01Installation

  • Install plugin by choosing the plugin zip file in Plugins -> Add New and click on Upload link
  • Activate the extension through the ‘Plugins’ menu in WordPress
  • Ensure that 'Request For a Quote' page is in main menu. If page does not appear in the menu, then by going to wordpress dashboard -> Appearance -> Menus.

02Settings

  • Settings is the place where you can change the properties, show/hide or position of Add to Quotelist Button/link, Add To Cart Button/link etc. Detailed description given below:

  • Show/Hide Buttons

    You can have a global setting of show/hide buttons(as explained in Position section below. But you can also control the show/hide Quote and Cart buttons at Individual/Category level.
    Please see the screenshot below:


    Individual Product Page


    Product Category Page

    In settings page (see below screenshot), Ensure that you enable the checkbox 'Apply show/hide "Add to Quotelist" and "Add to Cart" buttons setting set at individual/category level' to take effect.
  • Position

    You can choose position of "Add To Quote list" Button/link to be placed in Single Product Page. Plugin has 3 different places where you can choose the suitable option.

    • After Add to Cart
    • After Thumbnail
    • After Product Summary

    You can choose "Use Shortcode", to say that you are willing to use shortcode([dvin-wcql-shopbutton product_id="17"]), Using this feature you can place the button wherever you want on any page or post.

    You can choose "Replace Add to Cart", to replace "Add to Cart" button with "Add to Quote" button in product list and product details page.

  • Change Look & Feel of "Add To Quote List" Button/link

    • You can choose to have Button/Link in same as "Add to Cart" Button shows in by the theme. Otherwise it would be default hyperlink. You can choose the Font and Background of the Button/link, otherwise can be default to theme colors.

    • You can override the CSS rules of "Add To Quote List" Button to align the button/link as per the theme.

  • You can attach the Gravity Form/Formidable PRO/Contact Form 7 to the "Request a Quote" Plugin.

  • Important things are highlighted below in secreenshot

03Widget

You can create widget for this quotelist by choosing the "Text Widget" in the Widgets. Then add the following code in that:

					<div id="quotelist-widget"></div>
				

04Email Settings

Note:Applicable only if not using Gravity Forms or any third party pluign for customization of form and Email configuration.

You customize the email message and look & feel(provided fields to input the styles for the table of the products) of it what should be included in the email intended to send to administartor to request for the quote.

You can also send the email copy to customer/requestor by selecting the appropriate checkbox in the Email settings page.

05FrontEnd Page Customization

Request For a Quote page by default contains the shortcodes to display the respective products and form to post to Administrator. Content in the page is customizable. See below sample:

					[dvin-wcql-listing]
					Submit the below form to request for the Quote:
					[dvin-wcql-form]
				
See the below screenshot of the Quote List screen(based on above code):

You can hide Price column in the Quote List Page and Email message by selecting checkbox of "Remove/Hide Price column from Request For Quote Page"

There are two methods of modifying the default form

Method1:Overriding the templates

You can override the templates(form.php,quotelist.php),js(dvin_wcql.js),languages(.po,.mo) files in your theme under dvin-wcql folder.
For example: create folder "dvin-wcql/templates" in your theme directory, now create form.php and make necessary modifications like adding or deleting the fields.
now create quotelist.php to customize the listing page.
ADVANTAGE OF THIS METHOD OF CUSTOMIZATION IS THAT YOU DO NOT LOOSE THE CHANGES YOU MADE TO FORM OR QUOTE LISTING PAGE WHEN YOU UPDATE THE PLUGIN.

Following are the steps need to follow to customize the form and so necessary server validation
  • Step1: create 'dvin-wcql/templates/' folder in current theme
  • Step2: create 'form.php' file and make your own form from scratch, better is copy the existing one in plugins/dvin-wcql/templates/ folder.
  • Step3: create 'form-validation.php' file in 'dvin-wcql' folder in current theme and do neccesary server validation directly. Alternatively use 'dvin_wcql_custom_fields_validation' filter.
  • Step4: In Email settings page, you can include the new fields to populate in email. For example: 'wcql_country' is html element ID of the new field you have added. [%wcql_country%] must be added into the email to get it populated when sending the email.
  • Step5: create 'custom-field-arr.php' file in 'dvin-wcql' folder in current theme.You need to add '[%wcql_country%]' to $needle_arr and $_POST['wcql_country'] to $replace_with_arr. Alternatively you can use 'dvin_wcql_custom_fields_needles' and 'dvin_wcql_custom_fields_replacements' filters respectively.
  • Referring to the above example,

    In /dvin-wcql/templates/form.php (assuming you have copied the code from plugins directory as mentioned above). Just add the Country field to the existing fields.

    
     Country:
    
    
    In /dvin-wcql/form-validation.php
    <?php
    if($_POST['wcql_country']=='')
      $errors[]= __('Please enter country','dvinwcql');
    ?>
    
    In /dvin-wcql/custom-field-arr.php
    <?php
    $needle_arr[]='[%wcql_country%]';
    $replace_with_arr[] = $_POST['wcql_country'];
    ?>
    

    Order Creation with Default Form
    For order creation(OPTIONAL), you should enable in plugin settings tab(see the screenshot in settings section),Map the fields order fields with Form Field Names of default Form see screenshot below(Form Field Names):

  • VIDEO HELP:
    Default Form
Method2:Use Third Party Plugins

Currently we are supporting Gravity Forms,Formidable PRO and Contact Form 7
Note:Form and Email settings has to be handled from Third Party Pluign itself.

Below steps to be followed for Gravity forms to add form to the Request For Quote Page:

  • 1) Select the Form (in the settings page), you want to include in the Request Quote Page. Please see the screenshot provide in that section.
  • 2)Please remove [dvin-wcql-listing] shortcode in "Request For Quote" Page.

    As mentioned earlier, we have [dvin-wcql-listing] is part of the default "Request For Quote" Page content.Please remove it as it is going to get/configured in Gravity Forms.It should be as follows(sample):

    					Submit the below form to request for the Quote: -- sample text
    					[dvin-wcql-form]
    		

  • 3)Must add [dvin-wcql-listing] shortcode as one of the HTML elements in Gravity Form where you want to show the listing. see the screenshot below:
  • 4)For order creation(OPTIONAL), you should enable in plugin settings tab(see the screenshot in settings section),Map the fields order fields with Field IDs of Gravity Form see screenshot below(ID):
  • 5)Must add hidden field name of "quotelisttable" with default value of "[quotelisttable]" shortcode as one of the HTML elements in Gravity Form. And also hidden field name of "orderinfo" (IF ORDER SETTING IS ENABLED as per above step) with default value of "[orderinfo]" shortcode as one of the HTML element of Gravity Form.
  • VIDEO HELP:
    GForm

Below steps to be followed for Formidable PRO to add form to the Request For Quote Page:

  • 1) Select the Form (in the settings page), you want to include in the Request Quote Page. Please see the screenshot provide in that section.
  • 2)Must add [dvin-wcql-listing] shortcode as one of the HTML elements in Formidable PRO where you want to show the listing. see the screenshot below:
  • 3)For order creation(OPTIONAL), you should enable in plugin settings tab(see the screenshot in settings section),Map the fields order fields with Field IDs of Gravity Form see screenshot below(ID):
  • 4)Must add hidden field name of "quotelisttable" with default value of "[quotelisttable]" shortcode as one of the HTML elements in Gravity Form. And also hidden field name of "orderinfo"(IF ORDER CREATION FEATURE ENABLED) with default value of "[orderinfo]" shortcode as one of the HTML element of Gravity Form.
  • VIDEO HELP:
    Formidable PRO

Below steps to be followed for Contact Form 7 to add form to the Request For Quote Page:

  • 1) Select the Form (in the settings page), you want to include in the Request Quote Page. Please see the screenshot provide in that section.
  • 2) Ensure [dvin-wcql-listing] and [dvin-wcql-form] shortcodes exists in "Request For Quote" Page.
  • 3)For order creation(OPTIONAL), you should enable in plugin settings tab(see the screenshot in settings section),Map the fields order fields with Field IDs of Contact Form 7 see screenshot below(ID):
  • 4)Use [quotelist] shortcode in the Email editor to show QuoteList and Use [orderinfo](IF ORDER CREATION FEATURE IS ENABLED) shortcode in the Email Editor(especially to send to Admin) to show Order Info.
  • VIDEO HELP:
    Contact Form 7

Note:Other Important task is how the entries going to be stored in admin and email configuration NOT covering in this section in an assumption that User already have idea about them and plenty of documentation available on the net.

Click here for knowledge base

06Credits

  • http://jquery.com/

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