WooCommerce Quote

Installation

First download the plugin file zip file, then there are two ways for installing:
 
1) The best way to install is via the Plugins > Add New Plugins section in the Wordpress Backend.
 
2) You can also manually bu unzipping plugin file in /wp-content/plugins directory
 
Once the plugin is installed please activate.

Configuration

Via the WooCommerce Quote -> Quotes menu you will be able to view all the existings quotes.

Via the WooCommerce Quote -> Settings menu you can set different options like products that can be quoted, roles restriction, customize texts and translate them (WPML) and so on.

Via the WooCommerce Quote -> Contact form menu you can customize the contact form associated with the quote request. Each field can be connected to a native order field (like billing first name, last name, etc).

Via the WooCommerce Quote -> Emails menu you can customize the notficiation emails sent by the plugin.

Quote statuses

The plugin uses the following statuses:

  1. New quote: Once the customer submits a quote, the plugin will create an order marking as "New quote".
  2. On hold quote: You can "pause" the quote for later processing. On hold quote won't expire and won't automatically accepeted (if you enable the special option).
  3. Accepted quote: When a quote is marked as "Accepted", the user will be notified via an email notification (text customizable via the Emails menu). The customer can pay the order via the My Account -> Quotes -> View quote page. Accepted quote can expired according the expiring date the admin can set automatically via the Settings menu or via the specific date he can set for the quote via the admin Quotes -> Edit quote page.
  4. Rejected quote: The admin can reject the quote. The user will be notified via an email notification (text customizable via the Emails menu).
  5. Rejected quote by the customer: Once the quote is accepted, the customer can eventually reject the quote. In this case, the admin will be notified via email (text customizable via the Emails menu).
  6. Expired quote: Auotomatically set if the quote passes the expiration date.

Email notifications

Via the WooCommerce Quote -> Emails menu you can customize all the notification emails sent by the plugin.

Via the WooCommerce Quote -> Settings the you can eventually disable the notification emails or customize the "From" fields.

Expire & Approval

Via the WooCommerce Quote -> Settings -> Expire & Approval area, you can set the quotes to be automatically approved (only if marked as "New quote") and set an automatic expiration period (only if marked as "Accepted quote"). For example, you can set a quote to expire 1 day after the quote has been placed. These feature consider the date the quote have been placed.

You can also set how long before a reminder will be sent before the quote expires.

Contact form

Via the WooCommerce Quote -> Contact form area, you can customize the contact form the customer have to fill before placing the quote. You can create different field type like:

  1. Text
  2. Textarea
  3. Date
  4. Time
  5. Select/Multiselect
  6. Country & State
  7. Acceptance

Each field can be styled by setting its width and can be made mandatory. Each field can also be "connected" to the order native fields (like billing first name, last name, etc).

Templates customization

Templates files used for email notfication and for the quote area can be found in the templates folder. They can be copied into the theme folder (for eample: {theme_folder}/woocommerce-quote/frontend/ or {theme_folder}/woocommerce-quote/emails) and customized.

WPML

In case WPML is installed, the plugin allows to enter each customizable text for each available language.

Frontend integration

Via the My account -> Quotes, the user will be able to keep track of the quotes he placed