OrderPilot
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Topic · 9 guides

Online store

Quote requests and configurable products on your online store.

  • 9 guides
  • About 45 minutes in all
  • Updated 31 Oct 2026
Start with How OrderPilot works on your online store

Six guides, in the order you’ll use them

I want quote requests from my site
  1. GUIDE 1 · 6 MIN

    How OrderPilot works on your online store

    See how product templates, the options block, the quote cart and quote requests fit together on your Shopify theme, and what shoppers can do.

    Start guide 1

    YOU’LL BE ABLE TO

    • Explain how a template reaches your product page and becomes a quote in OrderPilot
    • Choose between the four online modes for a template
    • Know where prices are hidden and when a request is being priced
  2. GUIDE 2 · 6 MIN

    Set up your theme for OrderPilot

    Turn on templates online, add the OrderPilot options block and app embed, add the quote cart, and choose whether shoppers must sign in.

    Start guide 2

    YOU’LL BE ABLE TO

    • Turn on Show product templates on the online store
    • Add the OrderPilot options block above Add to cart and turn on the app embed
    • Add a quote cart link and a My orders link to your store
  3. GUIDE 3 · 6 MIN

    Put a product template on your online store

    Choose what customers can do with one template online, order its options, set the price line and buttons, and open its live product page.

    Start guide 3

    YOU’LL BE ABLE TO

    • Choose what customers can do with a template online
    • Read its Online store badge and fix Not published
    • Order its options and set the price line, lead time and buttons
  4. GUIDE 4 · 6 MIN

    Fine-tune how options look and behave online

    Pick each option's look online, set option defaults and value descriptions, hide staff-only options, and share saved design links.

    Start guide 4

    YOU’LL BE ABLE TO

    • Pick a look for one template's option or as the option's default
    • Write value descriptions and set a class name for the online store
    • Hide a staff-only option and know what online requests get
  5. GUIDE 5 · 4 MIN

    Style the options block with your theme and CSS

    Match the options block to your theme: keep its fonts and colours or set accent, corners and spacing, add custom CSS, and use its classes and events.

    Start guide 5

    YOU’LL BE ABLE TO

    • Keep your theme's look or set the six style fields
    • Add custom CSS scoped to the options block and fix a refused save
    • Use the block's stable classes, CSS variables and events in your theme code
  6. GUIDE 6 · 5 MIN

    Price and send an online quote request

    Find a new quote request from your online store, price its lines, assign it and send the quote so the customer can see prices, sign and pay.

    Start guide 6

    YOU’LL BE ABLE TO

    • Find a new online quote request
    • Price its unpriced lines and assign a salesperson
    • Send the quote to end Being priced

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Situations

The same features, used for a different job.

Other topics

Get startedQuotes and ordersPayments and signaturesShowroom (POS)PurchasingInventory and costsCatalogStatuses and workflowCustomers and portalEmails and messagesBrandingWarranty and serviceTeam and permissionsSettings and integrationsReports

Can’t find what you need?

Send us a message or email support@meetorderpilot.com, and a person who knows furniture retail will answer.

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