How to Set Up Quotation Management Using B2B for WooCommerce?

Setting Up Quotation Management 

Go to B2B > Settings and navigate to the Request a Quote tab. You can set up quotation management by configuring the following settings:

  • General Settings
  • Custom Messages
  • Emails 
  • Google Captcha
  • Page Builders
  • Quote Attributes
  • Quote Buttons

Let’s discuss these settings one by one:

General Settings

  • Enable (Out-of-Stock): Enable/disable the request a quote button for out-of-stock products (Compatible with simple and variable products only)
  • Quote Basket Menu(s): Add a Mini Quote Basket: Select the menu where the mini quote basket should be added (Option to add on multiple menus). Use the shortcode [addify-mini-quote]
  • Disable quote basket for user roles: Select user roles to display the quote basket (By default, it is enabled for all)
  • Set Basket Style: Select the style to display the number of items in the customer’s basket
    • Quote Basket with Dropdown
    • Icon and Number of items
  • Enable Ajax Add to Quote (Product Page): Enable/disable Ajax Add-to-Quote on the product page
  • Enable Ajax Add to Quote (Shop Page): Enable/disable Ajax Add-to-Quote on the shop page
  • Redirect to Quote Page: Redirect customers to the Quote page once they have successfully added a product to the Quote
  • Redirect After Quote Submission: Redirect customers to any page once they have successfully submitted a Quote
  • URL to Redirect: Enter a URL to redirect after the quote is submitted successfully

Custom Messages Settings:

Enabled Ajax add to quote to customize the success messages for: 

  • Quote Submitted Successfully Message: Enter a custom message when a user submits a quote (Message will appear on the quote submission page)
  • View Quote Basket Button Text: Enter a custom text to display for the view quote basket button

Emails Settings:

Enable and customize the following email notifications:

  • Admin/Shop Manager Email Address(es): Add comma-separated email addresses of the admin/shop manager
  • Request a Quote Emails: Set up emails for each quote status. Messages will be displayed before the quote table in emails. These quote statuses are:
    • Admin (New Quote)
    • Pending/New Quote
    • In Process
    • Accepted
    • Converted to Order(Admin)
    • Converted to Order(Customer)
    • Declined/Products not available
    • Canceled/Rejected

Below are the email settings for each quote status:

  • Enable/Disable Email: Checkmark to allow emails for this status
  • Subject of Email: Enter a custom subject of the email
  • Heading of Email: Enter a custom heading for the email
  • Additional Message: Customize email message to send for this quote status

Google Captcha Settings:

  • Enable Captcha: Enable/disable the Google reCaptcha field on the Request a Quote Form
  • Site Key: Enter a Google reCaptcha site key (available on Google). Without this key, Google reCaptcha will not work
  • Secret Key: This is Google reCaptcha secret key (available on Google). Without this key, Google reCaptcha will not work

Editors & Builders Settings:

  • Elementor Compatibility: Enable/disable this option
  • Divi Builder Compatibility: Enable/disable this option
  • Solution 2: Allow another solution if your add to cart is not replaced by the plugin Button

Quote Attributes Settings:

  • Enable Product Price: Activate to display product price, subtotal, and the total of the quote basket (the price will always display on the quote basket and emails)
  • Enable Offered Price: Activate offered price and subtotal (offered price) of the quote basket
  • Increase Offered Price: Enter a number in percent to increase the offered price from the standard price of the product (Leave empty for standard price)

Note: Offered price will be displayed according to the settings of a cart (including/excluding tax)

  • Enable Tax Display: Display tax calculation based on the standard price
  • Enable Convert to Order: Allow customers the convert to order option at the frontend
  • Enable Quote Converter Display: Activate to show quote converted (User/Admin) in My Account quote details

Place Quote Button Settings:

  • Place Quote Button Text: Add a custom place quote button text
  • Place Quote Button Background Color: Customize the background color of the place quote
  • Place Quote Button Color: Customize the text color of the place quote

Update Quote Button Settings:

  • Update Quote Button Text: Add a custom place quote button text
  • Update Quote Button Background Color: Customize the background color of the place quote
  • Update Quote Button Color: Customize the text color of the place quote

Configure these settings according to your requirements.

Click on the “Save changes” button to apply the settings.