What will happen when a new quote request has been sent? From YITH > Request a Quote > “Quote options” you can choose between two options:
save the request as an order with the status “New quote request” and send an email to the site admin (recommended).
only send an email to the site admin.
Choosing the recommended option, when a new quote request is received, it will appear on the WooCommerce Orders page, but next to it you’ll find a label that clearly shows that it is a quote request.
To see the details of the new incoming quote request, simply click on it to open it.
You can now read and edit the details. The Quote detail page is divided into 3 sections:
Customer details
Requested products
Quote options
Customer details
The first section includes customer’s details. Click on Load billing address or Load shipping address to load the information saved to the customer’s account from previous orders.
Requested products
The second section contains the products that are added to the quote request.
Quote options
The third section has four subsections:
Customer’s request: The message sent by the user .
Quote general options: Add additional texts, attachments and expiration date.
Check quote before sending: Send a test email and/or preview PDF.
Customer’s request
Check the details the customer filled in when sending his/her quote request (the form fields).
Quote general options
Add additional texts to the email that you send, you can add an attachment and set an expiry date for this specific quote (that will override the general settings). For further details about this set of options, please go to this page.
QUote payment options
Choose to let the customer pay directly for the order, override checkout fields, shipping costs or lock editing of checkout fields.
Check quote before sending
Do you wish to see the result of your settings? Send a test email to your email address and get a preview of the PDF.
By clicking on ‘Send quote’ the quote will be send to the customer.
Click on the pencil icon next to each item to edit the quantity and the price of each of them. You can offer your customers the exact price you have in mind.
Meta
Add a custom item meta that will show inside the PDF, cart page and checkout page. This meta should start with “RAQ_”.
In this example we add a meta and we lower the price to 500$ total.
By clicking on ‘Save’ all changes are added and shown in the oversight.
Did you decrease a price? You see the original strikethrough price and the new discounted price. The email and/or PDF document that users receive show the total discount just before the total price.
The original price and discounted price are visible, just like the added meta.
In order to include the shipping fees within the quote, it is essential to activate the shipping fee management on WooCommerce and to enable at least one of the shipping methods.
Please note: you need to configure the shipping zones from WooCommerce and, for each of them, enable the shipping methods. For the correct configuration, we suggest you follow WooCommerce official documentation.
Click on the Add item button and then on Add shipping cost.
You can specify the following:
label: As it appears on the frontend;
shipping method: Among the ones available in the shop
amount: To specify the amount for your custom shipping.
Do you want your customers to use the methods and costs that are set up for your shop? Do not add any shipping cost here.
The shipping costs and the name you gave it, are listed in the quote just before the Total line. Both in the email and in the PDF document.
Override shipping costs
Do you want to prevent the user to use a different shipping method, rather than the one you suggest them in the quote?
Enable Override Shipping: If you want users to be charged only the shipping fee added to the quote
Disable Override Shipping: If you want to charge both costs, the shipping costs in the quote and the general ones set up for your shop.
On the checkout page, after accepting the quote, the user will view the shipping cost details without the possibility to select any other shipping method enabled on the store.
You can override the user data related to the shipping and billing while creating the quote.
Let’s see together how to do this.
Select the fields that you want to edit by clicking on the ‘pencil’ icon, and insert the new data.
Load billing address/Load shipping address: To import these details from the ones saved in the user’s account from previous orders.
Copy billing address: If the billing and shipping address are the same.
After that, scroll down to the option called Override checkout fields and pick one of the following:
Override Billing and Shipping info: Both billing and shipping information you gave in will be loaded on checkout.
Override Billing info: If you have edited only the billing data.
Override Shipping info: If you have edited only the shipping data.
Do not override Billing and Shipping info: If you haven’t made any changes to them.
Before sending the quote, choose whether give the user the possibility to edit the data you have entered on the checkout page or not. “Lock the editing of checkout fields” if you don’t want them to change that information.
The checkout form will be completed automatically with the updated data when the user accepts the quote.
Once configured the products and the quoted price on the quote detail page, you can go on and configure the additional settings in the “Quote general options”.
Show custom text in email content: decide to add a custom message to the email.
Custom text before product list: message that appears before the product list.
Custom text after product list: message that appears after the product list.
Upload an optional attachment: upload a file you wish to attach to the email.
Set a specific expiry date for this quote: date after which users can no longer buy at the agreed price.
This quote will expire on: choose a date from the date-picker.
Message to show in “My account > Quote detail”: optional message to show on my account > quote detail page of the customer.
If setting the expiration date for the quote, the coupon created when changing the price will also have an expiration.
The messages, the expiration date will be visible in the email and PDF quote.
The message for my account page is visible on the quote detail page:
If you have enabled PDF generation in YITH > Request a Quote > Quote options > Quote PDF, the quote will automatically be generated and attached to the email.
Do you want to check your settings and get a preview before sending the quote? Go to “Check quote before sending”. You can send a test email to your own email address and get a preview of the pdf attachment.
Once you’ve sent the quote, its status will go to Pending Quote. It is now up to the customer to accept or reject the proposed price.