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This topic contains 3 replies, has 2 voices.
Last updated by 3 years, 7 months ago.
Assisted by: Jamal.
Hello
I need some help with the creation of a request for a quote form using woocommerce as the "catalogue".
It's for a company that provides testing for devices, they have around 30 services, but since each service is dependant on the device characteristics (ex: pressure range, scale, size,...) it ends up having more than 1100 single references.
Using woocommerce to store them seems the best way, since we will want to have a quotation system along with the backoffice statistics. However, "products" don't have descriptions, just the name, so using the usual woocommerce workflow (browse categories/subcats, go to product page and add product to quote) is counterintuitive, because visitors usually ask for several references in each quotation (think: all the manifolds or all the gauges of a small plant), so we prefer to have the customer going into one page where he selects what he wants, creating a list of devices/services fo which to receive quotation. The prices are not displayed on the site, only in the quote.
Scenario 1:
The idea is to present the visitor with a request a quote form, where the he fills in his personal data and then adds the devices/services needed, to get a quotation for all of them.
Since there are a lot of products, the apparently easiest way is to have a row per product with some select boxes, so the customer starts by selecting the category, which then limits the options of the second select (ex: subcategory) which in turn will limit the list of products in the third select box. A bit like the views/blocks filtering, but inside the form, using and hierarchical filter filling one row at a time and defining the quantity for each (pls see attached screenshot).
After creating all the rows, then ideally the submit button should pass all teh data to an existing request a quote plugin (like yith request a quote) so that we don't have to recreate such a system from scratch.
My questions are:
1) how can we create such a filtering system in a row, so that each select only shows the relevant data from the previous (left) selection (ex: cat / subcat)
2) How can we pass all the data to yith (or other plugin) in the end.
Scenario 2:
I understand that this does not have to be exactly like the above workflow, we could have a page with hierarchical filters (view) with no initial results and then adding the shortcode [yith_ywraq_button_quote product="[wpv-something?]"] to a button in the end of each row. The thing is upon clicking such button the row should freeze and a new row should display (or show the selected data in a row above and resetting the filters). In the end, a button would take to the yith quote page, where the visitor then fills is details.
Whichever is the easiest to implement with toolset. Your help is much appreciated.
And, by the way, this scenario is common in B2B, maybe it can evolve into one of your demo sites 🙂
Thanks in advance and best regards
Alex
