How to automatically respond to WooCommerce quotation requests_ Automate WooCommerce quotation request response

How to Automatically Respond to WooCommerce Quotation Requests?

Effectively handling WooCommerce quotation requests leads to quick and precise price estimates. Although manual reviews are often necessary, automation can speed up responses and boost customer satisfaction.

WooCommerce quotation requests allow customers to ask for price estimates, which store admins review and respond to. In some cases, automating these responses based on preset product prices can enhance efficiency and customer experience. Automated replies ensure quick responses, prevent missed requests, and improve satisfaction.

Several plugins offer this feature, but the WebToffee WooCommerce Quotation Request plugin stands out for its customization options. In this article, we’ll show you how to use this plugin to set up automatic responses for WooCommerce quotation requests.

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Key Takeaways:

  • Store owners can simplify the quoting process by automatically replying to customer inquiries using pre-set product prices, reducing manual effort and improving efficiency.
  • Instant replies to quotation requests improve the customer experience by ensuring they receive timely price estimates, leading to better engagement and higher conversion rates.
  • Among various WooCommerce plugins, WebToffee’s solution offers advanced features and customization options, making it a great choice for automating and managing quote requests effectively.

Why Automate WooCommerce Quotation Requests Response

Is an automatic response to WooCommerce quotation requests worth it?

It is difficult to answer this question without fully understanding the user’s specific needs and requirements. But, in general, if your store has implemented WooCommerce quotation requests and is struggling to keep up with the number of requests you receive daily, automating the responses will be a game-changer for you.

Overall, automating the process of responding to WooCommerce quotation requests can help businesses provide a better customer experience, improve efficiency, and scale their operations more effectively. It can also help streamline the customer experience and improve efficiency for businesses using WooCommerce.

Besides, there are several other reasons why a business needs to automate WooCommerce quotation requests.

Let’s look at some of them in detail. 

Limited Workforce to Manage Requests 

If you have a small team or are understaffed, checking and responding to quote requests on top of your routine tasks would be overwhelming. In such situations, you can make your WooCommerce quote responses automatic.

This would free your staff from manually responding to each request. Also, since the quotation will use the prices pre-set in the store, you do not have to worry about the estimate going below your profit margin.

Automate Responses Without Negotiation

Some businesses may want to offer quotes to their customers but would not want to negotiate the price or reduce the marked price. Offering a fixed price would be the best option for them. Also, automated quote responses will effectively cut down the response time. 

Reduce Errors & Workload 

Responding to WooCommerce quote requests is a highly demanding job. So, the chances of making an error or missing a request are not far from reality. Automating responses to quotation requests can help reduce the workload of customer service staff, allowing them to focus on more complex or urgent issues. 

Increase Scalability 

Automating WooCommerce quote responses can help businesses handle a large volume of quotation requests, particularly if they are experiencing rapid growth or have a high volume of traffic on their website.

How to Set Up a WooCommerce Quotation System in Your Store?

You can easily set up a quotation system on your WooCommerce store using the WebToffee Quotation Request plugin. This makes it simple for your customers to request quotes right from your WooCommerce store. You can smoothly integrate a “Request a Quote” button, making it easy for customers to inquire about pricing.

WooCommerce Request a Quote Plugin

Here is what the plugin is capable of doing:

  • Add a “Request a Quote” Button to your WooCommerce store.
  • Allow customers to suggest prices for negotiation-based quotes.
  • Control quote requests with inclusion and exclusion lists.
  • Ensure spam-free quote submissions with secure request forms.
  • Automatically respond to new quote requests for faster service.
  • Restrict quote button visibility to specific users or roles.
  • Attach PDF quotes to emails for professional communication.
  • Customize quote buttons & labels to match your brand.

Now let’s see how to set up the plugin for using the quote request feature.

Step 1: Install WebToffee Request a Quote Plugin

  • Go to your WordPress admin dashboard and navigate to Plugins > Add New Plugin.
  • Upload the plugin zip file you received after purchasing the plugin. 
  • Install and Activate the plugin. 
Installing plugin

This will add a new section named Quotes to the navigation bar of your admin panel. You will be able to find all the configurations regarding this plugin there.

Step 2: Customize the Add to Quote Button 

Once the plugin is installed,

  • Go to Quotes > General in the side navigation bar of your WordPress admin console. 
  • In button settings, enable Show ‘Add to quote’ button for products for All products
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Note: If you want to enable this only for out-of-stock products, check out the article on WooCommerce quote requests for out-of-stock products.

  • Next, mention where the ‘Add to quote button should be placed.’ It can be placed on single product pages and/or on the shop page. 
  • Select ‘Add to quote’ button position in product page. The options are: Inline with “Add to Cart” and Below “Add to Cart”.
  • You can choose to enable Add to quote’ behavior to redirect customers to the request quote page after adding a product to the quote.
  • Similarly to remove the ‘Add to cart’ button from the cart, check the box corresponding to the Hide ‘Add to cart’ button
  • Next, enable Show ‘Ask for quote’ button on cart to add a ‘Ask for Quote’ button on the cart page.
  • Ensure the Hide prices option is enabled to remove the pre-set pricing of the products from the storefront. 
Customizing quote settings

Finally, save the changes before proceeding to the next step. 

Step 3: Automate WooCommerce Quote Responses 

Now, let’s see how you can automate WooCommerce quotation responses in your store. To automate quote response,

  • Go to Quote settings > Quote
  • Enable the checkbox corresponding to Generate and send quotes automatically
  • Click on Update Settings to save the changes made to the default configuration. 
Automating quote responses

You may also set up more quote features necessary for your store. Follow the instructions mentioned in the WooCommerce quotation request setup guide

Frequently Asked Questions

What are WooCommerce quotation requests?

WooCommerce quotation requests allow customers to ask for price estimates for products instead of making an immediate purchase.

Can I set fixed prices for automated WooCommerce quotes?

Yes, you can configure pre-set product prices so quotes are automatically generated without manual intervention.

Can customers negotiate prices through WooCommerce quote requests?

Yes, depending on your settings, you can allow customers to suggest prices or provide fixed, non-negotiable quotes.

Is it possible to hide prices and replace them with a ‘Request a Quote’ button?

Yes, you can hide product prices and the “Add to Cart” button, allowing customers to request a quote instead.

Do automated quote requests work for all types of WooCommerce products?

Yes, you can enable quotation requests for specific products or apply them store-wide based on your preferences.

Summing up

In conclusion, WooCommerce quotation request automation reduces response time, improves the accuracy of the processes, reduces the overall workload, and lets you scale your business by reallocating your workforce to more critical areas.

You can set up WooCommerce quotation requests and automate them with the WebToffee WooCommerce quote plugin. Check that plugin out and enjoy its benefits. 

Hope this article was helpful to you. Do let us know what you think in the comments.

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Content writer @ WebToffee. Fueled by caffeine and a love of sarcasm. When not writing, you can catch her binging the latest drama series.

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