The Configure Price Quote (CPQ) add-on allows your customers to easily request a quote after personalizing a product.

Instead of proceeding with the usual “Add to Cart” process, the “Add to Cart” button is replaced with a “Get a Quote” button, enabling customers to submit their details for a custom quote.

Once a request is received, a quote is automatically created in Kickflip, where you can adjust the pricing as needed, send a PDF of the quote to the customer, and convert the quote into an order to process payment once the customer approves it.

By default, the quote request form includes the customer’s name, email address, and a message field. You can also require a phone number and address. To enable these fields:

When Get a Quote is enabled, you can choose whether to display product pricing during the configuration process or not.

To control this setting, use the Show pricing toggle:

To request a quote, customers can personalize the product and, when ready, click the “Get a Quote” button. A modal will then appear where they can enter their name, email, and a message before submitting.

After submission, a confirmation modal notifies them that their quote request has been received and provide a quote identification number for reference.

Clicking on the Keep shopping button will take the customer back to your online store home page.

Kickflip can automatically send a confirmation email to the customer after they submit a quote request. This confirms that the request was received and helps ensure your business is clearly identified as the sender.
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To activate this :

Here is the email template that will be sent to the customer once they submit a quote request:

Upon receiving a quote request from a customer, an email notification will be sent — by default, to all users associated with your Kickflip account — so you can quickly follow up.

Once a customer requests a quote, a quote is generated in Kickflip. To retrieve it:

Quotes can have various statuses depending on the stage of the process.

After opening a new quote request that has a 'Draft' status, click on 'Prepare quote' to edit it.

To modify the quantity and price of each item, simply enter the desired values within the QTY and UNIT PRICE fields. From there, the amount will be automatically recalculated.

If you need to add an additional item to the quote, next to CUSTOM DETAILS, click on + Add price. From there you can enter the description, quantity and price for this item.

You can delete an item previously added in CUSTOM DETAILS by clicking on the trash can icon next to it.

If you wish to display sales taxes on your quote, next to Taxes calculation, click on the toggle. From there, enter the tax percentage.

To modify the quote expiration date, input the desired expiration date within the 'Quote expiration' section. Once a quote has expired, the customer can no longer purchase the product associated with the quote, and the status will update to “Canceled.“​

Once you have reviewed everything and you are ready to send the quote the your customer, click on the blue Finalize button. The quote status will change to 'Open'.

Once a quote is finalized and has an open status, you can still revise it if you haven't already converted to quote to an order. To do so:

The original quote (e.g., order number QT1-1) will be automatically canceled, and a new quote (e.g., order number QT1-2) will be generated.

If the quote status is 'Draft':

If the quote status is 'Open', 'Open' or 'Cancelled':

In the quote PDF, you can include your company logo, address, website, email and phone number. To do so:

You can manually send the quote's PDF to your client via email or through another preferred method of communication.

To assist with managing quotes, you have the option to mark a quote as sent:

Once the client confirms that the quote is satisfactory and wishes to proceed with payment, you can convert the quote into an order in your online store.

The Configure Price Quote add-on is available for an introductory monthly add-on fee of $99 per month.

Before purchasing the add-on, you can take advantage of 10 free quotes. After using your free quotes, any new quote requests received while your customizer is live will be saved in your account. To access these saved quotes, you need to purchase the add-on.

Transaction fees apply to quotes with a collected payment and an ‘Accepted’ status. Once payment is collected for a quote, the quote status will update to ‘Accepted,’ and an order will be automatically created in the Kickflip orders section. A transaction fee based on the total of this order will be applied according to your plan.

If you notice that a draft order or a quote is missing its custom configuration or isn't appearing correctly in your Kickflip dashboard, the most common cause is a missing identification tag in Shopify.

When a quote is requested, the Kickflip plugin automatically creates a Draft Order in Shopify and applies a kickflip tag to it. This tag is the "digital glue" that connects the Shopify order to the specific custom design data on our servers. Do not remove the tag. If the tag is missing, you can re-add it and the quote should sync with the order.