This tool allows you to add a "Get a quote" button to your customizer to allow your customers to send you requests for quotations instead of buying the product directly.
Index
- Enable the tool, receive requests, and generate quotes
- Quote summary editor
- Email notifications
- Creating automations with quotations
- Tool's pricing
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Video tutorial
1. Enable the tool, receive requests, and generate quotes
Quote Rules: Activate the tool to allow customers to submit quote requests
Go to your Zakeke back-office > Tools > Get a Quote > Quote Rules > Add New Rule
- You 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.
- Choose the product(s) the rule should be assigned 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.
Quotations List: Review incoming requests and generate quotations
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 Quotation List
Once you receive a quote request, its status will be NEW. Click on "Details" to check all the details of the request.
From Details, you can:
- View the product data for which your customer has submitted the quotation request
- Load and review the personalization, including any Extra Options associated with the product
- View the data submitted by the customer in the quote request form (.
- Process the actual quotation to be sent to the customer (under Quotation configuration)
When you're ready with the quotation details, click Generate quote to confirm it. The quote status will be updated to WAITING FOR APPROVAL.
At this point, Zakeke generates:
Quote Summary
Link for Approval
Link for Reject
By default, the Quote Summary is automatically sent via email to the customer, who can review it and proceed with approval or rejection directly from the email.
Alternatively, the quote can still be approved or rejected manually by you from the Quotations List, using the three-dot menu on each quote, where you can manually approve or reject it.
Please note
- If you modify any fields in a quote that is in WAITING FOR APPROVAL or REJECTED status, you will be able to regenerate the quote, generating new Quote Summary, approval, and rejection links. When a rejected quote is regenerated, its status is set back to WAITING FOR APPROVAL, and the approval workflow restarts.
- Quotes in APPROVED status remain locked and cannot be edited.
Both the Email Notifications and the Quote Summary can be customized to adapt the communication and the layout of the quotation. See related sections below.
Print-ready files for approved quotations
When a customer approves a quotation, Zakeke automatically generates an order with the corresponding print-ready files.
This order is accessible only from the Quotations List, via the three-dot menu on the quote (“Go to order detail for quotation”). It is not accessible from the standard Orders page.
3. Quote Summary
You can customize the Quote Summary PDF your clients receive for your quotations.
In the Quote Summary editor section, choose between Product Customizer and 3D Product Configurator based on the Zakeke tool you're using.
This PDF editor is HTML-based, so customizing the document requires editing HTML/CSS code directly in the template.
Dynamic placeholders are available to automatically insert product data into the document. You can find the full list in the Placeholder section below.
No HTML skills? You can use the built-in AI tool to describe the result you want, and the AI will generate the HTML template for you.
4. Email notifications
Automatically generated Email Notifications are used to manage communication around quote requests and their lifecycle, keeping both you and your customers updated on all relevant actions, from quote submission to approval or rejection.
By default, when the tool is enabled, these notifications are active and include both customer-facing emails (such as quote delivery) and internal alerts to track quote status changes.
You can manage each email notification individually by enabling or disabling it and customizing its content through template editing.
Available email notifications:
- New request for price quote received – Get notified whenever a customer submits a quote request for one of your customizable products
- Your quotation – Automatically send the generated quote to your customer
- Quotation accepted – Receive a notification when a quote is approved
- Quotation rejected – Receive a notification when a quote is rejected
By default, emails are sent from noreply@zakeke.com. However, you can configure your custom email address. Read here.
5. Creating automations with quotations
Using Zapier, you can create custom no-code workflows to automate how you manage quotes. For example, you can automatically send quotation emails to customers, trigger approval/rejection flows, send notifications to external platforms, or move print-ready files to a specific storage or drive once they are generated.
Check the dedicated section from Settings > Order Settings > Order Automation.
For highly customized use cases, you can also leverage our APIs to build fully custom, code-based workflows. For support or further details, contact us at help@zakeke.com.
6. Tool's price
The tool is free of charge for 30 days, then you'll pay a monthly fee based on the number of requests for quotations that you receive and no longer pay transaction fees:
| Number of quote requests | Monthly price (€, $, £*) |
| Up to 250 | 49,90 |
| From 251 to 1.000 | 99,90 |
| From 1.001 to 2.000 | 149,90 |
| From 2.001 to 5.000 | 249,90 |
| Over 5.000 | To discuss (help@zakeke.com) |
*If your plan is in a currency other than USD, EUR, or GBP, the price is converted from USD at the current exchange rate.
You will be invoiced for the number of quote requests at the end of each month.