provide a seamless and convenient experience for your customers, enhancing their satisfaction and loyalty.

Ready to start collecting payments with accepted proposals/quotes? Enable this feature today and take your quoting process to the next level!

If you have any questions or need assistance, our support team is here to help.

Thank you for choosing Quotify, where we're committed to providing you with the tools you need to succeed.

Happy Quoting!

The Quotify Team 💳📝

Seamlessly Integrate Quotify with Your Draft Orders in Shopify!

We're super excited to announce a significant enhancement to streamline your workflow: the ability to add the Quotify app block directly to your draft order page in Shopify. With this latest update, accessing all the information provided by the customer in their quote request has never been easier!

How It Works:

1. Unified Information Access: Say goodbye to the hassle of switching between tabs or navigating between Quotify and draft orders in Shopify. Now, with the Quotify app block integrated into your draft order page, you can conveniently access all customer-provided information without leaving Shopify.

2. Effortless Navigation: Seamlessly transition from reviewing the details of the quote request to processing it as a draft order. With everything you need in one place, you can efficiently manage your orders without any disruptions.

Browse an Interactive Demo:

Curious to see how it works? Check out our interactive demo here to experience the seamless integration firsthand.

Why It Matters:

- Streamlined Workflow: Save time and improve productivity by eliminating the need to switch between different platforms or tabs.
  
- Enhanced Efficiency: With all the necessary information at your fingertips, you can process draft orders more quickly and accurately.

Ready to streamline your order management process? Explore the interactive demo and discover how the Quotify app block can transform your Shopify draft order workflow!

If you have any questions or need assistance, our support team is here to help.

Thank you for choosing Quotify, where we're dedicated to providing innovative solutions to simplify your business operations.

Happy Quoting!

The Quotify Team 📝🛒

Introducing the Product Browser Feature!

We're thrilled to announce a game-changing enhancement to your quoting experience: the Product Browser. Say goodbye to the hassle of navigating back and forth between different products. With this new feature, your customers can search for and add additional products directly from the Quotify widget/popup.

How It Works:

1. Streamlined Product Discovery: Customers can now explore your product catalog and find exactly what they need without leaving the quoting interface.
  
2. Effortless Product Addition: Once they've found the desired products, they can add them to their quote request with just a few clicks, making the quoting process faster and more convenient than ever before.

3. Seamless Integration: The Product Browser seamlessly integrates into the Quotify widget or popup, providing a unified and user-friendly experience for your customers.

How to Enable:

To enable the Product Browser feature, simply follow these steps:
1. Open the Quotify app.
2. Navigate to Settings.
3. Enable the "Product Browser" checkbox.

Click here to view an interactive demo

Why It Matters:

- Enhanced Convenience: Simplify the quoting process for your customers by allowing them to find and add products directly from the Quotify interface.
  
- Improved Efficiency: Save time and effort for both your customers and your team by streamlining the product selection process.
  
- Optimized User Experience: Provide a seamless and intuitive quoting experience that encourages customers to engage with your brand.

Ready to empower your customers with the Product Browser feature? Enable it today and elevate your quoting process to new heights!

If you have any questions or need assistance, our support team is here to help.

Thank you for choosing Quotify, where we're committed to providing innovative solutions to enhance your business operations.

Happy Quoting!

The Quotify Team 🛍🚀

Sticky Quote Cart Button

We're thrilled to unveil a highly requested feature that will enhance your quoting experience: the Sticky Quote Cart Button. Here's what you need to know:

1. Always Accessible:
With the Sticky Quote Cart Button, your customers will have easy access to their quote request no matter where they are on your website. This button will stick to the right side of their browser window, ensuring it's always within reach.

2. Instant Insight:
The button displays the number of items in the quote request, giving your customers a quick overview of their selections. It's a convenient way to keep track of their quote as they browse your products.

3. Seamless Interaction:
A simple click on the button opens the quote request form, allowing customers to review and modify their selections effortlessly. It's all about providing a smooth and intuitive quoting process.

How to Enable the Sticky Quote Cart Button:
To enable this feature and learn more about its functionalities, please refer to our support article: How Do I Open the Quote Cart from Anywhere?

Why This Feature Matters:
- Enhanced Accessibility: Make it easy for customers to access their quote request from any page on your website.
- Improved User Experience: Provide customers with real-time visibility into their quote status.
- Seamless Navigation: Streamline the quoting process with a sticky button that's always visible and accessible.

Ready to elevate your quoting experience? Enable the Sticky Quote Cart Button today and empower your customers to effortlessly manage their quotes.

If you have any questions or need assistance, don't hesitate to reach out to our support team. We're here to help!

Thank you for choosing Quotify, where we're dedicated to providing you with innovative tools to streamline your business processes.

Happy Quoting!

The Quotify Team 🛒📝

Seamlessly Integrate Quotify with Your Shopify Cart!

We're thrilled to announce a groundbreaking new feature that will revolutionize your quoting process: The "Request Quote" Button Integration with Shopify Cart. Here's what you need to know:

1. Streamlined Quoting Process:
Gone are the days of separate quoting systems. With this update, you can seamlessly add the "Request Quote" button to your normal Shopify cart. Customers can simply click this button to turn their cart into a quote request, streamlining the entire quoting process.

2. Simplified Customer Experience:
By integrating Quotify directly into your Shopify cart, you're providing your customers with a seamless and intuitive experience. No more switching between platforms or confusion about how to request a quote – it's all done with just one click.

3. Effortless Management:
For you, managing quote requests has never been easier. All quote requests initiated from the Shopify cart will be seamlessly integrated into your Quotify dashboard, allowing you to manage them alongside your other quotes effortlessly.

Important Note:
Please be aware that this feature is not available if you use a custom product or quote selection. It is enabled for all products.

How to Enable the "Request Quote" Button:
To add the "Request Quote" button to your Shopify cart, please refer to our support article: How Can I Convert My Cart into a Quote Request?

Why This Integration Matters:
- Enhanced Convenience: Simplify the quoting process for your customers with a single, intuitive button.
- Seamless Integration: Integrate Quotify seamlessly into your existing Shopify workflow.
- Efficiency Boost: Save time and streamline your operations with centralized quote management.

Ready to take your quoting process to the next level? Enable the "Request Quote" button integration with your Shopify cart today!

If you have any questions or need assistance with setup, our support team is here to help.

Thank you for choosing Quotify, where we're dedicated to providing you with the tools you need to succeed.

Happy Quoting!

The Quotify Team 🛒🚀

Customer login requirement and cart count indicator

We're excited to introduce not one, but two fantastic new features that will elevate your Quotify experience to a whole new level. Here's what you need to know:

1. Exclusive Access with "Request Quote" Button:
We understand the value of personalized interactions with your customers. That's why we're giving you the power to decide who sees the "Request Quote" button. Now, you can enable the option to show this button exclusively to users who are logged in. It's all about creating a tailored and engaging experience for your valued customers.

2. Count Indicator for "Show Quote Cart" Button:
Efficiency is key when managing your quotes. With our latest update, you can now enable a count indicator on the "Show Quote Cart" button. This indicator will tell you at a glance how many products are currently in your quote cart. No more guessing – stay organized and keep track of your quotes with ease.

Why These Features Matter:
- Personalization: Show the "Request Quote" button to users where it makes the most impact.
- Efficiency Boost: Keep a close eye on your quote cart with the count indicator.
- Enhanced User Experience: Create a seamless and user-friendly quoting process.

These updates are all about giving you more control and insights to streamline your quoting process.

To get started with these features, head over to your settings, and make your selections. As always, our support team is here to assist if you have any questions or need guidance.

Thank you for choosing Quotify, where we're dedicated to helping you create exceptional quoting experiences.

Happy Quoting!

The Quotify Team 🚀

Tailor Quotify to Your Markets!

At Quotify, we understand that your business might operate in different markets, each with its unique needs. That's why we're thrilled to introduce a fantastic new feature: Market-Based Enablement. Here's what it means for you:

1. Market-Centric Quoting:

Now, you have the power to customize Quotify based on your specific markets. By default, Quotify is ready to serve all markets. However, if you prefer, you can select one or more specific markets from our settings.

2. Precision in Action:

Once you've chosen your markets, Quotify will be enabled exclusively for those markets. No more dealing with unnecessary information or settings that don't apply to your region.

3. Total Control:

This feature puts you in the driver's seat. Tailor Quotify to meet the precise needs of your markets, ensuring a smoother and more efficient quoting process.

Why This Feature Matters:

  • Market Relevance: Focus your quoting efforts on markets that matter most to your business.
  • Simplified Experience: Remove any clutter and streamline your Quotify settings.
  • Efficiency Boost: Ensure that you're using Quotify to its maximum potential where it counts.

Ready to get started? Head over to your settings, select your preferred markets, and watch Quotify adapt to your business strategy.

As always, our support team is here to assist if you have any questions or need guidance.

Thank you for choosing Quotify, where we're committed to giving you the tools to excel in every market you serve.

Happy Quoting, wherever your business takes you!

The Quotify Team 🌎

Prefill fields with existing customer information

We're always striving to make your Quotify experience smoother and more efficient. That's why we're thrilled to introduce a fantastic new feature: Prefill Fields with Customer Data. Here's what it means for you:

1. Effortless Quoting for Logged-In Customers:

Now, when your customers are logged into your shop, their data will magically appear, pre-filled, when they submit a new quote request. No more typing in the same information over and over again – it's all done for them!

2. Customize to Your Heart's Content:

Setting this up is a breeze. Head over to our user-friendly form builder, where you can edit your fields. From the dropdown menu, simply select which customer data you'd like to prefill. It's all about making your quoting process smoother and hassle-free.

3. Available on Our Pro Subscription:

You asked, and we delivered. The Prefill Fields feature is exclusively available on our Pro subscription, providing you with even more reasons to upgrade and supercharge your Quotify experience.

Why You'll Love This Feature:

  • Seamless Customer Experience: Your customers will love the convenience of not having to fill in their details repeatedly.
  • Efficiency Boost: Streamline your quoting process and get responses even faster.
  • Customization Control: You decide which customer data to prefill, putting you in charge of your quoting forms.

We're dedicated to making Quotify work better for you, and this feature is a big step in that direction.

To get started, visit your form builder and enhance your quoting process today!

If you have any questions or need assistance, our support team is here to help.

Thank you for choosing Quotify, where we're committed to simplifying your quoting process and enhancing your customer experience.

Happy Quoting!

The Quotify Team 🌟

We've Made Quotify Faster for You!

We're thrilled to announce some behind-the-scenes improvements that will directly benefit all customers, especially our US-based customers. Here's the scoop:

1. Speed Boost Across the USA:

In addition to Europe, we've expanded our network of servers across the United States. What does that mean for you? It means your Quotify experience is about to get a whole lot faster.

2. Lightning-Fast Widget:

The Quotify widget, the handy tool your customers use to request quotes, is now supercharged. It'll respond quicker than ever, making your quoting process smoother and more efficient.

3. Shopify Back-Office Speed Boost:

The Shopify back-office interface is also getting a speed boost. Managing your store and quotes will be a breeze, with pages loading in a snap.

Why does this matter?

  • Faster responses mean less time waiting.
  • Quick widget interactions for a seamless customer experience.
  • Efficient Shopify management to keep your business running smoothly.

We're committed to making Quotify work even better for you. These speed improvements are just one step in our ongoing efforts to enhance your quoting process.

Enjoy the speed boost, and as always, if you have any questions or need assistance, our support team is here to help.

Thank you for choosing Quotify, where we're dedicated to delivering the best experience possible.

Happy Quoting!

The Quotify Team 🚀

Introducing Email Templates!

We're thrilled to unveil a powerful new feature that will transform the way you communicate with your audience - Email Templates. This feature offers you the flexibility to create stunning, professional emails effortlessly. Whether you prefer ready-made high-quality templates or enjoy designing your own, we've got you covered.

Key Highlights:

1. Predefined Email Templates:

Choose from a selection of high-quality, professionally designed email templates that cater to various occasions and purposes. You'll find the perfect template to make your message shine. More templates are coming.

2. Design Your Own:

If you're the creative type, our Email Templates feature allows you to unleash your design prowess. Craft visually captivating emails that reflect your brand identity and capture your audience's attention.

3. Liquid Templating Engine:

Take your email customization to the next level with support for the Liquid templating engine. Create dynamic, personalized emails with ease. Merge customer data, tailor content, and make every email unique.

4. Available on the Pro Plan:

To access this feature, it's now available exclusively on our Pro plan. Unlock the full potential of email communication and elevate your marketing and customer engagement strategies.

Why Email Templates Matter:

  • Consistency: Ensure brand consistency across all your communications.
  • Efficiency: Save time with ready-made templates or streamline your custom designs.
  • Personalization: Engage your audience with dynamic, tailored content.
  • Professionalism: Impress your customers with visually appealing, well-designed emails.

Get Started Today:

The Email Templates feature is ready and waiting for you! Simply upgrade to our Pro plan to unlock this powerful feature and start creating impactful emails.

Stay Tuned:

We're committed to enhancing your experience and will continue to add new features and improvements. Stay tuned for even more exciting updates!

Thank you for choosing us to be part of your journey. We can't wait to see the amazing emails you'll create with Email Templates.

Happy Emailing!

The Quotify Team

Introducing Proposals (Beta) – Elevate Your Quoting Experience!

🚀 We're excited to unveil a brand new feature, and we want you to be among the first to experience its power! Welcome to the Quotify Proposals Beta – a revolutionary tool that takes your quoting process to the next level.

Key Features:

1. Seamlessly Send Proposals

Craft professional proposals directly within Quotify based on customer quote requests. Tailor your proposals to showcase your products or services in the best light.

2. Effortless Acceptance

Customers can easily accept proposals with a click of a button, streamlining the acceptance process and expediting the path from interest to sale.

3. Secure Payments via Shopify Integration

Enable customers to pay seamlessly through Shopify, providing a secure and familiar payment gateway for hassle-free transactions.

Beta Access: Try It for Free!

During the beta phase, we're thrilled to offer the Proposals feature to our users completely FREE. Your feedback during this period will be invaluable in shaping the final version of this exciting new addition.

How to Join the Beta:

  1. Log in to your Quotify account.
  2. Navigate to the "Proposals" section.
  3. Opt-in for the Proposals Beta.

That's it! You'll now have exclusive access to explore and utilize this groundbreaking feature.

What We Need from You:

As a beta user, your feedback is crucial. Let us know what you love, what can be improved, and any additional features you'd like to see. Together, we'll make Proposals a game-changer for your business.

What's Next?

Stay tuned for the official launch where we'll announce the pricing details for the Proposals feature. Your feedback during the beta will help us fine-tune the offering to ensure it meets and exceeds your expectations.

Thank you for being part of the Quotify journey. We're excited to see how Proposals will empower you to close deals faster and with greater ease.

Happy Quoting!

The Quotify Team 🌟

Streamlining Your Workflow with Automatic Draft Order Creation!

We're excited to introduce a game-changing feature that will elevate your quoting experience to new heights. Say hello to Automatic Draft Order Creation – a powerful setting that simplifies your workflow by automatically generating a Shopify draft order whenever a customer submits a quote request through Quotify.

Automate Your Process, Delight Your Customers!

With the Automatic Draft Order Creation setting, you can now seamlessly convert quote requests into draft orders without lifting a finger. This feature is designed to save you time and ensure a smooth transition from the quoting stage to order fulfillment. It's all about providing you with the efficiency and automation you need to focus on what matters most – delivering exceptional service to your customers.

How It Works: Effortless and Efficient

Enabling this feature is a breeze. Head over to your Quotify settings, locate the "Automatic Draft Order Creation" option, and toggle it on. From that moment forward, every time a customer makes a quote request, Quotify will automatically generate a draft order in your Shopify store.

Why You'll Love It:

  • Save Time: No more manual order creation. Quotify does it for you.
  • Enhance Accuracy: Eliminate the risk of errors associated with manual data entry.
  • Seamless Integration: Enjoy a streamlined workflow that seamlessly connects Quotify with your Shopify store.

We believe this feature will be a game-changer for your business, providing you with the tools to enhance efficiency and deliver an exceptional customer experience.

As always, if you have any questions or need assistance in setting up this feature, our dedicated support team is here to help. Your success is our priority!

Thank you for choosing Quotify. We're committed to continually enhancing your quoting experience, and we can't wait to see how this new feature transforms your workflow.

Happy Quoting!

The Quotify Team

Exciting Updates Await You!

We're thrilled to announce a series of exciting updates to Quotify that are designed to enhance your experience and provide you with even more value. Our commitment to delivering a top-notch quoting solution is unwavering, and these new features reflect that dedication. Let's dive into the details:

1. Refreshed Interface: Quotify Meets Shopify's UI Excellence!

We've given Quotify a brand new look and feel that aligns seamlessly with Shopify's renowned user interface. We're proud to share that Quotify has been honored with the prestigious 'Built for Shopify' reward by Shopify itself. This recognition underscores our commitment to providing you with a user-friendly, intuitive, and visually appealing platform that integrates seamlessly with your Shopify experience. Say hello to a more cohesive and enjoyable quoting process!

2. Annual Pricing Benefit: Get One Month Free!

We believe in rewarding your commitment to Quotify, which is why we're introducing an exclusive benefit for our annual pricing subscribers. When you switch to our annual pricing plan, you'll automatically receive one month of Quotify for free. It's our way of saying "thank you" for choosing Quotify as your go-to quoting solution. Enjoy the convenience of an annual subscription while saving on your quoting expenses!

3. Enhanced Customization: Hide SKU from the Popup Widget

We understand that every business is unique, and your quoting needs may vary. To give you more control over your quoting process, we've added a new customization option. You can now choose to hide the SKU (Stock Keeping Unit) from the popup widget. This feature allows you to tailor the widget's appearance to your specific requirements, ensuring a seamless integration with your branding and user experience.

These updates are just the beginning of our ongoing commitment to providing you with the best quoting solution possible. We're dedicated to continuously improving Quotify to meet your evolving needs.

As always, if you have any questions or need assistance with these new features, our dedicated support team is here to help. We value your feedback, so please don't hesitate to reach out and let us know how these enhancements are working for you.

Thank you for choosing Quotify. We're excited to have you on board, and we look forward to helping you streamline your quoting process and achieve your business goals.

Happy Quoting!

The Quotify Team

Fine-Tune Your Quoting Precision with Minimum Requirements!

We're absolutely thrilled to introduce a brand new feature that empowers you with even greater control over your quoting process. With the Minimum Requirements Setting, you can now ensure that each quote request meets your desired criteria, whether it's a minimum amount of products or a minimum quantity per product. Get ready to elevate your precision and streamline your quoting process like never before. Let's dive into the exciting details:

Minimum Per Quote Request

Now, with Quotify, you have the power to set a minimum amount of products per quote request. This means you can specify a certain quantity that must be met across all the products within a single quote request. For example, if you set a minimum of 200 this would be accepted:

  • Product A: 1
  • Product B: 199

Total: 200

With this setting, you can ensure that each quote request meets your specified minimum, guaranteeing that you efficiently serve your clients and align with your business goals.

Minimum Per Product

But that's not all – we're taking customization a step further. Quotify now allows you to establish a minimum quantity per product. You can precisely define the minimum quantity that must be requested for each individual product. For example:

  • Product A: 200
  • Product B: 200
  • [X] Product C: 50 (this is not accepted)

Total: 400

This exceptional level of control ensures that every product selected in a quote request aligns perfectly with your inventory management and supply chain considerations.

Tailored to Your Needs

Whether you're managing bulk orders, adhering to specific manufacturing requirements, or simply refining your quoting process, the Minimum Requirements Setting is here to help. It's all about giving you the flexibility to adapt Quotify to your unique workflows and business standards.

Ready to dive in? Head over to your settings page and discover how easy it is to set up these minimum requirements for your quotes.

As always, if you have any questions or need assistance, our dedicated support team is here to guide you through this exciting new feature.

Empower your quoting process with precision, efficiency, and customization – all thanks to Quotify's new Minimum Requirements Setting!

Happy Quoting!

The Quotify Team

Seamless Zapier Integration for Enhanced Workflow Automation!

We are delighted to introduce an exciting new feature that will revolutionize how you connect and automate your quoting process. With the Zapier Integration in Quotify, you can effortlessly connect thousands of third-party apps and perform actions whenever a new quote is created. Get ready to supercharge your workflow automation! Let's explore the details:

Zapier Integration

Quotify now seamlessly integrates with Zapier, a leading platform for automating workflows by connecting various apps together. This integration opens up endless possibilities for streamlining your processes and eliminating manual tasks. Now, whenever a new quote is created in Quotify, you can trigger actions in other apps, enabling you to:

  • Automatically send notifications to team members or clients.
  • Create tasks in project management tools.
  • Update customer records in your CRM system.
  • Generate reports in spreadsheet applications.
  • And much more!

To get started, simply visit the integration section on the settings page in the Quotify app. You'll find all the necessary steps to set up your Zapier integration, including authenticating your Quotify account and connecting to your preferred apps. Once connected, you can easily create custom workflows, known as "Zaps," that initiate actions based on new quote creations in Quotify.

Discover the power of automation and take your quoting process to the next level with the Quotify-Zapier integration!

Streamline Your Workflow, Save Time

By leveraging the Zapier integration, you can streamline your workflow and eliminate repetitive manual tasks. Focus on what matters most – delivering exceptional customer experiences and growing your business – while Zapier handles the seamless transfer of information between Quotify and your favorite apps.

Whether you're a solopreneur, a small business, or an enterprise, the Quotify-Zapier integration empowers you to build efficient, automated workflows tailored to your specific needs. Spend less time on mundane tasks and more time on what you love.

We are thrilled to bring you this game-changing feature, and we can't wait to see the innovative workflows you create with Quotify and Zapier!

As always, if you have any questions or need assistance with the integration setup, our dedicated support team is here to help.

Happy Automating!

Custom Event Listeners and Google Analytics Integration

We are thrilled to announce a major update to Quotify that empowers you with even more control and flexibility over event handling. With the introduction of Custom JavaScript Event Listeners and seamless integration with Google Analytics, you can take your Quotify experience to new heights. Let's dive into the exciting details!

Custom Event Listeners

Quotify now supports a range of custom events that you can listen to within your JavaScript code. These events allow you to react and respond to specific user interactions, enabling you to create dynamic and personalized experiences. Here are the available events:

  • quotify:opened: Triggered when the Quotify widget is opened.
  • quotify:closed: Fired when the Quotify widget is closed.
  • quotify:submitted: Sent when the quote request is submitted.
  • quotify:page-changed (values: products-overview, edit-product, contact-information, review, thank-you): Indicates a change in the Quotify page, providing granular insights into the user journey.
  • quotify:product-deleted: Fired when a product is deleted from the quote request.
  • quotify:product-added: Triggered upon adding a product to the quote request.
  • quotify:product-updated: Sent when a product in the quote request is updated.
  • quotify:file-uploaded: Fired when a file is uploaded within the quote request.
  • quotify:file-removed: Sent when a file is removed from the quote request.

With the ability to listen to these events, you can create custom behaviors, track user interactions, and enhance the quoting process according to your specific requirements.

Google Analytics Integration

We understand the importance of analytics in measuring success and making data-driven decisions. That's why we've made it easier than ever to integrate Quotify with Google Analytics 4. By registering your Google Analytics 4 ID and utilizing our convenient "gtag" helper, you can seamlessly send event data from Quotify directly to your Google Analytics account.

This integration opens up a world of possibilities, enabling you to gain valuable insights into user behavior, track conversions, and optimize your quoting strategy based on real-time analytics data.

To get started with Google Analytics integration, simply follow the instructions (Settings → Customization → Event Tracking) which will guide you through the setup process step by step.

We are thrilled to see how these new features will empower you to create exceptional quoting experiences, gain deeper insights into user interactions, and make informed decisions based on analytics data.

Enhanced Customer Insights

We are thrilled to introduce a new feature to Quotify that will revolutionize the way you understand and analyze your customers' usage patterns. Say hello to Customer Insights, providing you with in-depth information on how Quotify is being utilized by your valued clients.

With Customer Insights, you now have access to a wealth of valuable data that will help you make informed decisions and optimize your quoting process. Here's what you can expect:

Get a Comprehensive Overview

By navigating to the "Stats" section in the Quotify platform, you'll discover a comprehensive overview of your customers' activities. The following key metrics are now at your fingertips:

  • Unique Sessions: Gain visibility into the number of individual sessions initiated by your customers.
  • Quote Form Openings: Track how often the quote form is accessed, providing insights into customer engagement.
  • Product Additions: Monitor the frequency with which products are added to the quote request, enabling you to identify popular items.
  • Total Quotes Requested: Keep a close eye on the overall number of quotes requested through Quotify.
Visualize Your Progress

Numbers are great, but visual representation can truly bring data to life. To assist you in tracking your progress since adopting Quotify, we have included an intuitive graph. This graph offers a clear and visually appealing depiction of the number of quote requests you have received over time. Use this powerful tool to identify trends, spot growth opportunities, and evaluate the effectiveness of your quoting strategy.

The Customer Insights feature in Quotify is designed to empower you with actionable information, allowing you to enhance your customer relationships and drive business growth. We believe that the more you know about your customers, the better equipped you are to meet their unique needs.

Introducing Custom Email Addresses!

We understand the importance of making your communication with customers seamless and personalized. That's why we're thrilled to introduce the brand new Custom Email Address feature for our Pro users!

Here's what you need to know:

Default vs. Custom: The Choice is Yours

By default, Quotify sends emails from [email protected] and forwards any replies to your designated email address. While this works perfectly well, we want to give our Pro users the ability to add a personal touch to their email communications.

How It Works: Easy as 1-2-3

Getting started with your custom email address is a breeze:

  1. Navigate to Notifications Settings: Head over to your Quotify account's notifications settings.
  2. Enter Your Desired Email Address: Input the email address you'd like to use for your Quotify emails.
  3. Confirm Your Choice: Check your inbox for a confirmation link sent to the email address you provided. Click on it to confirm your choice.

Instant Activation: Within just 5 minutes, your custom email address will be in action, used for all confirmation emails sent to your customers.

Why Customize Your Email Address?

  • Personalization: Make your email communications more personal and memorable.
  • Branding: Reinforce your brand identity by using your own domain.
  • Professionalism: Impress your customers with a professional email address.

We believe this feature will empower you to establish stronger connections with your customers through email. It's all about making your Quotify experience uniquely yours.

If you have any questions or need assistance with setting up your custom email address, our support team is here to help.

Thank you for choosing Quotify, where we're dedicated to enhancing your quoting process every step of the way.

Happy Quoting!

The Quotify Team 🚀

CSV export

From Quotify's setting page you can export all your quote requests you have received.

Custom email notifications

You can now set a custom subject and message for your internal email notifications. When you enter a custom message, all default messages that Quotify shows will be hidden. You can also choose to use a different language. Make sure you provided all the translations in the translations settings. English will be used as a fallback if Quotify cannot find a translation.

Customer mapping

You can now map your quote field in order for a customer to be automatically created when you convert a quote request into a draft order. From the settings menu, click on 'Field Mapping'. Next, copy and paste the field tags into the input fields that match with Shopify's customer fields. Logging out and back in may be required for Shopify to ask the required permissions to create new customers.

Open quote cart

It is now possible for your customers to open their 'pending quote cart' with all the products they have added to the quote. You will need to add the following button to your theme:

<button data-quotify-cart data-shop="{{ shop.metafields.quotify.shop_id }}">Open Quote Cart</button>

You will need to enable and disable Quotify from the settings menu if you installed Quotify before 25th of August 2021

If you need assistance with this, don't hesitate to reach out.

Shopify Online Store 2.0 Support

Quotify is now compatible with Shopify Online Store 2.0.

Instant add to Quote

You can now enable 'Instant Add' from your Quotify settings page. When this is enabled, users are no longer prompted to set the product quantity as this is now set to one by default. Users are still able to edit the quantity if they want to.

Custom thank you page

From the customization menu you can now provide your own thank you page url. The user will be redirected to this page after submitting their request. This will make it easier to track conversions for your marketing campaigns.

Custom CSS and Javascript

You can add your own CSS and Javascript from the settings menu. Click 'Customization' and enter your own CSS or Javascript. Use with caution.

Change font style

From the Appearance menu you can now change the font style and choose between Sans Serif and Serif.

Convert quote request into draft order

You can now convert a quote request into a draft order with just a single click. If it doesn't work, please logout of Shopify and log in again. Shopify will ask you to grant Quotify access to create draft orders for your store. 

Quote received confirmation email

It is now possible to enable confirmation emails. When one of your customers requests a quote they will receive a confirmation email. You can enable this feature from your notification settings.

File upload support

File uploads have been requested quite often. So we are happy to announce you can now add file uploads to your quote request form. The upload limit per file is 10 MB. We will apply storage limits in the near future, but we will expect it to be more than enough for most users. 

Email notifications improved

Previously you would receive a notification with a link to Quotify to view the quote request. From now on, all information is included in the email notification.

Launched

Quotify launched on the Shopify App Store