A quote email gives the buyer a way back to the offer. It includes your shop name, the published offer total, validity, buyer message, and a Review quote button. Emails have both HTML and plain-text versions.
1. Save the customer-account page URL
Publish the QuoteWick customer-account extension and add its page to the account menu. This is the buyer-facing page for QuoteWick. Follow the setup guide if it isn’t available yet.
Open the published page and copy its HTTPS URL. In the app’s Settings, paste it into QuoteWick customer-account page URL.
Use the page root containing /pages/ and the page identifier. Leave off query parameters, fragments, and any /quotes/... suffix. For example, a page URL might look like https://accounts.example.com/pages/your-page-id. Copy your store’s actual published URL rather than this example.
Quote emails add the individual quote to that address. Buyers still sign in, and their current company-location permissions determine whether they can open it.
2. Enable email delivery
Under Notifications and branding, select Email buyers and the shop contact about quote updates.
Your app administrator also needs to configure the server’s SMTP_URL and MAIL_FROM and keep a background worker running. The published customer-account extension must support the quote links. Saving notification preferences alone does not complete delivery setup.
Buyer emails require a valid page URL. A missing URL or mail configuration produces a delivery error in Operations.
3. Write the introduction and signature
Use Buyer email introduction for the opening text and Email signature for your sign-off. Each accepts up to 2,000 characters of plain text. Leave them blank to use the defaults.
You don’t need to repeat the offer total or review link in your introduction. Those are added for you. Replies go to the shop contact when its email address is valid.
Set Staff notification language for future staff emails. Buyer emails use the language saved on the quote. Your custom introduction, signature, and buyer messages stay as written.
4. Choose the reminder timing
Reminders are off until you enable Automatically remind buyers about unanswered offers. They also require email notifications to be enabled.
- Follow up after this many days: defaults to 3 days after sending.
- Remind this many days before expiry: defaults to 2 days before expiry.
Both settings accept 1 to 365 days. Each published revision gets at most one unanswered-offer reminder and one expiry reminder. If both are due together, the expiry reminder takes priority. An expiry reminder waits at least one hour after an offer is sent.
Choose Save Settings when you’re done.
When reminders stop
Reminders stop for an outdated offer when the buyer accepts or requests changes, the quote is cancelled, declined, or expired, or a replacement revision is created. A newly published revision gets its own schedule.
Opening the quote does not count as a response, so a buyer view alone does not stop reminders.
Disabling reminders stops pending reminder delivery. Disabling optional quote emails suppresses their queued deliveries too. Timing changes apply to outstanding unsent reminders, but don’t create another copy of a reminder already issued.
Send a test offer
Send an offer to a buyer account you can check. Open the email’s review button, sign in, and confirm that it opens the intended quote. Check the text and signature as well.
Staff notifications link to the quote in Shopify Admin. If delivery fails or the buyer cannot open the link, follow Troubleshoot quotes and delivery.
What to expect
Buyers can return to the right quote from an email, and unanswered offers can receive reminders on your chosen schedule.