Requests tab

Within YITH > Request a Quote > Requests you can see an oversight of all quote requests.

Requests tab

Instead of having a mix of orders and quotes in the WooCommerce > Orders page, you can only see the quotes here.

You can quickly see the status of each quote:

  • New quote request
  • Pending quote
  • Expired quote
  • Accepted quote
  • Rejected quote

When clicking on any quote and/or the “+ Add quote” button, you will be redirected to the specific quote detail page.

Export CSV quote

It is possible to export the complete list of requests, in a csv file. Simply by clicking on the “Export CSV” button. The file shows data like quote ID, quote number, expiration date, customer details, shipping and billing address etc.

General options

Within the ‘General options’ section you will find two tabs:

General options

General 1

  • Show “Add to quote” button to: Decide to show the button to:
    • All users
    • Only logged users
    • Only guest users.
  • Selected user roles that can see the ‘Add to quote’ button: Decide if all user roles can see the button, or only specific roles.
    • User roles that can see the ‘Add to quote’ button: Choose the user roles that can see the button.

General settings 2

  • Show “Add to quote” on: 
    • All products (except the products you have selected in the exclusion list)
    • Only show the button on products that you have selected in the exclusion list.
  • “Add to quote” in out of stock products: 
    • Show it on all products, also out of stock products.
    • Show it only on out of stock products.
    • Hide it on out of stock products.
  • Show “Add to quote” on single product pages: The button will be visible on the single product page.
  • “Add to quote” position on single product page: Inline or underneath the ‘Add to cart’ button.

button position

  • Hide “Add to cart” buttons: Hide the button on ALL products.
  • Hide prices: Hide product prices on ALL products.

Price and button settings

(It is not possible to select on which products to show/hide the ‘add to cart’ button and price with the YITH Request a Quote plugin, you will need our YITH Catalog Mode plugin to manage when to show/hide these options.)

General 3

  • Show “Add to quote” in other WooCommerce pages: In category pages, shop pages, etc.
  • Show “Add to quote” in WooCommerce Blocks: In WooCommerce Gutenberg Blocks.
  • Show “Add to quote” on Checkout page: The customer will be able to convert the checkout into a quote request without being redirected to the quote page. This is how the button will appear on the Checkout page:

button on checkout

  • After clicking on “Add to quote” the user: Sees a link to the ‘quote request list’ or will be redirected to the ‘quote request list’ directly.

Show button based on the user role

The plugin allows showing the Add to quote button to specific user roles. Depending on the settings in the General options section, you can choose to show the button to all users or to selected ones.

You can choose one among:

  • All users
  • Only logged users
  • Only guest users

If you select all users or only logged users, you’ll also have to specify which user roles are allowed to see the Quote button. Make sure you enter at least one user role, otherwise, it will not work. Select ‘All user roles’, if you want to show the button to all logged-in users.

user role settings

Hide price and ‘Add to cart’ button

From the ‘General options’ tab, you can find the option to hide the product prices and Add to Cart button on ALL products.

Price and button settings

You can choose to hide one or both options options, for ALL the products in your shop. That way you can show only the Quote button and let your users submit a quote request.

These options remove the price and the ‘add to cart’ button on all products.

With the YITH Request a Quote plugin it is not possible to select on which products to show/hide the ‘add to cart’ button and price. You will need our YITH Catalog Mode plugin to manage showing/hiding the ‘add to cart’ button and price per product.

Buttons and labels

Within the ‘General options’ section you will find two tabs:

Buttons & Labels

Within the ‘Buttons & Labels’ tab you will be able to change the style, colors and texts of the buttons and labels.

Button and labels

You can either choose for a button or textual link for the “Add to quote” button and the “Request a quote” button.

link or button

If you choose the ‘Button‘ option, you can change the colors (background, text, hover) of both the ‘Add to quote’ and ‘Request a quote’ buttons. If you choose the ‘link‘, it will be shown as a normal link and it will get the style of the links of your theme.

The ‘Add to quote’ button is shown inside the shop page and single product page. The ‘Request a quote’ button is shown inside the checkout page, if the general option > Show “Add to quote” on the Checkout page is enabled.

The plugin also offers options to change the text of several labels:

Buttons labels 2

  • “Add to quote” label
  • “Request a quote” label
  • “Product added to the list” label
  • “Product already in the list” label
  • “Browse the list” label

Buttons labels 3

  • Loader style: Either use the default loader or upload a custom one.
  • Enable AJAX loading: To load any cacheable quote items via AJAX.

Page options

Within the ‘Request quote page’ tab you will find 2 tabs:

Request quote page options

RAQ-page-page-options-1

  • Request a quote page: Choose the page where users will see the list of products added to the quote and from where they can send the request.

If you don’t select the default (request quote) page, please insert the following shortcode: [yith_ywraq_request_quote]

  • Page layout: Decide to show the request form and products underneath each other, or beside each other.
  • Show form even with empty list: Show the form inside the quote page even it the list is empty, so the customer can use it to contact the admin for example.
  • Title before form: An optional title to show above the form

RaQ-page-page-options-3

  • In product table, show: The product list visible in quote request page:
    • Product images
    • Product prices
    • Product SKU
    • Quantity
    • Total amount of single products
    • Total amount of all products
  • Show “Return to shop” button: Return to shop from quote request page.
  • “Return to shop” label: You can rename button text.
  • “Return to shop” URL: Link to the page you will return to.

RaQ-page-page-options-2

  • Show “Update list” button: Enable to show ‘update list’ button .
  • “Update list” label: You can rename the button text.
  • Show “Clear list” button: To clear the complete list.
  • After request sending, show: 
    • A simple message (set by you).
    • A detail page of quote request
    • A specific ‘Thank you’ page (you can choose from pages you have already created).
  • Text to show after request sending: Simple message to show after submitting request.
  • “Return to shop” label after request sending: You can rename the button text.
  • “Return to shop” URL: Link to the page you will return to.

What to show after a quote is sent

From the “Request quote page” > “Page options” settings you can decide what will be shown to the user after he has send his quote request. There are 3 possible actions:

  • Users see a pre-set text message;
  • Users see a detail page of the quote request;
  • Redirect users to a specific thank-you page.
Text message – settings

After submitting the quote request, the page will be cleared and the message that you give in here will be shown.

Text message settings

You can also edit the text of the ‘return to shop’ button and add the redirect URL. In this example we’ve added the %quote_number% placeholder to link the quote details.

Text message Example

example simple text

detail page of quote request – settings

quote details

example detail page

detail page

The text shown in the red block is a general text, shown on all new quote requests in ‘My account > quote details’. You can edit this text from the ‘Quote options’ tab, as explained here.

thank you page – settings

You can create a special thank you page (or select any other page) that will be shown after the quote has been send.

thank you page

Example thank you page

thank you page example

 

Form options

Within the ‘Request quote page’ tab you will find 2 tabs:

Request quote form

Choose the form to show on the ‘Request a quote’ page:

  • Default
  • Contact Form 7
  • Gravity Form
  • Ninja Forms
  • WPForms

If you wish to use Contact Form 7, Gravity Form, Ninja Forms or WPForms you must install them and activate them first in order to see them here.

Default Form

Default form

If you select the Default form, you will be able to configure many advanced fields and ask your users any type of information.

Click on ‘Add field‘ to add a new field, a popup will open to edit the new field.

  • Name: this is the field name as it will appear on the backend, this must be a one-word name (if you enter spaces they will be converted into underscores).
  • Type: choose the type of field, based on the selection, the available field options will change.

New field

    • Text: A small text field
    • Email: Email field
    • Phone: Only numbers can be entered here; this field includes a validation check.
    • Textarea: A bigger text can be entered here.
    • Radio: Users can choose only one options among the ones you upload.
    • Checkbox: Users can either check or uncheck this option.
    • Select: Users can choose one of the options from a drop-down menu.
    • Country: User can pick a country among all the available ones.
    • State: User can pick a state or region. If the Country field is has been entered and a country has been selected, the list of available states/regions for that country will automatically show up.
    • Upload: User can upload files. You can limit the file formats and extensions that can be uploaded.
    • Multi select: User can pick one or more options among the ones you enter.
    • Date: User can pick a date (Set the date picker format in
      “Default form options”).
    • Time: User can pick a time (Set the format in “Default form options”).
    • Acceptance: Option to add for example a “Privacy Policy” checkbox that customer must accept before sending the request. It supports the shortcodes [terms] and [privacy_policy].
    • Heading: Add a heading line among your fields, to make your advanced form look better.
  • Class: here you can enter your own CSS rules to edit the style of the field.
  • Label: enter here the field name as it will appear on the frontend.
  • Label class: here you can enter your own CSS rules to edit the style of the label of the field.
  • Placeholder: enter here the placeholder text to show in the field box. This will help your users understand how to use this field.
  • Position: you can choose among First, Last and Wide. First will place the field on the left side, Last on the right, Wide will make the field take the whole width of the form.
  • Options: this field, available only for specific types, will let you enter the options among which your users can choose.
  • ID: (state field) select if the state depends on the shipping or billing country.
  • Allowed extensions: (upload field) enter a list of the only allowed extensions. Separate values with a comma or leave it blank to allow any type of file.
  • Max file size (MB): (upload field) enter a maximum size allowed for the uploaded files. Leave it blank to allow files of any size.
  • Connect to: A very important option, because it lets you match the fields of the quote request form with the checkout fields. This way, the information entered here by your users during the quote request will automatically populate the ones in the order and on the checkout page if they complete the purchase.

Please, note: to make this field work the right way you have to select the option Override shipping and billing info in the quote details. You can pick any WooCommerce field:

    • billing_first_name
    • billing_last_name
    • billing_company
    • billing_country
    • billing_address_1
    • billing_address_2
    • billing_city
    • billing_state
    • billing_postcode
    • billing_phone
    • billing_email
    • shipping_first_name
    • shipping_last_name
    • shipping_company
    • shipping_country
    • shipping_address_1
    • shipping_address_2
    • shipping_city
    • shipping_state
    • shipping_postcode
  • Validation: Choose among three validation options for your fields:
    • Phone: Checks if all characters entered are numbers
    • Email: Checks if an email address format ([email protected]) has been entered
    • File: Checks if the file extension and size match the ones specified by the admin

Edit Request a Quote email

If you choose the default form, you will also be able to edit the content of the email that is sent to the admin every time a new quote request is sent. You’ll be able to edit the settings from WooCommerce > Settings > Email > Email to request a quote. For more details about this email, please, check this page.

Default form options

RaQ page - form options default 2

  • User registration: Give your users the option to proceed as guests, register an account optionally or register mandatory when submitting a quote request.
  • Add a reCAPTCHA to the default form: Receive only quote requests from real users and bot requests cannot be placed. Check this page for the complete installation information.
  • Autocomplete form: The fields connected to WooCommerce will be filled automatically.
  • Date picker format: Choose the date picker format.
  • Time picker format: Choose a 12 hour or 24 hour set up.

Contact form 7

If you prefer using a form build with Contact Form 7 plugin, please, make sure you have installed and activated Contact Form 7 plugin.

Then, go to YITH Plugins > Form Settings > Request Form and select Contact Form 7.

contact form 7

You will be able to choose one of the forms that you have previously configured in Contact Form 7 plugin settings.
To use these plugins and avoid errors during their functioning, you have to follow specific rules when the form is created.
When creating form fields, please, consider the following information to set fields in a way that is adequate for right integration with “YITH WooCommerce Request a Quote” plugin. If the fields are added correctly, the information entered by customers on the Request a Quote page will automatically fill the billing and shipping fields in the quote order.
These are the integrated fields that will automatically fill WooCommerce order fields.
  • name: [text* your-name]
  • email: [email* your-email]
  • message: [textarea your-message]

Other fields:

  • billing address: [text* billing-address]
  • billing phone: [text* billing-phone]
  • billing vat: [text* billing-vat]
  • billing first name: [text* billing-first-name]
  • billing last name: [text* billing-last-name]
  • billing company: [text* billing-company]
  • billing country: [text* billing-country]
  • billing address 1: [text* billing-address-1]
  • billing address 2: [text* billing-address-2]
  • billing city: [text* billing-city]
  • billing state: [text* billing-state]
  • billing postcode: [text* billing-postcode]
  • billing phone: [text* billing-phone]
  • billing email: [text* billing-email]
  • shipping first name: [text* shipping-first-name]
  • shipping last name: [text* shipping-last-name]
  • shipping company: [text* shipping-company]
  • shipping country: [text* shipping-country]
  • shipping address 1: [text* shipping-address-1]
  • shipping address 2: [text* shipping-address-2]
  • shipping city: [text* shipping-city]
  • shipping state: [text* shipping-state]
  • shipping postcode: [text* shipping-postcode]

contact form settings

You can also add custom fields, and this will be shown only in the “request Details” in the administration section. Follow contact form documentation for more details.

Add the shortcode [yith-request-a-quote-list] the message body to show the list of products in the request in the email.

“YITH WooCommerce Request a Quote” does not manage style of emails generated by another plugin.

Using WPML

If you are using WPML on your site, please make sure of inserting the [hidden lang “it”] field to the form. This allows applying the current language to the quote request and, as a consequence, getting the email translation.