Follow

Edit the Custom 'View Quote' Email Template

You can now customize the Email Template and Content that the customer will receive when an email is sent instead of the basic {{ Content }}.

To edit this, open the app and go to the Settings tab:

2019-03-29_14_35_35-W3_test_Store___Quick_Quote___Shopify.png

Inside the Settings tab, scroll to the Templates section and click on Customer 'View Quote' Email Template:

2019-03-29_14_40_20-W3_test_Store___Quick_Quote___Shopify.png

The email template will be edited the same way as the PDF Template:

This will replace the Email Template from the Settings. If you've customized the email template here, you can copy the html and paste into the Custom Email Template editor to save time.
To do this, click the HTML button no the Text Editor for Email Template and copy all of the text inside:

2019-03-29_15_05_44-W3_test_Store___Quick_Quote___Shopify.png

Then paste the copied html inside your Custom Email Template editor, now all we need to change is the {{ Content }} section. Since we're using the Custom Email template we no longer need to have the {{Content}} and can remove this. Now we can add the content we actually want the customers to see when they receive an email.

The following are the variables that are supported in this template with brief description of each:

{{shop_title}} Name of the Store
{{includeViewQuoteLink}} URL for the customer to view & accept quote
{{quote.quote_number}} Quote Number
{{quote.email}} Customers Email as submitted on quote
{{quote.first_name}} Customers First Name as submitted on quote
{{quote.last_name}} Customers Last Name as submitted on quote
{{quote.phone}} Customer Phone Number as submitted on quote
{{quote.create_on}} Date quote was requested/submitted to store
{{quote.remarks}} Notes Customer added when submitting the quote
{{quote.subtotal}} Total cost for products in quote

To display the products and any custom fields, they will need to be placed inside a loop. Below is an example of how to do that:

<table class="table table-bordered table-responsive" style="width:100%;">
<tr>
<th style="width:50px"></th>
<th>{{ language.product_text }}</th>
<th style="text-align:right">{{ language.quantity_text }}</th>
<th style="text-align:right">{{ language.price_text }}</th>
<th style="text-align:right">{{ language.extended_text }}</th>
</tr>

{% for line_item in quote.line_items %}
<tr>
<td>
{% if line_item.image_url != "" %}
<img src="{{ line_item.image_url | img_url:'50x' }}" />
{% endif %}
</td>
<td>{{ line_item.title }}</td>
<td style="text-align:right">{{ line_item.quantity }}</td>
<td style="text-align:right">{{ line_item.price | currency }}</td>
<td style="text-align:right">{{ line_item.subtotal | currency }}</td>
</tr>
{% endfor %}
</table>

And for the Custom Fields:



{% for field in quote.custom_fields %}
<div>
<strong>{{field.name}}: </strong><span>{{field.value}}</span>
<div>
{% endfor %}

Click Save when your done editing the template and send a test email to view your changes!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk