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WooCommerce Buy Now or Request A Quote – based on roles.

This post explains how to setup RFQ-ToolKit Plus to allow selected roles to be able to buy now or request a quote at WooCommerce checkout. All other customers can only request a quote at checkout.

Step1: Select RFQ and choose to show prices.

Step 2: Select to activate the rule and select roles. There are two options:

Option 1: Only selected roles can view prices. Also, only selected roles can purchase at checkout when using Option 5-buy now or request a quote. Other roles cannot view prices and can only request a quote at checkout.
Option 2: Only selected roles can request a quote when using Option 5-buy now or request a quote.
Other roles can view prices and can only purchase at checkout.

Step 3: Select option 5 to activate buy now or request a quote.

With this setup, your customers can checkout normally or request a quote at checkout.

 

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WooCommerce Buy Now or Request A Quote (based on the items in the cart)

This post explains how to setup RFQ-ToolKit Plus to buy now or request a quote at checkout-based on type of products in the cart. If the cart contains a quote item, then customer can only request a quote at checkout. Prices for these quote items can be optionally hidden or remain visible. Items are marked as quote items in the advanced section of product setup.

Select RFQ and choose to show prices.

 

Step 2: Select option 5 & 5c to activate the rule.

 

With this setup, if the cart contains a quote item, customer can only submit the cart as a quote request.

 

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WooCommerce Buy Now or Request A Quote

This post explains how to setup RFQ-ToolKit Plus to allow customers to buy now or request a quote at WooCommerce checkout. Customers can purchase normally at checkout or request a quote. You can optionally put a minimum purchase requirement as a condition to request a quote.

Step1: Select RFQ and choose to show prices.

https://neahplugins.com/wp-content/uploads/word-image-41.png

Step 2: Select option 5 to activate the rule. You can optionally put a minimum amount to be eligible for asking for a quote. Below that amount is only option to purchase. 

With this setup, your customers can checkout normally or request a quote at WooCommerce checkout. 

 

 

 

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Use quote requests as an opportunity for marketing

A price quote sent to your customer is a great opportunity is an often neglected marketing opportunity. Customer has already shown interest in the product / service by inquiring. You can provide more product information, links to your social media sites, surveys for feedback and in general tell the customer about the benefits of doing business with you. Customer has already given you a clue by showing interest in a particular product. You can customize the marketing content to give relevant information for that product. RFQ-Toolkit can help you automate the process.

You can design your marketing content at the product category level or product level using the familiar WordPress HTML editor. You can access the editor by either editing a WooCommerce product category or the product’s advanced setup tab. Your email to the customer will include your content marketing material along with your proposal. Don’t miss on the opportunity to inform your customers when they inquire about your products.

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Show add to quote button only in the single product page RFQ-ToolKit For WooCommerce

Some themes show the “add to cart” button only in the single product page. You can choose the same thing for “Add to Quote” by unchecking the “Show Add to quote on archive and store page” option in RFQ-ToolKit setting in WooCommerce->Settings->RFQ-ToolKit->Quote Button. By unchecking this option, the “Add to Quote” will only be visible in the single product page.

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Automating the proposal process in NP Quote Request WooCommerce Plus

You can automate some of the proposal writing process in NP Quote Request WooCommerce Plus, by using the WordPress actions as in the examples below:

1: Content before the main proposal such as greetings

add_action('gpls_woo_rfqtk_before_proposal','gpls_woo_rfqtk_proposal_before_link',10,3);
function gpls_woo_rfqtk_proposal_before_link($order, $sent_to_admin, $plain_text){
$order =WC_Order_Factory::get_order($order->get_id());
$cutomer_name = $order->get_shipping_first_name();
printf( __( 'Hello %s', 'rfqtk' ) , $cutomer_name.',' );
}

2: Content after the main proposal such as your signature or call to action

add_action('gpls_woo_rfqtk_after_proposal','gpls_woo_rfqtk_after_proposal_link',10,3);
function gpls_woo_rfqtk_after_proposal_link($order, $sent_to_admin, $plain_text){
$url='https://www.yourdomain.com/view-order/'.$order->get_id().'/';
printf( __( 'To accept this offer, please click this link.: %s',
'rfqtk' ),'' . __('Confirm','rfqtk') . '.' );
}

Add the code sections above to your functions.php in your theme and every proposal email will include the above content.