This tool allows you to add a "Get a quote" button to your customizer to allow your customers to send you requests for quotation instead of buying the product directly.
Before you start
- The tool is free of charge for 30 days, then you'll pay a monthly fee of:
- 49,90 Euro/month for up to 250 requests for quotes received
- 99,90 Euro/month for up to 1000 requests for quotes received
- 149,90 Euro/month for up to 2000 requests for quotes received
- 249,90 Euro/month for up to 5000 requests for quotes received
- If you need the tool for more than 5000 requests/month, please send us a message to email@example.com
Note: If you're a Shopify user you don't have the 30-day free trial but we refund you if you are not happy with the tool and write us within 30 days.
Create and manage the tool's rules
Go to your Zakeke back-office > Quotes > Tool Rules > Add New Rule
You can decide whether the "Get a Quote" button should replace the "Add to Cart" button in your customizer (choose the option "Show only "Get a quote" button") or it should get added as an option other than the "Add to Cart" (choose the option "Show both "Get a quote").
Create the form that your customers need to fill in when sending a request for a quotation to you. You can add and remove sections to create the form as you want. If you check the option "required" for a field, that field will be mandatory for your customers.
- As the last step, decide to what product(s) or printing method the rule should apply to.
Once saved, the "Get a Quote" button gets added to your customizer. When customers click on it, they'll be shown the form to fill in to submit to you a request for a quotation.
When a customer sends a request for quotation to you, it generates a request in your Zakeke back-office. You can see and manage the requests you receive from Quotes > Quotations.
If you click on "Details" you can check the details of the request, load the design created by your customer, add your price and, finally, generate a quote by clicking on "Generate quote".
You get three links that you can use to populate the email you send to your customers to provide them with your quote:
Link to download PDF summary: this allows your customer to download a PDF of your quote.
Link for approval: from this link they can approve the quotation.
Link for rejecting. from this link they can reject the quotation.You are informed by email on the customer's decision (to the email you used to sign up to Zakeke) and the status of the quote gets updated in your back-office.
How to create automation with the quotations
You can use Zapier to automatically send via email (and get approval/rejection) the quotations to the customers that require them to you.