Do customers need an account to request a quote?
Customers must sign in by default, but you can allow guest quote requests.
Turn off Customers must sign in to request a quote at SettingsOnline storeSelling on the online store, then save. A guest entering an email already associated with a customer account must still sign in with that account.
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People also ask
From other topicsWhere do I change the message after a customer requests a quote?
Edit Thank-you message under SettingsBrandingRequest sent page. Enter up to 300 characters, preview the wording and save. The message appears after the customer submits a quote request.
The portal's separate Footer message allows up to 500 characters and appears at the account-page bottom.
Why doesn't my order field show on the online quote request?
Online quote requests show only active order fields whose Location visibility is All locations. Open the field at SettingsQuotes & ordersOrder fields and check its visibility. If the field is archived, restore it before expecting customers to see it.
Open its own pageFull guide: Create order fields and save fees
Do customers need an account on my store to see their quote?
No. Customers can open their OrderPilot quote from the emailed portal link and enter the 4-digit PIN supplied with it. They don't need a store account.
Signed-in customers can also reach the portal through My orders while the portal is on.
Can customers track an order without an account?
Yes. A customer can open Track your order from an emailed tracking link without signing in. The page shows the linked order's items, total, and available payment action.
A tracking link doesn't sign the customer in or sign a quote. The guest page directs customers to sign in for live messaging.