how-to-set-up-request-a-quote-in-woocommerce

7 minutes

How to set up request a quotes in WooCommerce?

So, you have a WooCommerce website and want to add a button to get the price? You can surely use WooCommerce Request a Quote. Sometimes, not all the products will have a perfect price. Some product works on estimation. In simpler words, the user has to request an estimation to get that product.

This is usually seen in the service-based company where the people can request a quote of the item they want to purchase. However, that’s not the only reason. sometimes, you will need to use similar features for a product too.

That’s where you can use WooCommerce Request a Quote.

What is WooCommerce Request a Quote?

It’s a way using which the user can require the price estimation of the product they want to go with. Instead of showing the price of the product, it will show aRequest a quote” button. When the user clicks on it, they will be asked to fill up the details. When they fill up the details, they can simply wait for your response.

You will get the filled-up information in your account just like it’s a form. You can then analyze the user’s requirements and then send them the pricing. When you send them the pricing, it will ask you for all the information. You can then ask them for the payment.

The good thing is that you don’t need to apply the same thing at every place. You can only apply the WooCommerce Request a Quote on specific assets of products and not on all the products. This will allow you to use some of the products as customized products whereas all the other products can be regular products. In this way, you will have all the advantages.

What is WooCommerce Request a Quote plugin?

WooCommerce Request a Quote is a plugin offered at the official website of WooCommerce. You can install the plugin and then you can set the Request button on the plugins you want. This is easy by which you can let the user ask for the estimation. You can surely use the endless possibilities here as there are many features you will get here.

woocommerce request a quote

You can surely use the plugin. However, it is not free. You will have to pay a sum of $69 to get the plugin. That’s why you will need a bit of a budget to be spent on it. If you don’t have money in the budget to get it, you can try the lite version. We will talk about the lite version at the end of this article. As of now, we will focus on the official plugin and see what are things you will get here.

To get started, we will see the features of the plugin where we will come to know whether the rating plugin is worth using or not.

Features of WooCommerce Request a Quote

Here are the features that you will get in this WooCommerce Request a Quote plugin. Now, all people will have different requirements. Some people will be using it to collect bulk orders whereas some people will be using it for custom or personalized products. Last but not the least, there will be some people who will be offering some extra work on the product for a small charge.

For example, if you are selling décor items and some people want to engrave their name on the product, they can use the customized version of the product. All these can be possible with the features. WooCommerce Request a Quote has all types of features using which you can use the plugin as you want. We will see the list of features and you will have a complete idea about it.

Quote with Price

In a lot of the above-mentioned parts, there are places where you will have to give the main price first. In simpler words, the product must have a price and the customer can then ask for customization which will cost extra.

In the same way, the customer might also bargain. You can enable or disable the feature as you want. It allows you to show the price and then the quote will cost an extra amount to that price. You can also allow the customers to bargain the price. With this, the customer can ask you for their price.

For example, if a product costs 100 bucks, customers can tell you that they want 10 quantities for 90 each. There are just two options that they will have to fill. They can enter the offered price and they can enter the quantity they want. Once they do these things, they are all set to go.

Using this, they can request a custom quote for the things they want.

Conditions and Rules for using Woocommerce request a quote

You can surely have the WooCommerce Request a Quote only for specific products. Not all the products will have the same type of model. In most of the products, you might want the user to directly buy the product instead of requesting the quote. So, you can surely set the WooCommerce Request a Quote only limited to a specific product. You can change it directly from the product page.

There are many other conditions you can set. You can set it for the users, where only a particular part of users will be able to see the request a quote button. You might want to add it only for the people who are registered on your website. So, you can surely do this. This is where the customer who has a registered account at your website can request a quote, while those who don’t, have to buy it directly.

You can do the same thing in reverse. If you only want the non-registered user to request a quote and the registered user can buy it directly, you can do the same thing. There are enough rules available. You can set the rules as per your wish.

Further, you can also have it for a specific category of the product. This is where all the products in a specific category will show these options and the rest of them will not show the same. This is yet another helpful thing you can do.

Form Fields and Add to Cart

Want to remove add to cart button, right? You might don’t want the user to buy the product directly. That’s where you can easily remove the add to cart and buy now button. You can remove them and the user will directly see the option to request a quote instead of buying the product.

The user can then request the quote if they are interested in buying that product.

Further, there are enough fields that you can keep in the request form. You can have as many field types as you want. If you want to add the drop-down, you can do that. In the same way, if you want the user to add the text by themselves, you can do that too. It will allow you to add as many things as you want.

There is a massive number of fields that you will get here. You can set any field that you want here. If you want to allow the users to add the products, you can do that too. With the product field, you can allow them to add their favorite product to the list. This is where things get a bit interesting. You can offer more than one product here.

Easy to Manage

You can easily manage all the quotes as well as you can manage the form. It will allow you to see all the quotes in the list. You can see what are the user requesting. If you want to see a particular field, you can do that by heading over to the main option of the quotes.

You can add or remove the field as per your wish. You can also manage the field buttons and the products.

Now, the next thing that you might want is a way to accept or reject the quote(woocommerce request a quote), right? This is where our next feature jumps in.

Convert Quote to Order

You can easily reject the order if you want. In the same way, if you want to accept the order, you can simply click on the Convert button and it will convert the quote to the order. It will then be seen as a WooCommerce order because that’s what this plugin is all about. You can easily change it in the order and get it in the CSV file.

If you are using Zapier or any other tool for the automation, it will easily fetch the request a quote order along with the other ones. So, there is nothing to worry about when it comes to getting the list of the orders.

In simpler words, it can change the order stats from quote to order. It will then behave like a WooCommerce order only.

How to use it – Woocommerce request a quote?

Now, the main question arises. How you can use this plugin? For that, you can simply head over to the official website of WooCommerce and install the plugin. You will have to pay for it as it’s a paid plugin. You can simply pay for it and download the zip from there.

You will now have to upload the zip by coming to your WordPress dashboard and heading over to Plugins > Add new. You can upload your file there and you are all set to go. You can then activate the plugin. When you activate the plugin, you are almost all set. You can then start making the basic change to the website.

You can then add the request a quote button. To configure the plugin, you can simply head over to WooCommerce > Request a quote.

There will be a lot of options there such as quotes, settings, etc. You can open all the tabs one by one and start making the changes as per your wish. If you want to change the field, you can do it by adding new fields. Once you are done with everything, you can surely test the website to ensure that everything is running safely.

You can also change the product configuration from the product page. This is how you can make the changes and you are all set to go.

All you need to do is make sure that everything is working as you wish. You can test the plugin. You can request a quote. Don’t just click on it and think it’s working. You need to make sure that it’s working correctly. For that, you will have to fill-up the form and see it yourself.

The free Alternative

Now comes the free alternative. If you don’t want to go with the paid version. You can also use the free version. It’s not the same plugin but it pretty much works like the same. You will have to look for YITH WooCommerce Request a Quote in the WordPress plugin directory. It will show you another plugin that you can go with. The plugin will allow you to add WooCommerce Request a Quote in the product.

The products are very limited but you will surely get all the basic features. If you don’t have the budget and you still want to go with the basic version, you can surely use the WooCommerce Request a Quote plugin and you are all set to go.

Final Words about WooCommerce Request a Quote

To conclude, this is how you can add the Request a quote button in WooCommerce. It’s easy as you just need to install the WooCommerce Request a Quote plugin. It has various options which are enough to configure the plugin and make it user-friendly. You can surely use the plugin as per your wish. Make sure you test it enough before you push it live. You can also set the validators in the field to make sure that the user enters things correctly.






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Edvins Gailums

Edvin is a WordPress website administrator on steroids with skills in HTML, CSS, JS and WordPress page builders such as Beaver Builder, Visual Composer, and Elementor.

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