Request a Quote & B2B Suite for WooCommerce
Create a quote-first WooCommerce workflow with a request-a-quote button, quote cart, RFQ form, basic catalog mode, and quote request management. Advanced B2B access, customer groups, pricing rules, quote documents, webhooks, AI, and automation belong in the Pro upgrade path.
Standard WooCommerce checkout is not always the right path for wholesale, distributor, custom-product, industrial, or project-based sales. Start with a focused free base workflow for RFQ collection, then use the Pro upgrade path when your store needs advanced B2B rules, quote documents, automation, or external integrations.
When “Add to Cart” Is Not Enough
Some WooCommerce stores cannot show one public price to every visitor. Pricing may depend on quantity, buyer type, approval status, project requirements, product configuration, shipping conditions, or manual sales review.
Public pricing does not fit every customer
Use quote-first product actions when pricing depends on volume, customer group, approval status, project scope, or manual review.
Buyers need to quote multiple products together
Let customers collect several products in a dedicated Quote Cart instead of sending separate product messages or incomplete contact form requests.
RFQ details need structure
Capture buyer information, company details, product quantities, project notes, custom fields, and upload-related information through a dedicated RFQ workflow.
B2B buyers may need approval first
Pro buyer approval helps stores review applications before enabling controlled pricing, purchasing paths, or customer group access.
Sales teams need more than a form submission
Keep quote requests connected to WooCommerce products, quote status, customer details, and follow-up records, with quote documents and order conversion handled through advanced Pro workflows.
External workflows may need quote data
Send selected quote events to CRM, automation tools, or internal systems through optional Pro webhooks when your workflow requires external handoff.
A Clear Quote Workflow Before Checkout
This plugin is more than a basic contact form. The free base workflow focuses on WooCommerce-connected RFQ collection where products, quantities, buyer details, and quote request records stay organized. Pro workflows extend that path into customer-facing quote documents and accepted quote handling.
Buyer clicks Request a Quote
01Add quote actions to product pages, product listings, or selected shortcode placements so buyers can start with inquiry instead of direct checkout.
Products go into a Quote Cart
02Buyers can collect multiple products, review selected items, adjust quantities, and submit one combined quote request.
RFQ form collects buyer and project details
03Capture contact details, company information, project notes, quantity requirements, custom fields, and upload-related information.
Store team reviews the request
04Manage submitted quote requests in WordPress admin with product details, customer information, internal notes, and quote status.
Quote documents or links are prepared
05Pro workflows add customer-facing quote documents, proforma-style documents, project quote documents, or secure quote views.
Accepted quotes become WooCommerce orders
06Advanced Pro workflows move accepted quotations toward WooCommerce orders so reviewed pricing can continue through your store’s order and payment process.
Built Around the Real B2B Quote Process
Request a Quote & B2B Suite starts with RFQ collection and basic catalog control, while the Pro upgrade path adds advanced B2B access, buyer approval, quote document handling, automation, and quote-to-order workflows.
Collect RFQs with Products, Quantities, and Buyer Details
Instead of receiving vague messages like “please send price,” your store can collect structured quote requests connected to actual WooCommerce products and customer information.
Included Tools
- Request a Quote Button for product inquiry actions.
- Multi-Product Quote Cart for combined RFQs.
- RFQ Form for buyer, company, project, quantity, custom field, and upload-related details.
- Quote Request Records inside WordPress admin.
- Email Notifications for buyer confirmations and internal quote alerts.
Add Advanced Pricing, Visibility, and Buyer Access Rules
B2B stores often need different behavior for public visitors, pending applicants, approved buyers, wholesale accounts, or customer-specific groups. These controls belong in the Pro upgrade path.
Pro Tools
- Advanced catalog rules based on products, categories, customer groups, roles, or buyer status.
- Buyer approval for application review and access control.
- Customer groups for controlled pricing, access, and B2B workflow rules.
- Role-based pricing for stores that use WordPress roles as part of pricing or access behavior.
- Admin-only upgrade paths that keep the free RFQ workflow usable without locking basic use.
Prepare Customer-Facing Quotes Without Losing the WooCommerce Order Path
A strong RFQ workflow should not end with a form notification. The Pro upgrade path extends basic quote requests into quote details, customer-facing documents, secure quote review, and accepted quote handling.
Pro Tools
- Quote Builder for structured quote records with customer details, product line items, pricing, notes, terms, and quote references.
- Quote documents for standard quote, proforma-style, or project quote documents.
- Customer quote links for secure quote review.
- Accept / Reject flow for a clearer quote response path.
- Quote-to-order conversion for accepted quotations.
Made for Stores That Sell by Review, Quote, or Approval
Request a Quote & B2B Suite is designed for WooCommerce stores where pricing, access, product details, or order confirmation need review before checkout.
Wholesale Stores
For stores where pricing depends on buyer type, quantity, account approval, or customer group.
Distributor Websites
For product catalogs where buyers need availability checks, bulk pricing, lead-time confirmation, or formal quotation.
Custom Product Stores
For products that require dimensions, specifications, project details, file uploads, or manual sales review.
Industrial & Manufacturing Catalogs
For technical products where customers often need quote review before purchase.
Building Materials & Project Supply Stores
For orders affected by project quantity, delivery location, material combinations, or sales confirmation.
Catalog-Mode WooCommerce Sites
For websites that want to show products clearly while replacing direct checkout with RFQ.
B2B Stores with Buyer Approval
For businesses that need to approve customers before showing pricing, enabling purchases, or assigning special terms.
Project-Based Sales Teams
For teams that need quote records, quote documents, customer quote links, and order conversion after approval.
Connect Quote Activity to Your Wider Sales Workflow
The core RFQ, quote cart, and basic catalog workflow can run inside WooCommerce without external services. Pro modules support webhooks, automation, AI-assisted internal notes, and advanced B2B workflows when your store needs a deeper sales process.
Webhooks for Quote Events
Send selected quote events to CRM tools, automation platforms, dashboards, or internal systems when your business needs external workflow handoff.
Quote Data Handoff
Use webhooks to pass quote status, customer details, product lines, quantities, and RFQ information to administrator-configured endpoints.
Optional AI Assistant
Use AI-assisted tools to help staff summarize RFQs, draft internal response ideas, or prepare sales-assist notes.
Admin-Controlled Integrations
Webhooks and AI features are optional. They are only used when configured by the site administrator.
Review Before Sending
AI-generated content should be treated as draft assistance. Your team should review pricing, terms, availability, lead times, and customer communication before sending anything to buyers.
Start with the Core Quote Workflow, Then Add B2B Controls as Needed
Configure the quote cart and RFQ form first, test the buyer-facing workflow, then use catalog mode and Pro modules according to your store’s need for buyer approval, pricing rules, quote documents, webhooks, or AI assistance.
Recommended Setup Path
- Confirm WooCommerce is installed and active.
- Create the quote cart experience where buyers review selected products before submitting a quote request.
- Configure the RFQ form fields your sales team needs.
- Submit a test quote request, review it in admin, prepare a quote, and test accepted quote behavior.
- Add basic catalog behavior first, then use Pro buyer approval, customer groups, role pricing, and access rules according to your sales model.
- Enable Pro webhooks and AI assistance only when your team needs external workflow handoff or internal sales-assist support.
Requirements and Notes
Shortcode Note
Free base shortcodes focus on quote cart pages, RFQ forms, and quote buttons. Pro shortcodes add buyer registration, buyer status, customer quote views, and customer quote lists.
Data Note
Webhooks and AI Assistant are optional external integrations and should only be enabled after reviewing the destination service, data handling requirements, and your site’s privacy policy.
Questions Before You Start
Is WooCommerce required?
Yes. Request a Quote & B2B Suite is built specifically for WooCommerce stores and requires WooCommerce to be active.
Can I hide prices or replace Add to Cart with Request a Quote?
Yes. The free base workflow supports focused RFQ and basic catalog behavior, while advanced catalog rules for products, categories, roles, groups, or buyer status belong in the Pro version.
Can buyers request quotes for multiple products?
Yes. Buyers can add multiple products to a dedicated Quote Cart and submit one combined quote request.
Can I approve B2B buyers before showing pricing?
Buyer approval is a Pro workflow. It lets visitors submit applications while admins review, approve, reject, and assign approved buyers to customer groups.
Does the plugin support customer-specific or role-based pricing?
Customer groups and role-based pricing should be treated as Pro features for stores that need advanced B2B pricing, access, or purchasing rules.
Can accepted quotes become WooCommerce orders?
Quote-to-order conversion is an advanced Pro workflow so reviewed quotations can continue through the store’s order and payment process when the site is ready for that setup.
Are webhooks required?
No. Webhooks are optional Pro integrations. They are useful when you need to send selected quote events to a CRM, automation platform, or custom internal workflow.
Does the AI Assistant work automatically?
No. AI Assistant features are optional and admin-configured. They are designed for sales-assist drafts and internal workflow support, not automatic pricing or unsupervised customer communication.
Start with RFQ Basics, Then Upgrade to Advanced B2B Workflows
Use Request a Quote & B2B Suite for a focused WooCommerce RFQ workflow with quote buttons, quote cart, RFQ forms, and quote request records. Pro upgrades add buyer approval, customer groups, pricing rules, quote documents, webhooks, AI assistance, and quote-to-order workflows.
Start with the documentation, confirm your WooCommerce requirements, and configure the workflow that fits your store’s sales process.
Workflow Highlights
- WooCommerce Required
- Quote Cart + RFQ Form
- Basic Catalog Mode
- Pro Buyer Approval + Quote Documents
- Optional Pro Webhooks + AI Assistance