How "Request a Quote" works in B2BKing

Update - B2BKing 4.4.50 - January 14th, 2023

It is now also possible to enable quotes for specific products or categories only. Quotes can be enabled for all users or just specific users or groups.

We have already seen how "Replace prices with Request a Quote" works for guest users. This article explains how Quote Requests work for registered users, as well as how you can negotiate and provide users with custom offers through Conversations and Offers

Click here to see how "Replace prices with Request a Quote" works for guest users, including options like "Hide prices" and "Hide the website completely".

How does "Request a Quote" work for registered users? #

First of all, the user adds the product to cart, as they would normally. However, instead of proceeding with the order as normal, they can use the "Request custom quote" button

Below is what this will look like in the cart. The user also can also attach a message to the quote request. This enables the user for example to describe the specifics of their needs and situation.

What happens after the quote request is sent? #

The user will see this as a "Conversation" in the "My account" menu.

Individual "Quote Request" conversation in the My account menu

Since this is a conversation, the user and the admin of the website can now exchange messages, negotiate and discuss the specific needs and situation of the user. This is available to the user in "My Account" and highlights the benefits of the built-in messaging system that B2BKing enables.

What the conversation will look like in the backend. Here the admin can exchange messages with the user.

Once a quote request has been negotiated, you can make an offer to the user in the "Offers Panel". Here is what an offer will look like for John's above request for 2000 boxes:

Individual offer made to John

Once the offer has been created, this is visible only to John, in his "My Account" section. Below is what this looks like. The offer's details are presented, and there is an option to add the offer to cart.

How offers look like in the user's my account section, following a quote request

To read more about offers and how they work, please see the dedicated Offers documentation page.

Email notifications #

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.

B2BKing 3.8.0 Update - September 2021 #

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:

  • Easily convert quote requests to offers / quotes
  • Email these offers easily to users, incl. guest users
  • Users can download PDF files of your offers, with your company Logo
  • You can now configure custom quote fields for the quote form, by choosing from 9 types of fields: text, textarea, number, file upload, etc.

How to Add & Manage Custom Quote Fields #

Go to B2BKing -> Settings -> Other -> Quote Requests -> click on Manage Quote Form Fields

Then you can set up as many fields as you want:

How to Email Offers to Customers #

In each offer's backend, under the "Publish" box, there is an "Email Offer" button:

By clicking on "Email Offer", the offer will go to everybody that has visibility: that includes selected groups, selected users, and email addresses entered.

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