View Product Page

How users can add products to the accepted quote

Go to YITH > Request a Quote > Quote options > “Accept/Reject options” to enable the possibility to add additional products to the cart.

By disabling the feature Block cart content after accepting a quoteyou will allow users to enrich the order by adding products to the cart after accepting the quote.

Block cart content after accepting a quote

This option works both on Cart and Shop pages.

After accepting the quote, you can redirect the customer to the page you have set.

My account page

On the My Account page, users can track all the requests sent to the administrator. The plugin will automatically create a new ‘Quotes’ endpoint.

Quotes on My Account page

In the ‘Quotes’ section, the user will find an oversight of all the quotes with their status.

Quotes list on My Account

  • New: a quote has been sent by the user and he did not yet receive an answer.
  • Pending: the admin has sent a proposal, awaiting the response of the user.
  • Accepted: the user has accepted the proposal.
  • Rejected: the user has rejected the proposal.
  • Completed: the user has paid for the proposal.

Users can access the quote details by clicking on the quote number.

Quote details - user

Accept or reject the quote

The user decides if he wants to accept or reject the quote. There are 3 ways to accept/reject the quote. Below you see a list of examples:

Email

Inside the email:

Accept and reject buttons in emails
PDF

From the PDF, if you enabled the Accept and Reject fields:

Accept and reject buttons in PDF
my account

Inside the quote on My Account page:

Accept and reject buttons in My Account

By accepting the quote, the user will be redirected to the Checkout page to complete the order.
If the quote is rejected, the order status turns into Rejected quote and it will be no longer possible to re-open the quote.

reject the quote

The user sees a popup, where it is possible to leave feedback/reason for rejection. This feedback will be sent to the admin of the shop.

Reject quote

Emails

The plugin automatically generates emails on the following occasions:

  • A user requests a quote: an email with the list of products selected by the customer is sent to the administrator.
  • The quote has been accepted or rejected: an email is sent to the administrator when the quote has been accepted or rejected.
  • The quote has been generated: an email with the quote details is sent to customer.
  • Confirmation quote request: an email with the list of products selected is sent to the customer.
  • The quote will expire: an email is sent to the customers to notify them the quote is about to expire. Within the email settings, you can decide the number of days before expiration.
  • The quote has a pending status: a follow-up email is sent to the customers to notify them the quote is still pending. You can decide the number of days after the quote creation to send this email.

The content of every email can be customized in WooCommerce > Settings > Emails:

Request a Quote emails
Email-quote-offer

If you want to recover the quote request number or the customer name in a dynamic way and show them in the email, you can use the following placeholders:

  • {quote_number} for the quote request number and
  • {quote_user} for the customer name.

The complete list of products included in the quote is visible in the generated email.
In YITH > Request a Quote > Request quote page > Page options, you can choose which product information to show in the table through the dedicated option.

Product table options
Request a Quote email
 

Widgets

You can use two different widgets to show the products that are added to the quote in the sidebar.

YITH Request a Quote for WooCommerce List widget

quote list widget

You can set the following options within the widget:

  • Show Thumbnail
  • Show Price
  • Show Quantity
  • Show Variations

YITH Request a Quote for WooCommerce Mini widget

mini quote products in list

You can set the following options within the widget:

  • Show widget title inside
  • Show Thumbnail
  • Show Price
  • Show Quantity
  • Show Variations
  • Open Quote page on mobile

Blocks

The plugin is ready to use with the block editor. When you add a new post or page, you will be able to find our YITH blocks. With a simple click they will be added to your page.

YITH blocks

YITH Request a Quote blocks you can add are:

YITH Widget Quote List

quote list widget

You can add a title for the list and a label for the button that takes you to the quote list.

Widget quote list block options

You can also set the following options within the block:

  • Show Thumbnail
  • Show Price
  • Show Quantity
  • Show Variations

YITH Mini Widget Quote List

mini quote widget

You can set a title for the quote list, the label for the items as well as the label for the button to view the quote.

Mini widget quote list block options

You can also set which information to show within the mini quote list:

  • Show widget title inside the dropdown
  • Show Thumbnail
  • Show Price
  • Show Quantity
  • Show Variations

YITH Quote Button

Whenever you need to show the add to quote button on a custom page or in a specific place of the page, you can rely on this block.

You can set the following options within the block:

Quote button block options
  • Label: Choose the label for the button
  • Product ID: Enter the product’s ID to link the button to the right product in your WooCommerce
  • Style: Choose between a text link or a button. If you select the button option, you will find the following style options:
    • Color
    • Color on hover
    • Background color
    • Background color on hover
Quote button block style options

Request a Quote

With the shortcode [yith_ywraq_request_quote] you insert the complete list of products that users add to their quote request and the form to get in touch with the shop administrator.

This shortcode must be used on the Request a Quote page. You can set this page from the Request quote page > Page options tab.

Page options

On the frontend it looks as follows:

Request a quote page

Number of items

The [yith_ywraq_number_items] shortcode shows the number of products available in the list.
Its parameters are:

  • ‘class’: div class (es. ‘ywraq_number_items’)
  • ‘show_url’: the whole content links to the list page (yes/no)
  • ‘item_name’: label inserted after the number, if single element in the list
  • ‘item_plural_name’: label inserted after the number, if two or more elements in the list

Example: [yith_ywraq_number_items class=”ywraq_number_items” show_url=”yes” item_name=”item” item_plural_name=”items”]

Mini quote

The following shortcode lets you add the mini cart widget anywhere on your site where you can enter some text:

[yith_ywraq_mini_widget_quote]

Here you find also all the attributes that the shortcode supports with default values:

  • title: enter here the text that you want to show as the widget title. The default value is “Quote list”.
  • item_name: this is the singular name shown where there is only 1 item in the quote list. The default value is “item”, but you can change it with any text you wish, for example, “product”, “event” or whatever name is shown as a singular label.
  • item_plural_name: this is the plural name shown where there is more than 1 item in the quote list. The default value is “items”, but you can change it with any plural noun of your choice.
  • show_thumbnail: choose whether to show the thumbnail of the products in the list or not. Use 1 to show them, 0 to hide them. The default value is 1.
  • show_price: choose whether to show the price of the products in the list or not. Use 1 to show, 0 to hide. The default value is 1.
  • show_quantity: choose whether to show the quantity selected for each product in the list or not. Use 1 to show this information, 0 to hide it. The default value is 1.
  • show_title_inside: set it to true to show the title inside the popup and keep showing the quote icon in the button that allows to open it.
  • show_variations: choose whether to show the selected variation for the products in the list or not. Use 1 to show this information, 0 to hide it. The default value is 1.
  • open_quote_page: choose whether to show the quote page on mobile. Use 1 to show, 0 to hide. The default value is 0.

This is an example of what it might look like.

mini quote widget

Moreover, if you want to add this code to your theme code files, you can use the following instruction, which includes the shortcode:

<?php echo do_shortcode('[yith_ywraq_mini_widget_quote]'); ?>

List of recent quote requests

With the following shortcode you can show the list of all quote requests that have been submitted so far by the user.

[yith_ywraq_myaccount_quote_list]

The shortcode prints a table that looks like this.

raq shortcode my account

Please, note: the list will only be visible to the user if he/she has placed at least one quote request. Every user will see a list with his/her own quotes only.