Build Request for quote form

This article will guide you how to build a Request for quote form on your site.

Steps to manage

1. From the app admin page, click RFQ Formbuilder

2. Configure Product column(s) and multiple fields in your form

3. After editing the formbuilder, click Save

The RFQ Formbuilder includes the following parts:

Show Price/SKUS and other information of products

• On the left side bar of the app, click on Product column(s)
• Tick on the product data you want to add to the form

– Product Vendor

– Product SKU

– Product Options

– Product Price

Add a new field to the RFQ form

• From the left sidebar of the app, click Add element
• Select an element you want to add in the list of all elements

Edit a field

• Click the element you want to adjust
• The admin can add values for each field’s settings. Let take the “Name” field as an example:
• Label: Admin adds the field label.

• Help text: Admin adds help text for this field.

• Placeholder: Admin adds placeholder text for this field.

• Class: This field is used to add a custom coding class. You can ignore this field if you do not have coding skills.
• Name: The value of this field will be created automatically by our app. This unique ID will be considered as a variable in order to put into Email notification content.
• Max length: Enter the maximum allowed characters for the value of this field.
• Required: Tick on the checkbox if it’s a mandatory field.
• Column width: select to change the size of the column

Duplicate a field

Admin clicks on this below button to duplicate an existing field:

Delete a field

• Click on the element you want to delete
• Scroll down and click Remove button to delete the field

Reorder the fields

Sort the elements by clicking and pulling the element up and down

Add Captcha to the RFQ form

Step 1: Getting the free API keys

Once you have your Google account ready, go to the Google reCAPTCHA website, look at the top right corner, you will see My reCAPTCHA link, click on it.

      4. Once you have clicked on the Register button, Google will generate two keys: Site key and Secret key.

Step 2: Finish settings

Go to Settings and use Site key and Secret key that you’ve just got in the previous step to fill inGoogle reCAPTCHA Site key andGoogle reCAPTCHA Secret key.

Video Tutorial

 

 

If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address apps@globosoftware.net