How to: request a quote instead of place an order

[gerli111]

Hi all 🙂

I’m using the third-party app "Globo Product Options" to let customers customize their saunas and see the final price based on their selections. However, instead of letting them complete the purchase, I want them to submit a "request a quote" so that we can review their selections and confirm important details like freight costs and suitability for their space.

The issue I’m facing is that when I use another app to manage "request a quote" submissions, the customizations made via the "Globo Product Options" app are not passed through. When the customer submits a request, we only receive the base item, not the additional options they’ve selected.

Is there a way to capture and retain all customization data throughout the process, ideally letting customers fill in their contact and delivery details like a regular checkout, but instead of paying, they submit a "request a quote"? We’d like to receive the full order with all options included.

Thanks in advance for your help!

[PaulNewton]

Hi @gerli111 👋 Most apps will no interoperability among them, when you combine apps your creating a process unicorn possibly so specific there is no solution with both apps.

This highly depends on  how the product-options app is capturing bespoke information , and the process it uses to either create items, or create a checkout.

If the app uses fields on the main product form with line-item-properties or cart attributes then an advanced theme customization could be done to submit the product-form like a contact-form instead.

If you need this customization explored then contact me  for services.
Contact info in forum signature.
ALWAYS please provide context, examples: store url, theme name, post url(s) , or any further detail in ALL correspondence.

[gerli111 · Accepted solution]

Thank you for your response.

I was able to find a solution. For anyone who's in a similar position, I used GLOBO PRODUCT OPTION and QUICK QUOTE apps 🙂

I removed all the buttons on the website that direct people to the checkout page. Now, the customer journey is: select your items (including any add-ons) > add to cart > go to cart (the add-ons are carried over) > request a quote.

Cheers

[Eli_Kickflip]

Hi @gerli111 ,

Have you considered creating a product customizer? It would allow your customers to see a live preview of their personalization on your product. If this is something you're interested in, I recommend trying Kickflip. It's an easy-to-user platform that would enable you to offer that type of experience in no time! In the upcoming weeks, we will release a new feature that will allow you to have a button 'Get a quote' instead of the 'add to cart' button.

I encourage you to check out this Youtube channel to see the solution in action. You can even try it for free by creating your account here.

Do not hesitate to contact us at help@gokickflip.com if you have any questions!

The Kickflip Team