Many conditions would possibly require a Request a Quote button in your WooCommerce retailer. You may be specializing in B2B provide, or perhaps you need to take quote requests from prospects to provide them merchandise at an unique worth. In wholesale promoting, including a Request a Quote button works nicely, somewhat than including merchandise one after the other into the procuring cart.
You may even add the Request a Quote button with or with out the Add to Cart button for focusing on each informal customers and wholesale prospects on the identical time. This permits your prospects to enter a required amount of merchandise and ship a quote request to buy. Implement this technique in case your retailer goes by means of inventory points or in case your web site is present process upkeep work. In these circumstances, you may settle for the quote request from prospects and course of their order when the inventory or upkeep difficulty has been resolved.
This is a perfect technique if you need to promote merchandise very cheaply. Also, it’s a higher resolution to fulfill your informal and wholesale prospects on the identical time.
Adding the Request a Quote Button in Your WooCommerce Store
Since WooCommerce doesn’t have a built-in choice to implement the Request a Quote button, you should use a plugin to do the duty. ELEX WooCommerce ‘Request a Quote’ Plugin is among the finest plugins available on the market for offering this feature to prospects.
This devoted plugin is handy and user-friendly, and doesn’t require any technical experience to set up.
How Does it Work?
The plugin shows the Request a Quote button with or with out the Add to Cart button for chosen merchandise and assigned person roles. When prospects go to your retailer, they’re required to add the variety of merchandise they want to request the quote. Then, they fill out a kind you’ll have configured when putting in the plugin, which is completely different from the default WooCommerce checkout fields obtainable to request a quote.
When you obtain a quote request, you may both approve or reject the quote request. If you approve the request, an e-mail with a hyperlink to provoke fee shall be triggered and despatched to the shopper. After they’ve accomplished the fee, you may proceed with the processing of the order.
Now, let’s take a look at how one can configure the plugin in your WooCommerce retailer.
How to Configure the ELEX WooCommerce Request a Quote Button
1. Subscribe, Install, and Activate
First, you want to subscribe, set up, and activate the plugin in your WooCommerce retailer. For extra particulars relating to set up and activation, you may learn by means of the product documentation.
After activating the plugin, go to your WordPress Dashboard > Plugins > Installed Plugins > ELEX WooCommerce Request a Quote Plugin> Settings.
2. Configure Basic Settings
This will open a new tab the place you may configure the fundamental settings. Check out the screenshot beneath:
In this tab, you may add customized textual content to be displayed on the Request a Quote button. By default, the textual content shall be Add to Quote. You may select a customized shade for the button at this level.
The button shall be displayed on the Shop web page as proven within the screenshot beneath:
When your buyer clicks the button, they’ll see a hyperlink to view the quote checklist. From there, they’ll enter the amount and fill out the shape to request a quote. Check out the screenshot beneath:
The buyer can then select an choice to show the chosen merchandise checklist on a devoted web page or a customized lightbox.
If you might have chosen to show it on a web page, it should appear like the screenshot beneath:
If you might have chosen to show the checklist on a lightbox, it should appear like the screenshot beneath:
Then you may select a web page on which you need to show the quote checklist.
If you need to show the quote checklist on a new web page, you may create a web page and add the shortcode – [elex_quote_request_list].
You can add a customized title to the quote checklist that may show on the chosen web page. By default, will probably be named Quotes List.
3. Restrict Unregistered and Guest Users
If you need to prohibit unregistered/visitor customers from accessing the choice to request a quote, you may allow Disable Quote Request for Unregistered Users. If you might have enabled this, visitor customers shall be redirected to create an account in your web site earlier than initiating a quote request.
If you don’t want to apply the Request a Quote choice for particular merchandise, you may exclude them primarily based on their title, class, and tags.
4. Display Request a Quote Only for Specific Products
Similarly, you may show the Request a Quote choice for particular merchandise solely primarily based on their class, title, and tags. You may embrace or exclude the Request a Quote button for particular person roles with this plugin.
Here is an instance of setting the product Album to show the Request a Quote button for it alone.
This will replicate on the store web page as within the screenshot beneath:
You can embrace or exclude the merchandise from being obtainable to chosen person roles with this plugin.
As talked about above, the shape prospects want to request a quote is customizable and completely different from the default WooCommerce checkout fields.
5. Set Up a Custom Form
Go to the Form Settings tab to arrange a customized kind. You can add a customized label, area kind, placeholder textual content, and select the corresponding WooCommerce checkout fields to map them with these fields.
You can click on Add Field to add a customized area and enter the required particulars. If you allow the Required choice, will probably be proven as a obligatory area that should be crammed to place the quote request. Else, it stays an elective area. You may take away a area with only one click on.
Here’s an instance of the Request a Quote kind within the screenshot beneath:
6. Set Up Customer Notifications
To set off notifications to the shopper and admin, go to the Notifications tab. There, you may add the e-mail IDs to be notified, as well as to the default admin e-mail ID.
If you need to set off an SMS notification to the admin when a buyer locations an order, you want to create an account in Twilio. After registering on Twilio, add your credentials and the cellular quantity to be notified. To set off notifications by means of Google Chat, you may take the webhook URL and paste it over the corresponding area.
To set off a notification to a buyer when a quote is requested, accepted, or rejected, select the corresponding order statuses from the drop-down checklist.
You can allow the debug log choice to verify the SMS and e-mail notification particulars comparable to the topic, deal with, and mail/message physique which can be triggered. To get the main points, go to WooCommerce > Status > Logs.
Check an instance of a triggered e-mail to the shopper when a quote request has been accepted by the admin.
7. Create Templates for Notifications
You can set the template of emails to be triggered to prospects and admin, and the SMS and Google Chat notifications to be triggered to the admin. To configure the identical, go to the Template Settings tab. Check out the screenshot beneath:
Here, you may enter customized e-mail topic, heading, and physique. You want to use HTML tags and the placeholders to add the corresponding particulars dynamically on the emails. If you aren’t fairly snug with coding, you should utilize the pattern HTML tags and placeholders on the respective fields. You can merely tweak it into the best way you require it.
For setting SMS and Google Chat notification template to admin, you solely want to add the textual content and placeholders.
Check an instance of the template that can be utilized to ship a notification to a buyer after they despatched a quote request to the shop proprietor:
This will replicate on the e-mail as proven within the screenshot beneath:
8. Hide the Add to Cart Button
Sometimes, you want to conceal the Add to Cart button for all merchandise. To conceal the Add to Cart button, go to the Hide Add to Cart tab.
You can allow the Hide Add to Cart button choice from the Shop web page and Product web page. If you might have enabled this feature, it should apply to all merchandise in your retailer. But if you need to exclude some merchandise from hiding the Add to Cart button, you may choose which primarily based on their class, title, and tags. You may exclude person roles from the settings you might have utilized.
Check out this instance of excluding merchandise from the Music class when the Add to Cart choice is hidden for all merchandise within the retailer.
This will replicate on the Shop web page as proven within the screenshot beneath:
This is how one can add the Request a Quote button to your WooCommerce retailer with ELEX WooCommerce Request a Quote plugin.
Now You Know
There are many causes you may want to add the ELEX WooCommerce Request a Quote plugin to your WooCommerce retailer. This plugin and its superior options permit you to apply it seamlessly and effectively.
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