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.

default form

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. 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.
    • Time: users will be able to pick a time.
      Time field
    • 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

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]

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.

YIT Contact Form

YIT Contact Form is a plugin integrated in any YITH themes
Read carefully the following information for form creation, so that your fields are configured to be perfectly working with “YITH WooCommerce Request a Quote”.

  • name: assign data “name” the value name
  • email: assign data “email” the value email
  • message: assign data “message” the value message
“YITH WooCommerce Request a Quote” does not manage style of emails generated by another plugin.

Gravity form

Minimum Version Required

  • YITH WooCommerce Request a Quote: 1.0.6
  • Gravity Form: 2.0.6

Read carefully the following information for form creation, so that your fields are configured to be perfectly working with “YITH WooCommerce Request a Quote”.

  • Add fields to your form paying attention to their type that must be Standard or Advanced

  • Go to Settings -> Notifications and click on Admin Notification.

  • Add the {ywraq_quote_table} shortcode to the message and save the changes.

  • Go to Settings -> YITH WooCommerce Request a Quote and select the related form field for each entry.

  • The Name and Email entries are mandatory, therefore check the form fieldss related to them are marked as required.

 

  • Now log in to the plugin settings dashboard and select the form you have created as quote request form.