How to customize the quote request form with form fields in WooCommerce?

The Customizable Quote Request Form feature allows you to create and manage Form Fields for your quote request forms. This enables you to collect exactly the information you need from customers by replacing the default form fields with your own customized fields.

Benefits of Custom Fields

- Collect Specific Information: Gather business-specific details such as company name, phone number, budget range, or project requirements

- Flexible Field Types: Choose from text, textarea, email, number, select dropdown, or checkbox fields

- Control Field Order: Arrange fields in the exact order you want them to appear

- Required or Optional: Mark fields as required or optional based on your needs

- Easy Management: Activate, deactivate, duplicate, or delete fields as needed

Access the Form Fields Page

Go to Dotstore Plugins → Request a Quote
Click Form Fields from the top navigation menu

Create a New Custom Field

Click Add New on the Form Fields page
You will be redirected to the field editor page

Configure Field Settings

In the Field Settings meta box, configure the following options:

Field Label

Add a clear label (e.g., Company Name, Phone Number)
Shown to customers on the quote form
Required: Yes

Field Type

Choose a type: Text, Textarea, Email, Number, Select, Checkbox

How Form Fields Work

Form Fields replace the default Name, Email, and Message fields.

No Form Fields or all inactive → Default form shown
Active Form Fields exist → Only Form Fields shown
Privacy Policy & User Registration (if enabled) still appear at the end

Example Use Case

Scenario: B2B furniture store needs specific wholesale details.

Form Fields:

Company Name — Text, Required
Phone Number — Text, Required
Business Type — Select, Required
- Retailer, Restaurant, Hotel
Project Budget — Select, Optional
Delivery Address — Textarea, Required
Special Requirements — Textarea, Optional

Result: The store receives complete details upfront, enabling accurate quotes.

Conclusion

The Customizable Quote Request Form feature provides you with complete control over the information you collect from customers. By creating custom form fields tailored to your business needs, you can streamline your quote process and gather the specific details required to provide accurate quotes.

Customize your quote request form to match your business requirements and improve your customer communication workflow.

FAQs

1. What field types are available for custom fields?

You can create the following field types:

Text: Single-line text input
Textarea: Multi-line text input for longer responses
Email: Email address input with validation
Number: Numeric input only
Select: Dropdown menu with predefined options
Checkbox: Checkbox for yes/no or agreement fields

2. Can I reorder custom fields?

Yes! Use the Sort Order field when creating or editing a custom field. Lower numbers appear first (e.g., 1 appears before 10). Fields are sorted in ascending order.

3. What happens to the default form fields (Name, Email, Message) when I add custom fields?

When you create active custom fields, they replace the default form fields. This means:

If you have no custom fields or all custom fields are inactive, the default form with Name, Email, and Message fields will be displayed

4. Can I make custom fields required?

Yes! When creating or editing a custom field, set the Required option to Yes. Required fields will display an asterisk (*) and cannot be submitted empty.

5. How do I delete a custom field?

You can delete a custom field in two ways:

Single deletion: Click the Delete link under the field name in the Custom Fields list
Bulk deletion: Select multiple fields using checkboxes, choose Delete from the Bulk Actions dropdown, and click Apply

6. Can I duplicate a custom field?

Yes! Click the Duplicate link under the field name in the Custom Fields list. A copy will be created with "(Copy)" appended to the name, which you can then edit as needed.

7. How do I temporarily hide a custom field without deleting it?

Set the field Status to Inactive. Inactive fields won't appear on the quote request form, but can be reactivated later. You can also use bulk actions to activate or deactivate multiple fields at once.

8. What happens if I save a custom field as a draft?

Fields saved as drafts are automatically set to Inactive status. They won't appear on the quote request form until you publish them and set the status to Active.

9. Can I add options to a select field after creating it?

Yes! Edit the custom field and add options in the Options field (one option per line). The changes will be reflected on the quote request form immediately.

10. What is the "Value" field for checkbox fields?

The Value field specifies what value to save when the checkbox is checked. The default value is "Yes", but you can customize it to any text you want (e.g., "Agreed", "Accepted", "Confirmed").

11. Where do custom field data appear after a customer submits a quote request?

Custom field data is:

Saved with the quote request
Displayed in the quote request details in the admin area
Included in admin email notifications
Visible when managing quote requests