Quotation

Brief Description #

This module enables customers to request estimates for a selection of desired products. This functionality streamlines the process for businesses that offer personalized pricing or bulk orders, allowing customers to receive tailored quotes based on their specific needs. With this module, businesses can enhance customer engagement and improve the sales process by facilitating direct communication regarding pricing.

Requirements #

• WooCommerce 
• CatalogX
• CatalogX Pro

Configuration of the module  #

As always you need to start by enabling the “Quote” module of the CatalogX Plugin by following the below steps – 

1. Go to the admin dashboard.
2. Click on the “CatalogX” option in the navigation menu.
3. Once the submenu list appears, click on the “Module” option.
4. Enable the “Quotation” module accordingly.

Now let’s configure the settings related with this module – 

Shopping Journey #

• Limit quotation requests to logged-in users only – Once this option is enabled, the non-logged-in users can not submit a quote request from their end. 
• Quotation expiry duration – Here the admin can set a period after which the requested quote will be expired and no purchase can be made. 
• Attachment –  Here in this section the admin can select whether they want to download the quote request as a PDF file or they want to attach it with the email. 

Product page Builder #

This setting allows administrators to customize the “Add to quote” button to their preferences. Customization options include:

1. Button text
2. Button background color
3. Font color
4. Button background color on hover
5. Font color on hover

Additionally, administrators can:

• Modify the button’s border details
• Adjust padding and margin as needed
• Add a custom link for the button

If a link is provided, clicking the button will redirect users to the specified page. To maintain the button’s default functionality, simply leave the “page link” section blank.

These options provide flexibility in designing the button to match your site’s aesthetic and functional requirements.

Quote flow from the customer end #

Now let us see how the customers can request a quote of a product  from their end. 

1. The customers can go to the shop page or the single product page and there they will get the “Add quote” button”. They need to simply click on the button to add that product for the quotation cart. 
2. Once they are done with adding products, they just need to go to the “Request quote” page and there they will get the option for adding details and send quote for their selected products. 

Once the quote request is sent, the admin will receive an email regarding the quote and he can see the quote request from the WooCommerce order page.

Quotation flow in CatalogX Pro #

Once the CatalogX Pro plugin is enabled, the admin can manage quotation requests by navigating to Admin Dashboard > CatalogX > Quotation Requests. Here, the admin can view all submitted quotation requests, create new quotes, and manage existing ones. By clicking on a specific request, the admin is redirected to the order details page, where they can send emails, review quote details, and perform various other actions.

Flow from Customer’s end #

The customer can see details of his requested quotes by going to My account >> My requested quotes.