Cart to Quote for Woocommerce

Cart to Quote for Woocommerce (Free Download)

Byadmin

Woocommerce version 5+ compatible!

The most complete quote or “request quote” plugin for Woocommerce and WordPress. Maximize your sales now!

Let your clients request a quote or create a quote and send it to them via wp-admin

Attract your customers by creating special offers or discounts for them on WordPress and Woocommerce.

Please read the plugin description. If you’re not sure about anything, just ask and we’re here to answer your questions

Videos

FRONTEND

BACKEND

How it works

FRONTEND

Users can add products to the quotation. It works like a shopping cart (add, delete, overview, etc.). After he has added all the products he wants, he can submit the list for quotation.When submitted, a quote is created in the backend for the store manager to view, and the store manager is also notified by email.

BACKEND

Case 1: The store manager can view the quotation submitted by the customer. He can add a new price for each item of that quote and approve or can cancel, reject, etc.Many states are available.Customers can receive notifications about the updated status, and then proceed to purchase a new offer through the woocommerce checkout as normal, which contains all the changes made by the store manager and the new price.

Scenario 2: You (the store manager) get a call from your VIP customer asking for a good price on a long list of products.You go into the backend, go to Quotation, and create a new quotation with all the items he asked about. Here you can adjust the price and add some discounts to keep your VIP customers happy.Once an offer is complete, you can save it and your client will receive an email notification with all the offer details, the price he exclusively got, and a link to view and accept the offer so he can check out.

NOTE:

Features

  • Integrate with any theme using the default Woocommerce design
  • support”Woocommerce product add-ons” insert
  • Available for logged in and guest users
  • Access to the “Add to Quote” button per user role
  • Can be limited to logged-in users
  • User-friendly and self-explanatory admin panel fully integrated with Woocommerce.
  • Orders are similar to quotation management;Native WordPress plugin. Quote is a custom post type
  • Admin can create offers for existing users or anyone but only know his/her email address
  • Ability to add your custom attachments to any quote and send to clients
  • Automatically create PDF attachments with quotation details to send to customers
  • Admin can edit and approve or reject any quote request
  • Quote expiration, reminder and follow up dates can be set based on quotes
  • Easily edit the content of each email with plugin options
  • No need for another plug-in; it works out of the box with WordPress and Woocommerce
  • compatibleWoocommerce changes to tables-grid
  • Via .po / .mo files.
  • Available Translations: English, Greek

Requirements

  • WordPress 4.0+
  • E-Commerce 4+
  • PHP 7+

Usage

Plugin settings

In order to set the shopping cart offer for the Woocommerce plugin, navigate to “Woocommerce -> Settings” and clickCart to quote Tab.

Settings
  1. Always prompt to log in: Disallow access to guest and prompt to log in, even within single quotes.
  2. account required: Access to plug-in functions is allowed, but login is required to submit a quotation.
  3. Add a list of offers to my account: Add the offer list before the order list on Woocommerce My Account page.
  4. Remove the Add to Quote button on a product: Remove the “Add to Quotation” buttonsingle productPage.
  5. Remove Add to Quote button from Product Archives: Remove the “Add to Quotation” buttonProduct Archives List / CyclesPage.
  6. Disable user comments: If you check this, users will not be able to add notes (notes) to the citation.
  7. Empty the shopping cart before adding a quote item: When the user accepts the offer, the cart will be emptied before adding the offer item.
  8. Number of days to remember user quotes: The number of days (default 100) that the plugin should remember the user’s offer list when the user logs out. Basically the life of a cookie.
  9. Email notification of new offers: You can insert your email address here to receive notifications of new quote requests, eg. The store manager’s email address.
  10. Email users for new quotes on the frontend: Email offer details to users submitting new offers from the front end.
  11. Text before quotation in reminder email: Here, you can enter any custom text that will be inserted before the list of quotations in the quotation reminder email sent to the customer.
  12. Text after quotation in reminder email: Here you can enter any custom text that will be inserted after the list of quotes in the quote reminder email sent to the customer.
  13. Text before the follow-up email quotation: Here you can enter any custom text that will be inserted before the quote listing in quote follow-up emails sent to clients.
  14. Text after quote in follow up email: Here you can enter any custom text that will be inserted after the quote list in quote follow-up emails sent to customers.
  15. PDF-Logo: Drag and drop or “Add Media” into the editor to customize the logo on PDFs sent as attachments to clients when creating quotes.
  16. PDF Company address: Your company’s address that you may wish to display on the PDF with quote details.
  17. PDF text before product form: Any text you want to appear on the PDF precedes the table referencing the product listing.
  18. PDF-Fußzeile: Any text you want to appear in the footer of the PDF.
  19. PDF title background color: Any color you want as the background in the PDF (form) title.
  20. PDF link color: Any color required for any link on the PDF.
  21. PDFスタイル: Here you can enter any CSS rules you want to apply to the PDF (executeNOTIncluding ).
  22. are you ready!* save Changes *

Quote management

In order to create or edit any offer, navigate to “Woocommerce ? Quotes”. The functionality is the same as any WordPress custom post type.

Market management
  • Click the “Add Offer” button to add an offer to buy
  • If you have already created a quote, you can edit, quickly edit, delete or view any quote. Just hover your mouse over the quote title to display the link.
Quotes editor
  • User: You may add a user by start typing on the User field. An AJAX search will be ran on the background for already registered users and you will be prompt to select one if anyone is found. If the user does not exist you may type his email and the select it. YOu will be prompt to fill in his/her details. It is not obligatory to add the details of the user.
  • In the next area, you can select products to add to the quotation or edit existing products.In the same way start entering the title or SKU of the product, you will be prompted to select the found result.After selecting a product, all fields filled by quantity are filled automatically.
  • You can enter the profit margin by editing each individual product. Look for the “Unit Cost” field.
  • To add more products, click the plus sign (+) at the end of each row.
  • To delete a product, click the (x) symbol at the beginning of each line.
  • To enter due, reminder, and follow-up dates, click any of the three fields. A calendar will pop up.
  • You can only reserve notes for admins in the Admin Notes text area.
  • If the quote is submitted by the user and the user has added some notes (comments), these will be displayed in the “User Notes” text area.
  • On the sidebar, you can select and/or change the status of the offer.
  • You can add attachments to quotes by clicking the “Add Files” button. The default WordPress media manager will pop up. This attachment will be sent to the user upon quotation submission.
  • If you edit a quote, you will have two additional options.
    • “Send status notification to user” (self-explanatory).
    • If you want to resend the email that was sent to him/her when the offer was created for the first time, please “send a new offer notification to the user”.

Market front end

Depending on your settings, users will be able to add products to their offer list and request a quote. They will be able to request a quote and view their offer on the My Account page.

For developers

Templating

You can override any plugin template in the same way as woocommerce. Just copy the files into “your-theme-directory/c2q/”.

For example. If you want to override single quotes. php and your theme is “storefront-child”, then in “/wp-content/themes/storefront-child/” create a folder called “c2q” and copy the file “single-quote.php” is there. Now you can edit it as needed.

Hooks

Many hooks are in place. Please search the code for a complete list. There is also a list in the documentation.

Frequently asked questions

  1. Are variable products supported?

    Yes they are.

  2. Will it work with this (anything we haven’t tested) plugin?

    Excuse me!

  3. I need to make this change to the plugin. Will you do it for me?

    If this is a change that benefits all buyers, we might consider it. If it’s custom, then we’re sorry, but that’s not included in support.

  4. How many quotes can it handle?

    It really depends on server and site optimization.

Changelog

1.0.15 11/24/2021
  • Fix: Resolved conflict with “Google Doc Embedder” plugin
1.0.14 11/22/2021
  • Feature: Added PDF comment per quote
  • Feature: Added button on the cart page to merge or transfer the cart contents to the user’s quote list
1.0.13 11/05/2019
  • Fix: In some cases the plugins’ setting would not save
1.0.12 02/14/2019
  • Fix: In some cases displaying prices with tax would display a warning creating a wsod on post
  • Fix: Fixed JS error if the email does not exist in the user DB
  • Feature: Update select2 to latest version
1.0.11 09/06/2018
  • Fix: On some DB setups the product would not be added to the quotelist
1.0.10 08/01/2018
  • Fix: Added several checks in order to avoid errors from popping up
1.0.9 10/20/2017
  • Feature: Woocommerce v3.2 compatibility
  • Feature: Quote thank you message override
1.0.8 04/30/2017
  • Feature: Woocommerce v3.0 compatibility
  • Feature: Per product disable “add to cart” button
  • Feature: New quotes option to CC email to the quote author
1.0.7 01/19/2017
  • Feature: Added the option to customize the text on the email headers
  • Feature: Added the option to customize the footer of the emails
  • Fix: Fixed quotelist widget link on WPML sites
  • Fix: Quote PDF in some occasions was not attached due to server lag
1.0.6 01/03/2017
  • Feature: Added “Woocommerce Product Addons” plugin support
  • Feature: Added description per product on quotes via backend
  • Feature: Better Avada theme compatibility
  • Feature: Added image on quote lists
  • Feature: SKU search on backend
  • Feature: Made the list price and cost editable on backend
  • Fix: Prevent last product row deleting on admin
  • Fix: PDF was not attached if the user was not registered
  • Fix: Some text was not translatable
1.0.5 10/23/2016
  • Feature: Added the option to remove prices from your site
  • Feature: Added the option to remove add to cart button from your site
  • Feature: Made compatible with Woocommerce changes to tables-grid
  • Feature: Added per user role access to the “add to quote” button
  • Feature: Quick custom button text field via the settings page
  • Feature: added quote list table on status update emails
  • Fix: Fixed quote not saving in wp-admin in some cases
  • Fix: Fixed notices not being displayed after quotelist submition
1.0.4 09/13/2016
  • Feature: Added compatibility with additional popular themes
  • Feature: Better button enabling checks on variable products
  • Bug: Force Font Awesome load if missing
1.0.3 09/09/2016
  • Feature: Added support for ajax refreshing of the quotelist widget
  • Bug: Fixed some PHP warnings
1.0.2 08/23/2016
  • Feature: Enable/disable “add to quote” functionality per product
  • Feature: Made easier to understand that adding a user during the quote creation is optional
  • Bug: In some installations, woocommerce select2 version was conflicting when editing or creading quotes
  • Bug: Fixed some typos
1.0.1 08/19/2016
  • Bug: Missing comma was preventing DB table from being created
  • Bug: Added some checks to remove warnings for undifined indexes
1.0.0 08/15/2016
  • initial release

Source and credit

The plugin uses the following libraries

  • Select2
  • mPDF

Cart to Quote for Woocommerce [Free Download]
Cart to Quote for Woocommerce [Nulled]

WordPress » WooCommerce

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