Working with Templates

Requires knowledge of HTML, CSS and Liquid

The app includes several customizable templates that control how content is displayed to your customers. Each template can be tailored to match your site's branding and configured to include the specific information most relevant to your business needs.

Templates are built using HTML, CSS, and Liquid (Shopify’s templating language) making them familiar and easy to work with if you’ve customized Shopify themes before. This allows for seamless integration with your store’s design and flexible control over layout and content.

This template is used to generate the actual quote PDF.

This template is used for the email that is sent to the customer when you are ready to send the quote to the customer.

This template is used to format the email that is sent to the admin email addresses when a quote is requested by a customer on your site.

This template is used to format the confirmation email that is sent to the customer after a quote is requested. This email can be disabled in the app settings.

This template is used to format the transactional emails that are sent by the app. Transaction messages are sent when a comment is made on a quote, the status is changed, or when a quote is submitted.

This template works a little differently from the others. You can style the look and format of the email, but the content is generated by the app and cannot be changed. This template must include the tag {{Content}}