You can provide links for the customer to pay, accept or respond to your offer in the“Quote Sent” Email using the NP WooCommerce Quote Request Plus plugin .
You can set the defaults for your preference in the settings.
You can override the setting in individual order.
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.
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 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.
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.
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.
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.
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:
Click on manage.
At the bottom of the screen, click on copy template. The templates will get copied to your WooCommerce directory under your theme/child theme. You can edit the html and wordings in the template.
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);
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
}
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.
You can make products to be quote items in bulk in a couple of ways. In the WooCommerce->settings->RFQ-Toolkit general setting. Under MISC options ( see screenshots below).
If your products categories are not setup to do this easily. Create a new category, “Quote” for example, apply that categories to all the products you want to activate. Then use option b and c above on that category. You can read here how to apply a category to products in bulk.
