Some quote forms in WooCommerce allow customers to submit basic inquiries, such as contact information, and request the price of products or services. However, this is not enough to finalize the business quotation.
On the WordPress platform, store owners can create customized quote forms directly from the backend. It will be helpful to ask buyers for relevant information. You can include advanced quote information, such as selecting business types, product/service categories, document attachments, payment terms, scheduling a time for a call, and more.
A custom request quote form in WooCommerce provides a better business model outline for cost adjustment & increases customer satisfaction.
In this post, you will learn how to create an effective custom request a quote form in WooCommerce.
Let’s get started.
Key Takeaways:
- Standard quote forms in WooCommerce can handle basic inquiries, but they often miss the essential details needed to create a thorough business quotation.
- On WordPress, store owners have the ability to design custom quote forms right from the backend, allowing them to gather detailed and pertinent buyer information, including business types, product categories, and payment terms.
- A custom request quote form in WooCommerce facilitates better cost adjustments, improves the business model, and ultimately leads to higher customer satisfaction.
A request quote form is an inquiry section where the store owner can gather the required information from the customers. If you are running a custom shop, then you will probably have a lot of questions to ask your customers.
In that case, it’s better to add more personalized fields in quote form as needed. That will help you to compile all prerequisite information to conclude the best quote for WooCommerce customers.
Avoid phone calls and texting, automate the quote process with custom fields & make the requesting quote process more convenient for shoppers. It will allow you to capture more leads and improve conversions.
There are a few more benefits to using a customizable request quote form, as shown below.
- Aligning with Customer Expectations: It will ensure that you and your customers are on the same page.
- Understanding Buyer Demands: It generates a clear outline to understand the fundamental demands of buyers.
- Improving Pricing Strategies: A custom quote form allows you to collect pricing feedback from your customers. Consequently, you can build a better pricing strategy for your online store.
The WebToffee WooCommerce Request a Quote plugin adds a powerful and user-friendly quote request feature to your online store. It allows you to add a customizable “Request a Quote” button to your product pages, making it easy for customers to inquire about pricing or specific product details.
You can customize the “Request a Quote” button and form to suit your business needs. For example, you can include fields for additional customer details, attach documents, or set specific terms. This is ideal for businesses offering bespoke products, bulk orders, or services that require custom pricing.
To build an efficient request quote form, download and install the premium version of WebToffee’s Request a Quote plugin.
Refer to this installation guide for more information.
Once done, you can add the required custom field to the form.
Also Read: All-in-One WooCommerce Request a Quote Guide
Follow the below step-by-step instructions to add any custom field.
Step 1: Access Quote Settings
From your WordPress dashboard,
- Go to Quotes > Quote settings. You will be diverted to the Request quote page tab.
Step 2: Edit Quote Form
Below the quote page settings, there’s a section to edit the form.
Using the form settings, you can edit numerous options like form fields, add reCAPTCHA, autocomplete form activation, and user registration preference for completing the form.
Step 3: Add New Fields to WooCommerce Quote Forms
Here, you can add a new field in the request a quote form.
The Name, Email, Phone, and Message are available by default. You can edit these fields to change the label, change the text inside the placeholder, create a connection to billing & shipping to auto-fill required data, and build nine+ fields in one place.
The Name, Email, Phone, and Message are in default mode. Which means it’s a pre-defined field. You can edit these fields to change the label, change the text inside the placeholder, create a connection to billing & shipping to auto-fill required data, and build 9+ fields in one place.
Note: There is an option to hide the default phone and message text fields. But you can’t change the field type for the pre-defined form field.
Example 1:
Here you will see a basic example of how to create a custom field in quote form for the document attached.
Step 1: Click on “Add Fields” and choose the field type.
Step 2: Provide the label detail for the document attached.
Step 3: Enter the file support format like docx, pdf, png, and more.
Step 4: Select the Is this field mandatory? checkbox to allow quote form submission only after entering this field.
Step 5: At last, click on the Add button to include the field and tap on Update Settings to save changes.
You can visit your online store to see your results.
Example 2:
Imagine your store providing service or selling products to retail, wholesale, or large-scale industries. Along with the negotiation conversation, huge numbers of pricing requests will occur. Using a simple quote format it’s quite difficult to understand your client’s needs.
In the below example, I have demonstrated how to create a suitable quote form that covers the store’s required data.
Step 1: Same as in Example 1, click on the Add Field to begin the quote field creation process.
Step 2: Let’s create an option for the negotiation field.
- Choose Radio button for the Field type.
- Enter the “Ask for negotiation?” as the label text.
- List the options > “Yes” & “No”
- Click on Add to create the new field.
The created negotiation field will appear as illustrated below.
Step 3: You can create a dropdown list as shown below.
- Choose Dropdown” as the Field type.
- Enter “Business Type” as the label.
- Add options such as “Retail,” “Wholesales,” or “Large-scale business.” Make this field mandatory.
- Click on the Add button to create the dropdown field.
A dropdown field will appear on the request page, as shown below.
Step 4: Let’s see how to create a description box on the quote form page.
- Field type > Select the “Text area”
- Label > Enter “Description”
- Placeholder > Provide what text you want to appear inside the description box. Here, let’s choose “Enter your text”
- Click on the Add button to create the description box.
The description box will be shown on the quote page, as illustrated below.
Example 3:
In this section, you will learn how to add additional fields like categories, checkbox lists, time and agreement checkboxes. These options will help the store owner to offer quotes clearly for clients. Understand the best time to reach the clients and more. You can add each field as illustrated below.
Lastly, after creating numerous fields, click on Update settings to save the changes. Visit the online store to see the updated feature.
Here’s a compiled version of the above examples – WooCommerce requests for a quote page.
The custom quote form is a great addition to your WooCommerce store. You can add any new quote field as the customer needs. It makes your store stand out from the rest.
With the help of WebToffee’s WooCommerce Request a Quote plugin, you will able to offer all necessary quotation approaches, including –
- Allowing customers to request prices.
- Follow the status of their quotations.
- Build a separate request quote page.
- Create a customized quote form.
- Allowing the admin to manage quotes from the backend, and more.
This quote form reduces the communication barrier between the store owner and the purchaser. It allows the customer to request pricing or negotiation without fail.
Hope you have found this article helpful. Feel free to leave a comment should you have any questions or feedback.
