Add Custom Fields to Quote Requests

Default Quote Request Fields #

By default, the plugin has 3 quote request fields:

• Name
• Email
• Message

Note: Default fields cannot be removed. They are added dynamically by the plugin. Name and email are only requested for logged-out users. Logged-in users will see only the message field.

Add Custom Fields to Quote Requests #

Besides the default fields, you can also configure your own custom quote fields. To do this, go to B2BKing -> Settings -> Quotes & Offers and click on "Manage Form Fields".

You will see a Custom Quote Field panel where you can add any number of custom fields:

You can choose from 9 types of custom fields: text, textarea, number, date, phone number, email, checkbox, select, and file upload. Fields can be reordered using the drag-and-drop tool.

For each field, you can also control visibility and determine which groups can see which fields. For example, this allows you to show a field to "B2B" users but not to "Resellers" or "Logged Out" users. This is achieved through the "Field Visibility" dropdown.