Add custom fields and conditional logic to your quote form

Read time: 6 minutes. Last updated: June 20, 2026 Who it's for: Merchants who need to ask buyers for more than the built-in fields, and who want the form to show or hide questions based on earlier answers so it stays short.

Custom fields let you collect exactly what you need to price a request - a tax ID, a project reference, an industry, a delivery window - beyond QuotWay's built-in fields. Conditional logic then shows or hides a field based on how the buyer answered an earlier one, so each buyer only sees the questions relevant to them. This article covers adding custom fields, the field types and validation available, conditional show/hide rules, and how custom answers appear on the quote, in your emails, and on the proposal.

⚠️ Custom fields require the Starter, Professional, or Enterprise plan. Starter includes up to 5 custom fields; Professional and Enterprise include unlimited custom fields.

⚠️ Conditional logic requires the Professional or Enterprise plan.

What you'll achieve

By the end, your quote form asks the extra questions you need, validates the answers, and - on Professional and up - reveals or hides fields so buyers see a short, relevant form.

Before you start

QuotWay is installed and the app embed is on, so the quote form shows on your storefront. See Configure the quote form.
You're on the Starter plan or above for custom fields, or Professional and above for conditional logic (the 14-day trial on any paid plan unlocks both during the trial).
You know which extra details you need to price a deal, and which of them depend on an earlier answer.

Add a custom field

Open Settings → Quote form (or the form editor in onboarding Step 2).
In the custom fields section, add a field.
Give it a label (what the buyer reads), pick a field type, and set whether it's required or optional.
Save. The live preview reflects your change, and the storefront drawer picks it up within a couple of minutes.

You can reorder custom fields and group them under a section heading - a non-input divider that organizes a longer form. The three contact built-ins (name, email, products and quantities) always stay pinned at the top and can't be moved or deleted.

Field types

Choose the type that matches the answer you need:

Type	Use it for
Short text	A line of free text - a reference, a name, a code.
Paragraph	A longer free-text note.
Number	Quantities, budgets, or any numeric value.
Date	A single calendar date, such as a target delivery date.
Date and time	A date with a time, for scheduling.
Dropdown	One choice from a list you define.
Radio buttons	One choice from a small set, shown inline.
Checkbox	A yes/no opt-in, or several options the buyer can multi-select.
File upload	An attachment field for specs, drawings, or artwork.
Section heading	A label that groups the fields beneath it - not an input.

File-upload fields follow your plan's attachment limits, and QuotWay validates each file's type and rejects files with malicious or active content. See File attachments.

Required and validation

Mark a field required and the buyer can't submit until they answer it. Leave it optional to collect the answer when offered.
Short text and paragraph fields can set a minimum and maximum length.
Number fields can set a minimum and maximum value.
QuotWay validates required fields and these limits in the buyer's browser before submit, so buyers fix mistakes before the quote reaches your inbox.

Add conditional logic (show or hide a field)

Conditional logic keeps the form short by revealing a field only when it's relevant. For example, show a "Tax ID" field only when the buyer picks "Reseller," or a "Delivery window" field only when they choose "Ship to me."

Open Settings → Quote form and select the field you want to show conditionally.
Add a condition: pick the controlling field (the earlier question), an operator, and the value that should reveal - or hide - this field.
Save.

The condition can be driven by another custom field or by a captured built-in (such as company name, phone, the shipping address, delivery date, or whether an attachment was added). The available operators depend on the controlling field's type - for example:

Text fields offer is filled / is empty / equals / does not equal / contains / does not contain.
Number fields add greater than / less than.
Choice fields (dropdown, radio, checkbox) match on the selected value.

The buyer sees the field appear or disappear in the drawer as they fill in the form. A section heading has no answer, so it can't drive a condition or be hidden by one. The three contact built-ins are always shown and never conditional.

Where custom answers appear

Once a buyer submits, their custom-field answers travel with the quote:

On the quote in your inbox - custom answers appear alongside the built-in answers, with their labels.
On the proposal - the answers are available as you build and send the proposal back to the buyer.
In emails - custom answers are included where the quote details are summarized, so your team has the full context without opening the app.

Choice-field answers display with the readable option label you defined, not an internal value.

Common gotchas

I can't add more custom fields. You've hit your plan's count - Starter includes 5. Upgrade to Professional or Enterprise for unlimited fields. See Plans, trial, and billing.
Conditional logic options are greyed out. Conditional logic is Professional and up. On Starter you can add custom fields, but not show/hide rules.
A buyer saw a field I set to conditional. The storefront fetches your form once when the buyer opens the drawer. A buyer who opened it before you saved keeps the old form until they refresh the page.
My condition never fires. Check that the controlling field is above the conditional field and that the value you matched on is exactly the option you defined.

Configure the quote form - built-in fields, where to set up the form, and pre-fill.
File attachments - limits, retention, and validation for file-upload fields.
Plans, trial, and billing - which plan unlocks custom fields and conditional logic.