{"id":2262,"date":"2023-08-21T13:10:44","date_gmt":"2023-08-21T13:10:44","guid":{"rendered":"https:\/\/addify.store\/documentation\/?page_id=2262"},"modified":"2025-10-28T07:55:47","modified_gmt":"2025-10-28T07:55:47","slug":"setting-up-request-a-quote-for-woocommerce","status":"publish","type":"page","link":"https:\/\/addify.store\/documentation\/woocommerce\/request-a-quote-for-woocommerce\/setting-up-request-a-quote-for-woocommerce\/","title":{"rendered":"Setting Up Request a Quote for WooCommerce"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Adding Request a Quote Button to Products&nbsp;<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Managing Submitted Quotes<\/h3>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Perform <strong>bulk actions<\/strong> on quotes<\/li>\n\n\n\n<li>Apply a <strong>filter <\/strong>to sort them according to month and year<\/li>\n\n\n\n<li>Add a <strong>New Quote<\/strong><\/li>\n\n\n\n<li><strong>Search <\/strong>for an existing quote<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"405\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-15-1024x405.png\" alt=\"\" class=\"wp-image-9286\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-15-1024x405.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-15-300x119.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-15-768x304.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-15-1536x608.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-15.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Add or Editing the Existing Quotes<\/h3>\n\n\n\n<p><strong>New Quote:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Add Title:<\/strong> Add a unique title for future reference<\/li>\n<\/ul>\n\n\n\n<p><strong>Customer Information:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Quote ID: <\/strong>Displays a unique rule number to distinguish from others<\/li>\n\n\n\n<li><strong>Quote user:<\/strong> Select a user for whom you want to apply this rule.<\/li>\n\n\n\n<li><strong>First Name<\/strong>: Enter the first name of the customer.<\/li>\n\n\n\n<li><strong>Last Name:<\/strong> Enter the last name of the customer<\/li>\n\n\n\n<li><strong>Email: <\/strong>Enter the email address of the customer<\/li>\n<\/ul>\n\n\n\n<p><strong>Quote Details:<\/strong><\/p>\n\n\n\n<p><strong>View the following quote details here. Add new products or delete an existing one.<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Thumbnail<\/li>\n\n\n\n<li>Item<\/li>\n\n\n\n<li>Cost<\/li>\n\n\n\n<li>Offered Price<\/li>\n\n\n\n<li>Quantity<\/li>\n\n\n\n<li>Subtotal (Standard)<\/li>\n\n\n\n<li>Offered Subtotal<\/li>\n\n\n\n<li>Offered vat<\/li>\n\n\n\n<li>Shipping Cost<\/li>\n\n\n\n<li>Total (Standard)<\/li>\n\n\n\n<li>Offered total\u00a0<\/li>\n\n\n\n<li><strong><em>Note: <\/em><\/strong><em>Tax\/VAT will be calculated on quote conversion to order, but it is visible to customers.<\/em><\/li>\n<\/ul>\n\n\n\n<p><strong>Add Product(s):<\/strong><\/p>\n\n\n\n<p>Click on <strong>\u201cAdd Product(s)\u201d,<\/strong> a pop-up will appear:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Product: <\/strong>Select a product to add to a quote<\/li>\n\n\n\n<li><strong>Quantity: <\/strong>Add product quantity\u00a0<\/li>\n\n\n\n<li><strong>Add Quote (button):<\/strong> After adding the required information, the \u201cAdd quotes\u201d button will be enabled,\u00a0 and you can click it to add the product to the quotes.<\/li>\n<\/ul>\n\n\n\n<p><strong>Convert to cart: (New)<\/strong><strong><br><\/strong>Once you add the desired product, click on the<strong> \u201cConvert to cart\u201d<\/strong> button to add the order to the cart.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enable link Expiration: <\/strong>You can enable or disable the expiry date of the generated link. If enabled:\n<ul class=\"wp-block-list\">\n<li><strong>Cart link Expiry time: <\/strong>Add the total number of days when the linked will expire.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Shared this link with the customer to convert their quotes to cart: <\/strong>Display the link that is automatically generated when the admin converts quotes to cart. You can also share this link with the customer via email.\n<ul class=\"wp-block-list\">\n<li><strong>Regenerate: <\/strong>Click this option if you want to regenerate this link.<\/li>\n\n\n\n<li><strong>Copy: <\/strong>Click this option to copy the link.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong>Convert to order:<\/strong><\/p>\n\n\n\n<p>Click on<strong> the \u201cConvert to Order\u201d<\/strong> button to convert the quotes into an order.<\/p>\n\n\n\n<p><strong>Quote Attributes:<\/strong><\/p>\n\n\n\n<p><strong>Current Status:<\/strong> Change the current status of the quote from the dropdown&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pending<\/li>\n\n\n\n<li>In Process<\/li>\n\n\n\n<li>Accepted<\/li>\n\n\n\n<li>Converted to Cart<\/li>\n\n\n\n<li>Converted to Order<\/li>\n\n\n\n<li>Declined<\/li>\n\n\n\n<li>Cancelled<\/li>\n<\/ul>\n\n\n\n<p><strong>Notify Customer: <\/strong>Choose \u201cNo\u201d or \u201cYes\u201d from the dropdown<br><strong><em>Note:<\/em><\/strong><em> Choose \u201cYes\u201d to notify customers via email<\/em><em><br><\/em><em><br><\/em><strong>Quote Notes: (New)<\/strong><strong><br><\/strong>You can add the notes to handle the important information related to each quote.<\/p>\n\n\n\n<p><strong>Add:<\/strong> Click on the<strong> \u201cAdd button\u201d<\/strong> to save them.<\/p>\n\n\n\n<p><strong>Add Notes: <\/strong>You can write any comment, additional information, or reminders in this field. You can also make these notes private or note for the customer by selecting the option in a dropdown.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"924\" height=\"1024\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-16-924x1024.png\" alt=\"\" class=\"wp-image-9288\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-16-924x1024.png 924w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-16-271x300.png 271w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-16-768x851.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-16-1386x1536.png 1386w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-16.png 1444w\" sizes=\"auto, (max-width: 924px) 100vw, 924px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Viewing Quote Rules in a Grid<\/h3>\n\n\n\n<p>Get a full list of quote rules in a grid. Click on any quote rule to view the details or even edit.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Perform <strong>bulk actions<\/strong> on quote rules<\/li>\n\n\n\n<li>Apply a <strong>filter <\/strong>to sort them according to month and year<\/li>\n\n\n\n<li>Add a <strong>New Rule<\/strong><\/li>\n\n\n\n<li><strong>Search <\/strong>for an existing quote<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"310\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-17-1024x310.png\" alt=\"\" class=\"wp-image-9289\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-17-1024x310.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-17-300x91.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-17-768x232.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-17-1536x465.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-17.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Adding a New Quote Rule<\/h3>\n\n\n\n<p><strong>Add New Rule:<\/strong><\/p>\n\n\n\n<p><strong>Add Title:<\/strong> Enter a unique quote rule title for future reference<\/p>\n\n\n\n<p><strong>Rule Settings:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Apply on all user roles: <\/strong>Enable this option to apply the rule to all user roles. (NEW)<\/li>\n\n\n\n<li><strong>Quote for User Roles: <\/strong>Select the specific user role by using a dropdown:\n<ul class=\"wp-block-list\">\n<li>Administrator<\/li>\n\n\n\n<li>Editor<\/li>\n\n\n\n<li>Author<\/li>\n\n\n\n<li>Contributor<\/li>\n\n\n\n<li>Subscriber<\/li>\n\n\n\n<li>Customer<\/li>\n\n\n\n<li>Shop manager<\/li>\n\n\n\n<li>Wholesale<\/li>\n\n\n\n<li>B2B<\/li>\n\n\n\n<li>Retailer<\/li>\n\n\n\n<li>Guest<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Apply to All Products: <\/strong>Check this box to apply this rule to all products<\/li>\n\n\n\n<li><strong>Apply to out-of-stock products only:<\/strong> Check this box to apply this rule for \u201cout-of-stock products\u201d only (<em>Note: Select the replace quote button with the add to cart to activate it<\/em>)<\/li>\n\n\n\n<li><strong>Quote Rule for Selected Products:<\/strong> Choose a product(s) to apply the quote rule<\/li>\n\n\n\n<li><strong>Quote Rule for Selected Categories: <\/strong>Choose a category(s) to apply the quote rule<\/li>\n\n\n\n<li><strong>Quote Rule for Selected brand: <\/strong>Choose a brand to apply the quote rule. (NEW)<\/li>\n\n\n\n<li><strong>Hide Price: <\/strong>Choose \u201cYes\u201d or \u201cNo\u201d from the dropdown to enable\/disable Hide Price<\/li>\n\n\n\n<li><strong>Enable pop-up: <\/strong>Enable this option if you want to add a quote via pop-up. (NEW)<\/li>\n\n\n\n<li><strong>Hide Add to Cart Button:<\/strong> Choose an option from the dropdown:\n<ul class=\"wp-block-list\">\n<li>Replace the Add to Cart button with a Quote Button<\/li>\n\n\n\n<li>Keep the Add to Cart button and add a new Quote Button<\/li>\n\n\n\n<li>Replace Add to Cart with a custom button<\/li>\n\n\n\n<li>Keep Add to Cart and add a new custom button<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Custom Button Link:<\/strong> Add a link for a custom button<\/li>\n\n\n\n<li><strong>Custom Button Label:<\/strong> Enter a custom label on the button e.g. \u201cRequest a Quote\u201d<\/li>\n<\/ul>\n\n\n\n<p><strong>Rule Priority:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Order: <\/strong>Set a desired order for the quote rule<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"979\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-18-1024x979.png\" alt=\"\" class=\"wp-image-9290\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-18-1024x979.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-18-300x287.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-18-768x734.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-18-1536x1469.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-18.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Managing Quote Form Fields<\/h3>\n\n\n\n<p>This section displays all of your Quote Fields in a single grid.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View, edit, or delete<\/strong> any field<\/li>\n\n\n\n<li>Perform <strong>bulk actions<\/strong> on form fields<\/li>\n\n\n\n<li><strong>Search <\/strong>for an existing form field<\/li>\n\n\n\n<li><strong>Filter <\/strong>the fields according to month and year<\/li>\n\n\n\n<li><strong>Add new<\/strong> form fields<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-19-1024x474.png\" alt=\"\" class=\"wp-image-9291\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-19-1024x474.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-19-300x139.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-19-768x355.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-19-1536x710.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-19.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Adding a New Form Field<\/h3>\n\n\n\n<p>To add new form fields, enter the following details:<\/p>\n\n\n\n<p><strong>Add New Field:<\/strong><\/p>\n\n\n\n<p><strong>Title: <\/strong>Enter the name of the field that appears on your All Quotes pages&nbsp;<\/p>\n\n\n\n<p><strong>Field Attributes and Values:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Field Name:<\/strong> Add a unique name for each quote field. It is also used as a meta_key to store values in a database (<em>field name can not be changed once published<\/em>)<\/li>\n\n\n\n<li><strong>Field Type:<\/strong> Select an input format type for the field\n<ul class=\"wp-block-list\">\n<li>Text\u00a0<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Number<\/li>\n\n\n\n<li>File\u00a0<\/li>\n\n\n\n<li>Time\u00a0<\/li>\n\n\n\n<li>Date\u00a0<\/li>\n\n\n\n<li>DateTime<\/li>\n\n\n\n<li>Textarea<\/li>\n\n\n\n<li>Select (Dropdown)<\/li>\n\n\n\n<li>Multi Select<\/li>\n\n\n\n<li>Radio\u00a0<\/li>\n\n\n\n<li>Checkbox<\/li>\n\n\n\n<li>Terms &amp; Conditions<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Field Label:<\/strong> Enter the field label that will be visible to customers at the frontend<\/li>\n\n\n\n<li><strong>Field Default Value:<\/strong> Select any default customer value against which that field\u2019s data should be stored\n<ul class=\"wp-block-list\">\n<li>Set a default value<\/li>\n\n\n\n<li>Username<\/li>\n\n\n\n<li>First Name<\/li>\n\n\n\n<li>Last Name<\/li>\n\n\n\n<li>Nickname<\/li>\n\n\n\n<li>Display Name<\/li>\n\n\n\n<li>Email\u00a0<\/li>\n\n\n\n<li>Billing First Name<\/li>\n\n\n\n<li>Billing Last Name<\/li>\n\n\n\n<li>Billing Company<\/li>\n\n\n\n<li>Billing Address 1<\/li>\n\n\n\n<li>Billing Address 2<\/li>\n\n\n\n<li>Billing City<\/li>\n\n\n\n<li>Billing Postcode<\/li>\n\n\n\n<li>Billing Phone<\/li>\n\n\n\n<li>Billing Email<\/li>\n\n\n\n<li>Shipping First Name<\/li>\n\n\n\n<li>Shipping Last Name<\/li>\n\n\n\n<li>Shipping Company<\/li>\n\n\n\n<li>Shipping Address 1<\/li>\n\n\n\n<li>Shipping Address 2<\/li>\n\n\n\n<li>Shipping City<\/li>\n\n\n\n<li>Shipping Postcode<\/li>\n\n\n\n<li>Shipping Phone<\/li>\n\n\n\n<li>Shipping Email<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong>Field Width: <\/strong>Set the field width, such as full-width or half-width, from a dropdown.<\/p>\n\n\n\n<p><strong>Field Placeholder:<\/strong> Enter a customized text to give your customer an additional description or hint of what you want from them in this field<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1017\" height=\"1024\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-20-1017x1024.png\" alt=\"\" class=\"wp-image-9292\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-20-1017x1024.png 1017w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-20-298x300.png 298w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-20-150x150.png 150w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-20-768x774.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-20-1525x1536.png 1525w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-20.png 1675w\" sizes=\"auto, (max-width: 1017px) 100vw, 1017px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Personalizing Global Configurations for Request a Quote<\/h3>\n\n\n\n<p><strong>General Settings<\/strong><strong>:&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>Enable (Out-of-Stock):<\/strong> Enable\/disable the request a quote button for out-of-stock products (<em>Compatible with simple and variable products only<\/em>)<\/p>\n\n\n\n<p><strong>Quote Basket Menu(s):<\/strong> Add a Mini Quote Basket: Select the menu where the mini quote basket should be added (<em>Option to add on multiple menus<\/em>). Use the shortcode [addify-mini-quote]<\/p>\n\n\n\n<p><strong>Disable quote basket for user roles:<\/strong> Select user roles to display the quote basket (<em>By default, it is enabled for all<\/em>)<\/p>\n\n\n\n<p><strong>Set Basket Style: <\/strong>Select the style to display the number of items in the customer\u2019s basket<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quote Basket with Dropdown<\/li>\n\n\n\n<li>Icon and Number of items<\/li>\n<\/ul>\n\n\n\n<p><strong>Enable Ajax add to Quote (Product Page):<\/strong> Enable\/disable Ajax Add-to-Quote on the product page<\/p>\n\n\n\n<p><strong>Enable Ajax add to Quote (Shop Page): <\/strong>Enable\/disable Ajax Add-to-Quote on the shop page<\/p>\n\n\n\n<p><strong>Redirect to Quote Page: <\/strong>Redirect customers to the Quote page once they have successfully added a product to the Quote<\/p>\n\n\n\n<p><strong>Redirect after Quote Submission:<\/strong> Redirect customers to any page once they have successfully submitted a Quote<\/p>\n\n\n\n<p><strong>URL to Redirect:<\/strong> Enter a URL to redirect after the quote is submitted successfully<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1002\" height=\"1024\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-21-1002x1024.png\" alt=\"\" class=\"wp-image-9293\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-21-1002x1024.png 1002w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-21-293x300.png 293w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-21-768x785.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-21-1502x1536.png 1502w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-21.png 1565w\" sizes=\"auto, (max-width: 1002px) 100vw, 1002px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Convert to Cart Restriction:<\/strong><\/h3>\n\n\n\n<p><strong>Hide payment method: <\/strong>Select the specific payment method from the dropdown that you want to hide when converting the quote to an order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"303\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-23-1024x303.png\" alt=\"\" class=\"wp-image-9295\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-23-1024x303.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-23-300x89.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-23-768x228.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-23-1536x455.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-23.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Custom Messages Settings:<\/strong><\/h3>\n\n\n\n<p>Enabled Ajax add to quote to customize the success messages for:&nbsp;<\/p>\n\n\n\n<p><strong>Quote Submitted successfully Message:<\/strong> Enter a custom message when a user submits a quote (<em>Message will appear on the quote submission page<\/em>)<\/p>\n\n\n\n<p><strong>View Quote Basket Button Text:<\/strong> Enter a custom text to display for the view quote basket button<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"310\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-24-1024x310.png\" alt=\"\" class=\"wp-image-9296\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-24-1024x310.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-24-300x91.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-24-768x233.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-24-1536x466.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-24.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Emails Settings:<\/strong><\/h3>\n\n\n\n<p>Open this option and perform the following settings:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Admin\/Shop manager Email Address(es):<\/strong> Add comma-separated email addresses of the admin\/shop manager<\/li>\n\n\n\n<li><strong>Enable PDF send to admin by email: <\/strong>Enable this option if you want to send the quotes PDF to the admin via email automatically. (NEW)<\/li>\n\n\n\n<li><strong>Enable PDF send to customer by email: <\/strong>Enable this option if you want to send the quotes PDF to the customer via email automatically. (NEW)<\/li>\n\n\n\n<li><strong>Request a Quote Emails: <\/strong>Set up emails for each quote status. Messages will be displayed before the quote table in emails. These quote statuses are:\n<ul class=\"wp-block-list\">\n<li>Admin (New Quote)<\/li>\n\n\n\n<li>Pending\/New Quote<\/li>\n\n\n\n<li>In Process<\/li>\n\n\n\n<li>Accepted<\/li>\n\n\n\n<li>Converted to Order(Admin)<\/li>\n\n\n\n<li>Converted to Order(Customer)<\/li>\n\n\n\n<li>Declined\/Products not available<\/li>\n\n\n\n<li>Canceled\/Rejected<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Below are the email settings for each quote status:<\/li>\n\n\n\n<li><strong>Enable\/Disable Email:<\/strong> Checkmark to allow emails for this status<\/li>\n\n\n\n<li><strong>Subject of Email: <\/strong>Enter a custom subject of the email<\/li>\n\n\n\n<li><strong>Heading of Email: <\/strong>Enter a custom heading of the email<\/li>\n\n\n\n<li><strong>Additional Message:<\/strong> Customize email message to send for this quote status<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"1024\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-25-700x1024.png\" alt=\"\" class=\"wp-image-9297\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-25-700x1024.png 700w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-25-205x300.png 205w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-25-768x1124.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-25-1049x1536.png 1049w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-25.png 1093w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>Google Captcha Settings:<\/strong><\/h3>\n\n\n\n<p><strong>Enable Captcha: <\/strong>Enable\/disable Google reCaptcha field on the Request a Quote Form<\/p>\n\n\n\n<p><strong>Site Key: <\/strong>Enter a Google reCaptcha site key (available on Google). Without this key, Google reCaptcha will not work<\/p>\n\n\n\n<p><strong>Secret Key: <\/strong>This is Google reCaptcha secret key (available on Google). Without this key, Google reCaptcha will not work<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"364\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-26-1024x364.png\" alt=\"\" class=\"wp-image-9298\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-26-1024x364.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-26-300x107.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-26-768x273.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-26-1536x545.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-26.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Editors &amp; Builders Settings:<\/strong><\/h3>\n\n\n\n<p><strong>Elementor Compatibility:<\/strong> Enable\/disable this option<\/p>\n\n\n\n<p><strong>Divi Builder Compatibility: <\/strong>Enable\/disable this option<\/p>\n\n\n\n<p><strong>Solution 2: <\/strong>Allow another solution if your add to cart is not replaced by the plugin Button<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"341\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-27-1024x341.png\" alt=\"\" class=\"wp-image-9299\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-27-1024x341.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-27-300x100.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-27-768x256.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-27-1536x512.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-27.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Quote Attributes Settings:<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enable specific user role: <\/strong>Select a specific user role to restrict the quote attribute for those users. By default, it is enabled for all users. <strong>(NEW)<\/strong><\/li>\n\n\n\n<li><strong>Enable product price: <\/strong>Activate to display product price, subtotal, and the total of the quote basket (the price will always display on the quote basket and emails)<\/li>\n\n\n\n<li><strong>Enable offered price:<\/strong> Activate the offered price and the subtotal (offered price) of the quote basket<\/li>\n\n\n\n<li><strong>Increase offered price:<\/strong> Enter a number in percent to increase the offered price from the standard price of the product <em>(Leave empty for standard price)<\/em><\/li>\n<\/ul>\n\n\n\n<p><strong><em>Note: <\/em><\/strong><em>Offered price will be displayed according to the settings of a cart (including\/excluding tax)<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enable tax Display: <\/strong>Display tax calculation based on the standard price<\/li>\n\n\n\n<li><strong>Enable convert to order:<\/strong> Allow customers the convert to order at the frontend<\/li>\n\n\n\n<li><strong>Enable quote converter display: <\/strong>Activate to show the quote converted (User\/Admin) in My Account quote details<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1006\" height=\"1024\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-28-1006x1024.png\" alt=\"\" class=\"wp-image-9300\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-28-1006x1024.png 1006w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-28-295x300.png 295w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-28-768x782.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-28-1509x1536.png 1509w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-28.png 1572w\" sizes=\"auto, (max-width: 1006px) 100vw, 1006px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Quote Page Customization:<\/strong><\/h3>\n\n\n\n<p><strong>Quote page template: (NEW)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Place quote page layout:<\/strong> Set the page layout to one column, two columns from the dropdown.<\/li>\n\n\n\n<li><strong>Enable table header color:<\/strong> Enable or disable the table header color. If enabled:\n<ul class=\"wp-block-list\">\n<li><strong>Table header text color: <\/strong>Choose the custom color for table header text.<\/li>\n\n\n\n<li><strong>Table header background color: <\/strong>\u00a0Choose the custom color for the table header background.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong>Place quote button setting:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Place quote button text:<\/strong> Add a custom place quote button text<\/li>\n\n\n\n<li><strong>Place quote button background color:<\/strong> Customize the background color of the place quote.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"795\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Page-Customization-1024x795.png\" alt=\"\" class=\"wp-image-9306\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Page-Customization-1024x795.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Page-Customization-300x233.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Page-Customization-768x596.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Page-Customization-1536x1193.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Page-Customization.png 1678w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Quote Pop-Up Customization:<\/strong><\/h3>\n\n\n\n<p>To customize the pop-up setting, you can:<\/p>\n\n\n\n<p><strong>Pop-up template setting:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Select the quote layout:<\/strong> Select the quote layout, such as a single or multiple page form dropdown.<\/li>\n\n\n\n<li><strong>Enable table header color:<\/strong> Enable or disable the table header color. If enabled:\n<ul class=\"wp-block-list\">\n<li><strong>Table header text color: <\/strong>Choose the custom color for table header text.<\/li>\n\n\n\n<li><strong>Table header background color: <\/strong>\u00a0Choose the custom color for the table header background.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong>Navigation button setting:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enable active step button color:<\/strong> You can enable or disable the active step button. If enabled, you can:\n<ul class=\"wp-block-list\">\n<li><strong>Active step button color: <\/strong>Set the custom color of the active button text.<\/li>\n\n\n\n<li><strong>Active step button background color: <\/strong>\u00a0Set the custom color for the active step button background.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Enable preview step button color:<\/strong> Enable the preview step button and customize the following settings:\n<ul class=\"wp-block-list\">\n<li><strong>Active preview step button color: <\/strong>Customize the color of the preview step button text.<\/li>\n\n\n\n<li><strong>Active preview step button background color: Customize <\/strong>the background color of the preview step button.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Enable Next Step Button Color:<\/strong> Enable the next\u00a0 step button and customize the following settings:\n<ul class=\"wp-block-list\">\n<li><strong>Active next step button color:<\/strong> Add the custom<strong> <\/strong>color of the next step button text.<\/li>\n\n\n\n<li><strong>Active next step button background color<\/strong>: Add the custom color for the background color of the next step button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"992\" height=\"1024\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Popup-Custimization-992x1024.png\" alt=\"\" class=\"wp-image-9308\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Popup-Custimization-992x1024.png 992w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Popup-Custimization-291x300.png 291w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Popup-Custimization-768x793.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Popup-Custimization-1487x1536.png 1487w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/Quote-Popup-Custimization.png 1684w\" sizes=\"auto, (max-width: 992px) 100vw, 992px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Quote Button Shortcode:<\/strong><\/h3>\n\n\n\n<p>You can add the quote button anywhere on your store or website by using these shortcodes.\u00a0<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"514\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-31-1024x514.png\" alt=\"\" class=\"wp-image-9303\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-31-1024x514.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-31-300x151.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-31-768x386.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-31-1536x772.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-31.png 1682w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">PDF Settings:<\/h3>\n\n\n\n<p>To customize the PDF setting, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Company logo:<\/strong> Add the custom company logo for PDF.<\/li>\n\n\n\n<li><strong>Company name:<\/strong> Enter the name of the company.<\/li>\n\n\n\n<li><strong>Company address: <\/strong>Add the company address.<\/li>\n\n\n\n<li><strong>Select layout: <\/strong>Choose the PDF layout from the dropdown.<\/li>\n\n\n\n<li><strong>Enable border: <\/strong>Enable the border for PDF layout.\n<ul class=\"wp-block-list\">\n<li><strong>Border color: <\/strong>Add the custom border color.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Enable terms and conditions: <\/strong>Enable the terms &amp; conditions.\n<ul class=\"wp-block-list\">\n<li><strong>Terms &amp; Conditions text: <\/strong>Enter the custom text for terms &amp; conditions in PDF.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Disable for customer: <\/strong>Enable this option to restrict the customer from downloading the quotes PDF from the My account \u2192 Quotes page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"977\" height=\"1024\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-32-977x1024.png\" alt=\"\" class=\"wp-image-9304\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-32-977x1024.png 977w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-32-286x300.png 286w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-32-768x805.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-32-1465x1536.png 1465w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2025\/10\/image-32.png 1687w\" sizes=\"auto, (max-width: 977px) 100vw, 977px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">REST API Guide<\/h3>\n\n\n\n<p><strong>Requirements:<\/strong><\/p>\n\n\n\n<p>To use the latest version of the REST API you must be using:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>WooCommerce 3.5+.<\/li>\n\n\n\n<li>WordPress 4.4+.<\/li>\n\n\n\n<li>Role-based pricing 2.0.0+<\/li>\n\n\n\n<li>Pretty permalinks in Settings &gt; Permalinks so that the custom endpoints are supported. Default permalinks will not work.<\/li>\n\n\n\n<li>You may access the API over either HTTP or HTTPS, but HTTPS is recommended where possible.<\/li>\n<\/ol>\n\n\n\n<p><strong>Authentication<\/strong><\/p>\n\n\n\n<p>We have extended the v3 version of WooCommerce REST API. Read more about the WooCommerce authentication here. <a href=\"https:\/\/woocommerce.github.io\/woocommerce-rest-api-docs\/#authentication\">https:\/\/woocommerce.github.io\/woocommerce-rest-api-docs\/#authentication<\/a><\/p>\n\n\n\n<p><strong>List all rules of RFQ<\/strong><\/p>\n\n\n\n<p>This API helps you to get all rules of Request a quote. HTTP Request: GET \/wp-json\/wc\/v3\/af_rfq\/ CURL: curl https:\/\/example.com\/wp-json\/wc\/v3\/af_rfq \\-u consumer_key:consumer_secret<\/p>\n\n\n\n<p><strong>Retrieve a rule of RFQ by ID<\/strong><\/p>\n\n\n\n<p>This API helps you to get all rules of Request a quote. HTTP Request: GET \/wp-json\/wc\/v3\/af_rfq\/{rule ID} CURL: curl https:\/\/example.com\/wp-json\/wc\/v3\/af_rfq\/\/{rule ID} \\-u consumer_key:consumer_secret<\/p>\n\n\n\n<p><strong>List all user submitted quotes<\/strong><\/p>\n\n\n\n<p>HTTP Request: GET \/wp-json\/wc\/v3\/af_quotes\/ CURL: curl https:\/\/example.com\/wp-json\/wc\/v3\/af_quotes \\-u consumer_key:consumer_secret<\/p>\n\n\n\n<p><strong>List all user submitted quotes<\/strong><\/p>\n\n\n\n<p>HTTP Request: GET \/wp-json\/wc\/v3\/af_quotes\/ CURL: curl https:\/\/example.com\/wp-json\/wc\/v3\/af_quotes \\-u consumer_key:consumer_secret<\/p>\n\n\n\n<p><strong>Retrieve a Quote by ID<\/strong><\/p>\n\n\n\n<p>HTTP Request: GET \/wp-json\/wc\/v3\/af_quotes\/{Quote ID} CURL: curl https:\/\/example.com\/wp-json\/wc\/v3\/af_quotes\/{Quote ID} \\-u consumer_key:consumer_secret<\/p>\n\n\n\n<p><strong>Create new quote<\/strong><\/p>\n\n\n\n<p>HTTP Request: POST \/wp-json\/wc\/v3\/af_quotes CURL: Curl -X POST https:\/\/example.com\/wp-json\/wc\/v3\/af_quotes\/{Quote ID} \\ -u consumer_key:consumer_secret -H &#8220;Content-Type: application\/json&#8221; \\ -d &#8216;{your-data}&#8217;<\/p>\n\n\n\n<p><strong>Delete a quote by ID<\/strong><\/p>\n\n\n\n<p>HTTP Request: DELETE \/wp-json\/wc\/v3\/af_quotes\/{Quote ID} CURL: curl -X DELETE https:\/\/example.com\/wp-json\/wc\/v3\/af_quotes\/{Quote ID}?force=true \\-u consumer_key:consumer_secret<\/p>\n\n\n\n<p><strong>Update a quote by ID<\/strong><\/p>\n\n\n\n<p>HTTP Request: PUT \/wp-json\/wc\/v3\/af_quotes\/{Quote ID} CURL: curl -X PUT \/wp-json\/wc\/v3\/af_quotes\/{Quote ID} \\ -u consumer_key:consumer_secret \\ -H &#8220;Content-Type: application\/json&#8221; \\ -d &#8216;{Your Data}&#8217;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Adding Request a Quote Button to Products&nbsp; 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.&nbsp; Add or Editing the Existing Quotes New Quote: Customer Information: Quote Details: View the following quote details here. 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