Extend B2B - Quotes for WooCommerce

• Control who can request quotes by enabling Quotes for specific user roles like wholesalers or retailers.
• Set priority levels for multiple quote rules to ensure the right rule applies every time.
• Keep buyers informed with real-time quote status updates and automatic email notifications.
• Built-in chat enables real-time communication between admins and customers for seamless quoting.

What Makes B2B Quotes Request for a Quote Plugin the Ultimate Choice?

The B2B Quotes Plugin is designed to meet the diverse needs of businesses — whether you’re managing B2B bulk orders, hybrid B2B+B2C operations, or retail pricing flexibility. Its user-centric design ensures both admins and buyers enjoy a smooth quoting process.

• Real-time chat enables buyers to communicate directly with sellers using an integrated chat-box
• Advanced quotation management system enables easy tracking and management of quote requests 
• Request for a Quote (RFQ) rule can be applied to specific user roles, guest users, or all users. 
• The “Add to Quote” button can be displayed for specific products, categories or user roles. 
• Product prices can be hidden from specific user roles or categories. 
• Admins can create or edit quotes for customers directly from the admin panel. 
• Rule priority can be set to ensure correct workflows for overlapping conditions. 
• A customer quote dashboard allows buyers to view, accept, reject, or request revisions on their quotes.
• Hide product prices and replace the “Add to Cart” button with the “Add to Quote” button, or choose to display both buttons, with fully customizable labels.
• Easily add quotes from product pages or shop catalogs.
• Sort quotes by date in the admin panel for quick access. 
• Automatic email notifications keep both admins and customers updated on quotes.
• The total value of each quote can be displayed in the admin panel for quick reference. 
• Centralized shopping quote module that stores and manages all quote information in one place for both admins and customers.
• Compatible with popular WooCommerce extensions.
•  Always up-to-date with the latest WooCommerce and WordPress versions. 
• Get round-the-clock assistance from a world-class development team.
• Easy-to-Use– Fully documented with no coding required for setup.
• Optimized & Lightweight– Developed with best practices for minimal performance impact. 

With its intuitive features, customizable workflows, and robust backend tools, the B2B Quotes Plugin for WooCommerce ensures quoting is no longer a bottleneck but a competitive advantage.

Detailed Features

1. Custom Quote Rules by User Role

The B2B Quotes plugin offers unparalleled flexibility to customize quoting options based on user roles. Whether you cater to wholesalers, retailers, or specific customer segments, you can easily configure who can access the “Requesting a Quote” feature. Here’s how it works:

Role-Specific Control: Enable the RFQ functionality for selected user roles to ensure a tailored shopping experience.

2. Product and Category Flexibility

Simplify quoting with targeted product and category controls, aligning with your sales strategy. 

• Select Specific Products or Categories: Enable “Request a Quote” for all products or apply to your preferred ones.
• Exclude as Needed: Seamlessly exclude specific items or entire categories from the quoting process to focus on key offerings.

3. Control How Quotes Appear

Tailor your storefront’s quoting experience with B2B Quotes, controlling button visibility and labels to match your brand. 

• Customize Button Display: Show or hide the “Add to Quote” button on product and shop pages as needed.
• Disable Add to Cart: Optionally remove the “Add to Cart” button to focus entirely on the quoting process.

• Enable Quote Conversation Email: Automatically notify customers and admins via email whenever a new message is added to a quote conversation.
• Enable Quote Status Email: Keep both customers and admins informed with email updates whenever a quote status changes.

• Brand-Aligned Labels: Customize button text and color to reflect your unique branding and messaging.

4. Prioritize Your Quote Rules

Streamline complex quoting scenarios with rule prioritization. The B2B Quotes plugin allows you to set priorities for multiple quote rules, ensuring the most relevant rule is applied every time.

• Flexible Rule Hierarchy: Assign priority numbers (Ascending Order 0,1,2,3) to control which rules apply first.

This feature eliminates confusion and ensures a seamless quoting experience for both admins and customers, regardless of complexity.

5. Easily Manage Quote Statuses

Keep your B2B buyers informed with real-time status updates. Easily manage wholesale quote statuses with personalized messages to keep customers informed and streamline the quoting process. An automatic email notification will be sent to the quote creator and store admin whenever the status changes.

6. Quick View of Quote Totals

Admins can see the total amount for each quote directly from the quote listing page, saving time and improving efficiency in managing customer requests.

7. Find Quotes Faster with Filters

Quickly find quotes using date filters, admins can sort by date on the listing page for easy management and organization.

8. Allow Admins To Create Quotes Directly 

Admins can manually create buyers’ quotes, edit existing ones, or delete them as needed. This flexibility ensures you can cater to customer inquiries efficiently, even for custom requests or offline interactions.

9. Simple Tools for Customer Quote Management

Empower your buyers with an exceptional quoting experience. With an intuitive dashboard, customers can effortlessly manage their quotes, ensuring complete control over their purchasing decisions.

• Flexible Actions: Customers can accept quotes, request revisions, reject offers, or proceed directly to checkout with just a few clicks.

• Centralized Dashboard: All quote details are stored in one easy-to-access location, simplifying the negotiation and decision-making process.
• Seamless Workflow: Customers can review pricing, communicate with admins for further inquiries, and finalize purchases—all without leaving their accounts.

10. Chat Directly with Wholesale Buyers

Supercharge your quote management system with seamless real-time communication. B2B Quotes plugin’s built-in chat box enables instant interaction between admins and customers, ensuring a personalized and efficient experience from start to finish.

• Real-Time Negotiations: Discuss pricing, answer questions, and resolve issues on the spot without delays.
• Context-Driven Communication: Keep all chats linked to the specific quote, providing clarity and eliminating the back-and-forth of emails or external tools.
• Customer-Centric Engagement: Offer a responsive and tailored approach that builds trust and confidence in your services.
• Automated Email Alerts: Whenever a message is sent in the Quote Conversation, an email notification is automatically sent to the other party—customers receive alerts when an admin replies and admins are notified when a customer responds—ensuring smooth and timely communication.