Build RFQ Form

The Build RFQ Form section allows you to create and customize the RFQ form that customers will use to submit quote requests. You can select a template, configure the form fields, add security settings, customize the submit button, and define the success message.

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Step 1: Open Build RFQ Form

1. Open the RFQ Request Quote & Hide Price app from your Shopify admin.

2. From the left-side app menu, click Build RFQ form.

3. The Build RFQ form page will open.

Step 2: Select the Form Language

At the top of the Build form section, you will find the language dropdown.

Language

Select the language in which you want to configure the RFQ form.

For example:

English

The selected language determines the language version of the RFQ form you are currently editing.

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Step 3: Select an RFQ Template

Under the Template section, you can select the design of your RFQ form.

Three templates are available:

• Basic – A simple and straightforward layout.

• Modern – A more modern arrangement of the RFQ form.

• Viktor – A structured layout for displaying the form and product information.

How to select a template

1. Click the template you want to use.

2. The selected template will be highlighted.

3. Check the Preview section on the right.

4. The preview will show how the selected template will appear to customers.

Basic:

Morden:

Viktor:

Example

If you select Basic, the preview will display the RFQ form using the Basic layout.

You can try each template and select the one that best suits your store.

Step 4: Add the RFQ Form Title

After selecting the template, configure the form title.

Title

Enter the title that you want to display at the top of the RFQ form.

Example:

Request a Quote

This title helps customers understand that they are submitting a request for a quotation.

Step 5: Add a Form Description

Description

Enter additional information or instructions that you want customers to see on the RFQ form.

Example:

Submit your requirements and our team will get back to you with a customized quote.

You can use this field to explain what customers should do before submitting their request.

Step 6: Configure Form Fields

The RFQ form contains customer information fields that can be displayed to customers.

In your screenshot, the available fields include:

• First Name

• Last Name

• Your Email

• Phone number

• Any comments or suggestions?

Each field has an Edit option, allowing you to customize the field.

Some fields also have a Delete option if you don't want to display them.

Step 7: Edit a Form Field

To modify a field:

1. Find the field you want to change.

2. Click the Edit icon next to the field.

3. Configure the available field settings.

4. Save the field configuration.

For example, you can edit the First Name field according to your requirements.

Step 8: Add Additional Fields

Click the Add fields button to add additional information fields to your RFQ form.

This allows you to collect additional information from customers that may be required to prepare a quotation.

Example

If you need additional information from customers, you can add a custom field such as:

Custom Field: Company Name

This allows the merchant to collect the customer's company information along with the RFQ.

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Step 9: Enable Google reCAPTCHA

The RFQ form also provides a security option to help prevent spam submissions.

Enable Google reCAPTCHA

Enable the Enable Google reCAPTCHA checkbox.

After enabling it, you need to configure the required Google reCAPTCHA information.

Step 10: Configure Google reCAPTCHA

After enabling reCAPTCHA, enter the required API information.

The app provides a here link where you can obtain the required Google reCAPTCHA API credentials.

reCAPTCHA Type

The screenshot indicates that the app uses:

reCAPTCHA type: v2 Checkbox

This adds a reCAPTCHA checkbox to the RFQ form to help prevent automated or spam submissions.

Step 11: Add Privacy Text

Privacy text

Enter the privacy-related text that you want to display on the RFQ form.

Example:

By submitting this form, you agree to our Privacy Policy.

This helps inform customers about how their submitted information is handled.

Step 12: Add Privacy Link

Add privacy link

Enter the link to your store's Privacy Policy page.

This allows customers to access your privacy policy from the RFQ form.

Example:

Your store's Privacy Policy page.

Step 13: Customize the Submit Button

Submit button

Enter the text that you want to display on the RFQ form's submission button.

Example:

Submit

You can change this text according to your requirements.

Other possible examples:

• Send Request

• Request a Quote

• Submit Request

Step 14: Select the Success Message Type

After a customer submits the RFQ form successfully, you can choose how the success message should be displayed.

Select success message type

Use the dropdown to select the preferred success message display type.

In your screenshot, the selected option is:

Pop-up model

This means the success message is displayed in a pop-up after the form is successfully submitted.

Step 15: Configure the Success Message

Success message (Modal)

Enter the message that customers should see after successfully submitting the RFQ form.

Example:

Form successfully saved

You can replace this with a more customer-friendly message, such as:

Your quote request has been submitted successfully. We will contact you shortly.

Step 16: Check the Preview

The Preview section on the right side allows you to see how your RFQ form will look.

Check the preview after making your changes to verify:

• Template layout

• Form title

• Description

• Customer fields

• Product information

• Quantity

• Offer price

• Comments

• Submit button

Step 17: Save Your Changes

After completing all configurations, click Save at the top of the page.

This will apply your RFQ form configuration.

Example Configuration

For example, you can configure your RFQ form as follows:

Setting	Example
Language	English
Template	Basic
Title	Request a Quote
Description	Submit your requirements and receive a customized quote.
Customer Fields	First Name, Last Name, Email, Phone Number
Comments	Enabled
Google reCAPTCHA	Enabled
reCAPTCHA Type	v2 Checkbox
Privacy Text	By submitting this form, you agree to our Privacy Policy.
Submit Button	Send Request
Success Message Type	Pop-up model
Success Message	Your quote request has been submitted successfully.

Note

• The Preview section updates according to your form configuration.

• You can edit or remove available fields according to your requirements.

• Use Add fields when you need to collect additional information from customers.

• Google reCAPTCHA is useful for reducing spam submissions.

• Make sure the privacy text and privacy link point customers to the appropriate privacy information.

• Click Save after completing the configuration.