# Quote System

{% hint style="info" %}
**What is the Quote System?**

The Quote System replaces the Add to Cart button with a "Request Quote" button. When clicked, customers fill out a form with their details, and you receive an email with their quote request.
{% endhint %}

### Setting Up Quote Requests

{% stepper %}
{% step %}
**Create a New Rule**

Go to **WooCommerce → Conditional Add to Cart** and click "Add New Rule"
{% endstep %}

{% step %}
**Set Apply To**

Choose which products should show the quote button (e.g., specific products, categories, or all products)
{% endstep %}

{% step %}
**Add Conditions (Optional)**

Add conditions if you want the quote button to show only in specific situations (e.g., for logged-out users or specific user roles)
{% endstep %}

{% step %}
**Select "Request Quote" Action**

In the Actions section, select "Quote" from the dropdown
{% endstep %}

{% step %}
**Configure Quote Settings**

Customize the quote form:

* **Button Text:** Customize the button text (default: "Request Quote")
* **Email Address:** Where quote requests are sent (default: admin email)
* **Show Phone Field:** Toggle phone number field
* **Show Quantity Field:** Toggle quantity field
* **Show Details Field:** Toggle additional details textarea
* **Custom Message:** Optional message shown in the modal
  {% endstep %}

{% step %}
**Save Your Rule**

Click "Save All Rules" to activate the quote system
{% endstep %}
{% endstepper %}

### How It Works

{% stepper %}
{% step %}
**Customer Clicks Button**

The "Request Quote" button appears instead of "Add to Cart"
{% endstep %}

{% step %}
**Modal Opens**

A professional modal popup appears with the quote request form
{% endstep %}

{% step %}
**Customer Fills Form**

Customer enters their name, email, and optional details (phone, quantity, additional info)
{% endstep %}

{% step %}
**Email Sent**

You receive an email with all the quote request details including product name, customer info, and their message
{% endstep %}

{% step %}
**You Respond**

Reply to the customer's email with your quote
{% endstep %}
{% endstepper %}

### Quote Form Fields

* **Name** <mark style="color:red;">(Required)</mark> - <mark style="color:$tint;">Customer's full name</mark>
* **Email**  <mark style="color:red;">(Required)</mark> - <mark style="color:$tint;">Customer's email address for quote response</mark>
* **Phone Number** <mark style="color:$info;">(Optional)</mark> - <mark style="color:$tint;">Customer's phone number (can be hidden via settings)</mark>
* **Quantity** <mark style="color:$info;">(Optional)</mark> - <mark style="color:$tint;">Desired quantity (can be hidden via settings)</mark>
* **Additional Details** <mark style="color:$info;">(Optional)</mark> - <mark style="color:$tint;">Free-form text area for special requests or questions (can be hidden via settings)</mark>

### Email Notifications

When a customer submits a quote request, you receive an email containing:

* Product name and link
* Customer name and email
* Phone number (if provided)
* Requested quantity (if provided)
* Additional details (if provided)
* Submission date and time

{% hint style="info" %}
**Pro Tip**

The email includes a "Reply-To" header with the customer's email, so you can simply hit reply to respond to their quote request.
{% endhint %}

### Common Use Cases

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Wholesale Orders</strong></td><td>Show quote button for bulk quantities or wholesale customers</td></tr><tr><td><strong>Custom Products</strong></td><td>Collect requirements for customizable or made-to-order products</td></tr><tr><td><strong>High-Value Items</strong></td><td>Require consultation before purchase for expensive products</td></tr><tr><td><strong>B2B Sales</strong></td><td>Negotiate pricing with business customers before finalizing orders</td></tr></tbody></table>


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