Appsila WooQuote plugin enables your customers send quote requests from your WooCommerce shop which will then be tracked in a full functional Appsila CRM backend provided with the plugin.
Appsila WooQuote插件使您的客户可以从WooCommerce商店发送报价请求,然后在该插件随附的功能齐全的Appsila CRM后端中进行跟踪。
When the plugin is activated, it simply adds a ‘Request a Quote’ button in single product and cart pages.
激活插件后,只需在单个产品和购物车页面中添加“请求报价”按钮即可。
In WooQuote, the usual behavior of customers are not changed.
在WooQuote中,客户的常规行为不会改变。
If customer wants to request a quote for more than one product, he can add the products into the cart as usual and simply click Request a Quote button.
如果客户想请求一个以上产品的报价,他可以像往常一样将产品添加到购物车中,只需单击“请求报价”按钮。
After clicking the button, if user logged into your shop, membership account information is automatically gathered and populated to the request form.
单击按钮后,如果用户登录到您的商店,则将自动收集会员帐户信息并将其填充到请求表中。
Otherwise;
除此以外;
the customer can fill in the form and writes the details of his request.
客户可以填写表格并写下其请求的详细信息。
If customer wants to send a quote request for only one product, he can use the Request a Quote button in single product page in just as the same way in the cart page.
如果客户只想发送一种产品的报价请求,则可以在购物车页面中使用相同的方式在单个产品页面中使用“请求报价”按钮。 p>
One of the main difference of the Appsila WooQuote plugin when compared to the other similar plugins is that it provides not only a simple quote management, but also a full functional low-code CRM backend to your WooCommerce.
与其他类似插件相比,Appsila WooQuote插件的主要区别之一是它不仅为您的WooCommerce提供了简单的报价管理,还提供了功能齐全的低代码CRM后端。
With this backend application, you can track all the phases of your sales pipeline (ie lead in, contact made, proposal made, converted or lost), insert notes and activities, attach documents, manage your product information, your customers, tasks, calendar
借助此后端应用程序,您可以跟踪销售渠道的所有阶段(即引入,联系,提出建议,转换或丢失),插入注释和活动,附加文档,管理产品信息,客户,任务,日历
and reports.
和报告。 p>
When your potential customer makes a request on your shop, a new lead generated into your CRM, the requested products are transferred into CRM products module with its main data and finally a quote is automatically generated.
当您的潜在客户在您的商店上提出请求时,将在您的CRM中生成新的销售线索,将所请求的产品及其主要数据转移到CRM产品模块中,最后自动生成报价。
You notice the new quote request via an email sent to you from Appsila.
您会通过从Appsila发送给您的电子邮件注意到新的报价请求。
By clicking the link in the email, you can instantly log into the system and view the details of the quote.
通过单击电子邮件中的链接,您可以立即登录系统并查看报价的详细信息。
You can see the message of your customer and make discounts if you wish.
您可以查看客户的消息,并根据需要进行折扣。
When applied a discount, the system automatically connects to your WooCommerce site and creates a discount coupon.
应用折扣后,系统会自动连接到您的WooCommerce网站并创建折扣券。
You can send email to your customer with a predefined email template attached with a quote document generated automatically in your company’s document format and logo.
您可以将电子邮件与预定义的电子邮件模板一起发送给客户,该模板随附有以公司的文档格式和徽标自动生成的报价文档。
So all these issues occur just in a minute.
因此,所有这些问题都在一分钟内发生。
You customer can easily apply the coupon you sent in the cart page and continue to checkout.
您的客户可以轻松地应用您在购物车页面中发送的优惠券,然后继续结帐。 p>
The responsive design of Appsila CRM, enables you to check quote requests via your mobile phone or tablet and send quote documents to your customers while you are in mobile.
Appsila CRM的响应式设计使您可以通过手机或平板电脑检查报价请求,并在移动时将报价文档发送给客户。 p>
The plugin also enables you to translate all the text labels displayed to your customers including the request a quote button text so that you can use it in any language you want.
该插件还使您能够翻译显示给客户的所有文本标签,包括请求报价按钮文本,以便您可以使用所需的任何语言。 p>
The Appsila backend system is a magic software platform called hpaPaaS (high productivity application platform as a service) by Gartner.
Appsila后端系统是Gartner称为hpaPaaS(高生产力应用程序平台即服务)的魔术软件平台。
It enables you create your data model and customize all the system and reports without writing code.
它使您可以创建数据模型并自定义所有系统和报告,而无需编写代码。
These systems are also called as low-code rapid application development platforms.
这些系统也称为低代码快速应用程序开发平台。
The main features of the platform are given below:
该平台的主要功能如下: p>
Drag-N-Drop Modelling: This feature allows application modules to be designed by drag and drop method, 1:1, 1:N and N:M relationships between modules to be established, and interdependencies among module fields to be adjusted
拖放-拖放建模:此功能允许通过拖放方法设计应用程序模块,在模块之间建立1:1、1:N和N:M关系,并调整模块字段之间的相互依赖性
.
p>
Microflows for Applications & Process Logic: This feature allows modelling business processes and enables to run the workflows according to specified business rules.
应用程序和流程逻辑的微流程:此功能允许对业务流程进行建模,并可以根据指定的业务规则运行工作流程。 p>
User Specific Views and Filters: This feature allows making searches among data available in the application according to numerous filtering criteria and compiling user specific list views.
用户特定的视图和过滤器:此功能允许根据众多过滤条件在应用程序中的可用数据中进行搜索,并编译用户特定的列表视图。 p>
Dynamic Dashboard and Reports: The dashboard on which basic statistical information and graphs related with the application are available.
动态仪表板和报告:该仪表板上提供与应用程序相关的基本统计信息和图形。
It provides an overview of data available as soon as the user logs in to the system.
它概述了用户登录系统后可用的数据。 p>
Responsive UI for Web & Mobile: This feature allows the application developed to be viewed as desired on devices with different screen sizes such as mobile phones, tablet computers and the web.
Web和移动响应UI:此功能使开发的应用程序可以在具有不同屏幕尺寸的设备(如手机,平板电脑和网络)上按需查看。 p>
Template Processing Engine: This feature allows creating professional outputs in Word and PDF formats by using the data fields in the system dynamically.
模板处理引擎:此功能允许通过动态使用系统中的数据字段来创建Word和PDF格式的专业输出。 p>
Fine-Grained Application Security: This feature allows the entire infrastructure of the system to function securely, defining access control according to roles and profiles, and making domain based authorizations.
精细的应用程序安全性:此功能使系统的整个基础结构安全运行,根据角色和配置文件定义访问控制,并进行基于域的授权。 p>
API Manager: The extension, which allows retrieving all modules of the system via RESTful APIs and performing CRUD operations.
API管理器:扩展,它允许通过RESTful API检索系统的所有模块并执行CRUD操作。 p>
Official documentation of Appsila WooQuote Plugin
Appsila WooQuote插件的官方文档 p>
For a more detailed description of options and features of Appsila WooQuote plugin, please visit http://wooquote.appsila.com/documentation
有关Appsila WooQuote插件的选项和功能的详细说明,请访问http://wooquote.appsila.com/documentation p>
3rd Party External Service
第三方外部服务 h3>
WooQuote uses our 3rd party middleware api located at woocrm.azurewebsites.net to connect with Appsila CRM backend.
WooQuote使用位于woocrm.azurewebsites.net的我们的第三方中间件api与Appsila CRM后端连接。
There is a 2 way interaction between WooQuote Plugin on your site and the Appsila CRM:
您网站上的WooQuote插件与Appsila CRM之间存在两种交互方式: p>
From your Plugin to Appsila: We send quote request details to Appsila including customer information, quote request message and details of the products requested.
从您的插件到Appsila:我们将报价请求详细信息发送到Appsila,包括客户信息,报价请求消息和所请求产品的详细信息。 p>
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From Appsila to your WooCommerce: When a discount is applied in Appsila, we automatically creates a discount coupon in your woocommerce site using the woocommerce secret and customer keys entered in Subscription Settings Page.
从Appsila到您的WooCommerce:在Appsila中应用折扣时,我们会使用在“订阅设置”页面中输入的woocommerce机密和客户密钥在您的woocommerce网站中自动创建折扣优惠券。 p>
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Please check http://wooquote.appsila.com in order to get more information.
请访问http://wooquote.appsila.com以获得更多信息。 p>