Features <\/h3><\/div>\n\n- Customer can send Quotation from front-end to admin for creating order.<\/li>\n\n\n\n
- The admin can approve and disapprove the quotation.<\/li>\n\n\n\n
- From the back-end, the admin can create the order for the registered customer as well as guest users.<\/li>\n\n\n\n
- Along with the WooCommerce products, the admin can add services and their description.<\/li>\n\n\n\n
- The admin can create an order and send the order URL to the customer to complete it.<\/li>\n\n\n\n
- A link will be received by the customer via email to complete the order.<\/li>\n\n\n\n
- From the front end, customers can review their order which the admin has created for the customer and place the order.<\/li>\n\n\n\n
- The customer can track the orders under \u201cMy Orders\u201d section.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
Support<\/h3><\/div>\nDear Customers, if you have a question, please raise a ticket at webkul.uvdesk.com<\/a><\/strong>. We will do our best to answer as soon as possible. So, don’t give us a low rate without contacting support on the issue you\u2019ve faced with. We are always happy to help you.<\/p>\n<\/div>\n\n\n\nInstallation<\/h3><\/div>\nThe user will get a zip file which he has to upload in the \u201cAdd New\u201d<\/strong> menu option in the WordPress admin panel.<\/p>\n\n\n\nFor this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the \u201cPlugins\u201d<\/strong> menu option which brings out a Sub-Menu and then select the \u201cAdd New\u201d<\/strong> option.<\/p>\n\n\n\n![\"WordPress](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/06\/installation-add-new.png\")
<\/a><\/figure>\n\n\n\nAfter this, you will see an option on the top of your page that is \u201cUpload Plugin\u201d<\/strong>, click the option to upload the zip file.<\/p>\n\n\n\n![\"WordPress](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/06\/installation-upload-plugin.png\")
<\/a><\/figure>\n\n\n\nBy clicking on the \u201cUpload Plugin\u201d<\/strong> option, below that you will see a button \u201cChoose File\u201d<\/strong> click on the button to browse for the zip file as per the snapshot below.<\/p>\n\n\n\n![\"WordPress](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/06\/installation-choose-file.png\")
<\/a><\/figure>\n\n\n\nAfter browsing the file, click the \u201cInstall Now\u201d<\/strong> button to install the plugin as per the snapshot.<\/p>\n\n\n\n![\"installation_image\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/05090130\/installation_image.png\")
<\/figure>\n\n\n\nNow when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Henceforth now, click on \u201cActivate Plugin\u201d<\/strong> to activate the installed plugin.<\/p>\n\n\n\n![\"activate-2\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/05090351\/activate-2.png\")
<\/a><\/figure>\n<\/div>\n\n\n\n\nModule Translation<\/h3>\n<\/div><\/div>\n\n\n\n
To know how to translate the module, you can click here<\/a>.<\/p>\n\n\n\nGenerate reCAPTCHA API keys<\/h3><\/div>\n In order to register for Google API key click on this link https:\/\/www.google.com\/recaptcha\/intro\/v3.html<\/a> then this page will appear as in the screenshot below.<\/p>\n\n\n\n![\"admin-consol\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/04115436\/admin-consol.png\")
<\/figure>\n\n\n\nAfter this, When the admin clicks on the admin console button and shown then this page will appear as shown in the screenshot.<\/p>\n\n\n\n![\"reCAPTCHA\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/04120017\/reCAPTCHA.png\")
<\/figure>\n\n\n\nOnce you’ve filled the whole form, press the “Submit” button. <\/p>\n\n\n\n![\"screencapture\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/04122013\/screencapture.png\")
<\/figure>\n\n\n\nIf everything is correct, you will be redirected to a new page with your new API keys ready to be used. <\/p>\n\n\n\n![\"reCAPTCHA-2019\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/04121733\/reCAPTCHA-2019.png\")
<\/figure>\n\n\n\nTake note of the site key and secret key:<\/p>\n\n\n\n
After getting Google site key and google secret key.<\/p>\n\n\n\n
Then, the admin will fill these details in payment form builder settings to provide captcha option so that it will appear in the customer’s quick pay order form.<\/p>\n\n\n\n![\"Payment-Form-Builder-Setting-1\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Payment-Form-Builder-Setting-1.png\")
<\/figure>\n<\/div>\n\n\n\nCustomer end workflow – Creating a Quotation<\/h3><\/div>\nWhen Payment form builder module enables the customer can create quotation from the front-end needs to visit the “quick pay order” page to quote a product.<\/p>\n\n\n\n![\"customer\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/customer-1200x818.png\")
<\/figure>\n\n\n\nThe customers click on the \u201cQuick Pay Order\u201d<\/strong> button, this will appear as shown in the screenshot. The customer will enter all the details.<\/p>\n\n\n\n![\"Quick-pay-Order-WooCommerce-Payment\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/05045904\/Quick-pay-Order-WooCommerce-Payment.png\")
<\/figure>\n\n\n\n<\/p>\n<\/div>\n\n\n\n
Admin Configuration<\/h3><\/div>\nThus, the admin can approve or disapprove the quote request by clicking on the Customer Quotation button. <\/p>\n\n\n\n
The admin click on “view quotation” then this page will appear as shown in the screenshot.<\/p>\n\n\n\n![\"Customer-Quotation-List\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Customer-Quotation-List-1200x557.png\")
<\/figure>\n\n\n\nThey can approve this quotation by clicking on the approve button as shown in the screenshot below.<\/p>\n\n\n\n![\"Quotation-Details\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Quotation-Details.png\")
<\/figure>\n\n\n\nWhen the quotation is approved, the customer will receive an email regarding the approval as shown in the screenshot.<\/p>\n\n\n\n![\"email-approval\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/email-approval.png\")
<\/figure>\n\n\n\nOnce the order is approved the admin can create an order for their customers by clicking on WooCommerce<Order<add <\/strong>order as shown in the screenshot.<\/p>\n\n\n\n![\"order-create_red\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/order-create_red.png\")
<\/figure>\n\n\n\nOn clicking “add order<\/strong>” button, The admin will provide the new order details as per screenshot.<\/p>\n\n\n\n![\"add-order-2\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/05061504\/add-order-2.png\")
<\/figure>\n\n\n\nOn clicking “add services<\/strong>” button the admin create a service order for the customers.<\/p>\n\n\n\nThen, on clicking “add meta<\/strong>” button, they can provide a description of the services and an order link will be sent to the customer.<\/p>\n\n\n\nThe admin can send link to the customers to complete payment by clicking on the “Create” <\/strong>button.<\/p>\n\n\n\nBy clicking on WC payments form Builder, The admin can manage Quoted Orders List details.<\/p>\n\n\n\n
The admin can see all the customer order and email Ids then they can send an email to the customer by selecting a particular order id.<\/p>\n\n\n\n![\"Quoted-Order-List\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Quoted-Order-List-1200x472.png\")
<\/figure>\n\n\n\nSupport and Services<\/span><\/h3>\n\n\n\nFor any support and services required for the plugin, the admin can check the Support and Services <\/strong>section:<\/p>\n\n\n\nServices:<\/p>\n\n\n\n![\"Support-and-Services-2\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Support-and-Services-2.png\")
<\/figure>\n\n\n\nSupport:<\/p>\n\n\n\n![\"Support2\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/02\/Support2-1200x853.png\")
<\/figure>\n\n\n\n<\/p>\n<\/div>\n\n\n\n
Customer end working – Placing orders<\/h3><\/div>\nWhen the order is created by the admin customer will receive two emails.<\/p>\n\n\n\n
\n- Link to complete order <\/li>\n\n\n\n
- Quotation status <\/li>\n<\/ol>\n\n\n\n
Email received by customer to complete the order is shown in the screenshot below:<\/p>\n\n\n\n![\"quick-pay-order-eamil-1\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/05061339\/quick-pay-order-eamil-1.png\")
<\/figure>\n\n\n\n When the order is created quotation status is changed to completed and the customer will be informed via email.<\/p>\n\n\n\n![\"quotation-status\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/quotation-status.png\")
<\/figure>\n\n\n\nIt redirects to front-end when the customer clicks on the link to complete the order via mail.<\/p>\n\n\n\n
On this page, customer can review and complete their order.<\/p>\n\n\n\n![\"AwesomeScreenshot-order\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/09072319\/AwesomeScreenshot-order.png\")
<\/figure>\n\n\n\nWhen the order is completed successfully, this page will appear as shown in the screenshot<\/p>\n\n\n\n![\"orderplaced\"](\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/07\/09073819\/orderplaced.png\")
<\/figure>\n\n\n\nThat\u2019s all for the WooCommerce Payment form builder <\/strong>module. For any further queries\/issue, contact us at support@webkul.com.<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
- \n
- Customer can send Quotation from front-end to admin for creating order.<\/li>\n\n\n\n
- The admin can approve and disapprove the quotation.<\/li>\n\n\n\n
- From the back-end, the admin can create the order for the registered customer as well as guest users.<\/li>\n\n\n\n
- Along with the WooCommerce products, the admin can add services and their description.<\/li>\n\n\n\n
- The admin can create an order and send the order URL to the customer to complete it.<\/li>\n\n\n\n
- A link will be received by the customer via email to complete the order.<\/li>\n\n\n\n
- From the front end, customers can review their order which the admin has created for the customer and place the order.<\/li>\n\n\n\n
- The customer can track the orders under \u201cMy Orders\u201d section.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
Support<\/h3><\/div>
\nDear Customers, if you have a question, please raise a ticket at webkul.uvdesk.com<\/a><\/strong>. We will do our best to answer as soon as possible. So, don’t give us a low rate without contacting support on the issue you\u2019ve faced with. We are always happy to help you.<\/p>\n<\/div>\n\n\n\n
Installation<\/h3><\/div>
\nThe user will get a zip file which he has to upload in the \u201cAdd New\u201d<\/strong> menu option in the WordPress admin panel.<\/p>\n\n\n\n
For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the \u201cPlugins\u201d<\/strong> menu option which brings out a Sub-Menu and then select the \u201cAdd New\u201d<\/strong> option.<\/p>\n\n\n\n
<\/a><\/figure>\n\n\n\nAfter this, you will see an option on the top of your page that is \u201cUpload Plugin\u201d<\/strong>, click the option to upload the zip file.<\/p>\n\n\n\n
<\/a><\/figure>\n\n\n\nBy clicking on the \u201cUpload Plugin\u201d<\/strong> option, below that you will see a button \u201cChoose File\u201d<\/strong> click on the button to browse for the zip file as per the snapshot below.<\/p>\n\n\n\n
<\/a><\/figure>\n\n\n\nAfter browsing the file, click the \u201cInstall Now\u201d<\/strong> button to install the plugin as per the snapshot.<\/p>\n\n\n\n
<\/figure>\n\n\n\nNow when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Henceforth now, click on \u201cActivate Plugin\u201d<\/strong> to activate the installed plugin.<\/p>\n\n\n\n
<\/a><\/figure>\n<\/div>\n\n\n\n\nModule Translation<\/h3>\n<\/div><\/div>\n\n\n\n
To know how to translate the module, you can click here<\/a>.<\/p>\n\n\n\n
Generate reCAPTCHA API keys<\/h3><\/div>
\nIn order to register for Google API key click on this link https:\/\/www.google.com\/recaptcha\/intro\/v3.html<\/a> then this page will appear as in the screenshot below.<\/p>\n\n\n\n
<\/figure>\n\n\n\nAfter this, When the admin clicks on the admin console button and shown then this page will appear as shown in the screenshot.<\/p>\n\n\n\n
<\/figure>\n\n\n\nOnce you’ve filled the whole form, press the “Submit” button. <\/p>\n\n\n\n
<\/figure>\n\n\n\nIf everything is correct, you will be redirected to a new page with your new API keys ready to be used. <\/p>\n\n\n\n
<\/figure>\n\n\n\nTake note of the site key and secret key:<\/p>\n\n\n\n
After getting Google site key and google secret key.<\/p>\n\n\n\n
Then, the admin will fill these details in payment form builder settings to provide captcha option so that it will appear in the customer’s quick pay order form.<\/p>\n\n\n\n
<\/figure>\n<\/div>\n\n\n\nCustomer end workflow – Creating a Quotation<\/h3><\/div>
\nWhen Payment form builder module enables the customer can create quotation from the front-end needs to visit the “quick pay order” page to quote a product.<\/p>\n\n\n\n
<\/figure>\n\n\n\nThe customers click on the \u201cQuick Pay Order\u201d<\/strong> button, this will appear as shown in the screenshot. The customer will enter all the details.<\/p>\n\n\n\n
<\/figure>\n\n\n\n<\/p>\n<\/div>\n\n\n\n
Admin Configuration<\/h3><\/div>
\nThus, the admin can approve or disapprove the quote request by clicking on the Customer Quotation button. <\/p>\n\n\n\n
The admin click on “view quotation” then this page will appear as shown in the screenshot.<\/p>\n\n\n\n
<\/figure>\n\n\n\nThey can approve this quotation by clicking on the approve button as shown in the screenshot below.<\/p>\n\n\n\n
<\/figure>\n\n\n\nWhen the quotation is approved, the customer will receive an email regarding the approval as shown in the screenshot.<\/p>\n\n\n\n
<\/figure>\n\n\n\nOnce the order is approved the admin can create an order for their customers by clicking on WooCommerce<Order<add <\/strong>order as shown in the screenshot.<\/p>\n\n\n\n
<\/figure>\n\n\n\nOn clicking “add order<\/strong>” button, The admin will provide the new order details as per screenshot.<\/p>\n\n\n\n
<\/figure>\n\n\n\nOn clicking “add services<\/strong>” button the admin create a service order for the customers.<\/p>\n\n\n\n
Then, on clicking “add meta<\/strong>” button, they can provide a description of the services and an order link will be sent to the customer.<\/p>\n\n\n\n
The admin can send link to the customers to complete payment by clicking on the “Create” <\/strong>button.<\/p>\n\n\n\n
By clicking on WC payments form Builder, The admin can manage Quoted Orders List details.<\/p>\n\n\n\n
The admin can see all the customer order and email Ids then they can send an email to the customer by selecting a particular order id.<\/p>\n\n\n\n
<\/figure>\n\n\n\nSupport and Services<\/span><\/h3>\n\n\n\n
For any support and services required for the plugin, the admin can check the Support and Services <\/strong>section:<\/p>\n\n\n\n
Services:<\/p>\n\n\n\n
<\/figure>\n\n\n\nSupport:<\/p>\n\n\n\n
<\/figure>\n\n\n\n<\/p>\n<\/div>\n\n\n\n
Customer end working – Placing orders<\/h3><\/div>
\nWhen the order is created by the admin customer will receive two emails.<\/p>\n\n\n\n
- \n
- Link to complete order <\/li>\n\n\n\n
- Quotation status <\/li>\n<\/ol>\n\n\n\n
Email received by customer to complete the order is shown in the screenshot below:<\/p>\n\n\n\n
<\/figure>\n\n\n\nWhen the order is created quotation status is changed to completed and the customer will be informed via email.<\/p>\n\n\n\n
<\/figure>\n\n\n\nIt redirects to front-end when the customer clicks on the link to complete the order via mail.<\/p>\n\n\n\n
On this page, customer can review and complete their order.<\/p>\n\n\n\n
<\/figure>\n\n\n\nWhen the order is completed successfully, this page will appear as shown in the screenshot<\/p>\n\n\n\n
<\/figure>\n\n\n\nThat\u2019s all for the WooCommerce Payment form builder <\/strong>module. For any further queries\/issue, contact us at support@webkul.com.<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"