Setup & storefront

Store Profile

• Company name, support email, phone, fax, and business address.
• Store website, secure cart URL, tax ID, and business hours.
• Store currency synchronized from the Ecwid profile 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.

Basic Setup

• 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 (also on Customer Interface).
• Default Tax Rate — Initial tax percentage for quotes.
• Hidden Price Display — Replacement text shown instead of a hidden price.
• Quote Numbering — Prefix and minimum sequence width.
• Publish widget — Soft-publish controls also appear here and on the Dashboard; full loader URL is on Installation.

Customer Interface

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

• Add to Quote button text on product pages.
• Convert to Quote button text on the cart page.
• Launcher design and brand color for the floating quote control.
• Empty quote message.
• Submission confirmation headline and body.

Email & SMTP

• 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: Classic, Modern, Professional, Minimal, Executive, or Horizon.
• 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.

Installation & publish

Ecwid loads the shared Quote2Cart storefront loader from the app’s customJsUrl. The loader obtains the Ecwid owner ID and requests that store’s public widget configuration.

1. Complete the required Setup checklist.
2. Open Installation in the sidebar (or from Dashboard/Basic Setup publish controls) and copy the Loader URL.
3. Confirm the app customJsUrl in the Ecwid Developer Portal points at quote2cart-ecwid-loader.js.
4. Click Publish widget.
5. 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. Publish/disable changes a store setting; it does not generate merchant-specific JS or rewrite customJsUrl.

Customer storefront experience

• Add products and selected options to a quote from product pages.
• Convert the current Ecwid 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 Ecwid cart.