WooCommerce Quote

✅ Product Description

Selling B2B or custom jobs? WooCommerce Quote adds a complete request-for-quote flow to your store—so shoppers can build a quote, attach specs, and negotiate; your team prices, sends a PDF, sets expiry & terms, and with one click the customer accepts and pays (deposit or full) like a normal Woo order.

This edition is ops-ready: use on unlimited sites, pay once, get all features included, and stay synchronized with the original release—ideal for wholesalers, manufacturers, services, and agencies.

Where it fits

• B2B & wholesale with tiered/MOQ rules or MAP pricing

• Configured products (prints, fabrication, custom kits)

• Services & projects needing scoped estimates and deposits

• Retail for out-of-stock or high-value items with “Ask for a quote”

Buyer Experience

• Add to Quote button (per product/category/role) + mini-quote panel

• Quote form with custom fields (company/VAT, deadline, notes) and file uploads

• Status emails: received → counter offer → accepted/expired

• Customer portal: view quotes, messages, attachments, accept/decline

• One-click accept & pay: converts to cart/order; supports deposit or full payment

Merchant Tools

• Visibility rules: show/hide prices, replace Add to Cart with RFQ by role, product, or category

• Quote builder in admin: adjust prices, discounts, shipping, taxes, fees; add line-item notes

• Negotiation thread with private/public messages and attachments

• PDF quotes: logo, colors, terms, signature block; sequential numbers; watermark “DRAFT/PAID”

• Expiry & reminders with auto-expire and reopen options

• Partials: split quotes, partial accept, or mark items backordered

• Convert to order/invoice with preserved line items and tax rules

• Logs & roles: auditor trail; restrict who can price/approve/send

Pricing, Tax, Shipping

• Per-line discounts or overall %/fixed

• Tax-inclusive/exclusive display; VAT/GST fields with validation

• Shipping estimates (flat, table, or real quotes) and handling fees

• Currency and localization inherit from Woo

✅ Key Features

• Unlimited-site usage with all features included

• Updates synchronized with the official release

• Add to Quote buttons + mini-quote widget

• Rule engine (role/product/category) for price/CTA visibility

• Custom fields & file uploads on RFQ

• Admin quote editor with discounts, fees, shipping, taxes

• Negotiation thread with email notifications

• PDF generator (numbering, branding, terms, signature)

• Expiry & reminders; reopen/duplicate quotes

• Accept → convert to order; deposit or full payment

• Partial accept & split to multiple orders

• Reports & CSV export (won/lost, value, time-to-close)

• Shortcodes & blocks; builder/theme friendly

• Translation & RTL ready

What’s Included

• Plugin files ready to install

• Blocks/shortcodes: Add to Quote, Quote List, Quote Form, My Quotes

• PDF templates (brandable), email templates, numbering settings

• Reports & export tools + safe-update notes

Quick Start (10 Minutes)

1. Install & activate the plugin.

2. In Quote Settings: choose visibility rules (roles/categories) and button labels.

3. Configure fields (company/VAT, deadline, attachments) and PDF branding.

4. Set expiry defaults and reminder schedule.

5. Enable accept & pay (deposit or full) and map gateways.

6. Add Add to Quote to product/product-archive templates (block/shortcode).

7. Submit a test RFQ → price it in admin → send PDF → accept & pay.

Page Blueprints (Copy-Ready)

Request a Quote
Form (company/VAT, phone, deadline, notes, file) → selected items list → submit → confirmation text.

My Quotes
Table: Quote # | Date | Status | Total | Expiry | View / Accept & Pay.

Quote PDF
Header (logo + company) → customer details → line items (qty/price/discount) → shipping/tax → Total → expiry/terms → signature.

Ops & Sales Playbook

• Gate pricing for certain roles or ranges; use RFQ on custom/oversized items.

• Add MOQs and carton multiples via line notes or rules.

• Use expiry in 7–14 days with a reminder at T-2 to improve close rate.

• Offer deposit to speed acceptance; collect balance later via Woo.

• Track won/lost and time-to-close; iterate on default discounts.

Frequently Asked Questions

Q1: Can I hide prices for guests and show “Request a Quote”?
Yes—use role-based rules to hide prices and swap CTAs per product/category.

Q2: Can customers upload specs or drawings?
Absolutely—enable file uploads on the RFQ form with type/size limits.

Q3: Do quotes become orders automatically?
On Accept, the quote converts to a WooCommerce order/cart with the priced items, taxes, shipping, and fees.

Q4: Deposits supported?
Yes—offer deposit or full payment when the quote is accepted.

Q5: Can I customize the PDF and emails?
Fully—logo/colors, terms, numbering, and email copy are editable.

Q6: What about taxes and VAT numbers?
Taxes follow Woo rules; capture/validate VAT/GST and show reverse-charge notes where applicable.

Q7: Multilingual?
Translation-ready and RTL-aware.

Q8: How do updates work?
Updates are synchronized with the original release. Test on staging, then deploy.

Plain-English Usage Model

• Install on unlimited domains (staging/production).

• Pay once—no recurring unlocks.

• Feature-complete parity with the original listing.

• Updates in step with upstream improvements and fixes.

WooCommerce Quote gives you a clean RFQ pipeline—from “please quote” to priced PDF to paid order—so you can serve B2B and custom work without hacking your catalog or checkout. Ready to quote.