內容簡介
Quote Requests 是一個用於 WooCommerce 的擴充外掛，讓您的客戶可以提交報價請求，詢問客製化價格而非直接下單。
並不是所有商品都有固定價格。市場波動可能導致價格經常變化，無法及時更新商品。或者您提供的是需要更多客戶參與的客製化商品，您需要收到客戶的信息才能命名價格。
對於所有這些情況以及其他情況，接受客戶的報價請求而不是讓他們下單更為合理。這使得店主有機會獨立處理每一個客戶，將報價請求轉換為後續的訂單。
客戶如何提交請求？
首先，商家必須決定哪些產品可以添加到報價請求中，以及哪些客戶可以提交報價請求。這可以在 WooCommerce 設置頁面的新 Quotes 標籤中完成。
可提交請求的選擇包括：
任何網站訪問者。
僅限已登錄訪問者。
僅限訪問者未登錄帳戶。
[豪華版] 僅限特定用戶角色的已登錄訪問者。
[豪華版] 僅限由自定義 PHP 函數返回的已登錄訪問者。
客戶報價請求可以包括的有效選擇為：
所有支持的產品。
僅支持指定類別的產品。
僅支持指定標籤的產品。
[豪華版] 僅支持指定自定義分類法詞彙的產品。
[豪華版] 僅支持由您自定義的 PHP 函數返回的產品。
配置完成後，任何有效的客戶在訪問您的網站和查看有效產品時，可以選擇將其添加到購物車或報價請求清單中。編輯完清單後，客戶可以繼續提交報價請求，從而創建一個新的請求。
什麼是報價請求清單？
報價請求清單就是 WooCommerce 購物車本身。插件將禁用一些功能，例如優惠券和運費計算器，並使用更合理的單詞替換一些單詞，但僅此而已。
同樣，在提交報價請求列表時，客戶基本上是填寫稍微修改過的 WooCommerce 結帳表格。
豪華版：豪華版客戶可以選擇將報價請求清單託管在專用頁面上，並將 WC 購物車作為其站點上的單獨實體。同樣，請求提交表格將與結帳表格分開。
[豪華版] 高級客戶請求功能
Quote Requests for WooCommerce 的豪華版附帶一些進階功能，以自定義客戶的報價提交流程：
隱藏無效用戶的有效報價產品：當無效客戶訪問網站時，他們將無法看到報價請求產品。
禁用有效產品的購買：強制客戶提交報價請求，而不是讓他們在直接購買產品和提交報價請求之間做出選擇。
隱藏有效產品的價格：使您的價格私有，直到您最終確定報價。
缺貨商品的請求：允許客戶提交報價請求，無論該產品是否缺貨。
報價請求提交後發生了什麼？
報價請求提交後，客戶將收到確認電子郵件，商家將能夠在專用管理頁面查看請求。在管理端，報價看起來幾乎與訂單相同。商家可以直接在報價請求上發送報價和訂單。同時，請求會被標記為已處理或已拒絕。
外掛標籤
開發者團隊
② 後台搜尋「Quote Requests for WooCommerce」→ 直接安裝（推薦）
原文外掛簡介
Quote Requests is a WooCommerce extension for enabling your customers to submit quote requests asking for customized prices instead of placing orders.
Not all products have an assigned price. It could be that market volatility makes prices fluctuate so often, you can’t keep up with keeping your products updated. Or maybe you offer customized products that require more customer input before you can name a price.
For all of these situations, and more, it makes more sense to accept quote requests from your customers instead of having them place an order. This gives shop owners the opportunity to handle each customer independently, and transform this quote request into an order at a later point in time.
How do customers submit requests?
First, shop owners must decide which products can be added to quote requests, and which customers are allowed to submit quote requests. This can be done inside the new Quotes tab on the WooCommerce settings page.
Valid choices for who can submit requests include:
Any website visitor.
Only logged-in visitors.
Only guest (logged-out) visitors.
[Premium] Only logged-in visitors in specific user roles.
[Premium] Only logged-in visitors returned by your custom PHP function.
Valid choices for what customer quote requests can include:
All supported products.
Only supported products assigned given categories.
Only supported products assigned given tags.
[Premium] Only supported products assigned given terms from custom taxonomies.
[Premium] Only supported products returned by your custom PHP function.
After this is configured, any valid customer visiting your website and viewing a valid product can then choose to either add it to their cart, or to their quote request list. After assembling their list, they can proceed to submit it thus creating a new quote request.
What is the quote request list?
The quote request list is the WooCommerce cart itself. The plugin will disable a few features, like coupons and the shipping calculator, and will replace a few words with ones that make more sense, but that’s it.
Similarly, when submitting the quote request list, the customers are basically filling out a slightly modified version of the WooCommerce checkout form.
Premium: Premium customers can choose to host the quote request list on a dedicated page and have the WC cart as a separate entity on their site. Similarly, the request submission form will then be separate from the checkout form.
[Premium] Advanced customer request features
The premium version of Quote Requests for WooCommerce comes with a few more features to customize your customer’s quote submission process:
Hiding valid quote products from invalid customers: when an invalid customer visits the site, they won’t be able to see quote request products.
Disabling the purchase of valid products: force your customers to submit a quote request instead of giving them the choice between that and outright purchasing the product.
Hiding the prices of valid products: make your prices private and don’t reveal them to your customers until you finalize the quote.
Requests for out-of-stock products: allow customers to submit quote requests regardless of whether the product is in stock or not.
What happens after the quote request is submitted?
After the quote request is submitted, the customer will receive a confirmation email and shop managers will be able to view the request on the dedicated admin page. On the admin-side, quotes look almost exactly the same as orders, so this should be a familiar interface.
The next step is then to adjust the quote (change prices, substitute products, add shipping fees etc.), and to then set it into the status Waiting on customer. That will trigger the customer to receive an email with their finalized quote that will prompt them to either accept or reject the quote.
Customers with an account will have to perform either of these actions in their account area, while guest users will be able to use the quote tracking form created when first activating the plugin.
If the customer then accepts the quote, a new order will be created with the exact same contents, and they will be prompted to pay. If they choose to reject it, you can adjust the contents/prices and resubmit it for approval as many times as necessary.
[Premium] Advanced quote features
The premium version of Quote Requests for WooCommerce provides a few more convenience features to facilitate quote acceptance:
PDF documents: customers will be able to download a PDF version of their personalized quote.
Rejection reason: customers will need to enter a reason for rejecting the quote so shop managers can act accordingly.
Fulfillment conditions: before finalizing the quote and requesting customer approval, you can enter conditions in free-form text that the customer must also agree to.
Automatic expiration: the ability to set an expiration date on the quote and send out automatic reminder emails a few days before the quote expires.
Premium support and features
Some of the features mentioned above are only bundled with the premium version of our plugin available here. It is perfectly possible, however, to use the free version and extend it via filters and actions with your own version of these features.
Premium customers are also entitled to prioritized help and support through our support forum.
