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Platform Guide & API Docs

Everything you need to connect ConfigQuote to your store, build product configurators, and automate your quoting workflow.

Getting Started

Up and running in four steps.

ConfigQuote is a B2B quoting platform that lets you build interactive product configurators and send professional quotes — directly from your dashboard or embedded into WooCommerce, Shopify, or Botble.

Quick-start checklist

  1. 1
    Add a Product — Go to Products in your dashboard and create a product with a name, SKU, and base price.
  2. 2
    Build a Configuration — Open the product and click Create Configuration. Use the visual drag-and-drop editor to add option nodes — radio buttons, dropdowns, checkboxes, number inputs, colour swatches — and connect them.
  3. 3
    Connect your Store — Go to Integrations and connect WooCommerce, Shopify, or Botble. Copy the API token from the integration card into your store plugin settings.
  4. 4
    Send your first Quote — Go to Quotes → New Quote. Choose Visual mode to walk a customer through a configuration, or Manual mode to enter line items directly.

Key concepts

Product
A sellable item in your catalog. Can be configurable (with a visual builder) or simple.
Configuration
A visual or logic flow defining which options are available for a product and how they affect the price.
Quote
A document sent to a customer with chosen product options and prices. Lifecycle: Draft → Sent → Viewed → Accepted / Rejected.
Integration
A connection to an external system (WooCommerce, Shopify, SMTP, AI, etc.). Each integration has an API token.
Tenant
Your workspace. All data is fully isolated from other workspaces.

Products & Configurations

Build interactive product configurators with the visual editor.

Product types

Configurable

Has a visual configuration builder. Customers interact with it on your store.

Simple

Standard product without options. Useful for manual quote line items.

Tagged types

Print on Demand, Manufacturing, Hardware — descriptive tags for filtering your catalog.

Node types

The visual editor uses a canvas of nodes — each representing a product option — connected by edges. Node types determine how customers interact and how price is calculated.

Node Description Pricing
Radio / Dropdown Single-select option list Adds selected option price
Color / Image Swatch Visual picker (colour or image) Adds selected option price
Size Predefined size selector Adds selected option price
Checkbox Multi-select — one or more options Sums all selected option prices
Number Quantity input Unit price × quantity
Text / Textarea Free-text input (engraving, notes) No price contribution
Date Date picker No price contribution

Display modes

Wizard

Options grouped into steps. Customers navigate step-by-step. Best for complex or long configurations.

Single

All options displayed at once. Best for short or simple configurations.

Integrations

Connect ConfigQuote to your store and email provider.

WooCommerce

  1. 1 Go to Integrations → Add Integration → WooCommerce.
  2. 2 Enter your store URL, Consumer Key, and Consumer Secret (from WooCommerce → Settings → Advanced → REST API).
  3. 3 Copy the API Token shown in the ConfigQuote integration card.
  4. 4 Install the ConfigQuote WooCommerce Plugin on your store, paste the token + workspace URL into the plugin settings.
  5. 5 Go to Integrations → WooCommerce Settings to map products and choose which display the configurator.
Once connected, a "Configure & Quote" button appears on mapped product pages. Submitted quote requests arrive in your dashboard as Draft quotes.

Shopify

  1. 1 Go to Integrations → Add Integration → Shopify.
  2. 2 Authenticate with your Shopify store via OAuth.
  3. 3 Copy the API Token and configure your Shopify app.
  4. 4 Use POST /api/shopify/sync-products to sync your product catalog.

Botble CMS

  1. 1 Go to Integrations → Add Integration → Botble.
  2. 2 Copy the API Token from the integration card.
  3. 3 Configure the Botble ConfigQuote plugin with your workspace URL and token.

SMTP / Gmail Email

  1. 1 Go to Integrations → Add Integration → SMTP Email.
  2. 2 Enter your SMTP host, port, username, password, and from address.
  3. 3 Click Test Connection to verify before saving.
Required to send quote emails to customers. Choose Gmail to use OAuth instead of SMTP credentials — no password stored.

API Reference

Endpoints for connecting external platforms to your ConfigQuote workspace.

Authentication

All API requests require a Bearer token in the Authorization header. Copy your token from the integration card inside your workspace.

Authorization: Bearer <your-api-token>

Tokens are scoped per integration type (WooCommerce, Shopify, Botble) and per workspace.

Base URL

https://your-workspace.configquote.com

WooCommerce Endpoints

GET /api/woocommerce/product-configurations

Check if a WooCommerce product has a configuration.

Request body

Query: ?woocommerce_product_id=42

Response

{ "success": true, "data": { "has_configuration": true, "show_configurator": true, "button_label": "Configure & Quote", "configuration_id": 3 } }
GET /api/woocommerce/settings

Tenant feature flags visible to the plugin (e.g. quote cart mode).

POST /api/woocommerce/quote-request

Submit a quote request from the store (single product or cart).

Request body

{ "customer_name": "Jane", "customer_email": "jane@acme.com", "items": [ { "woocommerce_product_id": 42, "sku": "WID-001", "quantity": 5, "unit_price": 29.99 } ] }

Response

{ "success": true, "data": { "quote_id": 17, "quote_number": "QT-2026-00017" } }
GET /api/woocommerce/quote/{quote}/status

Poll quote status. Uses a signed URL — no Bearer token required.

POST /api/woocommerce/webhooks/order-status

Receive order status updates from WooCommerce.

Request body

{ "woocommerce_order_id": 1234, "status": "completed" }

Shopify Endpoints

GET /api/shopify/product-configurations

Same as WooCommerce equivalent.

GET /api/shopify/settings

Tenant feature flags.

POST /api/shopify/quote-request

Submit a quote request from Shopify.

GET /api/shopify/quote/{quote}/status

Poll quote status (signed URL).

POST /api/shopify/sync-products

Trigger manual product catalog sync from Shopify.

POST /api/shopify/webhooks/orders-create

Receive new order notifications from Shopify.

Botble Endpoints

GET /api/botble/product-configurations

Check product configuration availability.

POST /api/botble/quote-request

Submit a quote request.

GET /api/botble/quote/{quote}/status

Poll quote status (signed URL).

POST /api/botble/webhooks/order-status

Receive order status updates.

Public Configurator (no auth)

URL Description
/configure/wc/{woocommerceProductId} WooCommerce product configurator iframe
/configure/shopify/{shopifyProductId} Shopify product configurator iframe
/configure/quote/{quote}/view Customer-facing quote view (signed URL)
/configure/quote/{quote}/pay Customer payment page (signed URL)

Error responses

All endpoints return a consistent structure on error:

{ "success": false, "message": "Human-readable error description" }
401 Unauthorized
404 Not Found
422 Validation Error
500 Server Error

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