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How to customize the Emails sent & received by the Quote Request Plugin

In order to customize your emails you can navigate to WooCommerce->settings->emails and click on manage and copy it to your theme folder. You can customize the email from there.

Free version emails:

  • RFQ-ToolKit New Request for Quote (Customer)
  • RFQ-ToolKit New RFQ Admin (Admin)

Plus version:

  • RFQ-ToolKit Quote Sent  ( Customer )
  • RFQ-ToolKit Admin note  ( Admin)
  • RFQ-Toolkit Product Marketing  (Customer)

https://www.maximumpooch.com/wp-content/uploads/2020/03/img_5e7b880b8ce45.png

https://www.maximumpooch.com/wp-content/uploads/2020/03/img_5e7b882a12d25.png

 

 

Click on manage.

At the bottom of the screen, click on copy template. You can then modify the template for that email.

 

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NP WooCommerce – QuickBooks Desktop Assistant

WooCommerce – QuickBooks Desktop Assistant

  • Easy Setup:
    • Provide information about items and accounts in QuickBooks.
    • Provide information about how to map payment methods from WooCommerce to QuickBooks.
    • Provide the tax mapping information between WooCommerce and QuickBooks.
    • Information about how to export your products/services to QuickBooks.
    • View the export status of products in the products admin page.
    • Provide information about how to export your customers to QuickBooks.
    • View the export status of customers in the products admin page.
  • Flexible
    • Designed to let you export your WooCommerce data as close as possible to QuickBooks setup.
  • Risk Free Trial
    • Try the plugin for free for 2 weeks. Cancel anytime before the trail period ends.
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How to have a Request Quote only for selected items?

You can have a Request Quote only for selected items in the NP Quote Request WooCommerce plugin. 

Navigate to WooCommerce->settings->RFQ Toolkit->general tab and choose “Normal checkout” in option 1.

Setup a product as a quote item:

Navigate to product advanced setup and check the following as shown below and save.

The setup shows as below in the shop and single product pages.

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How to turn “Quote Request” mode off conditionally

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(‘rfqtk_plus_wp_init’, ‘gpls_woo_rfq_check’, 100);
function gpls_woo_rfq_check(){
//check if the user should be able to see prices and purchase ( the normal WooCommerce setting)
//if so..
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
}

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How to customize the quote request page

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. 

 

 

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Always include shipping address in quote emails

You can force the shipping address to show in the WooCommerce Quote Request plugin by checking this option in the proposal tab:

Please note: This will not add a shipping method to the order. It will only force the shipping address to show in the Quote emails sent to the customer and the store manager. Shipping method can be selected normally by the customer if you are in the RFQ mode. In the “normal mode”, the admin has to apply the shipping in the order edit screen.