General settings

When users send a quote request for selected products, the shop administrator receives a summary email concerning its selection and an optional explaining text written by users themselves.
The quote request is generated using a default form that users have to fill in from the “Request a Quote” page.

The default form can be customised with additional fields. To do that, open plugin settings panel and enable “Additional fields” in “Request a Quote -> Form settings”.

You can edit the label of the text field and set it as required
Thanks to the upload field, the user can attach a file to the request.

Enable registration

If you have decided to give unregistered users the possibility to ask for a quote, you can also allow them to register when sending the request. To allow that, you just have to enable the option “Enable registration on the “Request a Quote” page”.

If field is not required, your users don’t have to register if they want to send the request form.

Actions after request

After the form has been completed and the request has been sent, there are two possible actions:

  • page is refreshed and user gets a notification of the request sending
  • user is redirected to the specific page of the shop

Choose the action you prefer in “Actions” section in “Request a Quote -> Form Settings”.

If user is not redirected to another page, you can change the message shown to user.

Message after a quote request is sent. Request details after it has been submitted. Text to lead users to Details page. Activate Thank-you page

This is a preview of the message:

Default request form

If you use this form, the fields that will appear by default are Name, Email and Password.

Defaulf form

In addition to default fields, you can add up to 4 custom fields.

In order to activate extra fields, check the Additional Text Field option.

Additional field in default form

In case you want to match one of the fields you add with one of WooCommerce fields, ensure you specify the meta field with which you should associate it.

Let’s make an example to better understand how to use the meta field.

Suppose you want to add a field called Company Name to your form.

Fill all empty fields and enter the WooCommerce meta “Company Name” used during checkout.

Meta key value

After saving the settings, the new field will immediately be available in the quote request form.

New field in request a quote form

Besides displaying it in the quote as additional information, the value entered into this field will be automatically assigned to the Company Name field that WooCommerce records together with the username on that specific order.

New field registered in quote

Meta key in orde details

This piece of information will be recalled on the checkout page (in case the user accepts the quote), but only if you have enabled the option Lock the editing of fields selected above before sending the quote.

Lock editing fields

 

 

 

 

Contact form 7

The plugin allows you also to integrate forms built through use of other plugins. At the moment, “YITH WooCommerce Request a Quote” is compatible with Contact Form 7, Gravity Form and YIT Contact Form
If both extensions are active, you can select the form to use from the plugin settings dashboard.

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 following information to set fields in a way that is adequate for right integration with “YITH WooCommerce Request a Quote” plugin.

  • 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]

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

Add the shortcode [yith-request-a-quote-list] within message body text to show in the email the list with products associated to the request.

“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 name” the value email
  • message: assign “data name” 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.