NP Quote Request for WooCommerce

Description

NP Quote Request for WooCommerce enables your customers to easily submit a quote request to your WooCommerce store. It is very flexible and can be used in a variety of store settings. NP Quote Request for WooCommerce enables you to generate leads and engage with your customers!

You can configure NP Quote Request for WooCommerce basic version in different ways:

1- Allow quote request on selected products.Simple and varaiable product types

2- All product types. Customers can submit their cart as a quote request at checkout:
* Customers submit their cart as a quote request.
* Customers submit their cart as a quote request or purchase based on minimum (premium).
* Customers submit their cart as a quote request or purchase based on items in the cart (premium).
* Limit price visiblity and quote request ability by role (premium).
* Limit price visiblity and quote request ability by IP address (premium).
* Show prices but hide add to cart and only allow quote request for items in normal mode (premium).
* Allow customer to go through checkout without paying. Admin can then optionally covert the order to a quote request and email the customer.

Documentation

• Hides or shows prices with your choice of Normal Checkout mode or RFQ mode.
• Creates orders from an RFQ.
• Sends confirmation emails to customer and shop manager.
• RFQ list shown in the RFQ page.
• Manage price visibility.
• Support for variable product in normal checkout.

NP Quote Request for WooCommerce Premium Extension

• Compatible with WooCommerce Product Add-ons (from WooCommerce). This is the one we recommend to use with our plugin and support in normal or RFQ mode.*
• Most other product option builder can integrate in RFQ mode. Please test in the free version for compatibility.*
• More flexiblity and control over price visibility*
• Better integration with Astra theme
• Better integration with QuickView plugins
• Create a Widget for the inquiries
• Conditional RFQ mode with a few lines of code.
• Compatible with WooCommerce product add-ons.
• Allow buy now or request a quote at WooCommerce checkout.
• Redirect to quote request page in the normal mode
• Staff mode can see all prices, buy or request a quote based on IP address.
• Control who sees prices by roles
• Customize the quote request page for normal checkout.
• In the pro version, shop manager can write a proposal the customer in the quote request, choose to include a link to “pay”.
  and save the status as “Quote Sent”.
  This triggers an email, notifying the customer of the quote, which is payable by following the link.
• Allow customers to submit a bid while requesting a quote.
• Allow quantity box for Add to Quote button in archive and category pages.
• Add to Quote short code with quantity box.
• Allow sales staff to see prices on the front end while logged in as customers. (based on IP address)
• Customer can also choose to respond to the proposal and add a response(note) by clicking in the “respond” link in the email.
• Add custom HTML content to the top and bottom of the quote request page.
• Designate additional fields as required for visitors such as phone,zip,state etc.
• Choose to allow create an account or disable.
• RFQ Enable or disable all products in bulk. Useful if you use the “normal checkout” and have a lot of products.
• RFQ Enable or disable all products in a category. Useful if you use the “normal checkout” and have a lot of products.
• Plugin can operate in 2 modes: Request for quote checkout and normal checkout.
• In “RFQ Checkout” , you can optionally allow customer to pay now or submit a quote request at Checkout. Allows either a€?Checkout or Request quotea€? for the entire cart.
• With “Checkout or Request quote” you can limit by minimum purchase ( quote request available above a minimum).
• With “Checkout or Request quote” you can limit by allowing either quote request or purchasing depending on the products in the cart.
• Send custom content with the confirmation and proposal email. Customize the content even further based on each product.
• Accept customer bids while submitting quotes.
• Quote cart widget in the normal check.
• Change the “reply to” in emails to admin to be the customer’s email.
• Customize color, background color and mouse effects of the quote button.
• Add to quote shortcode.
• Add custom fields to your checkout page using a Ninja Form.
• Add custom HTML content to the top and bottom of the quote request page.*
• Designate additional fields as required such as phone,zip,state etc.
• Choose to allow create an account or disable for new customers on quote request page.
• In RFQ mode, allow customer to pay now or submit a quote request at Checkout. Allows either “Checkout or Request quote” for the entire cart.
• RFQ Enable or disable all products in bulk.
• Send custom content with the confirmation and proposal email. Customize the content even further based on each product.
• Choose a redirect page after add to quote.
• More control over showing prices and showing add to cart button in normal checkout.
• More control over showing prices in customer emails.
• Better support for third party plugins order meta data.
• Set defaults for new products to be quote request products.
• Set automatic expiration / cancellation for quotes based on number of days.
• Resend Quote Confirmation and Quote Sent emails using order actions in the order screen.
• Beta: Integration with Advanced Product Fields Plugin basic(free) version.
• Beta: Integration with WooCommerce Product Add-on Ultimate Plugin basic version.
• And many more features..

NP Quote Request for WooCommerce Premium Only Features

Email, Content Marketing & Dashboard Video

Custom fields Video

Screenshots

Installation

Minimum Requirements

• Version 1.7.9998 and higher is compatible with WooCommerce 3.x or higher

Documention

General Options

NP Quote Request for WooCommerce enables you to operate in your choice of 2 different modes: Normal Checkout mode or RFQ mode.

Normal Checkout Mode

Normal Checkout mode shows prices by default except on products that are RFQ enabled in the product setup page(Advanced Tab) in admin. You can choose specific products in the product setup that you want customers to request a quote. The prices for these products will be hidden by default unless you choose the option “Show Prices With Normal Checkout”; then all prices will show regardless of RFQ status. So you could select some products to be available for the customer to purchase through the regular checkout proceedure, OR allow the customer to request a quote on that product. All quote requests are added to the RFQ cart and when submitted, and saved as an order with an RFQ status. All other product purchases can check out normally.

The Normal Checkout mode gives you the most flexibility in offering your products for sale. For example, a customer loves the sweatshirts you sell and decides to buy one at your special sale price of $32 (regularly $38). But then, the customer realizes these are just what his team (25 people) has been looking for–along with the matching sweatpants. Using the Normal Checkout mode, this customer can purchase his sale sweatshirt, and also request a quote for pricing for the 25 sweatshirts and 25 sweatpants for his team.

Product setup

Applicable to Normal Checkout only. In the product setup advanced tab you can enable requesting quotes for the product by checking “Enable RFQ for this product”.

RFQ Checkout Mode

RFQ Checkout mode allows the customer to only be able to check out using a request for quote. This mode hides all prices for the customer by default, however you have the option to allow prices to be shown. The items in the cart are saved after the checkout as an order with RFQ status. You can then adjust the prices and turn the order to a pending status to allow payment by the customer.

Email setup

When a customer requests a quote, an order is created with “quote_request” status and emails are sent out to the customer and the store manager.
Emails are added to the WooCommerce email settings section and can be enabled/disabled. Email templates can be overridden as you would with other emails by copying the “woocommerce/emails” to your theme.

Work Flow

In Normal Checkout mode

• Customer shops and can check out normally to purchase items at set price (for items with a visible price).
• Customer can request quotes for products that have been RFQ enabled in product setup (whether or not price is visible).
• Customer adds items for quote request to the RFQ List.
• Customer can submit their request in the quote request page (instead of paying, customer submits a request for quote).
• The request creates an order that can be viewed in the Order section.
• Shop manager recieves an email that a quote is requested.
• The request is viewed and the price adjusted as desired.
• Manager sends an invoice when price is agreed upon.
• Manager adjusts the status of the request to order-pending.
• Customer can pay the invoice online from the “my account” menu, after the status is set to pending payment.
• Customer can see the price and your normal payment gateways when paying for orders with pending payment status.

In RFQ mode

• ALL products are checked out through the RFQ process above, regardless of whether or not the price shows.
• At checkout, instead of paying, customer submits a request for quote.
• The request creates an order that can be viewed in the Order section.
• Shop manager recieves an email that a quote is requested.
• The request is viewed and the price adjusted as desired.
• Manager sends an invoice when price is agreed upon.
• Manager adjusts the status of the request to order-pending.
• Customer can pay the invoice online from the “my account” menu, after the status is set to pending payment.

Templates

NP Quote Request for WooCommerce templates located in the “woo-rfq-for-commerce/woocommerce”.
You can override the templates by copying them to “your_theme_directory/woocommerce”.

Automatic installation

Automatic installation through your WordPress dashboard.

Manual installation

Download NP Quote Request for WooCommerce Request plugin and upload it to your webserver via FTP. The WordPress codex contains instructions on how to do this here.

Updating

Automatic / manual the same way as installing

Reviews

Broken Updates

viivi76 November 21, 2024

The latest update broke the site.

Broken Updates

marketingsweet November 21, 2024

Multiple client sites crashed due to broken updates, very poor testing

Crashed my site twice in the last 2 weeks

smartsovereign November 21, 2024

worked fine until they started updating it recently.Caused lots of crashes and issues in the last 2 weeks.I’m switching

Great plugin and support

mtgagents2021 June 21, 2024 1 reply

I had tried several different quoting plugins (including ones build by Woo themselves) and non produced the results that this plugin does. Considering my needs were a little complex, the support understood exactly what I wanted it to do, gave me detailed instructions on how to get the results I needed and also logged in and found an issue with another plugin and resolved it out of hours. Can’t recommend highly enough. Looking forward to my customers using this facility when we launch.

Excellent plugin and support

Jaap de Wit May 13, 2024 1 reply

After a a loss of functionality this was very quickly fixed by the plugin developer. Support is fast and very helpful.

Great plugin, efficient support!

mazbuild March 7, 2024

Fantastic plugin and support! We needed some customisations and everything was done quickly and efficiently. Cannot fault it.

Contributors & Developers

Changelog

1.9.177 11/21/2024

fix critical error