{"id":3250,"date":"2023-10-17T10:14:03","date_gmt":"2023-10-17T10:14:03","guid":{"rendered":"https:\/\/addify.store\/documentation\/?page_id=3250"},"modified":"2023-10-17T10:14:03","modified_gmt":"2023-10-17T10:14:03","slug":"how-to-set-up-quotation-management-using-b2b-for-woocommerce","status":"publish","type":"page","link":"https:\/\/addify.store\/documentation\/woocommerce\/b2b-for-woocommerce\/how-tos\/how-to-set-up-quotation-management-using-b2b-for-woocommerce\/","title":{"rendered":"How to Set Up Quotation Management Using B2B for WooCommerce?"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Setting Up Quotation Management&nbsp;<\/h2>\n\n\n\n<p>Go to <strong>B2B <\/strong>&gt; <strong>Settings <\/strong>and navigate to the <strong>Request a Quote<\/strong> tab. You can set up quotation management by configuring the following settings:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>General Settings<\/li>\n\n\n\n<li>Custom Messages<\/li>\n\n\n\n<li>Emails&nbsp;<\/li>\n\n\n\n<li>Google Captcha<\/li>\n\n\n\n<li>Page Builders<\/li>\n\n\n\n<li>Quote Attributes<\/li>\n\n\n\n<li>Quote Buttons<\/li>\n<\/ul>\n\n\n\n<p>Let\u2019s discuss these settings one by one:<\/p>\n\n\n\n<p><strong>General Settings<\/strong><strong>:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><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>)<\/li>\n\n\n\n<li><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]<\/li>\n\n\n\n<li><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>)<\/li>\n\n\n\n<li><strong>Set Basket Style: <\/strong>Select the style to display the number of items in the customer\u2019s basket\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<\/li>\n\n\n\n<li><strong>Enable Ajax Add to Quote (Product Page):<\/strong> Enable\/disable Ajax Add-to-Quote on the product page<\/li>\n\n\n\n<li><strong>Enable Ajax Add to Quote (Shop Page): <\/strong>Enable\/disable Ajax Add-to-Quote on the shop page<\/li>\n\n\n\n<li><strong>Redirect to Quote Page: <\/strong>Redirect customers to the Quote page once they have successfully added a product to the Quote<\/li>\n\n\n\n<li><strong>Redirect After Quote Submission:<\/strong> Redirect customers to any page once they have successfully submitted a Quote<\/li>\n\n\n\n<li><strong>URL to Redirect:<\/strong> Enter a URL to redirect after the quote is submitted successfully<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/7uQ6b3OtHMdxr5WyFUoNNk4mA4hHWjbmmywR4mQWWS-8Gr_pOMG4BhHWtUEtLjIsRoJj-pOYyYRKngT0WmqmGUx5oN6ZsMR-BtNun69iokYac7vYa5ZRisiQliBTKYKV-NLZzypo0DHHGKmOPDix_y8\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Custom Messages Settings:<\/strong><\/p>\n\n\n\n<p>Enabled Ajax add to quote to customize the success messages for:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><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>)<\/li>\n\n\n\n<li><strong>View Quote Basket Button Text:<\/strong> Enter a custom text to display for the view quote basket button<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/1JWnfQ3yNJF0WSKWOxuzhVcwFZ--ZtwDv-AkR-G3spQz6iy8uX7haBC4Y7po1MS2_Z7_iJkJyKMw0JyE47hmFfhORaS5RnZ-jcpw_D5uz9ooQ582Vlwddl9WSKHFfvtNNj6Dmq-LxKgG2w6MispryFg\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Emails Settings:<\/strong><\/p>\n\n\n\n<p>Enable and customize the following email notifications:<\/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>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<\/ul>\n\n\n\n<p>Below are the email settings for each quote status:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\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 for 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\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/mPPb8EflV4p0KkzwfhuMdYlhX_-M26-sbkZg-nxnRmvzQCRGoBfsJB2D3rBjCMFD4s3LQrJ8HpFPnpxgs4eJs7_c0LuVUSVb7J2RO0VLPrtf_oNZveyZHQM2BxN9yaNeU5SKncloM0ykVDOhVuZSn24\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Google Captcha Settings:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enable Captcha: <\/strong>Enable\/disable the Google reCaptcha field on the Request a Quote Form<\/li>\n\n\n\n<li><strong>Site Key: <\/strong>Enter a Google reCaptcha site key (available on Google). Without this key, Google reCaptcha will not work<\/li>\n\n\n\n<li><strong>Secret Key: <\/strong>This is Google reCaptcha secret key (available on Google). Without this key, Google reCaptcha will not work<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/I73qNyNujE62Vlo5uqtV5JFqaAqWrph4fVL1osppi2rYbSY2ye1e41qxD5mJjLh-Ywg9A1ZMYVKDOkuIqQOeYcVi408pbl5-7I02ApSFToky2BPNT87opTs3uxzQxHwx3d2PzBQsHUd5urxgC8WegyQ\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Editors &amp; Builders Settings:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Elementor Compatibility:<\/strong> Enable\/disable this option<\/li>\n\n\n\n<li><strong>Divi Builder Compatibility: <\/strong>Enable\/disable this option<\/li>\n\n\n\n<li><strong>Solution 2: <\/strong>Allow another solution if your add to cart is not replaced by the plugin Button<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/x6JCJt4kEP547HC3iABbZr1zSFOCoN4urH1LJA-N8kvlyEhwc5uKfx3igcypVNYzJB3IgvoIaaQxaCruB110qvb3GhomiqySsXlRt-qSeNyspZPdyDNYzD8dfaTqa8AyXsL46bHvjK6h-q2uSGaSfYE\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Quote Attributes Settings:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\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 offered price and 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><em>Note: 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 option at the frontend<\/li>\n\n\n\n<li><strong>Enable Quote Converter Display: <\/strong>Activate to show quote converted (User\/Admin) in My Account quote details<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/G2aBDvofUV8Ev7sZMEnpZZH098XyjKZal_mhZNdhnhSGoTVoKiA3I86WpP7Aa0smq3Uf1hsBoQrkggJBYnELWB0VHajGfpNC5Lw5HFrGLu7sxTDH7PljQYsUZiXyg9yZZNfiUCwIaHiZSOH8gSSGPTk\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong>Place Quote Button Settings:<\/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\n\n\n<li><strong>Place Quote Button Color: <\/strong>Customize the text color of the place quote<\/li>\n<\/ul>\n\n\n\n<p><strong>Update Quote Button Settings:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Update Quote Button Text: <\/strong>Add a custom place quote button text<\/li>\n\n\n\n<li><strong>Update Quote Button Background Color: <\/strong>Customize the background color of the place quote<\/li>\n\n\n\n<li><strong>Update Quote Button Color:<\/strong> Customize the text color of the place quote<\/li>\n<\/ul>\n\n\n\n<p>Configure these settings according to your requirements.<\/p>\n\n\n\n<p>Click on the &#8220;Save changes&#8221; button to apply the settings.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/yJeBCytQw8oj6IFT-FeSbSBtpAcEOIF-9uiQHOOR4qQ2MECtAvRn3ReND9r_KDY3FeTRo5r9AMV2ZeXxPkoOBt7wIuAhXbsrfiUx7NZMRGhUDffbyFzipUH8jODrROYC_hLgBpgPyqzpJHDuO73VXJw\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Setting Up Quotation Management&nbsp; Go to B2B &gt; Settings and navigate to the Request a Quote tab. You can set up quotation management by configuring the following settings: Let\u2019s discuss these settings one by one: General Settings:&nbsp; Custom Messages Settings: Enabled Ajax add to quote to customize the success messages for:&nbsp; Emails Settings: Enable and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3248,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"template-parts\/multiple-page-template.php","meta":{"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-3250","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Set Up Quotation Management Using B2B for WooCommerce? - Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/addify.store\/documentation\/woocommerce\/b2b-for-woocommerce\/how-tos\/how-to-set-up-quotation-management-using-b2b-for-woocommerce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set Up Quotation Management Using B2B for WooCommerce? - Documentation\" \/>\n<meta property=\"og:description\" content=\"Setting Up Quotation Management&nbsp; Go to B2B &gt; Settings and navigate to the Request a Quote tab. 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