RFQ-ToolKit for WooCommerce

Description

RFQ-ToolKit is an easy to configure quote request plugin that turns your WooCommerce shopping cart into a lead generation system .It can be easily adjusted it to suit your quoting needs.

You can configure RFQ-ToolKit basic version in two ways:

1- Allow quote request on selected products.Simple and varaiable product types

2- All product types. Customers can submit their cart as a quote request at checkout:
* Customers submit their cart as a quote request.
* Customers submit their cart as a quote request or purchase based on minimum purchase.
* Customers submit their cart as a quote request or purchase based on items in the cart.

Documentation

Version 1.7.9997 is compatible with WooCommerce 2.x.
Version 1.7.9998 and higher is compatible with WooCommerce 3.x

  • Hides or shows prices with your choice of Normal Checkout mode or RFQ mode.
  • Creates orders from an RFQ.
  • Sends confirmation emails to customer and shop manager.
  • RFQ list shown in the RFQ page.
  • Manage price visibility.
  • Support for variable product in normal checkout..

RFQ-ToolKit-Plus Premium Extension

  • Customize the quote request page for normal checkout.
  • In the pro version, shop manager can write a proposal the customer in the quote request, choose to include a link to “pay”.
    and save the status as “Quote Sent”.
    This triggers an email, notifying the customer of the quote, which is payable by following the link.
  • Allow customers to submit a bid while requesting a quote.
  • Customer can also choose to respond to the proposal and add a response(note) by clicking in the “respond” link in the email.
  • Add custom HTML content to the top and bottom of the quote request page.
  • Designate additional fields as required for visitors such as phone,zip,state etc.
  • Choose to allow create an account or disable.
  • RFQ Enable or disable all products in bulk. Useful if you use the “normal checkout” and have a lot of products.
  • RFQ Enable or disable all products in a category. Useful if you use the “normal checkout” and have a lot of products.
  • Plugin can operate in 2 modes: Request for quote checkout and normal checkout.
  • In “RFQ Checkout” , you can optionally allow customer to pay now or submit a quote request at Checkout. Allows either “Checkout or Request quote” for the entire cart.
  • With “Checkout or Request quote” you can limit by minimum purchase ( quote request available above a minimum).
  • With “Checkout or Request quote” you can limit by allowing either quote request or purchasing depending on the products in the cart.
  • Send custom content with the confirmation and proposal email. Customize the content even further based on each product.
  • Accept customer bids while submitting quotes.
  • Quote cart widget in the normal check.
  • Change the “reply to” in emails to admin to be the customer’s email.
  • Customize color, background color and mouse effects of the quote button.
  • Add to quote shortcode.
  • Add custom fields to your checkout page using a Ninja Form.
  • Add custom HTML content to the top and bottom of the quote request page.*
  • Designate additional fields as required such as phone,zip,state etc.
  • Choose to allow create an account or disable for new customers on quote request page.
  • In RFQ mode, allow customer to pay now or submit a quote request at Checkout. Allows either “Checkout or Request quote” for the entire cart.
  • RFQ Enable or disable all products in bulk.
  • Send custom content with the confirmation and proposal email. Customize the content even further based on each product.
  • Choose a redirect page after add to quote.
  • More control over showing prices and showing add to cart button in normal checkout.
  • More control over showing prices in customer emails.
  • Better support for third party plugins order meta data.
  • Set defaults for new products to be quote request products.
  • Set automatic expiration / cancellation for quotes based on number of days.
  • Resend Quote Confirmation and Quote Sent emails using order actions in the order screen.
  • And more features..

RFQ-ToolKit-Plus Premium Only Features

Email, Content Marketing & Dashboard Video

Custom fields Video

Screenshots

  • getquote.png
  • thankyou.png
  • email setup.png
  • email setup.png
  • gateway.png
  • orders.png
  • orders2.png
  • orders3.png
  • myaccount.png
  • pay.png
  • setting.png
  • emailresend.png
  • productninja.png
  • woorfqsetting.png
  • cart.png
  • single-product.png
  • locate template adj

Installation

Minimum Requirements

  • Version 1.7.9997 is compatible with WooCommerce 2.x.
  • Version 1.7.9998 and higher is compatible with WooCommerce 3.x or higher

Documention

General Options

RFQ-ToolKit enables you to operate in your choice of 2 different modes: Normal Checkout mode or RFQ mode.

Normal Checkout Mode

Normal Checkout mode shows prices by default except on products that are RFQ enabled in the product setup page(Advanced Tab) in admin. You can choose specific products in the product setup that you want customers to request a quote. The prices for these products will be hidden by default unless you choose the option “Show Prices With Normal Checkout”; then all prices will show regardless of RFQ status. So you could select some products to be available for the customer to purchase through the regular checkout proceedure, OR allow the customer to request a quote on that product. All quote requests are added to the RFQ cart and when submitted, and saved as an order with an RFQ status. All other product purchases can check out normally.

The Normal Checkout mode gives you the most flexibility in offering your products for sale. For example, a customer loves the sweatshirts you sell and decides to buy one at your special sale price of $32 (regularly $38). But then, the customer realizes these are just what his team (25 people) has been looking for–along with the matching sweatpants. Using the Normal Checkout mode, this customer can purchase his sale sweatshirt, and also request a quote for pricing for the 25 sweatshirts and 25 sweatpants for his team.

Product setup

Applicable to Normal Checkout only. In the product setup advanced tab you can enable requesting quotes for the product by checking “Enable RFQ for this product”.

RFQ Checkout Mode

RFQ Checkout mode allows the customer to only be able to check out using a request for quote. This mode hides all prices for the customer by default, however you have the option to allow prices to be shown. The items in the cart are saved after the checkout as an order with RFQ status. You can then adjust the prices and turn the order to a pending status to allow payment by the customer.

Email setup

When a customer requests a quote, an order is created with “quote_request” status and emails are sent out to the customer and the store manager.
Emails are added to the WooCommerce email settings section and can be enabled/disabled. Email templates can be overridden as you would with other emails by copying the “woocommerce/emails” to your theme.

Work Flow

In Normal Checkout mode

  • Customer shops and can check out normally to purchase items at set price (for items with a visible price).
  • Customer can request quotes for products that have been RFQ enabled in product setup (whether or not price is visible).
  • Customer adds items for quote request to the RFQ List.
  • Customer can submit their request in the quote request page (instead of paying, customer submits a request for quote).
  • The request creates an order that can be viewed in the Order section.
  • Shop manager recieves an email that a quote is requested.
  • The request is viewed and the price adjusted as desired.
  • Manager sends an invoice when price is agreed upon.
  • Manager adjusts the status of the request to order-pending.
  • Customer can pay the invoice online from the “my account” menu, after the status is set to pending payment.
  • Customer can see the price and your normal payment gateways when paying for orders with pending payment status.

In RFQ mode

  • ALL products are checked out through the RFQ process above, regardless of whether or not the price shows.
  • At checkout, instead of paying, customer submits a request for quote.
  • The request creates an order that can be viewed in the Order section.
  • Shop manager recieves an email that a quote is requested.
  • The request is viewed and the price adjusted as desired.
  • Manager sends an invoice when price is agreed upon.
  • Manager adjusts the status of the request to order-pending.
  • Customer can pay the invoice online from the “my account” menu, after the status is set to pending payment.

Templates

RFQ-ToolKit templates located in the “woo-rfq-for-commerce/woocommerce”.
You can override the templates by copying them to “your_theme_directory/woocommerce”.

Automatic installation

Automatic installation through your WordPress dashboard.

Manual installation

Download RFQ-ToolKit plugin and upload it to your webserver via FTP. The WordPress codex contains instructions on how to do this here.

Updating

Automatic / manual the same way as installing

FAQ

Where are the settings?

Settings are all in the WooCommerce settings page. under email and payment gateway sections

Will it change the styling of my theme?

No.

Where can I request new features

You can vote on and request new features.

Reviews

Best after sales service

One of the best after sales service I have ever seen in my life. Not plugin. Ever!. They answered all my complicated crazy questions. Trust me they are complicated workflow questions and they managed to guide me and help me in the right direction. Sent over 30 emails back and forth witin a day. Everything was answered. Great plugin.

Great, fast support

I had an issue with RFQ only mode and the developer was very fast to reply back and give guidance. It’s working great now and we are very pleased. Highly recommend!

Fantastic Plugin

Works great, and support was fantastic, even for just the free version!

Read all 37 reviews

Contributors & Developers

“RFQ-ToolKit for WooCommerce” is open source software. The following people have contributed to this plugin.