Setup & storefront

Store details

• Company name, support email, phone, fax, and business address.
• Store website, tax ID, and business hours.
• Store currency synchronized from BigCommerce and used for new quotes.
• Company logo used on quotes, emails, PDFs, and branding.

Logo uploads accept PNG, JPG, or GIF files up to 2 MB. The saved public URL follows /cdn/profile/{storeId}/logos/{uuid}.ext.

Quote rules

• Enable Quotes — Master switch for the quote system.
• Hide All Prices / Hide Zero Price — B2B storefront price visibility.
• Quote Chat — Store-level chat switch when the optional chat deployment is available.
• Brand Color — Primary color for quote buttons and branded elements.
• Shipping line name — Label applied to the quoted shipping line at checkout.
• Hidden Price Display — Replacement text shown instead of a hidden price.
• Quote Numbering — Prefix and sequence settings for quote IDs.

Customer Interface

Customize storefront button labels, launcher style, and customer messages without editing theme files:

• Add to Quote / Request a Quote button text on product pages.
• Convert to Quote button text on the cart page.
• Launcher design (ticket, orb, or pill) with brand color.
• Empty quote message and submission confirmation headline/body.

Notifications

• Use the Quote2Cart shared relay or configure a custom SMTP host, port, encryption, user, and password.
• Send a test message after saving delivery settings.
• Set subject prefix, new-quote notification recipients, BCC recipients, and reminder delay.
• Choose an email/PDF presentation style and edit new-quote, confirmation, terms, and reminder copy.

Custom SMTP passwords are stored encrypted; leave the password blank later to keep the saved value.

Quote Distribution

Choose how incoming storefront requests are assigned:

• Load balanced — Automatically distribute requests across sales reps.
• Manual — Keep requests unassigned until a manager chooses an owner.

Storefront widget & publish

BigCommerce loads the Quote2Cart storefront script via Script Manager. Publishing from the app installs or updates that script and turns the live shopper experience on.

1. Complete the required Setup checklist.
2. Open Storefront widget (or Dashboard publish controls).
3. Click Publish widget.
4. Open the storefront and verify Add to Quote, Convert to Quote, and the quote launcher.

Disable widget removes customer quote controls but keeps configuration for a later republish. It does not uninstall the Quote2Cart app from BigCommerce.

Customer storefront experience

• Add products and selected options to a quote from product pages.
• Convert the current BigCommerce cart into a quote request.
• Review and update quote lines, quantities, and contact details before submission.
• See My Quotes for quote requests created in the same browser session.
• Open the checkout link from a sent quote to rebuild the BigCommerce cart with negotiated pricing and shipping.