{"id":3262,"date":"2023-10-17T10:16:59","date_gmt":"2023-10-17T10:16:59","guid":{"rendered":"https:\/\/addify.store\/documentation\/?page_id=3262"},"modified":"2023-10-17T10:16:59","modified_gmt":"2023-10-17T10:16:59","slug":"how-to-customize-quotation-management-form-using-b2b-for-woocommerce","status":"publish","type":"page","link":"https:\/\/addify.store\/documentation\/woocommerce\/b2b-for-woocommerce\/how-tos\/how-to-customize-quotation-management-form-using-b2b-for-woocommerce\/","title":{"rendered":"How to Customize Quotation Management Form Using B2B for WooCommerce?"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Customizing Quotation Management Form<\/h2>\n\n\n\n<p>To customize the quotation management form using B2B for WooCommerce and add custom fields, you can follow these steps:<\/p>\n\n\n\n<p>Log in to your WordPress admin panel.<\/p>\n\n\n\n<p>Go to <strong>B2B <\/strong>&gt; <strong>Quote Fields <\/strong>&gt; <strong>Fields for Request a Quote<\/strong>. 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.&nbsp;<\/p>\n\n\n\n<p>To add a new custom field, click on the &#8220;Add New Field&#8221; button. Here, you can configure the field attributes:<\/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<p><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>)<\/p>\n\n\n\n<p><strong>Field Type:<\/strong> Select an input format type for the field from the following options:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Text&nbsp;<\/li>\n\n\n\n<li>Email<\/li>\n\n\n\n<li>Number<\/li>\n\n\n\n<li>File&nbsp;<\/li>\n\n\n\n<li>Time&nbsp;<\/li>\n\n\n\n<li>Date&nbsp;<\/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&nbsp;<\/li>\n\n\n\n<li>Checkbox<\/li>\n\n\n\n<li>Terms &amp; Conditions<\/li>\n<\/ul>\n\n\n\n<p><strong>Field Label:<\/strong> Enter the field label that will be visible to customers at the frontend<\/p>\n\n\n\n<p><strong>Field Default Value: <\/strong>Select a default value that should be stored against this field&#8217;s data<\/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<p>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:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If you selected &#8220;File&#8221; as the field type, you can specify the allowed file types (e.g., pdf, txt, jpg) and the maximum file size in bytes.<\/li>\n\n\n\n<li>If you chose &#8220;Select,&#8221; &#8220;Multi Select,&#8221; or &#8220;Radio&#8221; as the field type, you can add options for the field.<\/li>\n<\/ul>\n\n\n\n<p><strong>Field Attributes: <\/strong>In the Field Attributes section, you can further customize the field:<\/p>\n\n\n\n<p><strong>Order: <\/strong>Set the order of fields in the form<\/p>\n\n\n\n<p><strong>Enable\/Disable: <\/strong>Enable or disable the field through the dropdown<\/p>\n\n\n\n<p><strong>Required:<\/strong> Make any field mandatory or optional<\/p>\n\n\n\n<p>Click on the &#8220;Save Changes&#8221; button to add the custom field to the quotation management form.<\/p>\n\n\n\n<p>You can repeat these steps to add additional custom fields as needed.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/AbVLaZhtdRKY1sMCZIpTOaaBZteIvU5QkJqvxq3uvsXSZYvBLmXwont4d8Uct3csFiQy0eFAu3_61XnQGxF9NpejKxawGIH8QtS_XMUVwyEaONeU1fw9zq8BUEqLryKUtCwqrDcm9oYruWtnmImQumw\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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 &gt; Quote Fields &gt; Fields for Request a Quote. You will see a grid displaying all your existing quote fields. You can [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3248,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"template-parts\/multiple-page-template.php","meta":{"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-3262","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 Customize Quotation Management Form 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-customize-quotation-management-form-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 Customize Quotation Management Form Using B2B for WooCommerce? - Documentation\" \/>\n<meta property=\"og:description\" content=\"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. 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