How to Enable the Request a Quote Feature

Step 1: Enable Request a Quote feature

Navigate to the Dashboard: Go to Whols > Settings > Request a Quote.

• Enable Request a Quote: Check this box to allow customers to request product quotes. Once enabled, a ‘Request a Quote’ button will appear on the cart page.
• Request a Quote Label: Customise the label for the button that customers will use to request a quote.
• Create Conversation When Requesting a Quote: Check this option if you want to start a conversation when a request is submitted.

Make sure the Create Conversation When Request a Quote option is enabled from the Request a Quote settings (refer to the How to Enable the Conversation Feature documentation for details). This will allow a conversation to start automatically when a quote is submitted, so you can continue messaging after receiving a quote request.

Once this feature is enabled, a ‘Request a Quote’ button will appear on your cart page. Clicking the button will open a quote popup, where you can write your quote message.

Step 2: Customer Create a Quotation

When you submit your message through the quotation popup, it will be sent directly to the store admin’s email.

• Name and Email: If you’re logged in, your name and email will be pre-filled. If you’re not logged in, you’ll need to provide this information.
• Subject: Enter the subject of your message.
• Message: Write the main message, explaining what you’d like to inform the store admin about.

Step 3: Admin Receives Quotation Email.

After a customer submits a quotation request, the admin will receive an email with the details, including a table view of the customer’s cart products. To configure the Request a Quote Notification, follow these steps:

• Navigate to Whols Settings and select the Message & Email Notifications menu.
• Locate the Enable Request a Quote Notification (Admin) option and ensure it is enabled.
• You can then customize the email subject and message as needed.