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.
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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.
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[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.
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2. Select and add your product. Then click the view cart
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3. Now click Request Custom Quote, enter the details and click Submit.
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4. You can see your Quote and even make a conversation with the store owner.
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For Seller (Store Admin):
1. Select WholesaleX, and go to Conversation & Quote for a general view.
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2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.
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3. Click edit item to continue with the quotation process.
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4. Type your new quotation price and click save.
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5. Send the new quotation by Email or Conversation by clicking the dedicated buttons.
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6. Select a quotation date and expiration reminder date in the Quote Option panel.
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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.
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2. Now click Request Custom Quote, enter the details and click Submit.
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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.”
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For Seller (Store Admin):
1. Select WholesaleX, and go to Conversation & Quote for a general view.
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2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.
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3. Click edit item to continue with the quotation process. Type your new quotation price and click save.
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5. Send the new quotation to the Customer Email by clicking the dedicated buttons.
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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.”
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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.