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Let's take a look at a typical quote request and the flow of how it works: adding the quote product to basket, requesting the quote, negotiating, sending and purchasing an offer.
Note: the following is the flow for a logged in user, it works slightly differently for a logged out customer without an account.
First of all, a customer would add a product to the quote request using the "Add to Quote Request" button:
Then they can fill out the customisable quote form and send the quote request:
This opens up a conversation where the customer and shop manager can negotiate, sending messages back-and-forth:
The shop manager will receive an email notification and can view a list of quote requests in the backend, in B2BKing -> Conversations:
They can then send messages, as well as make an offer:
If the shop manager clicks on "Make offer", this opens up the offers panel:
Once the offer is created, the customer will receive an email notification about the offer:
Then they can view and add the offer to cart in My Account -> Offers:
This offer can be added to cart and purchased directly, but can also be downloaded as a PDF file, with the shop's logo and info:
If the offer is added to cart, the customer can then checkout normally:
Note: Changes can be made to the above flow, such as showing or hiding prices, or using both quote and the cart system at the same time.
Now that we have seen how a typical quote flow works, let's take a look at options and features. B2BKing introduces several features for quote request functionality. It is possible to enable:
Read below to learn about how each of these works.
If you'd like to hide prices and enable quotes for logged out users only, the simplest way to do it is through the setting in B2BKing -> Settings -> Access Restriction -> Replace prices with "Request a Quote"
If you need to enable quotes for logged in users as well, the way to do it is through "Replace Cart with Quote System" dynamic rules.
To enable quotes on only specific products or categories, you would need to create a "Quotes on Specific Products" dynamic rule.
To use both quotes and the cart system at the same time, you can enable the "Request custom quote" button, which B2BKing adds to the cart page. This button can be used alongside the normal cart functionality, giving customers a choice between purchasing outright and requesting a quote for a larger or more complex order.
>>> Learn more about configuring the request custom quote button.
Customers can add a product to cart, but instead of proceeding with the order as normal, they can use the "Request custom quote" button:
Whenever a new quote request is started or a message is sent in relation to a quote request, B2BKing automatically sends an email notification with the message content. This can be enabled or disabled in the WooCommerce Email Settings panel.
To see more about how email notifications look and work see the "Email notification" section in the Conversations documentation page.
To learn more about Conversations and Offers, please see each functionality's documentation page.
Version 3.8.0 of B2BKing brings some exciting new improvements and enhancements to quote requests and how quote requests work. The main features introduced are:
In each offer's backend, under the "Publish" box, there is an "Email Offer" button:
By clicking on "Email Offer", the offer will be sent to everybody that has visibility: that includes selected groups, selected users, and email addresses entered.
Go to B2BKing -> Settings -> Quotes & Offers -> and click on Manage Form Fields
There it is possible to add, edit or configure custom fields:
Note: Default fields cannot be removed. They are added dynamically by the plugin. Name and email are only requested for logged out users. Logged in users will see only the message field.
You can configure custom quote fields for the quote form, by choosing from 9 types of fields: text, textarea, number, dropdown, file upload, etc.
By default, quote products have their prices hidden. However, if you'd like to show prices, you can do this by going to B2BKing -> Settings -> Quotes & Offers and disabling "Hide prices in quote-only mode".
You can add the quote request form to any page, by adding the following shortcode:
[b2bking_quote_form]
This shortcode has an optional parameter for "type", to control whether it shows as a clickable button that opens a quote form, or directly as a form:
[b2bking_quote_form type=button]
[b2bking_quote_form type=form]
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