Firstly, choose the page on which users will see the products added to the list that will be used to send the quote request.
Page layout: choose how to show the request form and products on the Quote page: product list on the left and form on the right, or product list above and the form below
If you don’t select the default (request quote) page, please insert the following shortcode: [yith_ywraq_request_quote]
Now, you can start configuring the available options:
Show form even with empty list: enable to show the form inside the quote page even if the list is empty, so, for example, the user can use it to contact the admin
Title before form: enter a text to show an optional title above the form
Product table
In product table, show: select the info to show in product table visible on the quote request page:
Product images
Product prices
Product SKU
Quantity
Total amount of single products
Total amount of all products
Taxes
“Return to shop” options
Show “Return to shop” button: enable if you want to show the Return to shop button on the quote request page
“Return to shop” label: enter a text to rename button label
“Return to shop” URL: choose where the users will be redirected when clicking on Return to shop button from:
WooCommerce page
Custom URL
“Update & clear list” options
Show “Update list” button: enable to show the Update list button
“Update list” label: enter a text to rename the button label
Show “Clear list” button: enable to show the Clear list button
“Clear List” label: enter a text to rename the button label
PDF options
Show “View PDF” button: enable to show a button to let users download the quote list as a PDF
“View PDF” label: enter a text to rename the button label
Logo: upload the logo that will show in the PDF
Request sending options
After request sending, show:
a simple text message
a detail page of quote request
a specific ‘Thank you’ page
Based on what is selected, additional options will show. For further details, please go to this page.
From Request quote page > Page options settings, you can decide what to show to the user after the quote request is sent. There are 3 possible actions:
Users see a pre-set text message;
Users see a detail page of the quote request;
Redirect users to a specific thank-you page.
Text message – settings
By choosing to show a simple message, you will be able to enter the text in the field Text to show after request sending, rename the Return to shop button label, and add the URL that will redirect users when clicking on the button.
Text message Example
Detail page of quote request – settings
Detail page example
Thank you page – settings
By choosing to show a Thank you page, a new option will appear where you will need to choose the Thank you page you want to show to users after sending their quote request.
By selecting the Default form, you can set up many advanced fields and request various types of information from your users.
To create a new field, click on Add field and configure the options included in the popup.
Name: this is how the field name will show in the backend; it must be a single word (any spaces you enter will be changed to underscores).
Type: select a field type; depending on your choice, the options for fields will adjust:
Text: a text input field
Email: email field
Phone: only digits are permitted in this field; it contains a validation check.
Textarea: a longer text can be entered here.
Radio: users can select only a single option from those you provide.
Checkbox: users can either select or deselect this choice.
Select: users can select one of the choices from a drop-down list.
Country: users can select a country from the list of all available ones.
State: user can select a state or region. Once the Country field is filled in and a country is chosen, the list of accessible states/regions for that specific country will be displayed automatically.
Upload: users can upload files. You can restrict the types of file formats and extensions that may be uploaded.
Multi select: users can select one or multiple options from those you provide.
Date: users can select a date (set the date picker options in “Default form options”).
Time: user can select the time (set the format in “Default form options”).
Acceptance: you can include a checkbox for a “Privacy Policy” that customers need to agree to before submitting their request. It supports the shortcodes [terms] and [privacy_policy].
Heading: add a heading line among your fields to enhance the appearance of your advanced form.
Class: enter your custom CSS rules to edit the style of the field.
Label: enter the field name as it will be displayed on the frontend.
Label class: enter your CSS rules to edit the style of the field label.
Placeholder: enter the placeholder text to show in the field box. This will help your users understand how to use this field.
Position: you can select First, Last or Wide. Choosing First will position the field on the left side, Last will position it on the right, and Wide will allow the field to occupy the entire width of the form.
Options: this field, which is limited to certain types, allows you to input the options that your users can select from.
ID: (state field) select if the state depends on the shipping or billing country.
Allowed extensions: (upload field) you can specify a list of permitted file extensions. Separate the values with a comma, or if you prefer to allow any file type, leave it blank.
Max file size (MB): (upload field) enter a maximum size allowed for the uploaded files. If you want to allow files of any size, leave this field empty.
Connectto: an essential option, as it allows you to align the fields of the quote request form with those of the checkout process. This ensures that the information provided by your users in the quote request will automatically fill in the corresponding fields on the order and checkout pages if they decide to finalize their purchase.
Please, note: in order for this field to function correctly, you must choose the option to Override shipping and billing info in the quote details. You are free to select any field from WooCommerce::
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: choose from three validation options for your fields:
Phone: checks if every character inputted is a digit
Email: checks whether an email address follows the correct format ([email protected])
File: checks whether the file’s extension and size correspond to the criteria set by the administrator.
Edit Request a Quote email
By selecting the default form, you will have the option to modify the email content that is sent to the admin each time a new quote request is submitted. You can adjust the settings under WooCommerce > Settings > Emails > Email to request a quote. For further information about this email, please refer to this page.
Default form fields
All fields will be displayed in the Default form fields section, where you can toggle each field on or off, with the exception of the first name and email, as these are mandatory for sending emails to users who submit a quote request. Within this section, you also have the option to edit, duplicate, or delete each individual field, as well as arrange them through drag and drop.
Default form options
User registration: offer your users the choice to continue as guests, to register an account optionally, or to require registration when submitting a quote request.
Add a reCAPTCHA to the default form: get quote requests from genuine users, and requests from bots will not be accepted. Refer to this page for all the necessary installation details.
Choose the reCAPTCHA version: choose the version by selecting from v2 and v3.
Site key: enter the reCAPTCHA site key.
Secret key: enter the reCAPTCHA secret key.
Autocomplete form: the fields associated with WooCommerce will be populated automatically.
Date picker format: choose the format for the date picker.
Time picker format: choose either the 12-hour format or the 24-hour format.
There are some additional options that can be enabled on the Default form.
Enable the Google reCAPTCHA service to ensure that your quote requests are submitted solely by genuine users and that automated bot requests are prevented
Please, NOTE: only Google reCAPTCHA V2 and V3 are supported.
Select the ‘Default Form‘ from ‘Request quote page > Form options‘.
Scroll down to ‘Default Form options’.
Enable the option Add a reCAPTCHA to the default form
Select the reCAPTCHA version to use (v2 or v3)
Add the secret keys that you have previously generated on Google. Refer to the Google reCAPTCHA documentation for technical details on how to enable this service.
If you prefer using a form created with Contact Form 7 plugin, please, make sure you have installed and activated Contact Form 7 plugin.
Then, go to YITH >Form options > “Request a quote” Form and select Contact Form 7.
You will be able to choose one of the forms that you have previously configured in Contact Form 7 plugin settings.
In order to use these plugins and prevent any issues during their operation, it’s important to adhere to certain guidelines when creating the form.
When creating form fields, it’s important to keep the following details in mind to ensure they integrate properly with “YITH Request a Quote for WooCommerce.” If the fields are configured correctly, the details provided by customers on the Request a Quote page will automatically populate the billing and shipping fields in the quote order. Below are the integrated fields that will automatically populate WooCommerce order information.
Review the information below for creating your form to ensure that your fields are properly set up for compatibility with “YITH Request a Quote for WooCommerce.”
Add fields to your form, ensuring that their type is either 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 Request a Quotefor WooCommerce and select the related form field for each entry.
The Name and Email entries are mandatory, so ensure that the related form fields are set as required.
Now go to the plugin settings dashboard and select the form you have created as quote request form. Remember to save the changes.
Include the option to export the list of products.
Click on ‘Edit’ to edit your form and add a ‘hidden’ field
Set the new field in “Settings > YITH Request a Quote for WooCommerce”
Choose “Ninja Forms” from the dropdown menu, and if you haven’t done it yet, click on “Edit form” to begin creating a form.
After adding your fields, you can link them to WooCommerce fields. Click on the specific field > Advanced > Connect to > and select the corresponding field.
To view the items included in the email, go to the “Emails & Actions” tab and select the “Admin email”. Click on the ‘list’ icon and select YITH Request a Quote to add the list table tag.
Select “WPForms” from the dropdown. It already includes a simple template created with WPForms, but you can also create your own.
To link a field to the WooCommerce one, click on it and open the “Advanced options” > “Connect to a WooCommerce field”. You can link each individual field to a corresponding WooCommerce field.
Now go to “Settings > Notifications” to insert the table containing the list of items. To do this, you need to click on “Show smart tags” and add the YITH Request a Quote for WooCommerce List of Products.
