Adding Request a Quote Button to Products
Managing Submitted Quotes
Get a full list of quote requests submitted by customers and admins in a grid. Click on any quote to view the details or even edit.
- Perform bulk actions on quotes
- Apply a filter to sort them according to month and year
- Add a New Quote
- Search for an existing quote
Adding a New Quote or Edit an Existing One
New Quote:
Add Title: Add a unique title for future reference
Customer Information:
Quote #: Displays a unique rule number to distinguish from others
Quote user: Select a user for which you want to apply this rule for
Name: Enter the first name of the customer
Last Name: Enter the last name of the customer
Email: Enter the email address of the customer
Shipping Address Line 1: Add the shipping address of the customer
Shipping Address Line 2: Complete the shipping address of the customer
Additional Instructions: Add a custom message for your customers
I Agree to Terms & Conditions: An agreement section to display with the quote
Quote Details:
View the following quote details here. Add new products or delete an existing one.
- Thumbnail
- Item
- Cost
- Offered Price
- Quantity
- Subtotal (Standard)
- Offered Subtotal
- Shipping Cost
- Total (Standard)
Note: Tax/Vat will be calculated on quote conversion to order, but it is visible to customers.
Add Product(s):
Click on “Add Product(s)”, a pop-up will appear:
Product: Select a product to add in a quote
Quantity: Add product quantity
Click on “Add to Quote”
Once the desired products are added, click on “Convert to Order”.
Quote Attributes:
Current Status: Change the current status of the quote from the dropdown
- Pending
- In Process
- Accepted
- Converted to Order
- Declined
- Cancelled
Notify Customer: Choose “No” or “Yes” from the dropdown
Note: Choose “Yes” to notify customers via email
Viewing Quote Rules in a Grid
Get a full list of quote rules in a grid. Click on any quote rule to view the details or even edit.
- Perform bulk actions on quote rules
- Apply a filter to sort them according to month and year
- Add a New Rule
- Search for an existing quote
Adding a New Quote Rule
Add New Rule:
Add Title: Enter a unique quote rule title for future reference
Rule Settings:
Quote for User Roles:
- Administrator
- Editor
- Author
- Contributor
- Subscriber
- Customer
- Shop manager
- Wholesale
- B2B
- Retailer
- Guest
Apply on All Products: Check this box to apply this rule on all products
Apply on out of stock products only: Check this box to apply this rule for “out-of-stock products” only (Note: Select replace quote button with add to cart to activate it)
Quote Rule for Selected Products: Choose a product(s) to apply the quote rule
Quote Rule for Selected Categories: Choose a category(s) to apply the quote rule
Hide Price: Choose “Yes” or “No” from the dropdown to enable/disable Hide Price
Hide Add to Cart Button: Choose an option from the dropdown:
- Replace Add to Cart button with a Quote Button
- Keep Add to Cart button and add a new Quote Button
- Replace Add to Cart with custom button
- Keep Add to Cart and add a new custom button
Custom Button Link: Add a link for a custom button
Custom Button Label: Enter a custom label on the button e.g. “Request a Quote”
Rule Priority:
Order: Set a desired order for the quote rule
Managing Quote Form Fields
This section displays all of your Quote Fields in a single grid.
- View, edit, or delete any field
- Perform bulk actions on form fields
- Search for an existing form field
- Filter the fields according to month and year
- Add new form fields
Adding a New Form Field
To add new form fields, enter the following details:
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
- 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 any default customer value against which that field’s data should be stored
- Set a default value
- Username
- First Name
- Last Name
- Nickname
- Display Name
- Billing First Name
- Billing Last Name
- Billing Company
- Billing Address 1
- Billing Address 2
- Billing City
- Billing Postcode
- Billing Phone
- Billing Email
- Shipping First Name
- Shipping Last Name
- Shipping Company
- Shipping Address 1
- Shipping Address 2
- Shipping City
- Shipping Postcode
- Shipping Phone
- Shipping Email
Field Placeholder: Enter a customized text to give your customer an additional description or hint of what you want from them in this field
Based on the input type you select in Field Type, additional fields will appear at the bottom of this section:
When you select “File” as a field type:
- Allowed File Types: Add Comma separated file extensions, e.g., pdf, txt, jpg
- Allowed File Size: File size in bytes 1KB = 1000 bytes and 1MB = 1000000 bytes
When you choose “Select,” “Multi Select,” and “Radio” as a field type:
- Field Options: Add field option(s) for fields types
Field Attributes:
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
Personalizing Global Configurations for Request a Quote
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 of the email
Additional Message: Customize email message to send for this quote status
Google Captcha Settings:
Enable Captcha: Enable/disable 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 quote basket (the price will always display on quote basket and emails)
Enable offered price: Activate offered price and subtotal (offered price) of 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
