Quote System
Professional quote request system for B2B and wholesale stores
What is the Quote System?
The Quote System replaces the Add to Cart button with a "Request Quote" button. When clicked, customers fill out a form with their details, and you receive an email with their quote request.
Setting Up Quote Requests
Create a New Rule
Go to WooCommerce → Conditional Add to Cart and click "Add New Rule"
Set Apply To
Choose which products should show the quote button (e.g., specific products, categories, or all products)
Add Conditions (Optional)
Add conditions if you want the quote button to show only in specific situations (e.g., for logged-out users or specific user roles)
Select "Request Quote" Action
In the Actions section, select "Quote" from the dropdown
Configure Quote Settings
Customize the quote form:
Button Text: Customize the button text (default: "Request Quote")
Email Address: Where quote requests are sent (default: admin email)
Show Phone Field: Toggle phone number field
Show Quantity Field: Toggle quantity field
Show Details Field: Toggle additional details textarea
Custom Message: Optional message shown in the modal
Save Your Rule
Click "Save All Rules" to activate the quote system
How It Works
Customer Clicks Button
The "Request Quote" button appears instead of "Add to Cart"
Modal Opens
A professional modal popup appears with the quote request form
Customer Fills Form
Customer enters their name, email, and optional details (phone, quantity, additional info)
Email Sent
You receive an email with all the quote request details including product name, customer info, and their message
You Respond
Reply to the customer's email with your quote
Quote Form Fields
Name (Required) - Customer's full name
Email (Required) - Customer's email address for quote response
Phone Number (Optional) - Customer's phone number (can be hidden via settings)
Quantity (Optional) - Desired quantity (can be hidden via settings)
Additional Details (Optional) - Free-form text area for special requests or questions (can be hidden via settings)
Email Notifications
When a customer submits a quote request, you receive an email containing:
Product name and link
Customer name and email
Phone number (if provided)
Requested quantity (if provided)
Additional details (if provided)
Submission date and time
Pro Tip
The email includes a "Reply-To" header with the customer's email, so you can simply hit reply to respond to their quote request.
Common Use Cases
Wholesale Orders
Show quote button for bulk quantities or wholesale customers
Custom Products
Collect requirements for customizable or made-to-order products
High-Value Items
Require consultation before purchase for expensive products
B2B Sales
Negotiate pricing with business customers before finalizing orders
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