WholesaleX is now providing the request a quote feature, and here’s how to do it.
Video Tutorial
Here’s a video tutorial to help you with the process visually.
First, you need to activate the WholesaleX Request A Quote option.
1. Go to the WordPress Dashboard.
2. Select WholesaleX and go to Addons.
3. Enable the Conversation addon by clicking the toggle bar. Then, Enable the Request A Quote addon by clicking the toggle bar.
[N.B: You need to enable the Conversation addon first. Otherwise, the Request A Quote addon won’t work.]
WholesaleX provides this feature for both Registered Users and Guest users.
Request A Quote for Registered User
Here’s how to send a quote as a registered user.
For Buyer:
1. Go to the store login page, and log in to your account.
2. Select and add your product. Then click the view cart
3. Now click Request Custom Quote, enter the details and click Submit.
4. You can see your Quote and even make a conversation with the store owner.
For Seller (Store Admin):
1. Select WholesaleX, and go to Conversation & Quote for a general view.
2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.
3. Click edit item to continue with the quotation process.
4. Type your new quotation price and click save.
5. Send the new quotation by Email or Conversation by clicking the dedicated buttons.
6. Select a quotation date and expiration reminder date in the Quote Option panel.
And that is how you’ll use the Request a Quote feature for registered users.
Request A Quote for Guest User
Here’s how to send a quote as a guest user.
For Guest Buyer:
1. Go to the shop login page, and look for your desired products. Select your product, click add to cart, and then add view cart.
2. Now click Request Custom Quote, enter the details and click Submit.
3. Now, you will see a message like this: “Your quote request has been received. We will review it and let you know the update via mail.”
For Seller (Store Admin):
1. Select WholesaleX, and go to Conversation & Quote for a general view.
2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.
3. Click edit item to continue with the quotation process. Type your new quotation price and click save.
5. Send the new quotation to the Customer Email by clicking the dedicated buttons.
You can select a quotation date and expiration reminder date in the Quote Option panel just like the registered user.
And that is how you’ll use the Request a Quote feature for guest users.
Enabling Request A Quote Email and Quotation Expiring Email
1. Select WholesaleX, and go to Emails.
2. Enable the toggle bar of “WholesaleX: Email Template for Offer Based on Quote Request” and “WholesaleX: Offer Expiring Mail.”
Changing Email Template for Request a Quote
You can also change the quotation and its expiry email template with WholesaleX. Check out our detailed email customization documentation for a step by step process.
And that how to use the WholesaleX Request a Quote feature.
