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.
![WordPress Dashboard](https://getwholesalex.com/wp-content/uploads/2023/01/WordPress-Dashboard.png)
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.
![Enable Conversation and Request A Quote](https://getwholesalex.com/wp-content/uploads/2023/01/Enable-Conversation-and-Request-A-Quote.png)
[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.
![WholesaleX Log In Page for Registered User](https://getwholesalex.com/wp-content/uploads/2023/01/WholesaleX-Log-In-Page-for-Registered-User.png)
2. Select and add your product. Then click the view cart
![Adding Product to Cart](https://getwholesalex.com/wp-content/uploads/2023/01/Adding-Product-to-Cart.png)
3. Now click Request Custom Quote, enter the details and click Submit.
![Request Custom Quote for Registered User](https://getwholesalex.com/wp-content/uploads/2023/01/Request-Custom-Quote-as-Registered-User.png)
4. You can see your Quote and even make a conversation with the store owner.
![Request A Quote Continuation for Registered User](https://getwholesalex.com/wp-content/uploads/2023/01/Request-A-Quote-Continuation-for-Registered-User.png)
For Seller (Store Admin):
1. Select WholesaleX, and go to Conversation & Quote for a general view.
![Request A Quote Admin View](https://getwholesalex.com/wp-content/uploads/2023/01/Request-A-Quote-Admin-View.png)
2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.
![Request A Quote Make Offer](https://getwholesalex.com/wp-content/uploads/2023/01/Request-A-Quote-Make-Offer.png)
3. Click edit item to continue with the quotation process.
![Quote Editing from Admin Panel for Registered User](https://getwholesalex.com/wp-content/uploads/2023/01/Quote-Editing-from-Admin-Panel-for-Registered-User.png)
4. Type your new quotation price and click save.
![Sending Quotation to Registered User](https://getwholesalex.com/wp-content/uploads/2023/01/Sending-Quote-Request-to-Guest-User.png)
5. Send the new quotation by Email or Conversation by clicking the dedicated buttons.
![Sending Quotation to Registered User](https://getwholesalex.com/wp-content/uploads/2023/01/Sending-Quotation-to-Registered-User.png)
6. Select a quotation date and expiration reminder date in the Quote Option panel.
![Request A Quote Expiration and Reminder Date Settings](https://getwholesalex.com/wp-content/uploads/2023/01/Request-A-Quote-Expiration-and-Reminder-Date-Settings.png)
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.
![Adding Product to Cart](https://getwholesalex.com/wp-content/uploads/2023/01/Adding-Product-to-Cart.png)
2. Now click Request Custom Quote, enter the details and click Submit.
![Submitting A Quote as Guest User](https://getwholesalex.com/wp-content/uploads/2023/01/Submitting-A-Quote-as-Guest-User.png)
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.”
![Quotation Submission Message for Guest User](https://getwholesalex.com/wp-content/uploads/2023/01/Quotation-Submission-Message-for-Guest-User.png)
For Seller (Store Admin):
1. Select WholesaleX, and go to Conversation & Quote for a general view.
![Request A Quote Admin View Guest User](https://getwholesalex.com/wp-content/uploads/2023/01/Request-A-Quote-Admin-View-Guest-User.png)
2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.
![Request A Quote Make Offer for Guest User](https://getwholesalex.com/wp-content/uploads/2023/01/Request-A-Quote-Make-Offer-for-Guest-User.png)
3. Click edit item to continue with the quotation process. Type your new quotation price and click save.
![Setting Quotation Price for Guest User](https://getwholesalex.com/wp-content/uploads/2023/01/Setting-Quotation-Price-for-Guest-User.png)
5. Send the new quotation to the Customer Email by clicking the dedicated buttons.
![Sending Quote Request to Guest User](https://getwholesalex.com/wp-content/uploads/2023/01/Sending-Quote-Request-to-Guest-User.png)
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.”
![Enabling Request a Quote Emails](https://getwholesalex.com/wp-content/uploads/2023/01/Enabling-Request-a-Quote-Emails.png)
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.