WooCommerce Quote

✅ 产品描述

卖B2B还是定制项目？WooCommerce Quote为您的店铺增加了完整的报价请求流程——顾客可以创建报价、附上规格并进行谈判;你的团队会定价、发送PDF、设定到期日和条款，客户只需一键接受并支付（定金或全额），就像普通的Woo订单一样。

该版本已支持运营：可在无限次网站使用，一次性付费，包含所有功能，并保持与原始版本同步——非常适合批发商、制造商、服务机构和代理机构。

它适合哪里

• B2B和批发，采用分级/MOQ规则或MAP定价

• 配置产品（打印、制造、定制套件）

• 需要范围估算和押金的服务和项目

• 通过“索取报价”进行零售，购买缺货或高价值商品

买家体验

• 添加报价按钮（按产品/类别/角色）+ 迷你报价面板

• 报价表单，包含自定义字段（公司/增值税、截止日期、备注）和文件上传

• 状态邮件：已收到→还价→接受/过期

• 客户门户：查看报价、消息、附件，接受/拒绝

• 一键接受并付款：转换为购物车/订单;支持存款或全额付款

商人工具

• 可见性规则：显示/隐藏价格，按角色、产品或类别将“添加到购物车”替换为RFQ

• 管理员中的报价生成器：调整价格、折扣、运费、税费;添加逐项注释

• 带有私密/公开消息和附件的协商线程

• PDF引用：标志、颜色、术语、签名块;连贯编号;水印“选秀/支付”

• 过期和提醒，带有自动过期和重新开启选项

• 部分报价：拆分报价、部分接受或标记为缺货商品

• 转换为订单/发票，保留条目和税务规则

• 日志与职责：审计员追踪;限制谁能定价/批准/发送

定价、税务、运费

• 按线路折扣或整体百分比/固定利率

• 含税/专属展示;增值税/商品及服务税字段带有验证

• 运费估价（平板、桌子或实物报价）及手续费

• 货币和本地化继承自吴

✅ 主要特征

• 包含所有功能的无限网站使用体验

• 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.