Send Quote Request Forms as Email Notifications
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.
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How it works
3 steps to start receiving quote notifications directly in your inbox whenever someone submits your form
Form
Form
Retrieve Shop
Retrieve Shop
Send Email
Send Email
Ready to start receiving quote notifications directly in your inbox whenever someone submits your form
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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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