Frequently Asked Questions
Short answers to the questions merchants ask most. Each answer links to the full guide.
Quote button
Section titled “Quote button”The Request a Quote button does not show on my product page.
Section titled “The Request a Quote button does not show on my product page.”Check in this order:
- The B2B Portal app embed is on in your live theme.
- A quote logic is Active and targets this customer and this product.
- The logic is the one with the highest priority. Only one logic applies to a customer and a product, and a smaller priority number wins.
- Run Help → Nothing shows on your storefront? → See what to check in the app.
See Quote Button Not Showing and Help Center.
The button is in the wrong place or shows twice.
Section titled “The button is in the wrong place or shows twice.”Open Settings > Button placement, check that your theme is supported, and set a target element for the page only if the button lands in the wrong place. After a theme change, also look for blocks left over in the theme editor. See Button Placement and Themes.
I changed my theme and the app stopped working.
Section titled “I changed my theme and the app stopped working.”Turn on the B2B Portal app embed in the new theme, then check the button position on each page. Your settings stay with your shop, but a position written for the old theme may not fit. See Install and enable app embeds.
How do I show the button only to logged-in customers?
Section titled “How do I show the button only to logged-in customers?”In your quote logic, under Who can request a quote, choose Logged-in Customers, or Customer Tags for a specific group. See Set Up Quote Visibility.
How do I hide prices and replace Add to Cart with a quote button?
Section titled “How do I hide prices and replace Add to Cart with a quote button?”Use a quote logic that hides the price and Add to Cart and shows Request a Quote. The Hide price + quote template does this for all products in one click. If you want the message “Login to see price”, that comes from BSS B2B Lock. See Hide Price and Add to Cart and Using with BSS B2B Lock.
Emails
Section titled “Emails”Quote emails come from a no-reply address. How do I change the sender?
Section titled “Quote emails come from a no-reply address. How do I change the sender?”Set your own sender in Settings > Email and notifications (the Email sender section), then add the SPF and DKIM records and click Verify DNS record. See Quote Emails: Sender and Deliverability.
My customer did not get the confirmation or proposal email.
Section titled “My customer did not get the confirmation or proposal email.”Check that your sender is Verified, look in the spam folder, and check the customer’s address. Failed quote emails are retried automatically for up to 72 hours. See the checklist in Quote Emails: Sender and Deliverability.
How do I get a copy of new quote requests?
Section titled “How do I get a copy of new quote requests?”Add up to 5 addresses under BCC in Settings > Email and notifications. See Quote settings.
How do I edit the email text or remove the app line at the bottom?
Section titled “How do I edit the email text or remove the app line at the bottom?”Open Settings > Email and notifications, edit the email template, and untick Show app watermark or change its Content. Watermark settings need the Growth plan or higher. See Quote emails and reminders.
Prices and other apps
Section titled “Prices and other apps”The price on the quote is different from the product page (B2B Solution).
Section titled “The price on the quote is different from the product page (B2B Solution).”Quote uses the price that B2B Solution shows on your storefront. Check that the buyer is logged in, belongs to the right group, uses the same quantity (quantity break), follows the quantity increment rules, and that Tax Display is as you expect. See Using with BSS B2B Solution.
How do I use Quote with BSS B2B Lock?
Section titled “How do I use Quote with BSS B2B Lock?”Lock hides the price for guests. Quote gives them a Request a Quote button through a quote logic for Not logged in visitors. See Using with BSS B2B Lock.
Which currency is a quote in?
Section titled “Which currency is a quote in?”The currency the buyer saw, when it is a currency your store sells in. Otherwise the store’s base currency. A quote never mixes two currencies. See Markets and Currencies.
Quick Order
Section titled “Quick Order”The variant table does not show or looks wrong.
Section titled “The variant table does not show or looks wrong.”Check that the app embed is on, that the product template has the variant table block, and that the product is covered by your settings. See Install Quick Order on a Theme and Product Page Variant Table.
Customers cannot open the Quick Order page.
Section titled “Customers cannot open the Quick Order page.”Check who can see the page and check the App Proxy URL. See Quick Order Page Not Showing.
My CSV upload fails.
Section titled “My CSV upload fails.”Use a .csv, .xlsx or .xls file of up to 2 MB, with one column for the SKU and one for the quantity. Use Download Example File as a guide. See CSV Upload (Bulk Import).
Translations, form and PDF
Section titled “Translations, form and PDF”I edited a text but the storefront did not change.
Section titled “I edited a text but the storefront did not change.”Edit the text in the right module and language in Settings > Languages, save, then reload the storefront. Make sure the language you edited is the language the buyer uses. Translating into other languages needs the Business plan or higher. See Quick Order Storefront Translation and Quote Storefront Translation.
How do I add my own field to the quote form?
Section titled “How do I add my own field to the quote form?”In your quote logic go to Customize → Form fields → Custom Fields. The number of custom fields depends on your plan. See Customize Quote Form.
How do I send customers to a thank-you page after they request a quote?
Section titled “How do I send customers to a thank-you page after they request a quote?”Use the storefront event bcpR4q:submitQuoteSuccess in your theme. See Storefront Events.
How do I customize the quote PDF?
Section titled “How do I customize the quote PDF?”Open Settings > Documents (Quote PDF). On the Business plan and above you can keep several PDF templates. See Templates and Emails and Quote settings.
Still need help?
Section titled “Still need help?”Open Settings > Help and support in the app for guides and the storefront check, or contact support from there. More answers: Quick Order FAQ and Request for Quote FAQ.