Request a quote
Professional Edition Documentation

Employee are staff members who work for your organization. Employees are uniquely identified by their employee number and full name.

A sales quote allows a prospective buyer to see what costs would be involved for the work they would like to have done.

To create quote records in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Quotes' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the quote list page.
4. Start filling in your quote fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set quote taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
7. After the submission is completed, the quote status changes to "Published" or "Pending Review". Users must have "publish" right to publish quotes. Users who do not have "publish" right can still create quotes; however, these quotes must be reviewed and approved by a user with quote "publish" right. Check Roles and Responsibilities section of this document to see which access groups have quote "publish" right.

Alternatively, you can create quote records using the quote entry form in the frontend by filling out the required fields.

Quote Attachments file can be linked to Quotes using the admin backend or using the "quote" entry form in the frontend when creating a new quote. You can upload unlimited number of Attachments.

After the quote is created. Only the users who has "publish" right can upload Attachments using the quote edit screen.

Quotes can be modified by clicking on the "Edit" link under the quote title in the quote list page in the admin area. Make any necessary changes and then click Publish.

In Request a quote, users are only allowed to search quotes they have access to. Users who have access to quotes can search using the filter system in the quote admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

To schedule Quotes for publication on a future time or date in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Quotes' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the quote list page.
4. Start filling in your quote fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set quote taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Quotes. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the quote to publish at the desired time and date.
7. After the submission is completed, the quote status changes to "Published".

To create a password protected quote in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Quotes' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the quote list page.
4. Start filling in your quote fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set quote taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
7. Enter a password that will be required to view that quote in the text field. The password is limited to 20 characters.
8. When you are ready, click the "Publish" button (or "Update" if the quote is already published.)
9. After the submission is completed, the quote status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your quote or modify visibility setting by clicking the "Visibility: Edit" link again.

When quote content is password protected, quote title displays the text "Protected: " before the quote Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple quotes have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different quotes with two different password, you must re-enter the quote password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Quotes can be privately published to remove them from quote lists and feeds.

To create a private quote in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Quotes' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the quote list page.
4. Start filling in your quote fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set quote taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Private".
7. Once you change the visibility to private, the quote status changes to "Privately Published".
8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the quote can change visibility setting by clicking the "Visibility: Edit" link again.

To preview quote content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

To create a draft quote in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Quotes' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the quote list page.
4. Start filling in your quote fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set quote taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Save Draft" button in the publish box.
7. After the submission is completed, the quote status stays at "Draft".

Once the quote is published the user who created the quote is assigned as the quote author. Quote authors can view and edit the quote. One can change the quote author from the author box. The author box drop down is limited to the users who have quote "publish" right.

RFQ Responses allow having a discussion related to the quote. RFQ Responses are automatically enabled when the quote is created.

When you enable RFQ Responses on a record, a comment form is displayed under "RFQ Responses" section. Using the comment form here users can submit their comments.

Once a RFQ Response is submitted, approve, modify, reply or delete actions can be performed either in the Request a quote dashboard or in the quote edit page. Once RFQ Response is approved, the comment appears under "RFQ Responses" section of the quote page right above the comment form.

One can enable or disable RFQ Responses in the admin area in two ways.

• Navigate to the editing screen for the quote, find the “Discussion” box and check or uncheck “Allow Comments.” If you do not see the “Discussion” box on the edit quote page, click “Screen Options” in the upper right corner of the browser window. Make sure the box next to “Discussion” is checked. Save your changes by clicking “Publish”, “Save Draft” or “Update."
• Alternatively, navigate to the quote list screen, find the one you want and hover your cursor over the title of the quote. You will see several links appear underneath the title. Click "Quick Edit" and check “Allow Comments.” Click “Update” to turn comments on for that quote.

You can create connections between Employees and Quotes by clicking on "Create Connection" link in the "Employees" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your quote. You can create as many connections as you need.

Request a quote Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about quotes.

To create a custom fields for your quotes

1. Edit any quote or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each quote. Click on Enter New link or select a key from the dropdown list.
3. Enter a value and click Add Custom Field button
4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. Request a quote concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create quote custom fields, they are displayed in the frontend. The custom fields are available to be for your forms too. You can enable or disable them in the form layouts from Quotes Settings menu > Settings page > Forms tab . By default all custom fields are disabled.

Callback Time can be set by clicking on the desired option in "Callback Times" box and updating/saving the quote. Setting a value for Callback Time is optional. Callback Time is also not organized hierarchically meaning there's no relationship from one Callback Time value to another.

Request a quote comes with a preset Callback Times defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Callback Times.

Quote Status can be set by typing the desired option in the empty text field and clicking "Add" button in "Quote Statuses" box and updating/saving the quote. Setting a value for Quote Status is optional. Quote Status is also not organized hierarchically meaning there's no relationship from one Quote Status value to another.

Request a quote comes with a preset Quote Statuses defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Quote Statuses.

Service can be set by typing the desired option in the empty text field and clicking "Add" button in "Services" box and updating/saving the quote. Setting a value for Service is optional. Service is also organized hierarchically. Services can have multiple descendants and a single parent so that you may set up a hierarchy within the Service structure

Request a quote comes with a preset Services defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Services.

Displaying Quote archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Quote, you can select the link from Quote metabox and add it to your menu. If you don't see Quote metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Quote archives:

1. Goto Appearance in the admin menu and click on Menus link
2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
3. Under Links menu navigation item, type in /emd_quote to the URL field
4. Type in Quotes or another label describing the custom link URL in the Link Text field
5. Click “Add to menu” button to add the item to the menu
6. Pick “primary location” under “Menu Settings” below the menu
7. Save your menu
8. Go to the frontend and click on the link you created to access Quotes. Quote archive page content is only displayed to the authorized users who have access permissions.

In Request a quote, Quotes are locked during editing, preventing other users from accessing and modifying the Quote.

If a user clicks to edit one of the Quote records that's currently locked they are presented with three options in a pop-up dialog:

1. Go Back - Return to the Quotes listing.
2. Preview - Preview the current state of the Quote that's being edited.
3. Take Over - Lock out the current editor of the Quotes and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Quote. It can take up to 15 seconds for the current Quote editor to be notified that another user has taken over.

To create employee records in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Employees' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the employee list page.
4. Start filling in your employee fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set employee taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
7. After the submission is completed, the employee status changes to "Published" or "Pending Review". Users must have "publish" right to publish employees. Users who do not have "publish" right can still create employees; however, these employees must be reviewed and approved by a user with employee "publish" right. Check Roles and Responsibilities section of this document to see which access groups have employee "publish" right.

Employees can be modified by clicking on the "Edit" link under the employee title in the employee list page in the admin area. Make any necessary changes and then click Publish.

In Request a quote, users are only allowed to search employees they have access to. Users who have access to employees can search using the filter system in the employee admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

To schedule Employees for publication on a future time or date in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Employees' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the employee list page.
4. Start filling in your employee fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set employee taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Employees. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the employee to publish at the desired time and date.
7. After the submission is completed, the employee status changes to "Published".

To create a password protected employee in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Employees' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the employee list page.
4. Start filling in your employee fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set employee taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
7. Enter a password that will be required to view that employee in the text field. The password is limited to 20 characters.
8. When you are ready, click the "Publish" button (or "Update" if the employee is already published.)
9. After the submission is completed, the employee status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your employee or modify visibility setting by clicking the "Visibility: Edit" link again.

When employee content is password protected, employee title displays the text "Protected: " before the employee Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple employees have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different employees with two different password, you must re-enter the employee password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Employees can be privately published to remove them from employee lists and feeds.

To create a private employee in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Employees' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the employee list page.
4. Start filling in your employee fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set employee taxonomies and relationships. All required relationships or taxonomies must be set.
6. Click the "Edit" link next to Visibility in the publish box and select "Private".
7. Once you change the visibility to private, the employee status changes to "Privately Published".
8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the employee can change visibility setting by clicking the "Visibility: Edit" link again.

To preview employee content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

To create a draft employee in the admin area:

1. Log in to your Administration Panel.
2. Click the 'Employees' tab.
3. Click the 'Add New' sub-tab or the “Add New” button in the employee list page.
4. Start filling in your employee fields. You must fill all required fields. All required fields have red star after their labels.
5. As needed, set employee taxonomies and relationships. All required relationships or taxonomies must be set.
6. When you are ready, click "Save Draft" button in the publish box.
7. After the submission is completed, the employee status stays at "Draft".

Once the employee is published the user who created the employee is assigned as the employee author. Employee authors can view and edit the employee. One can change the employee author from the author box. The author box drop down is limited to the users who have employee "publish" right.

You can create connections between Employees and Quotes by clicking on "Create Connection" link in the "Quotes" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your employee. You can create as many connections as you need.

Request a quote Professional supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about employees.

To create a custom fields for your employees

1. Edit any employee or create a new one in the admin area. You will see the Custom Fields metabox. if you do not see it, enable it from Screen options.
2. Creating a custom field requires a key and a value. The key is constant, but the value can change for each employee. Click on Enter New link or select a key from the dropdown list.
3. Enter a value and click Add Custom Field button
4. Repeat the steps above for creating more fields

You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. Request a quote concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.

Once you create employee custom fields, they are displayed in the frontend.

Displaying Employee archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Employee, you can select the link from Employee metabox and add it to your menu. If you don't see Employee metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Employee archives:

1. Goto Appearance in the admin menu and click on Menus link
2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
3. Under Links menu navigation item, type in /employees to the URL field
4. Type in Employees or another label describing the custom link URL in the Link Text field
5. Click “Add to menu” button to add the item to the menu
6. Pick “primary location” under “Menu Settings” below the menu
7. Save your menu
8. Go to the frontend and click on the link you created to access Employees. Employee archive page content is only displayed to the authorized users who have access permissions.

In Request a quote, Employees are locked during editing, preventing other users from accessing and modifying the Employee.

If a user clicks to edit one of the Employee records that's currently locked they are presented with three options in a pop-up dialog:

1. Go Back - Return to the Employees listing.
2. Preview - Preview the current state of the Employee that's being edited.
3. Take Over - Lock out the current editor of the Employees and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Employee. It can take up to 15 seconds for the current Employee editor to be notified that another user has taken over.

"Contact List" is a standard view which displays 10 Quote records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Contact List". You can visit this page to access the view. To display it in another page or post, use [contact_list] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

"Request a quote" form is used for entering quote records from the frontend. You can use [request_a_quote] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

• Services (select-multiple selection allowed)
• Callback Times (select-only single selection allowed)
• First Name (text)
• Last Name (text)
• Address (text)
• City (text)
• Zipcode (text)
• Country (select)
• State (select)
• Contact Preference (radios)
• Email (text)
• Phone (text)
• Budget (text)
• Additional Details (wysiwyg)
• Attachments (file)
• ID (hidden_func)
• Form Name (hidden)
• Form Submitted By (hidden_func)
• Form Submitted IP (hidden_func)

When any Employee record:

• added from frontend
• added from backend
• changed

The following get notified:

• Employee Email

When any Quote record:

• added from frontend

The following get notified:

• Quote Email

To install your Request a quote Plugin using the built-in plugin installer:

1. Download Request a quote Plugin to your desktop.
2. Go to Plugins "Add New".
3. Under Upload, click "Browse".
4. Find the request-a-quote-professional-VERSION.zip file.
5. Click Install Now to install the Request a quote Plugin.
6. A popup window will ask you to confirm your wish to install the Plugin.
7. Click Proceed to continue with the installation. The resulting installation screen will list the installation as successful or note any problems during the install.
8. If successful, click Activate Plugin to activate it, or Return to Plugin Installer for further actions.

Replace VERSION in instructions with the version number of Request a quote you want to install. After the activation, the Request a quote plugin setup may display notification asking if you if you'd like to install setup pages or skip setup page installation, click the appropriate button.

To uninstall your Request a quote Plugin using the built-in plugin installer:

1. Go to Plugins screen.
2. Find the Request a quote Plugin you wish to deactivate and uninstall.
3. Click Deactivate.

WordPress auto-update system displays notification in the Admin Bar and also on the plugins page when new version of the Request a quote is available.

To install the new version, simply hit the "Update automatically" button. WordPress will automatically download the new package, extract it and replace the old files. No FTP, removing old files, and uploading is required.

Upgrading your plugin

We offer different plugin editions to better match your needs. If you purchased a different edition of Request a quote, follow the steps below to upgrade your plugin:

1. Go WordPress plugins page and deactivate and optionally delete the current Request a quote Professional edition.
2. Install the new edition based on the instructions in WordPress Codex
3. Activate the new edition
4. Go to Plugin Settings page and save settings

Upgrading Request a quote Professional edition does not have any impact on your existing data but it is always a good idea to back up your WordPress database as a rule of thumb before any changes.

Using Plugin Extensions

Request a quote Professional edition is configured to work with many plugin extensions. Most plugin extensions work regardless of the edition unless specified specifically in the plugin page.

if you purchased a plugin extension, follow the instructions in WordPress Codex to install and activate your plugin extension like any other WordPress plugin.

If your extension comes with a license key, you must save and activate your license key to get software updates and support.

Maintaining your plugin

Keeping your plugin up-to-date is very important. At emdplugins.com, we regularly update our products to offer plugin or WordPress related bug fixes, product enhancements, patches for security vulnerabilities and more. Ability to receive these updates is critical to maintaining your software and site in working condition.

To be able to see the update notifications and receive updates, you must have a valid, activated license at all times. If your existing license is expired, you must renew it manually if you opted out of automatic renewals.

Please also note that you must have a valid license to get support for your plugin.

To activate your license:

1. Go to Quotes Settings > Licenses page
2. Enter the license key you receive in your purchase receipt
3. Click "Save Changes" button
4. Now, you will see, "Activate License" button and "INACTIVE" right next to your license key
5. Click "Activate License" button to activate your license
6. If you see "VALID" message in place of "INACTIVE", you should be able to get your plugin updates.

If you followed the steps above and still are not able to get the plugin updates, there could be additional configuration needed for your site.

Administrators can import/export from/to CSV files or reset Request a quote entities, taxonomies and relationships by clicking on Operations button in entity list pages. You must be able to get a backup of your content and files before starting importing/exporting or resetting. Operations page is divided into Import, Export, and Reset tabs.

Importing

Import tab is used to visually import existing records into an entity, its taxonomies and relationships. Each fields to be imported must be mapped to the app design.If you have custom fields in your CSV files, these fields can be imported as well. By default, custom fields are not mapped and they do not have a mapped label. You need to specify custom field's label in the corresponding textbox to import it correctly. The imported custom fields are created for every record with the corresponding value specified in the CSV file.

In you import large files with a lot of images or files attached, your server may be temporarily unavailable and return a white screen. This is due to the extended time needed by WordPress to process and create image thumbnails. If you get a white screen, open up a browser screen and monitor the activity in Media library. If you see images getting created, wait until all activity stops. After image or file addition stops, check if all your records are imported correctly. As a sanity check, you can do the import again but this time checking the Update existing data based on unique field(s) option.

Updating and syncing with external systems

Update option checks the existing records against the CSV file and see if there is a change. If there is a change, it finds the difference and updates the record. For example, if an image is added, the new image is added. If the incoming record does not include an existing image, the existing image which is not included in the incoming record gets deleted. All deletions are permanent. If the incoming record is not there, new record is created. You can use the update option to sync your existing records with external systems.

Exporting

Export tab is used to export the content of an entity as a CSV file. If an entity has relationships, they must be exported separately from the main entity. You will see additional export buttons if this is the case. When you export records, all custom fields are exported as well.

Resetting

Reset tab is used to permanently delete the content of an entity including all the attached images and files. You can also choose to delete all entity content, relationships, or taxonomies. Make sure you have a backup of your content, attached images and/or files before any reset action.

You can take a backup of your content to CSV using export tab. However, you need to take a backup of your attached files manually. In addition, if you need to re-import after the reset using the exported CSV, you must modify the URLs of your attached images to the new or backup location to import them back correctly.

Administrators can show, hide, and resize form elements by clicking on the Settings page under Quotes Settings menu. In addition, form captcha element can be set to "Visitors Only","Always Show", or "Never Show".

Required fields can not be disabled however you can change the column size. The optional fields can be enabled, disabled, or modified to occupy more or less space in the form layout.

Make sure to save your changes after any modification otherwise your changes will not take effect.

The default entity base slug can be changed within entity tab of settings page in Quotes Settings menu. After you update, make sure to refresh your site's Permalinks under Settings. You can only change base slug if post name based permalink structure is selected.

For the most part, Request a quote templates will integrate nicely with most WordPress themes. However you may run into issues when the default Request a quote content wrappers do not match your chosen theme or your theme's CSS rules overwrite Request a quote CSS rules.

Theme related issues manifest themselves by;

• Breaking your layout on Request a quote pages and shifting your sidebars into incorrect positions
• Some random text getting displayed in header or footer of your site
• Some sections in plugin pages not getting displayed as in the plugin's demo site.

Theme related issues can potentially affect all single, taxonomy, archive and shortcode pages because Request a quote uses templates of its own to display these pages and it’s impossible for eMDPlugins to know exactly what markup or CSS rules your theme uses.

There are three methods to resolve theme related issues;

• Copying and modifying your theme's header.php and footer.php
• Copying and modifying your theme's page.php
• Adding custom CSS rules

Modifying header.php and footer.php

1. Go to your theme's folder -- wp-content/themes/YOURTHEME/
2. Copy header.php of your theme as header-emdplugins.php
3. Copy footer.php of your theme as footer-emplugins.php
4. Remove the conflicting code from header-emdplugins.php and/or footer-emplugins.php.
5. This will make Request a quote use these newly created header and footer instead of your theme's default header and footer. Save the files. You’re done.

Copying and modifying your theme's page.php

If the issue can not be resolved through simply modifying the header and footer templates, you need to modify your theme's page.php.

To set up this template page:

1. Duplicate your theme’s page.php file, and name it request-a-quote-pro.php. This file should be found like this: wp-content/themes/YOURTHEME/request-a-quote-pro.php.
2. Open up your newly created request-a-quote-pro.php in a text editor, or the editor of your choice.

3. Next you need to find the loop (see The_Loop). The loop usually starts with a:

   <?php if ( have_posts() ) :

   and usually ends with:

   <?php endif; ?>

   This varies between themes. Once you have found it, delete it. In its place, put:

   <?php request_a_quote_pro_content(); ?>

4. This will make your theme use Request a quote’s loop instead. Save the file. You’re done.

Adding CSS rules

You add custom CSS rules in the Custom CSS field of Tools tab under Quotes Settings menu, settings page to overwrite your theme's default CSS. The custom css rules added in the settings are not deleted when your plugin gets updated.

You can learn CSS language by completing the tutorials at w3schools.com

Request a quote Professional comes with Visual Shortcode Builder(VSB) module which allows creating advanced custom shortcodes without manually writing code. To use Visual Shortcode Builder:

1. Create a new page
2. Click on WPAS button right next to Add Media button
3. Find and select the view or form you'd like to use a base from the drowdown list
4. Modify the shortcode by adding filters from taxonomy, attribute, relationship or misc categories
   • Don't forget to click + icon every time you add a filter
   • You can create as many filters as you need in the same shortcode
5. When you finished, click Insert Shortcode button. The shortcode will be inserted to the page
6. Update or publish the page to see the shortcode result
7. Repeat the same process for all your shortcodes

Employee are staff members who work for your organization. Employees are uniquely identified by their employee number and full name.

Photo

Photo of the employee. 250x250 is the preferred size. Photo does not have a default value.

Employee No

The unique identifier for an employee Employee No is a required field. Being a unique identifier, it uniquely distinguishes each instance of Employee entity. Employee No is filterable in the admin area. Employee No does not have a default value.

Featured

Sets employee as featured which can be used to select employees in available views using Visual Shortcode Builder and Featured employee widget. Featured does not have a default value.

Phone

Phone is filterable in the admin area. Phone does not have a default value.

Extension

Extension is filterable in the admin area. Extension does not have a default value.

Mobile

Mobile is filterable in the admin area. Mobile does not have a default value.

Email

Email is filterable in the admin area. Email does not have a default value.

Facebook

Facebook does not have a default value.

Google+

Google+ does not have a default value.

Twitter

Twitter does not have a default value.

Linkedin

Linkedin does not have a default value.

Github

Github is filterable in the admin area. Github does not have a default value.

Bio

Bio does not have a default value.

Full Name

Full Name is a required field. Full Name is filterable in the admin area. Full Name does not have a default value.

Excerpt

Excerpt does not have a default value.

Quotes

Allows to display and create connections with Quotes. One instance of Employees can associated with many instances of Quotes, and vice versa. The relationship can be set up in the edit area of Employees using Quotes or in the edit area of Quotes using Assignees relationship boxes.

A sales quote allows a prospective buyer to see what costs would be involved for the work they would like to have done.

First Name

First Name is a required field. First Name is filterable in the admin area. First Name does not have a default value.

Last Name

Last Name is a required field. Last Name is filterable in the admin area. Last Name does not have a default value.

Address

Address does not have a default value.

City

City is filterable in the admin area. City does not have a default value.

Zipcode

Zipcode is filterable in the admin area. Zipcode does not have a default value.

Email

Email is a required field. Email is filterable in the admin area. Email does not have a default value.

Phone

Phone is filterable in the admin area. Phone does not have a default value.

Contact Preference

Contact Preference is a required field. Contact Preference is filterable in the admin area. Contact Preference has a default value of "'email'".

Budget

Budget is filterable in the admin area. Budget does not have a default value.

Additional Details

Additional Details does not have a default value.

ID

Unique identifier for a quote request. Being a unique identifier, it uniquely distinguishes each instance of Quote entity. ID does not have a default value.

Attachments

Attach related files to the quote. Attachments does not have a default value.

Form Name

Form Name is filterable in the admin area. Form Name has a default value of "admin".

Form Submitted By

Form Submitted By is filterable in the admin area. Form Submitted By does not have a default value.

Form Submitted IP

Form Submitted IP is filterable in the admin area. Form Submitted IP does not have a default value.

Assignees

Allows to display and create connections with Employees. One instance of Quotes can associated with many instances of Employees, and vice versa. The relationship can be set up in the edit area of Employees using Quotes or in the edit area of Quotes using Assignees relationship boxes.