If there a few item in each category here and there that you don’t want to be “Quote Items”, then you can handle that in the individual product setup. After you have applied it by category, then navigate to the product->advanced setup and uncheck “Enable RfQ”.
Handle the labels for Purchase vs Quote in labels. Make the first 4 the way it is. Read and adjust the remaining labels too.
Navigate to Quote Request Page tab and make sure there is a url there for Request for Quote Page URL. Last, create a menu item for quote request page so people can see their quote request page.
WooCommerce checkout for both regular orders and quote requests(RFQ checkout mode).
Quote request (Normal checkout)
In the thank you section, after a quote request or order has been submitted. The uploaded file will be linked to the order / quote just submitted.
Product page: link the upload to an item in the cart or quote request. The uploaded file shows in the cart and the WooCommerce checkout area. In the “normal checkout” mode, the file shows up in the quote request page.
My account orders area: Customer can click on an order and upload a file that gets linked to that order.
In the “Respond area”: when customer responds to a quote, they can also upload a file.
In the free version, you can mark an individual item as a quote item in the product advanced setup.
In the Plus version you can assign the quote status to one or more product categories in the premium version. You would create the categories in WooCommerce. Assign the products to those categories as you would normally in WooCommerce. Then you mark those categories as quote items. You can still remove an individual product from the category by going to the advanced setup of that product.
Please note: to check the check this to apply the categories before saving every time you want to apply this setting. If you want to remove all categories, then delete all the categories from the select box, check the “apply the categories before saving” checkbox and save setting.
In order to customize the labels for the “quote request” payment method navigate to WooCommerce->settings->payment and click on quote request manage. Fillout the Title , Description and introduction. Save changes.
Set the setting to RFQ mode in setting 1 in general setting. Do not show prices. That will be the default.
Add the following to your functions.php
add_action(‘init’, ‘gpls_woo_rfq_check’, 1000);
//check if the user should be able to see prices and purchase ( the normal WooCommerce setting)
gpls_woo_rfq_purchase_only(); // user can see prices and purchase normally
gpls_woo_rfq_purchase_or_quote();// user can see prices, purchase or request a quote
There are multiple ways to customize the quote request page in the normal checkout mode.
First, in the free version, you can modify to the Quote Request page by using the template in “plugins/woo-rfq-for-woocommerce/woocommerce/woo-rfq/rfq-cart.php”. Copy the folder to the WooCommerce directory in your theme directory and modify it if you wish . You can control the layout and the page template for this page in your WordPress admin area. Typically the Quote Request page looks better with a full-width template without any side-bars.
Using the Plus version, you can customize the quote request page for visitors by navigating to WooCommerce->Settings->RFQ-Toolkit “Quote Request Page” tab. You can make hide or make the field required. Name and email can not be removed and will still be required fields. This feature is available in the Plus version.
Finally, using the Plus version, you can include a Ninja Form in the quote request page to include additional fields of your own choosing. You can create a Ninja form and then select that form in the settings. The form will show in the quote request page. Data captured by the form will show in the order and the email sent to admin.
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.