Cart to Quote for Woocommerce (WooCommerce)

Purchase $16.00

The most full quoting plugin for Woocommerce and WordPress. Max your gross sales NOW.

Features

Integrates with any theme through the use of the default Woocommerce design
Works for each logged in and visitor customers
Can be restricted to logged in customers solely
User pleasant and self-explanatory administration panel absolutely built-in with Woocommerce.
Orders alike quotes administration
Admin can create quotes for present customers or anybody however simply understanding his/her e mail tackle
Ability so as to add your customized attachment to any quote and ship to the client
Auto creates PDF attachment with the quote particulars to be despatched to the client
admin can edit and approve or decline any quote request
Quote expiry, reminder and comply with up date may be set per quote
Easily edit the content material of every e mail by way of the plugin choices
Easily translatable by way of .po / .mo information.
Available translations: English, Greek

Requirements

WordPress A.zero+
Woocommerce P.H, Woocommerce P.S
PHP H.A+

Usage

Plugin Settings

In order to setup the Cart to Quote for Woocommerce plugin navigate out of your WordPress administration panel to “Woocommerce ? Settings” and click on on the Cart to Quote Tab.

Settings

Always immediate for log in: Disallow entry to visitors and immediate for log in even in single quotes.
Require account: Allow entry to the plugin performance, however require login to submit quote listing.
Add quotes listing on my account: Add the quotes listing earlier than the orders record on Woocommerce my account web page.
Remove add to cite button on product: Removes the “add to cite” button on the single product web page.
Remove add to cite button from product archives: Removes the “add to cite” button on the product archives record/loop web page.
Disallow consumer remarks: Users will be unable so as to add remarks (notes) to quotes, in case you verify this.
Empty cart earlier than including quote gadgets: The cart will probably be emptied earlier than including quote gadgets to it when the consumer accepts a quote.
Days to recollect consumer’s quote record: How many days ought to the plugin keep in mind the customers quote record when the consumer is logged out (default is one hundred). Basically is the cookie life.
New quote e-mail notification: Here chances are you’ll insert an e mail tackle to obtain new quote requests notification, eg. the store supervisor e-mail handle.
Email consumer on frontend new quote: Email quote particulars to the consumer that’s submitting the brand new quote from the frontend.
Text earlier than the quote record on the reminder e-mail: Here you might enter any customized textual content that might be inserted earlier than the quote listing on the quote reminder e-mail that’s despatched to the client.
Text after the quote listing on the reminder e-mail: Here chances are you’ll enter any customized textual content that shall be inserted after the quote record on the quote reminder e-mail that’s despatched to the client.
Text earlier than the quote record on the comply with up e-mail: Here chances are you’ll enter any customized textual content that will probably be inserted earlier than the quote record on the quote comply with up e mail that’s despatched to the client.
Text after the quote listing on the comply with up e mail: Here chances are you’ll enter any customized textual content that shall be inserted after the quote record on the quote comply with up e mail that’s despatched to the client.
PDF Logo: Drag and drop or “Add Media” to the editor so as to customise the brand on the PDF that’s despatched as attachment to the client on the quote record creation.
PDF Company Address: The handle of your organization that you could be need to show on the PDF with the quote particulars.
PDF Text Before Product’s Table: Any textual content that you simply need to be displayed on the PDF, earlier than the desk with the record of the quoted merchandise.
PDF Page Footer: Any textual content that you simply need to be displayed on the PDF footer.
PDF Headers Background Color: Any colour that you desire to as background within the PDF (desk) headers.
PDF Links Color: Any colour that you desire to for any hyperlinks on the PDF.
PDF Style: Here chances are you’ll enter any CSS guidelines to be utilized to the PDF (do NOT embrace <fashion></fashion>).
You are able to go! * Save Changes *

Quotes Administration

In order to create or edit any quote navigate out of your WordPress administration panel to “Woocommerce ? Quotes”. The performance is identical as any WordPress Custom Post Type.

Quotes Management

Add a quote purchase clicking on the “add Quote” button
If you have already got quotes created chances are you’ll edit, fast edit, trash or view any quote. Just hover on the quote title for the hyperlinks to point out up.

Quotes Editing

User: You might add a consumer by begin typing on the User subject. An AJAX search might be ran on the background for already registered customers and you may be immediate to pick one if anybody is discovered. If the consumer doesn’t exist chances are you’ll sort his e mail and the choose it. YOu will probably be immediate to fill in his/her particulars. It is just not compulsory so as to add the small print of the consumer.
On the subsequent space you could choose the merchandise you need to add to the quote or edit the prevailing ones. In the identical method begin typing the title or SKU of the product and you’ll be immediate to pick on of the outcomes which might be discovered. All fields bu the amount shall be autofilled for you after you choose a product.
You might enter the revenue margin by modifying every particular person product. Look for the “Unit Cost” subject.
To add extra product click on on the plus (+) signal on the top of every row.
To take away a product click on on the (x) signal on the beginning of every row.
To enter an expiry, reminder and comply with up date click on on any of the three fields. A calendar will pop up.
You might maintain notes for admins solely on the “Admin Notes” textarea.
If the quote was submitted bya consumer and the consumer added some remarks (notes), these can be displayed on the “User Notes” textarea.
On the sidebar you might choose nad/or change the standing of the quote.
You might add an attachment to the quote by clicking on the “Add File” button. The default WordPress media supervisor will pop up. This attachment shall be despatched to the consumer on quote submission.
If you’re modifying a quote then you’ll have two further choices.
- “Send standing notification to consumer” (self explanatory).
- “Send New Quote Notification to USer” in case you need to resend the e-mail that was despatched to him/her when the quote was first created.

Quotes Frontend

Users, relying in your settings, will be capable of add merchandise of their quotes listing and ask for quotes. They will have the ability to ask for a quote and see their quotes on the “My Account” web page.

For Developers

Templating

You might override any of the plugin templates in the identical means you do for woocommerce. Just copy the file in “your-theme-listing/c2q/”.

eg. if you wish to override the only-quote.php and your theme is “storefront-baby” then create a folder named “c2q” in ”/wp-content material/themes/storefront-youngster/” and replica the file “single-quote.php” in there. Now you might edit it as most popular.

Hooks

Many hooks are in place. Please search the code for a full listing. A listing can also be out there within the documentation.

Frequently Asked Questions

Are variable merchandise supported?

Yes, they’re.
Will it work with this (any not examined by us) plugin?

Please ask!
I want this alteration on the plugin. Will you do it for me?

If this can be a change that may benefilt all consumers, we might think about it. If it’s a customization, then we’re sorry, however this isn’t included on the help.
How many quotes can it deal with?

This actually is dependent upon the server and website optimization.

Changelog

M.zero.zero 08/15/2016

Initial launch

Sources and Credits

This plugin makes use of the next libraries

Select2
mPDF