Documentation Quote Offer for WooCommerce

Quote Offer for WooCommerce

Version 1.0.0 · Updated April 2026

Requirements

Before installing Quote Offer for WooCommerce, confirm your environment meets the following minimum requirements:

Quote Offer is tested with the latest stable WooCommerce and WordPress releases and is HPOS (High Performance Order Storage) compatible.

Installation

Method 1 — Upload via WordPress Admin (Recommended)

  1. Download the plugin .zip from your My Account downloads page.
  2. In WordPress admin, go to Plugins → Add New Plugin.
  3. Click Upload Plugin, then Choose File.
  4. Select quote-offer.zip and click Install Now.
  5. Click Activate Plugin once installation completes.

Method 2 — FTP Upload

  1. Unzip quote-offer.zip on your local computer.
  2. Connect to your server via FTP and navigate to /wp-content/plugins/.
  3. Upload the extracted quote-offer folder.
  4. In WordPress admin, go to Plugins → Installed Plugins and activate Quote Offer for WooCommerce.

Licence Activation

  1. Go to WooCommerce → Quote Offer → Licence.
  2. Enter your EA- licence key from the purchase confirmation email.
  3. Click Activate Licence.

Your licence key is also available in My Account → Orders on expertaddons.com.

Enabling Quotes

Quote Offer can be enabled sitewide (all products) or on a per-product basis. You can also combine both — enable it sitewide and then individually exclude certain products.

Sitewide

  1. Go to WooCommerce → Quote Offer → Settings → General.
  2. Enable Enable quote requests for all products.
  3. Choose whether to Hide price on quote products — this removes the price display entirely so customers must request a quote to learn the cost.
  4. Click Save Settings.

Per Product

  1. Open the product in Products → Edit Product.
  2. In the Product Data panel, click the Quote Offer tab.
  3. Enable Enable quote request for this product.
  4. Optionally enable Hide price for this product.
  5. Update the product.

⚠️ When price is hidden, the product cannot be added to the cart normally. Ensure the quote form is configured before hiding prices on live products.

Button Text

By default, the Add to Cart button is replaced with a Request a Quote button. You can customise this text globally or per product.

Global setting: WooCommerce → Quote Offer → Settings → ButtonButton label. This applies to all quote-enabled products unless overridden at product level.

Per-product override: in the product's Quote Offer tab, enter a custom label in the Button Text field. Leave blank to use the global setting.

You can also set the button's CSS classes in the same settings area to apply custom styling.

Quote Request Form

When a customer clicks the quote button, a form appears on the product page (inline, not a popup). Configure the form fields in WooCommerce → Quote Offer → Settings → Form.

Standard fields included by default:

To add custom fields, go to the Custom Fields tab within Quote Form settings. You can add text inputs, dropdowns, checkboxes, and textarea fields. Custom field values appear in the admin quote record and in the notification email.

For logged-in customers, the Name and Email fields are pre-filled from their account details and can be set to read-only to speed up the process.

Email Notifications

Quote Offer sends automated emails at key stages of the quote workflow. All email templates follow your WooCommerce email styling.

New Quote Request (Admin Notification)

Sent to the store admin email when a customer submits a quote request. Contains the product name, quantity, customer contact details, and any custom field values. Configure the recipient in WooCommerce → Quote Offer → Settings → Emails → Admin email address.

Quote Request Received (Customer Confirmation)

Sent to the customer immediately after they submit a quote. Confirms their request has been received and sets expectations. Customise the subject line and body in WooCommerce → Quote Offer → Settings → Emails.

Quote Sent to Customer

Triggered when the admin sends a quote back to the customer. Contains the quoted price, product details, expiry date, and an Accept Quote button that takes the customer directly to a pre-filled checkout page.

Quote Accepted / Declined

Admin notification sent when the customer accepts or declines a quote.

Quote Expiry

Set an expiry period so quotes are not valid indefinitely. Go to WooCommerce → Quote Offer → Settings → General → Quote expiry.

⚠️ Setting expiry to 0 disables expiry entirely. Quotes will remain valid indefinitely until manually declined or accepted.

Quote Management Dashboard

All quote requests are logged in the Quote Management dashboard at WooCommerce → Quote Offer → Quotes.

Each quote record shows:

To respond to a quote: click the quote record, enter the Quoted Price and an optional Admin Note to the customer, and click Send Quote. An email is sent to the customer with the price and an Accept button.

You can also bulk-decline or bulk-archive quotes using the checkboxes and the Bulk Actions dropdown.

Custom Pricing

When an admin sends a quote with a custom price and the customer accepts, the product is added to a new WooCommerce order at the quoted price — regardless of the standard product price.

The quoted price overrides WooCommerce's normal pricing logic for that specific transaction. No coupon or price change is required; the override is handled internally by the plugin.

Accepted quotes create a standard WooCommerce order. You can process, fulfil, and refund them exactly like any other order.

Compatibility

Troubleshooting

Quote button is not appearing on the product page

Confirm that quote requests are enabled for the product — either sitewide or in the individual product's Quote Offer tab. Clear your site and browser cache. If you use a page builder, check that it is rendering the standard WooCommerce product button hook.

Admin is not receiving quote request emails

Check the admin email under WooCommerce → Quote Offer → Settings → Emails. Use a plugin like WP Mail SMTP to verify your server is sending emails correctly. Check your spam folder. Also confirm WooCommerce transactional emails are enabled in WooCommerce → Settings → Emails.

Customer's Accept Quote link is not working

The link may have expired. Check the quote's expiry date in the Quote Management dashboard and click Extend Expiry to reissue the link. Also check that the customer is accessing the correct URL from their email and has not already accepted or declined.

Quoted price is not being applied at checkout

Ensure the customer is using the Accept link from the email, which includes a secure token that authorises the quoted price. If the customer navigates to checkout manually without using the link, the standard product price applies. Do not share the Accept link publicly.

Changelog

Version 1.0.0 — April 2026

Still need help?

Our support team responds within 24 hours on business days. Email us at support@expertaddons.com and include your site URL, licence key, and a description of the issue for the fastest response.

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