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Request A Quote

WholesaleX is now providing the request a quote feature, and here’s how to do it.

First, you need to activate the WholesaleX Request A Quote option.

1. Go to the WordPress Dashboard.

WordPress Dashboard - WholesaleX
WordPress Dashboard

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.

Enabling Request a Quote Addon
Enabling Request a Quote Addon

[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
WholesaleX Log In Page for Registered User

2. Select and add your product. Then click the view cart

Adding Product to Cart
Adding Product to Cart

3. Now click Request Custom Quote, enter the details and click Submit.

Request Custom Quote for Registered User
Request Custom Quote for Registered User

4. You can see your Quote and even make a conversation with the store owner.

Request A Quote Continuation for Registered User
Request A Quote Continuation for Registered User

For Seller (Store Admin):

1. Select WholesaleX, and go to Conversation & Quote for a general view.

Request a Quote General View from Admin Panel
Request a Quote General View from Admin Panel

2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.

Request a Quote Detailed View from Admin Panel
Request a Quote Detailed View from Admin Panel

3. Click edit item to continue with the quotation process.

Quote Editing from Admin Panel for Registered User
Quote Editing from Admin Panel for Registered User

4. Type your new quotation price and click save.

Setting Quotation Price for Registered User
Setting Quotation Price for Registered User

5. Send the new quotation by Email or Conversation by clicking the dedicated buttons.

Sending Quotation to Registered User
Sending Quotation to Registered User

6. Select a quotation date and expiration reminder date in the Quote Option panel.

Request A Quote Expiration and Reminder Date Settings
Request A Quote Expiration and Reminder Date Settings

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
Adding Product to Cart

2. Now click Request Custom Quote, enter the details and click Submit.

Submitting A Quote as Guest User
Submitting A Quote as Guest User

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
Quotation Submission Message for Guest User

For Seller (Store Admin):

1. Select WholesaleX, and go to Conversation & Quote for a general view.

Guest User Quotation General View from Admin Panel
Guest User Quotation General View from Admin Panel

2. Click edit to see a detailed view, and respond to the quotation offer by clicking the Make Offer button.

Make Offer to Guest User as Admin
Make Offer to Guest User as Admin

3. Click edit item to continue with the quotation process. Type your new quotation price and click save.

Setting Quotation Price for Guest User
Setting Quotation Price for Guest User

5. Send the new quotation to the Customer Email by clicking the dedicated buttons.

Sending Quote Reqest to Guest User
Sending Quote Request to Guest User

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 Mails
Enabling Request A Quote Mails

Changing Email Template for Request a Quote

You can also change the quotation and its expiry email template with WholesaleX.

1. Select WholesaleX, and go to Emails.

2. Click on “WholesaleX: Email Template for Offer Based on Quote Request” or “WholesaleX: Offer Expiring Mail” to enter the template and edit them.

Editing Quote Mails
Editing Quote Mails

3. Once you’re done editing the template, click Save.

And that how to use the WholesaleX Request a Quote feature.

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