How to Set Up Request a Quote for WooCommerce: A Step-by-Step Guide

The Request a Quote for WooCommerce plugin is designed to simplify the quotation process for online stores. Whether you manage a B2B, wholesale, or custom pricing model, this extension offers a comprehensive solution to create, manage, and customize a quotation system for your WooCommerce store. With features like price hiding, custom forms, and a mini quote basket, it ensures a seamless experience for both store admins and customers.
Introduction to WooCommerce Request a Quote
This extension is one of the best WooCommerce plugins for businesses that require custom quotes instead of a straightforward purchase process. The plugin enables store owners to manage customer requests, offer tailored pricing, and convert approved quotes into orders. It’s ideal for stores catering to bulk orders, custom product configurations, or specialized pricing needs.

Key highlights include the ability to restrict access to quotes based on user roles, categories, or products and the option to replace the “Add to Cart” button with an “Add to Quote” button. This flexibility makes it a standout solution among WooCommerce extensions.
Key Features of WooCommerce Request a Quote

1. Enable Quotation System for Specific Users and Products: Activate the quotation system for specific user roles like B2B, wholesale, or distributors. Restrict certain products or categories from being quoted.
2. Hide Prices and Replace the Add-to-Cart Button: Replace the traditional “Add to Cart” button with an “Add to Quote” button. Hide prices for specific products or categories while displaying only the quote option.
3. Customizable Quote Submission Form: Add unlimited custom fields to gather additional customer information. Choose from 13 field types, including text, dropdowns, and checkboxes. Set mandatory or optional fields and customize the order of form elements.
4. Mini Quote Basket: Customers can review and adjust their quote requests in a real-time quote basket. The basket displays the products, quantities, and a quoted price column.
5. Manage Quote Requests Efficiently: Review submitted requests, offer custom prices, approve/reject quotes, and convert them into orders. Automatic email notifications for status updates are sent to customers and admins.
6. Customizable Quote PDFs and Notifications: Create personalized quote PDFs for customers and customize email templates for quote approvals, rejections, or order conversions.
7. Role-Based and Product Restrictions: You can restrict quote features based on user roles, such as wholesale or retail customers, and apply quotation restrictions to specific products or categories.

Documentation Link
For a detailed guide, setup instructions, and troubleshooting, refer to the official documentation:
WooCommerce Request a Quote Documentation.
Pricing Plan
The WooCommerce Request a Quote Extension is available for:

• $5.75/month (billed annually at $69).
• 1 year of free support.
• 1 year of extension updates.
• A 30-day money-back guarantee for a risk-free purchase.

Final Thoughts
The WooCommerce Request a Quote Extension is a must-have for businesses that deal with bulk orders or require custom pricing for their products. Its flexible features, ease of use, and robust management tools make it one of the best WooCommerce plugins for managing a professional quotation system. Whether you run a B2B store, wholesale business, or a retail store with custom pricing needs, this extension provides a reliable and scalable solution.
FAQs

1. Can I hide the “Add to Cart” button for specific products?
   Yes, you can replace or hide the “Add to Cart” button and prices for specific products or categories.
2. Does the plugin support role-based restrictions?
   Absolutely. You can restrict the quotation feature to user roles like wholesalers or distributors.
3. Can I customize the quote submission form?
   Yes, the form is highly customizable. You can add unlimited fields and choose from various field types.
4. How does the mini quote basket work?
   The mini quote basket lets customers review their added items in real-time and make adjustments before submitting the quote.
5. Is there a free trial available?
   While there’s no free trial, the 30-day money-back guarantee allows you to try the plugin risk-free.