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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.

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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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

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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.

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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

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

function gpls_woo_rfqtk_after_proposal_link($order, $sent_to_admin, $plain_text){
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.

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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.