Send Product or Service Quotes to Staff | Shopify Quote Automation

Send Quote Request Forms as Email Notifications

4 min setup
No coding required
Runs automatically

Enhance your sales process by using customizable quote forms on your Shopify store. This MESA workflow template leverages Forms by MESA to collect quote requests and automatically emails them to a designated staff email address when submitted. Provide tailored quotes and a personalized customer experience, all while streamlining communication with your team.

How it works

3 steps to start receiving quote notifications directly in your inbox whenever someone submits your form.

Form

Why this matters: This creates the entry point where potential customers can request quotes for your products or services, collecting their contact information and project details.

This step generates a web form with fields for name, email address, phone number, and message. The form includes hCaptcha protection to prevent spam submissions. You can customize the form fields, add or remove questions, and modify the styling to match your brand. Once published, you can embed this form on your website or share the direct link with prospects.

Retrieve Shop

Why this matters: This automatically pulls your shop's contact information, specifically your primary email address, which becomes the destination for quote notifications.

This step connects to your Shopify store and retrieves essential shop details including your primary email address. The system uses this email as the default recipient for all quote requests. No configuration is required - MESA automatically uses your authenticated Shopify connection to access this information. The shop data gets passed to the email step to ensure notifications reach the right person.

Send Email

Why this matters: This delivers the quote request details to your inbox so you can respond quickly to potential customers and track all inquiries in one place.

This step composes and sends an email notification containing all the form submission details. The email goes to your shop's primary email address with the subject line "New Product or Service Quote" and includes the customer's name, email, phone number, and message in a clean format. You can customize the recipient email address, modify the subject line, or change the message template to include additional information or formatting.

Frequently asked questions

Can I customize which email address receives the quote notifications?

Yes, you can change the recipient email in the Email step. By default, it uses your shop's primary email address, but you can replace this with any email address, such as a dedicated sales team inbox or specific team member.

What happens if someone submits the form multiple times?

Each form submission triggers a separate email notification, so duplicate submissions will result in multiple emails. Consider adding text to your form asking customers to submit only once, or use MESA's duplicate detection features to filter repeat submissions.

Can I add more fields to collect specific project details?

Absolutely. You can edit the Form step to add dropdown menus, checkboxes, file upload fields, or additional text areas to gather more detailed information about the customer's needs, budget, or project timeline.

Make this template your own!

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Ready to start receiving quote notifications directly in your inbox whenever someone submits your form?

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