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 #
Configuration of the module #
As always you need to start by enabling the “Quotation” module of the CatalogX Plugin by following the below steps –
- Go to the admin dashboard.
- Click on the “CatalogX” option in the navigation menu.
- Once the submenu list appears, click on the “Module” option.
- Enable the “Quotation” module accordingly.
To configure the Quotation Management settings, navigate to CatalogX → Settings → Enquiry & Quote and scroll down to the Quotation Journey section. Here, you can configure how quotation requests are handled on your store.
Who Can Request Quotations #
Choose who can submit quotation requests on your store.
- Everyone: Allows both guests and logged-in customers to request quotations.
- Logged-in Users: Restricts quotation requests to registered customers who are logged into their accounts.
Quotation Validity Period #
Set the number of days for which an approved quotation remains valid. Once the validity period expires, customers will no longer be able to complete the purchase using that quotation.
Attachment #
Choose how quotation details should be shared.
- Download as PDF: Allows the quotation to be downloaded as a PDF document.
- Attach with Email: Includes the quotation as an attachment in the email sent to the customer or administrator.
Quote flow from the customer end #
Now let us see how the customers can request a quote of a product from their end.
- 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.
- 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.
