"Get a quote" tool

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.

 

Summary

  1. Managing the tool
  2. Quotations
  3. How to create automation with the quotations
  4. Tool's pricing

 

1. Managing the tool

Go to your Zakeke back-office > Tools > Get a Quote > Tool Rules > Add New Rule

  1. 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").

  2. Staff quote notification: you can enter a list of emails that you want to be notified of when a new request for quotation is placed on your website.
  3. 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.

  4. As the last step, decide 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.

 

2. 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 Quotes > Quotations.

Click on "Details" to 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 of 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. 

Print-ready files get generated when your customer approves the quotation.

 

3. 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.

 

4. 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 (Euro)
 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)

You will be invoiced for the number of quote requests at the end of each month.

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.

 

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