Boopis WooCommerce RFQ

Description

Demo

The Original RFQ Plugin For WordPress

Turning your online store into a lead generating machine has never been easier with the WooCommerce Request For Quotation Plugin for WordPress. As competition increases with everyone selling the same products online, merchants are beginning to use ecommerce stores as a means to generate inquiries for custom quoted products.

If you have restrictions from your manufacturer for published prices, this plugin in perfect for you to generate interest from potential customers, and turn them into sales. If you sell expensive goods that requires negotiating prices, this plugin will help you start selling online.

Turn all you products into quotable items or pick just a few and mix and match items that can be purchased online and items that need quotes. All you need to do is change the price to zero, and presto, you’ve got a quotable item.

Alernatively you can turn your products into quotable items based on product tags.

Once the users click the inquire button, they are sent to a contact form where the product information is automatically filled into the form and you can define the fields that the customer needs to fill in. By reducing the amount of steps your online users take, the better chance you have of converting them into customers.

Features

  • Convert products into quotatable items with prices set to zero
  • Convert products into quotatable items based on tags
  • Add multiple products to quotations request
  • Autofill logged in user’s information into quote request
  • Transfer filled in data for quote request into an order
  • Create proposal to customer with emails and webviews of proposal
  • Adjust all the details of proposal with terms, expiration date, pricing, line items
  • Set auto emails for new, pending, expired, and failed quotes
  • Copy and customize your own emails
  • Allow customer to pay for proposal on your website through checkout
  • Translatable text

Modify / Remove / And Add New Form Fields

List of fields to modify (based on wc checkout):

['billing']['billing_first_name']
['billing']['billing_last_name']
['billing']['billing_company']
['billing']['billing_address_1']
['billing']['billing_address_2']
['billing']['billing_city']
['billing']['billing_postcode']
['billing']['billing_country']
['billing']['billing_state']
['billing']['billing_email']
['billing']['billing_phone']
['order']['order_comments']

Modifying or removing existing fields

// Hook in to form
add_filter( 'boopis_rfq_form_fields' , 'custom_override_rfq_fields' );

// Our hooked in function - $fields is passed via the filter!
function custom_override_rfq_fields( $fields ) {

    // Remove billing first and last name
    unset($fields['billing']['billing_first_name']);
    unset($fields['billing']['billing_last_name']);


    // Make phone number optional
    $fields['billing']['billing_phone']['required'] = false;

    // Modify name and class of postcode 
    $fields['billing']['billing_postcode'] = array(
        'label'     => __('Zip Code', 'woocommerce'),
        'placeholder'   => _x('Zip Code', 'placeholder', 'woocommerce'),
        'required'  => false,
        'class'     => array('form-row-wide'),
        'clear'     => true
    );

  return $fields;
}

Adding new custom fields

Add the new field

// Add new custom field
add_action( 'boopis_rfq_after_order_notes', 'custom_select_referal_rfq' );

function custom_select_referal_rfq( $rfq ) {

    woocommerce_form_field( 'referal', array(
        'type'          => 'select',
        'class'         => array('form-row-wide'),
        'label'         => __('How did you hear about us?'),
        'required'          => true,
        'clear'         => false,
        'options'       => array(
            ''                      => __('Select Option', 'boopis-woocommerce-rfq' ),
            'friend'            => __('Friend', 'boopis-woocommerce-rfq' ),
            'coworker'      => __('Coworker', 'boopis-woocommerce-rfq' )
        ),
    ), $rfq->get_value( 'referal' ));

}

Validate the new field

// Validate new custom field
add_action('boopis_rfq_process', 'custom_select_referal_rfq_process');

function custom_select_referal_rfq_process() {
  // Check if set, if its not set add an error.
    if ( empty($_POST['referal']) ) {
        wc_add_notice( __( 'You must select the referal field.' ), 'error' );
    }
}

Update the new field

// Update new custom field
add_action( 'boopis_rfq_update_order_meta', 'custom_select_referal_update_order_meta' );

function custom_select_referal_update_order_meta( $order_id ) {
    if ( ! empty( $_POST['referal'] ) ) {
        update_post_meta( $order_id, 'Referal', sanitize_text_field( $_POST['referal'] ) );
    }
}

See WooCommerce Docs for more details.

Screenshots

  • Modifies WooCommerce Add to Cart buttons to quotations request buttons
  • Option to pay once proposal is accepted
  • Add variable products with options into quote list
  • Collect same fields as checkout for seamless checkout integration
  • On submission of request, customer is redirected to a review of request
  • Admin email when a request for quotation is made
  • Customer email when a request for quotation is made
  • Set terms, expiration, and pricing for proposal from rfq
  • Customer email wil proposal and action links to accept or deline
  • Web view of proposal with action links

FAQ

Q: Can I add multiple products?

A: Yes.

Q: Can I add or remove form fields?

A: Yes. Please make a support request for more details.

Reviews

Read all 15 reviews

Changelog

1.0.0

  • Initial Release 1/23/14

1.0.1

  • Add-On Link Adjustment 1/24/14

1.0.2

  • Main Link Adjustment 1/24/14

1.0.3

  • Free price replace on sale price 1/24/14

1.0.4

  • Readme changes and version correction 1/24/14

1.0.5

  • Multi-Product Compatibility 2/4/14

1.1.0

  • Compatibility with WooCommerce v2.1.1 2/13/14

1.2.0

  • Added alternative trigger by tags 3/21/14
  • Added price replacement option 3/21/14

1.2.2

  • Compatibility with WordPress 4.0 & WooCommerce 2.2 9/30/14

1.3.0

  • Added field for custom thank you message 11/25/15

1.4.0

  • Added analytics data for form submissions 1/12/16

1.4.1

  • Sanitize, validate, and escape POST/GET/REQUEST calls 5/2/16

1.5.0

  • Added language support (ES) 5/19/16

2.0.0

  • Integrated multiple products into inquiry form 5/20/16

2.0.1

  • Bug fix declare array for sanitize array in form 5/20/16

3.0.0

  • Added quotes to orders for db storage and proposal creation 6/1/16

3.0.1

  • Added options to modify form fields 6/4/16

3.0.3

  • Fixed set message error 8/29/16
  • Custom emails 8/29/16

3.0.4

  • Missing View Quote language translation hook

3.0.5

  • Fix from 3.0.4 for wrong translation hook and added missing line in pot file

Contributors & Developers

This is open source software. The following people have contributed to this plugin.

Contributors

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