The Request a Quote add-on in WholesaleX allows wholesale customers to negotiate prices and request custom quotes from the store owners. This helps streamline bulk order negotiations, enhance customer engagement, and offer a more flexible wholesale shopping experience.
Activate the Request A Quote Addon
The first step is to activate the Request A Quote addon. To do this, you have to go to the WordPress Dashboard and select WholesaleX. Then, click on Addons and enable the addon.
Customizing the Settings
After enabling the addon, you can customize a few settings.
Clear Cart After Request Custom Quote
Enable this option to automatically remove all items from the customer’s cart after a quote request is submitted.
- Enabled: The cart will be emptied once the quote request is sent.
- Disabled: Cart items will remain available after the request is submitted.
Request Quote Button Text
Customize the label displayed on the quote request button.
Default: Request Quote
You can customize it to something like:
- Get a Custom Quote
- Ask for Pricing
- Request Bulk Pricing
How Does Request A Quote Feature Work
Let’s see how the Request A Quote feature actually works throughout the store and how you can easily handle it.
Step 1: Requesting Quote from Cart Page
Customers click on the Request Quote button from the cart page.
It brings up the dialogue box that allows them to input more details such as:
- Quote Title: Mention the topic of the quote, such as: Can I get a special discount?
- Email: Input the email for further communication (this is especially useful for guest users)
- Phone: Input the phone number for communication.
- Message: The specific message customers want to send to the store owners. This may include any specific order information, discount amount they are asking for, and so on.
Customers can choose to get redirected to the Conversation & Quote section of their My Account page.
Here, they can manage all the Quotes they have requested so far.
Step 2: Store Owner Evaluates the Quote – Accept/Reject the Offer
After the customer submits the quote, the store owner can check it from the WholesaleX dashboard.
From the Conversation & Quote section, click on the Quote you want to review.
Here, you will see an option to Make Offer – if you want to offer the customer a special discount or – make other necessary changes like adding a gift, shipping charge, etc.
Simply click on the Edit icon next to the price. Input the discounted price and click on the Save button.
To send the updated status of the order, click on Send to Email & Conversation or Send to Email.
You can also select a quotation expiry date and whether you want to send a reminder email.
After this, the customer will get your reply in their My Account page. They can choose to Accept or Reject the offer.
They can also send you a follow-up message if they want to negotiate further.
Using these steps, you can also get quotes from Guest users.