Quotes (RFQ)

Quoting requires B2B Suite Pro.

Turning it on

Enable quotes in the Pro settings. An Add to quote button then appears alongside add-to-cart. Adding the same product twice merges the quantities rather than creating a second line.

Publish [smb2b_quotes] on a page to give buyers their quote centre. It is a shortcode rather than a My Account endpoint on purpose: endpoints need a permalink flush to work, which is a classic source of 404s after activation.

The lifecycle

Draft → submitted → in review → offered → accepted, declined or expired.

One service owns every transition and its side effects together, so a quote cannot end up accepted without an order, or offered without the buyer being emailed. Both parties get an email on every transition.

Making an offer

Open a submitted quote in Sales → Quotes. Set a price per line, set an expiry, and reply in the thread — the buyer’s original note is the first message in it. Opening a submitted quote moves it to “in review” automatically.

A daily job expires offers that were never accepted.

Conversion

Accepting freezes the agreed unit price onto each order line as an explicit subtotal and total, then creates a normal WooCommerce order. Because the numbers are explicit, recalculating totals computes tax and shipping on the agreed prices — a catalogue price change afterwards cannot quietly rewrite the order.

The buyer then pays online, or on account if the company has net terms.