Quotes on Specific Products

You can use B2BKing's "Quotes on Specific Products" rules to enable quotes on only specific products or categories, while other products will remain purchasable directly. These rules can also be applied to only specific users or groups.

How Rules Work #

After creating this rule for a product, customers will be able to add it to a quote request using the "Add to Quote Request" button:

Add product to quote request

Users can add multiple products to a quote request and then send the quote, as well as other fields and information such as names, phone numbers, date, file uploads, etc. You can also configure custom quote fields, choosing from 9 field types.

How to create rules #

To create such a rule, go to B2BKing -> Dynamic Rules and create a "Quotes on Specific Products" rule such as the following one:

Quote rule that applies to specific products

You can choose "Select products & categories" and then pick out individual items.

If you have both quote, and non-quote products, the former will show an "Add to Quote Request" button, while the latter will show an "Add to cart" button:

Hiding Prices #

By default, these quote rules also hide product prices. However, if you'd like to show prices, you can do this by going to B2BKing -> Settings -> Other and disabling "Hide prices in quote-only mode".

Control whether prices show for quote products

Requesting a Quote #

After the customer has added products to a quote, they will be able to go to the quote basket and click on the "Request custom quote" button to proceed:

After clicking on this button, users will see the quote form. This quote form is fully customizable and any number of fields can be added:

A quote request sent by a logged in user will create a "Conversation". Here you can discuss the quote with the customer and you can go back-and-forth and negotiate.

You can also send the customer an offer which they can then purchase directly via the shop.

Additional Info #

Learn more about quote request functionality in B2BKing by viewing our primary "How Quote Requests Work" documentation.

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