Add to Quote – button settings

The premium version of YITH WooCommerce Request a Quote allows showing the “Add to quote” button on your site pages.

You can choose whether to show the button on the product page only or on the other archive pages, like category, tag and shop page.

For the plugin to work correctly, you have to set a price on the products of your shop. If users add a product with no price to the quote request, an error will be generated.

By default, the Add to quote button shows on any product detail page in the shop and as a button.

You can change the button to a simple text link. Use the option called Button type to do that.

From the same tab in the plugin settings, you can also choose what to do after users click on this button. From the option Add to quote action after click, choose whether to show a link to the Quote page or to automatically redirect them to that page (they will see there the list of products and send a quote request).

You can also remove the button from the product page. To do that, uncheck the option called Show button on single product page. Please, consider that if this option and the other ones on this page are disabled, no quote buttons will appear and no products can be added to the quote list.

If you want to show the Quote button also on the Shop page and on all the other WooCommerce pages where the products appear, make sure you enable the option Show button on other pages.

To allow your users to add Out of stock products to the quote request, please, enable the option Show button even if the product is out of stock. By doing this, the button will on both products in stock and out of stock.

If you want to show the quote button only on out of stock products, please, enable the option Show button only on products out of stock.

Enable Quote on out of stock products

Finally, you can enable the option Show button next to “Add to cart” in single product page, which will let you place the Quote button next to the Add to Cart button and not under it, as by default.

checkout page button

With the option “Show button on checkout page” the customer will be able to convert his cart, to a quote request without being redirected to the quote page.

Custom labels and button look

From the plugin option panel, you can edit the text of the Quote button, links and messages. To do that go to YITH Plugins > Request a Quote > Button settings. You will find a section called Button labels, where you can configure the following:

  • Add to quote: this is the text shown in the button
  • Product already on the list: here you can change the text to show when a product has already been added to the quote list.
  • Browse the list: this is the text of the link to the Quote page. Your users can click on it to see the list of products added to the price estimate and to go on and submit the request.
  • Product added to the list!: this is the text you can show to customers as a confirmation that the product has been added to the quote list.

Button labels

In addition to this, you can also change the look of the Quote button. In the same tab Button settings, you will find some options to change the colours of the Add to quote button, as shown in the following image.

Button colours

Show button based on the user role

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

You can choose one among:

  • Guests
  • Logged-in users
  • Guests and logged-in users

If you select logged-in 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. Use the labelAll, if you want to show the button to all logged-in users.

User roles

Exclusion list

If you activate the option Enable Exclusion List from the Other settings tab and save the changes, a dedicated tab called Exclusion List will show up in the plugin menu. From that tab, you will be able to manage product and category exclusions for the Add to Quote button.

Enable Exclusion List

The option Exclusion List Settings allows you to choose how to treat products and category in the Exclusion List.

If you select Hide the button “add to quote” on all products of the exclusion list, products or categories in the list CANNOT be added to the quote request.

If you select Show the “add to quote” button on all products of the exclusion list, only those products or categories in the list CAN be added to the quote request.

After choosing which behaviour your Exclusion List will have, save the changes and go to the Exclusion List tab to add product and category exceptions to your quote settings.

If you want to add single products, make sure you click on the link Product Exclusion List. You’ll be able to select specific products, as shown in the following image.

product-exclusion-list

If you want to add all products belonging to one or more categories or tags, make sure you click on the link Category Exclusion List Category Exclusion List or Tag Exclusion List. You’ll be able to select specific categories or tags: both products in them and products added at a later time will be excluded.

Category-exclusion-list

Tag-exclusion-list

Hide quote button on product level

It is also possible to remove the Add to quote button on product level. Go to the product detail page, and click on the option called Exclude this product from showing “Add to quote” button.

Based on the Exclusion list selected behaviour (Hide or Show), enabling this option will let you hide or show the quote button on this product. Exclude button on product level

“Add to cart” and price button

In the Other Settings tab, you can find two important options for hiding the product prices and the Add to Cart button.

You can hide one or both of them on all the products in your shop, so, you will be able to show only the Quote button and to let your users submit a quote request.

Go to YITH Plugins > Request a Quote > Other settings and check the right option(s), based on your own needs.

Hide price

Please, consider that these options remove the price and the Add to Cart button on all products.

If you need to remove these on some specific products only, please, consider the integration with YITH WooCommerce Catalog Mode plugin.

Quote request page – Premium version

When a product has been added to the quote, after clicking on button “Add to quote”, it is added to the list that user can see in page “Request a Quote”.
This page is generated during plugin activation and includes shortcode “[yith_ywraq_request_quote]”, through which a chart of products selected by user will be displayed.

Request page

Any of the pages in your site can be the quote request page, on the condition that you have pasted the shortcode in it. In this case, the new page must be selected in the Request List tab, as highlighted in the following image.

Request list

Configure in this tab all the other options that you want to show on the Request a Quote page:

  • Show SKU on list table: this will let you include the product SKU in the list of products for which a quote is being requested.
  • Show preview thumbnail on email list table: this will include the product thumbnail next to the product in the quote list.
  • Show old price on list table: this will show the regular price of the product next to the possible discounted price that you are offering.
  • Show “Return to Shop” button: this option shows the button that allows your users to go back to the shop to add more products to the list.
  • “Return to Shop” button label: change this if you want to change the text of this button.
  • “Return to Shop” URL: customize the URL of this button, so you can take your users to the right page.
  • Show “Update List” button: enable this option to show a button that lets your users update the list after they change the quantity of the products in the list or remove some. Consider, though, that even if your users do not click on it, the list updates anyway every time they edit the quantity box.
  • “Update List” button label: change this if you want to change the text of this button.
  • Hide column Total: check this option if you want to hide the price and the total cost of each product.
  • Show total in quote list: check this option if you want to show an additional line with the total cost all products in the quote.

Request list

Request form

From the Form settings tab, you can configure the form to show on the Quote page.

You can customize this form, based on your needs, asking your users the necessary information together with the quote request.

To start configuring your own form, please, go to YITH Plugins > Form Settings.

Form settings

Next to the option called Request form, you will find a dropdown menu. Here you can choose among four different ways to build your form:

  • Default: this is the advanced default form included in the plugin.
  • Contact Form 7: choose this if you want to use the free plugin Contact Form 7 to configure your quote form.
  • YIT Contact Form: choose this if you want to use YIT Contact Form module, included in YITH themes.
  • Gravity Forms: choose this if you want to use Gravity Forms plugin to configure your quote 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.

After selecting Default from the drop-down menu next to Request Form and having saved the settings, you will see dynamic options related to this form appear below the drop-down and a new tab called Default Form, where you can manage advanced options.

edit form default

Clicking on the button Edit the default form will take you to the content of the Default Form tab. From this page, you can configure your own form.

To add a new field, enter a unique name to identify the field in the dedicated box, as shown in the image below and then click on Add field. Please, consider that this must be a one-word name and if you enter spaces they will be converted into underscores.

Default form settings

A popup will open where you can configure the new field.

  • Name: this is the field name as it will appear on the backend.
  • Type: choose the type of field among the available ones. This field does not appear in the four default fields and cannot be changed for them: first name, last name, email address and message.
    Based on the selection, the available field options will change. add new field

    • Text: a small text field
    • Phone: only numbers can be entered here; this field includes a validation check.
    • Textarea: a bigger text can be entered here.
    • Radio: users will be able to choose only one options among the many you upload.
    • Checkbox: users will be able to either check or uncheck this option.
    • Select: users will be able to choose one of the options from a drop-down menu.
    • Country: this field will let your users pick a country among all the available ones.
    • State: this field will let your users 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: users will be able to upload files. You can limit the file formats and extensions that can be uploaded.
    • Multi select: users will be able to pick one or more options among the ones you enter.
      Multi-select field
    • Date: users will be able to pick a date (choose date picker format in
    • “form settings” tab).
    • Time: users will be able to pick a time (choose a 12 or 24 hour set up in “form settings” tab).
      Time field
    • Acceptance: option to add for example a “Privacy Policy” checkbox that customer must accept before sending the request. It supports shortcode [terms] and [privacy_policy].
    • Heading: this will let you add a heading line among your fields, to make your advanced form look better.
  • Label: enter here the field name as it will appear on the frontend.
  • 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: this field, available only for the State field, will let you select which field it will depend on between shipping or billing country.
  • Allowed extensions: this option, available only for the Upload field, will let you 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): this option, available only for the Upload field, will let you enter a maximum size allowed for the uploaded files. Leave it blank to allow files of any size.
  • Class: here you can enter your own CSS rules to edit the style of the field.
  • Label class: here you can enter your own CSS rules to edit the style of the label of the field.
  • Connect field to: this option is very important, 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: this field lets you choose among three validation options for your fields.
    • Phone: will check if all characters entered are numbers
    • Email: will check if an email address format ([email protected]) has been entered
    • File: will check 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. From the tab Form settings, click on Edit Request a Quote email and you’ll be able to edit the settings. For more details about this email, please, check this page.

Enable registration

With the Default form, you can give your users the option to proceed as guests or to register an account while they request a price estimate.

In the Form Settings tab, you will find two options about enabling registration on the Request a Quote page.

Enable registration options

Check only The plugin adds a checkbox below the form, if you want to give your users the possibility to register an account or to proceed as guests. They will be able to check an option at the end of the form Create an account? and to create a password for their account.

Enable registration

Check also Force registration on the “Request a Quote” page if you want your users to proceed only with an account, and never as guests. They will be forced to create a password for their new account.

Force registration

 

Enable reCAPTCHA and Autocomplete option

There are some additional options that can be enabled on the Default form.

Enable Google reCAPTCHA V2 service to make sure your quote requests are only generated by real users and bot requests cannot be placed.

Please, NOTE: only Google reCAPTCHA V2 is supported.

To enable this, please, go to Form settings, and make sure the Default form has been selected. Then, enable the option called Add a reCAPTCHA to the default form and add the secret keys that you have previously generated on Google. Please, refer to Google reCAPTCHA documentation for technical details about how to get this service enabled.

In addition to this, you can also help your users to place a request without having to fill all of their information every time. This way, logged-in users will automatically see their own information in the form fields and will save a lot of time if they want to send more than one quote request.

Enable the Autocomplete Form option on the default request a quote form to do that.Autocomplete option