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WooCommerce Quote Request “Normal Checkout” Setup

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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”.

 

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Handle the labels for Purchase vs Quote in labels. Make the first 4 the way it is. Read and adjust the remaining labels too.

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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.

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Quote Request WooCommerce – File Upload

Customers using the file upload plugin can upload files in the following screens:

  • 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.

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Setup products as quote items by category in quote request for WooCommerce

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.

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How to have a custom form for each product or service in the NP WooCommerce Quote Request?

If you need a form ( or different forms for different types of products) in the product page, then if you can use the powerful WooCommerce product Add-Ons (which requires the Plus version) or our simple product extra fields. product extra fields does not requires the Plus version

The advantage of WooCommerce product add-on is you can attach a price to the extra fields. With extra fields, you cannot assign a price to the extra options or fields. Please note that in product page, the form is attached to that line item in the quote. By contrast the forms in the checkout pages, are attached to the whole order