Propoza can be installed via the WordPress Plugin Directory or by FTP. For not tech savvy store admins we recommend the use of the Plugin Directory as this is a very straightforward installation.

Use the menu on the side to navigate to your preferred Installation Method or use the links below:

• Install Propoza via the WordPress Plugin Directory
• Install Propoza by FTP

Download the Propoza zip package at https://wordpress.org/plugins/propoza/

Create a folder named propoza and unzip the contents into this folder.

Open your favorite FTP application. (e.g. Filezilla)

Fill in your credentails and connect to your (s)ftp.

Copy the folder propoza to your WordPress website.
Path to wp plugins: wp-content/plugins

Go to Plugins > Installed Plugins

Fill in your sub-domain and API Key. You should have received an email with your API key.

Press activate.

Press Test connection. If you receive an error please check your API and SUB-domain

Login to WordPress back-end.

Go to Plugins > Add New

Search for Propoza.

Press Install Now.

Press Activate Plugin.

Go to WooCommerce > Settings > Integration

Click the button “Create my account”

Fill in your sub-domain and API Key. You should have received an email with your API key.

Press Test connection. If you receive an error please check your API and SUB-domain

Test Propoza: Go to your store’s front-end and add a product to your shopping cart. On your shopping cart page a new button is visible: “Request a quote”. Click this new button to open the quote submit form.
Note: depending on the theme you use the button may be just a text link on the shopping cart or not be visible at all. Contact support@propoza.com if you need help to make the Propoza button visible.

Enter test details in the quote request submission form and check if the new request appears in your Propoza Merchant Dashboard. You will find your Propoza Merchant Dashboard at yoursubdomain.propoza.com or via your WooCommerce admin panel under main menu: WooCommerce / Quotes

Propoza allows you configure the Quote Request Forms you place on your website. Simply select which fields you require, and translate or rewrite the words you wish to use.

– Go to your Propoza Dashboard
– Choose (top right) the General Settings
– On the left hand side, choose ‘Translations’

– Please make sure you use the correct API key (check your email, see section ‘Installation)
– Edit the texts you wish to use for your Emails, Online Proposals, Quote Contents and Webshop Form
– Press Save
– On the left hand side, choose ‘Webshop Settings’

– Edit the texts for your Webshop Form, select which fields to enable and sort the order
– Press Save
– Refresh your webpage and check whether all your wished changed have indeed loaded well

In some cases you will have to translate the “Add to Quote” button that appears in your webshop via the translation system of your webstore.
Every platform has it’s own unique way of managing translations. The string for the Propoza button text is “Request quote”

The Merchant Dashboard is packed with features but has a very simple and user-friendly interface. To start the dashboard tutorial, go to yoursubdomain.propoza.com, choose the General Configuration page and there, under the tab Integrations, click the link Start Tutorial.

Go to WooCommerce > Settings > Integration

Make sure Propoza is enabled and your subdomain and API Key are entered correctly.

Your API Key can be found in your Propoza dashboard. You should have received the login details by email after your created your Propoza account.

Visit [yoursubdomain].propoza.com and login.

Click the configuration icon top right and select “Settings”. Then select the “Webshop Setting” tab and read your API Key

This key should be entered under:Magento > Stores > Configuration > Propoza > Configuration

The chosen Propoza subdomain has been sent to your by email. You can retrieve your subdomain by visiting www.propoza.com > Login > Forgot sub-domain

Visit the Support forum for more tips and tricks
https://propoza.zendesk.com/hc/en-us
Create a support ticket
https://propoza.zendesk.com/hc/en-us/requests/new