Quotes for WooCommerce Pro

Key Features

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1. Users can easily submit quotation requests without needing payment during checkout, streamlining the process.
2. Seamlessly handle WooCommerce orders and quotation requests simultaneously for the same products, maximizing sales opportunities.
3. End users can submit quotation requests with minimal clicks and minimal required information, enhancing user satisfaction.
4. Convert quotation requests to WooCommerce orders effortlessly with just a single click, saving time and effort.
5. Enable quotations based on specific user roles, product stock, variations, and more, offering tailored pricing and options to different customer groups.

Setup and Installation

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  1. Install and activate WooCommerce.
  2. Download the lite version found here.
  3. Please ensure the lite version is 2.1.0 or greater.
  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.

WooCommerce Orders and Quotation Requests

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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.

Make all products on the site quotable

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To enable quotes for all products on the site in one go, please follow the steps below:

  1. Go to WooCommerce > Settings > Quotes > General.
  2. Select Enable Quotes
  3. Save the settings
  4. If you wish to display the prices for these products, select the Enable Price Display checkbox.

Note: The above works for all products published on the site. It will not enable quotes for any products created in the future or draft products present on the site.

Quotes based on Product Categories

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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.

Feel free to reach out to us for any queries.

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