Quotes for WooCommerce Pro

• Incorporate quote requests into the WooCommerce order cycle.
• Users can easily submit quotation requests without needing payment during checkout, streamlining the process.
• Enable quotes for select products in the Shop.
• Allow users to add quote and purchasable products in a single cart.
• Enable quotations based on specific user roles, item quantity, product stock, variations, and more, offering tailored pricing and options to different customer groups.
• Use the Request Quote form to take quote requests separately from normal WooCommerce orders.
• Convert quotation requests to WooCommerce orders effortlessly with just a single click, saving time and effort.

1. Install and activate WooCommerce.
2. Download the lite version found here.
3. Please ensure the latest versions of the plugins are being used for compatibility.
4. Download the .zip file for the Pro version from your WooCommerce account.
5. Go to WordPress Admin > Plugins > Add New.
6. Install the lite version followed by the Pro version and Activate both.
7. Add settings as needed and explore.

If you wish to enable quotes only for select products on the store, this can be done from the Add/Edit Product page > Product Data > Quotes tab.

• Enable Quotes – Select when you wish to enable quotes for the given product.
• Display Product Price – By default, the plugin hides the price for quote products. Select if you wish to display the price for the given quote product.
• Enable Quotes when item quantity exceeds – When ‘Enable Quotes’ is unchecked and you wish to enable quotes for the product only if the product quantity is greater than X, set the value to X.
  • So for example if you wish to enable quotes for the product for quantity 11 or more, set the value in the setting to 10.
  • If you would like to set a uniform quantity for all products across the store, you can use the quantity settings available in WooCommerce > Settings > Quotes > Advanced > Enable Quotes when item quantity exceeds

From version 1.5 onwards, the Pro version allows the site admin to choose the plugin behavior when a user tries to add quote products and purchasable items in the same cart. The settings can be found in WooCommerce > Settings > Quotes > advanced > Mix Quotable and Purchasable Items in Cart.

• Remove the existing products and add the new product. Display a message after the new product is added – Here, the plugin will not allow quote and purchasable products in a single cart. Conflicting products will be removed and the new product will be added. A message will be displayed updating the user.
• Do not update the cart. Display a warning and encourage the user to create separate orders – Here, the plugin will not allow quote and purchasable products in a single cart. The cart will not be modified. A message will be displayed informing the user.
• Allow and create separate orders when the cart contains both Quote and Purchasable items – Here, the plugin will allow quote and purchasable items in a single cart. Payment will only be taken for the purchasable items at Checkout. Once the user clicks on the Place Order button at Checkout, the plugin will split the items into two orders, one containing purchasable items and the other containing the quote items. Each of the orders can then be processed separately by the admin.
• Allow quote and purchasable items in a single order and do not take any payment at Checkout – Here, the plugin will allow quote and purchasable items in a single cart. No payment will be taken at Checkout. The entire order can then be processed as a quote order by the admin.

To enable quotes based on product categories, please follow the below steps:

1. Go to WooCommerce > Settings > Quotes > General.
2. Ensure Enable Quotes is set to off/deselected.
3. Save the settings
4. Go to WooCommerce > Settings >Quotes > Advanced
5. Add product categories of your choice in the Product Categories to include setting.
6. Save the settings.

To disable quotes based on product categories, please follow the below steps:

1. Go to WooCommerce > Settings > Quotes > General.
2. Select Enable Quotes.
3. Save the settings
4. Go to WooCommerce > Settings >Quotes > Advanced
5. Add product categories of your choice in the Product Categories to exclude setting.
6. Save the settings.

If you wish to allow users to simultaneously place quotation requests (through a separate form) and take normal WooCommerce orders for the same products at one go, please follow the steps below:

1. Go to WooCommerce > Settings > Quotes > Request Quote Page Settings.
2. Select the Enable Request Quote Page checkbox.
3. Save the settings.
4. Check the front-end single product page.
5. You should now see a Request Quote button and an Add to Cart button.
6. NOTE: This feature will override the settings created in the General & the Advanced tab for category inclusion/exclusion, product level settings, quotes based on stock, user roles and more.

Feel free to reach out to us for any queries.