Woocommerce Request A Quote Plugin – Cart to Quote WordPress Form

Introduction to Woocommerce Request A Quote Plugin - Cart to Quote WordPress Form

Woocommerce Request A Quote is a powerful plugin that enables customers to request a custom quote for products in your WooCommerce store. The Cart to Quote WordPress Form feature allows customers to add products to a quote request form, which can then be sent to you or your team for review and quote creation. This plugin is particularly useful for businesses that offer custom-made products or services, or for those who want to provide a more personalized shopping experience for their customers.

In this tutorial, we will go through a step-by-step guide on how to use the Woocommerce Request A Quote Plugin - Cart to Quote WordPress Form to create a seamless quote request process for your customers.

Prerequisites

Before we dive into the tutorial, please ensure that you have the following:

• A Woocommerce store installed and activated
• The Woocommerce Request A Quote plugin installed and activated
• Basic knowledge of WordPress and WooCommerce

Step 1: Configuring the Woocommerce Request A Quote Plugin

To start using the Cart to Quote WordPress Form, you need to configure the Woocommerce Request A Quote plugin. Follow these steps:

1. Log in to your WordPress dashboard and navigate to Woocommerce > Settings > Request a Quote.
2. Click on the "Configure" tab and select the "Quote Request Form" option.
3. Choose the desired form layout and customize the form fields as needed (e.g., add or remove fields, change field labels, etc.).
4. Set the quote request form submission options (e.g., who should receive the quote request, how it should be sent, etc.).
5. Click "Save Changes" to save your configuration.

Step 2: Creating a Cart to Quote WordPress Form

Now that you have configured the plugin, let's create a Cart to Quote WordPress Form. Follow these steps:

1. Navigate to Woocommerce > Request a Quote > Forms.
2. Click on the "Add New" button to create a new form.
3. Enter a form title and description (optional).
4. Choose the "Cart to Quote" form type.
5. Set the form's display settings (e.g., who can see the form, how it should be displayed, etc.).
6. Click "Save & Publish" to save and publish your form.

Step 3: Adding Products to the Cart to Quote WordPress Form

To allow customers to add products to the quote request form, follow these steps:

1. Navigate to Woocommerce > Products.
2. Choose the products you want to make available for quote requests.
3. Click on the "Edit" button next to each product and scroll down to the "Request a Quote" tab.
4. Enable the "Add to Quote" option for each product.
5. Set the product's quote request options (e.g., whether it can be added to a quote request, how many items can be added, etc.).

Step 4: Testing the Cart to Quote WordPress Form

It's time to test your Cart to Quote WordPress Form! Follow these steps:

1. Log in to your WordPress dashboard and navigate to Woocommerce > Request a Quote > Forms.
2. Click on the "View" button next to your Cart to Quote WordPress Form.
3. Add some products to your cart and navigate to the quote request form.
4. Fill out the quote request form and submit it.
5. Verify that the form submission was successful and that you receive a quote request notification.

Step 5: Processing Quote Requests

Now that you have received a quote request, it's time to process it! Follow these steps:

1. Log in to your WordPress dashboard and navigate to Woocommerce > Request a Quote > Quote Requests.
2. View the quote request details and respond to the customer's request.
3. Create a custom quote based on the customer's request and send it back to them.
4. Update the quote request status to "Closed" or "Rejected" as needed.

That's it! With these steps, you have successfully set up and tested the Woocommerce Request A Quote Plugin - Cart to Quote WordPress Form.