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Let's take a look at a typical quote request and the flow of how it works: adding a product to the quote basket, requesting the quote, negotiating, sending an offer, and purchasing.
Note: The following is the flow for a logged-in user. It works slightly differently for a logged-out customer without an account.
First, a customer would add a product to the quote request using the "Add to Quote Request" button:
Then they can fill out the customizable quote form and send the quote request:
This opens up a conversation where the customer and shop manager can negotiate by sending messages back and forth:
The shop manager will receive an email notification and can view a list of quote requests in the backend under B2BKing -> Conversations:
They can then send messages as well as make an offer:
If the shop manager clicks on "Make offer," this opens the offers panel:
Once the offer is created, the customer will receive an email notification about it:
They can then view the offer and add it to their cart in My Account -> Offers:
The offer can be added to the cart and purchased directly, but it can also be downloaded as a PDF file featuring the shop's logo and information:
If the offer is added to the cart, the customer can then check out normally:
Note: Changes can be made to the above flow, such as showing or hiding prices, or using both the quote and cart systems at the same time.
Now that we've seen how a typical quote flow works, let's take a look at the available options and features. B2BKing introduces several features for quote request functionality. It is possible to:
Read below to learn how each of these works.
If you'd like to hide prices and enable quotes for logged-out users only, the simplest way to do it is through the setting in B2BKing -> Settings -> Access Restriction -> Replace prices with "Request a Quote".
If you need to enable quotes for logged-in users as well, the way to do it is through "Replace Cart with Quote System" dynamic rules.
To enable quotes on only specific products or categories, you would need to create a "Quotes on Specific Products" dynamic rule.
To use both quotes and the cart system at the same time, you can enable the "Request custom quote" button, which B2BKing adds to the cart page. This button can be used alongside the normal cart functionality, giving customers a choice between purchasing outright and requesting a quote for a larger or more complex order.
>>> Learn more about configuring the request custom quote button.
Customers can add a product to their cart, but instead of proceeding with the order as normal, they can use the "Request custom quote" button:
Whenever a new quote request is started or a message is sent in relation to a quote request, B2BKing automatically sends an email notification with the message content. This can be enabled or disabled in the WooCommerce Email Settings panel.
To learn more about how email notifications look and work, see the "Email notification" section on the Conversations documentation page.
To learn more about Conversations and Offers, please see each feature's documentation page.
Version 3.8.0 of B2BKing brings some exciting new improvements and enhancements to quote requests. The main features introduced are:
In each offer's backend, under the "Publish" box, there is an "Email Offer" button:
By clicking on "Email Offer," the offer will be sent to everyone who has visibility — this includes selected groups, selected users, and any email addresses entered.
Go to B2BKing -> Settings -> Quotes & Offers and click on Manage Form Fields.
There you can add, edit, or configure custom fields:
Note: Default fields cannot be removed. They are added dynamically by the plugin. The name and email fields are only shown to logged-out users. Logged-in users will see only the message field.
You can configure custom quote fields for the quote form by choosing from 9 types of fields: text, textarea, number, dropdown, file upload, etc.
By default, quote products have their prices hidden. However, if you'd like to show prices, you can do so by going to B2BKing -> Settings -> Quotes & Offers and disabling "Hide prices in quote-only mode."
Even when prices are hidden and customers can only request a quote, every WooCommerce product should have a positive Regular price.
For variable products, set a price on every individual variation. You can use a placeholder value such as 1, since B2BKing will hide it from customers when Hide prices in quote-only mode is enabled.
Do not leave the price blank or use 0, as WooCommerce or the active theme may treat the product as incomplete or unavailable. This can cause issues such as:
You can add the quote request form to any page by using the following shortcode:
[b2bking_quote_form]
This shortcode has an optional "type" parameter to control whether it displays as a clickable button that opens a quote form or directly as a form:
[b2bking_quote_form type=button]
[b2bking_quote_form type=form]
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