[wordpress插件] Appsila WooQuote阿普西拉WooQuote

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。

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。

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。

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。

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。

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：

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

.

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。

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。

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。

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。

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。

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。

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。

Official documentation of Appsila WooQuote Plugin

Appsila WooQuote插件的官方文档

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

3rd Party External Service

第三方外部服务

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：

• 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。

• 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。

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。

It is important to note that Appsila WooQuote is request a quote plugin for WooCommerce.

请务必注意，Appsila WooQuote是请求WooCommerce的报价插件。

So in order to be able to use the plugin, you should first install WooCommerce plugin.

因此，为了能够使用该插件，您应该首先安装WooCommerce插件。

If you have already installed WooCommerce, you can follow the below steps to activate the plugin:
    

如果您已经安装了WooCommerce，则可以按照以下步骤激活插件：
    

– Download plugin zip file.
    

–下载插件zip文件。
    

– Unzip the downloaded zip file.
    

–解压缩下载的zip文件。
    

– Upload the plugin folder into the wp-content/plugins/ directory of your WordPress site.
    

–将plugin文件夹上载到WordPress网站的wp-content / plugins /目录。
    

– Activate Appsila WooQuote from Plugins page

–从“插件”页面激活Appsila WooQuote

Configuration

配置

1. Once you installed the plugin, you will see WooQuote Menu Item in your WordPress admin menu.

2. 安装插件后，您将在WordPress管理菜单中看到WooQuote菜单项。

   When you click it, you will see WooQuote Plugin Page.

   单击它时，您将看到WooQuote插件页面。

In WooQuote Plugin Page there are 5 tab pages:
   

在WooQuote插件页面中，有5个标签页：
   

– WooQuote Offers: In this page, you can see information about the plugin and 4 buttons that links to Demo Request Page, Purchase WooQuote Page, Appsila WooQuote Main Site and Send E-mail Page if you want to get support.
   

– WooQuote优惠：在此页面中，如果您希望获得支持，则可以查看有关插件的信息以及链接到演示请求页面，购买WooQuote页面，Appsila WooQuote主站点和发送电子邮件页面的4个按钮。
   

– Subscription Settings Page: In this page, you can make the settings of your plugin in order to be able to use it with your Appsila Backend.
   

–订阅设置页面：在此页面中，可以进行插件的设置，以便能够与您的Appsila后端一起使用。
   

– Coupon Settings Page: In this page, you can integrate your plugin with WooCommerce in order to be able to create coupons automatically in your WooCommerce whenever you make discounts in your Appsila CRM.

–优惠券设置页面：在此页面中，您可以将插件与WooCommerce集成在一起，以便每当您在Appsila CRM中打折时都可以在WooCommerce中自动创建优惠券。

This is an optional feature and is not required for WooQuote to work.

这是一项可选功能，对于WooQuote来说不是必需的。

However;

然而;

if this is not configured, you should create discount coupons in your WooCommerce manually.
   

如果未配置，则应在WooCommerce中手动创建折扣券。
   

– Label Translation: In this page, you can easily translate all the label fields displayed to your customers into your language.
   

–标签翻译：在此页面中，您可以轻松地将显示给客户的所有标签字段翻译成您的语言。
   

– Help and Installation: In this page you can have information about the configuration and usage of your plugin.

–帮助和安装：在此页面中，您可以了解有关插件的配置和使用的信息。

2. In Subscription Settings Tab, you need to fill in the following credentials:
   

   在“订阅设置”选项卡中，您需要填写以下凭据：
   

   Email: You should enter the email address you used during the purchase.
   

   电子邮件：您应输入购买期间使用的电子邮件地址。
   

   Apikey of WooQuote: You should enter the APIKEY included in the e-mail sent to you after your purchase.
   

   WooQuote的Apikey：您应该在购买后输入发送给您的电子邮件中包含的APIKEY。
   

   Hostname: The site url of your wordpress including your shop.

   主机名：您的wordpress的网站网址，包括您的商店。

   Please take into account that you can use only one hostname address with the given APIKEY.

   请注意，给定的APIKEY您只能使用一个主机名地址。

   Unless the url is correct, the transactions will not be performed with your WooCommerce and Appsila Backend.
   

   除非网址正确，否则将无法通过您的WooCommerce和Appsila后端执行交易。
   

   WooQuote Enable Switch: This switch is used to enable and disable WooQuote easily.

   WooQuote启用开关：此开关用于轻松启用和禁用WooQuote。

4. In Coupon Settings Tab, you need to fill in the following credentials:
   

   在“优惠券设置”标签中，您需要填写以下凭据：
   

   WooCommerce API Consumer Key and Secret: These fields are required in order to generate automatic discount coupons when you apply discount to the quote in your Appsila Backend.

   WooCommerce API使用者密钥和秘密：当您对Appsila后端中的报价应用折扣时，这些字段是必需的，以便生成自动折扣券。

   In order to be able to enter these keys, you should first generate them in your WooCommerce Settings.

   为了能够输入这些密钥，您应该首先在WooCommerce设置中生成它们。

   • Firstly click the Create Key and Secret button in this tab.

   • 首先在此选项卡中单击“创建密钥和机密”按钮。

     You will see a popup.

     您将看到一个弹出窗口。

     Click Proceed to continue.

   单击继续以继续。

   • After clicking Proceed, creating key and secret page will come up.

   • 单击继续后，将显示创建密钥和秘密页面。

     You can enter a description, select the user and permissions.

     您可以输入描述，选择用户和权限。

     You should select Read/Write option in Permissions.

     您应该在“权限”中选择“读/写”选项。

     Otherwise your Appsila Backend cannot generate coupons in your WooCommerce.

     否则，您的Appsila后端无法在WooCommerce中生成优惠券。

     After filling the form, click Generate API Key.

   填写表单后，单击“生成API密钥”。

   • Now you can use the generated Consumer Key and Secret in your Subscription Settings Page
   • 现在，您可以在“订阅设置”页面中使用生成的“使用者密钥和秘密”

   • Make sure REST API is enabled under the API settings of WooCommerce.
   • 确保在WooCommerce的API设置下启用了REST API。

   • Once you completed filling the form in Subscription Settings Page, click Save Changes button below and wait for success message.

     在“订阅设置”页面中填写表格后，请点击下面的“保存更改”按钮，然后等待成功消息。

   • If you have a failure message please check your email and API-Key again.

     如果您收到失败消息，请再次检查您的电子邮件和API密钥。

   • If you wish you can translate all labels displayed in your system in Labels Translation Tab.

     如果愿意，您可以在“标签翻译”标签中翻译系统中显示的所有标签。

   • Well done.

     做得好。

     The settings of your plugin completed.

     插件的设置已完成。

     You can start using WooQuote with your WooCommerce site.

     您可以在WooCommerce网站上开始使用WooQuote。

Please check http://wooquote.appsila.com/documentation to reach the official installation and configuration guide with the screenshots.

请检查http://wooquote.appsila.com/documentation以获取带有截图的官方安装和配置指南。