Customizing Quotation Management Form
To customize the quotation management form using B2B for WooCommerce and add custom fields, you can follow these steps:
Log in to your WordPress admin panel.
Go to B2B > Quote Fields > Fields for Request a Quote. You will see a grid displaying all your existing quote fields. You can customize the quotation form by adding new custom fields to the quotation management form.
To add a new custom field, click on the “Add New Field” button. Here, you can configure the field attributes:
Add New Field:
Title: Enter the name of the field that appears on your All Quotes pages
Field Attributes and Values:
Field Name: Add a unique name for each quote field. It is also used as a meta_key to store values in a database (field name can not be changed once published)
Field Type: Select an input format type for the field from the following options:
- Text
- Number
- File
- Time
- Date
- DateTime
- Textarea
- Select (Dropdown)
- Multi Select
- Radio
- Checkbox
- Terms & Conditions
Field Label: Enter the field label that will be visible to customers at the frontend
Field Default Value: Select a default value that should be stored against this field’s data
Field Placeholder: Enter a customized text to give your customer an additional description or hint of what you want from them in this field
Depending on the input type you selected in the Field Type, additional fields may appear at the bottom of the section to configure specific settings:
- If you selected “File” as the field type, you can specify the allowed file types (e.g., pdf, txt, jpg) and the maximum file size in bytes.
- If you chose “Select,” “Multi Select,” or “Radio” as the field type, you can add options for the field.
Field Attributes: In the Field Attributes section, you can further customize the field:
Order: Set the order of fields in the form
Enable/Disable: Enable or disable the field through the dropdown
Required: Make any field mandatory or optional
Click on the “Save Changes” button to add the custom field to the quotation management form.
You can repeat these steps to add additional custom fields as needed.
By following these steps, you can add custom fields to the quotation management form using B2B for WooCommerce. These fields will appear on the frontend when customers submit a quote request, allowing you to gather specific information tailored to your business needs.
