View Product Page

Page options

Within the ‘Request quote page’ tab you will find 2 tabs:

Request quote page options

Firstly, choose the page on which users will see the products added to the list that will be used to send the quote request.

Choose the request a quote page

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:
Request a quote page optionsQuote page layout
  • 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
  • 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 and Return to shop

Return to shop button

  • 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
  • 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 list and Clear list buttonsClear or update list

  • 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 button

 

PDF button

  • 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

After request sending show

  • 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.

What to show after a quote is sent

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.

What to show when request is sent

Text message Example

Text message

Detail page of quote request – settings

quote details

Detail page example

Show quote details

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.

Show Thank You page

Thank you page example

thank you page example

Form options

Within the ‘Request quote page’ tab you will find 2 tabs:

Request quote form

Choose the form to show on the ‘Request a quote’ page:

  • Default
  • Contact Form 7
  • Gravity Form
  • Ninja Forms
  • WPForms

If you wish to use Contact Form 7, Gravity Form, Ninja Forms or WPForms you must install them and activate them first in order to see them here.

Default Form

By selecting the Default form, you will be able to configure many advanced fields and ask your users any type of information.

To add a new field, click on Add field and configured the options included in the popup.

  • Name: this is the field name as it will appear on the backend, this must be a one-word name (if you enter spaces they will be converted into underscores).
  • Type: choose the type of field, based on the selection, the available field options will change.

Add field to default form

    • Text: a small text field
    • Email: email field
    • Phone: only numbers can be entered here; this field includes a validation check.
    • Textarea: a bigger text can be entered here.
    • Radio: users can choose only one option among the ones you upload.
    • Checkbox: users can either check or uncheck this option.
    • Select: users can choose one of the options from a drop-down menu.
    • Country: user can pick a country among all the available ones.
    • State: user can 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: user can upload files. You can limit the file formats and extensions that can be uploaded.
    • Multi select: user can pick one or more options among the ones you enter.
    • Date: user can pick a date (Set the date picker format in
      “Default form options”).
    • Time: user can pick a time (Set the format in “Default form options”).
    • Acceptance: option to add for example a “Privacy Policy” checkbox that customer must accept before sending the request. It supports the shortcodes [terms] and [privacy_policy].
    • Heading: add a heading line among your fields, to make your advanced form look better.
  • Class: here you can enter your own CSS rules to edit the style of the field.
  • Label: enter here the field name as it will appear on the frontend.
  • Label class: here you can enter your own CSS rules to edit the style of the label of the field.
  • 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 between 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: (state field) select if the state depends on the shipping or billing country.
  • Allowed extensions: (upload field) 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): (upload field) enter a maximum size allowed for the uploaded files. Leave it blank to allow files of any size.
  • Connect to: A very important option, 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: choose among three validation options for your fields:
    • Phone: checks if all entered characters are numbers
    • Email: checks if an email address format ([email protected]) has been entered
    • File: checks 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. You’ll be able to edit the settings from WooCommerce > Settings > Email > Email to request a quote. For more details about this email, please, check this page.

Default form fields

Default form fields

All the fields will show in the Default form fields section where you will be able to enable/disable each field, except for first name and email which are fields required to be able to send the email to users sending a quote request. In the same section, you can edit, duplicate, and remove every single field and sort them by drag & drop.

Default form options

Default form options

  • User registration: give your users the option to proceed as guests, register an account optionally or register mandatory when submitting a quote request.
  • Add a reCAPTCHA to the default form: receive only quote requests from real users and bot requests cannot be placed. Check this page for the complete installation information.
  • Choose the reCAPTCHA version: select the version by choosing from v2 and v3.
  • Site key: insert the reCaptcha site key.
  • Secret key: insert the reCaptcha secret key.

Autocomplete form

  • Autocomplete form: the fields connected to WooCommerce will be filled automatically.
  • Date picker format: choose the date picker format.
  • Time picker format: choose the 12-hour or 24-hour format.

Contact form 7

If you prefer using a form built 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.

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 the right integration with “YITH WooCommerce Request a Quote”. 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]

contact form settings

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] to the message body to show the list of products in the request in the email.

“YITH WooCommerce Request a Quote” does not manage the 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.

Gravity form

Minimum Version Required

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

Read the following information for form creation carefully, so 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

gravity form

  • 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.

gravity form settings

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

 

required field

  • Now go to the plugin settings dashboard and select the form you have created as quote request form. Don’t forget to save the changes.

Gravity Form

Add the possibility to export the product list

  • Click on ‘Edit’ to edit your form and add a ‘hidden’  field

hidden field

  • Set the new field in “settings > YITH WooCommerce Request a Quote”

product list

WPForms

Select “WPForms” from the dropdown, it already includes a simple template created with WPForms, but you can also create your own.

WP Forms

To connect the fields with the WooCommerce fields, click on the specific field and open the “Advanced options” > “Connect to a WooCommerce field”. You can connect each field to a WooCommerce field.

connect fields

Now go to “Settings > Notifications” to include the table with the list of item
it is necessary to add the {ywraq_list} tag. You can add it by clicking on “Show smart tags” and adding the YITH WooCommerce Request a Quote List of Products.

add raq list

Ninja Forms

Select “Ninja Forms” from the dropdown and if you haven’t done so already, click on “Edit form” to create a form.

Ninja Forms

After adding the fields of your choice, you can connect them to WooCommerce fields. Click on the specific field > Advanced > Connect to > select the according field.

connect to ninja wc

In order to see the list of items inside the email, go to the “Emails & Actions” tab and select the “Admin email”. Click on the ‘list’ icon and select YITH Request a Quote in order to add the list table tag.

raq list ninja forms

Enable reCAPTCHA

There are some additional options that can be enabled on the Default form.

Enable Google reCAPTCHA 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 and V3 are supported.

Default form options

  1. Select the ‘Default Form‘ from ‘Request quote page > Form options‘.
  2. Scroll down to ‘Default Form options’.
  3. Enable the option called Add a reCAPTCHA to the default form
  4. Select the reCAPTCHA version you use (v2 or v3)
  5. 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.