Pro feature
Quote, negotiate, convert — without leaving WooCommerce
Trade buyers ask for a price before they buy. The quote should end as a real order at exactly the price you agreed, not as a PDF you then re-key by hand.
How it works
- 1
Buyer builds a quote
“Add to quote” sits next to add-to-cart on the products you allow it on. Adding the same product again merges the quantities instead of duplicating the line.
- 2
They submit it with a note
The note becomes the first message in a thread, so the conversation and the quote are the same record.
- 3
You offer prices
Price each line, set an expiry, reply in the thread. Every transition emails the other party.
- 4
They accept, it becomes an order
The agreed unit prices are frozen onto the order lines, so tax and shipping calculate on the numbers you agreed — even if the catalogue price changes later.
What makes it hold up
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One service owns the state machine
Draft, submitted, in review, offered, accepted, declined, expired — with the email and the side effects moving together, so a quote can never be “accepted” without an order.
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Prices are frozen, not re-derived
The agreed price is written to each line as an explicit subtotal and total. This is the regression that bites bolt-on quote plugins: recalculating totals silently reverts to catalogue prices.
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It converts to a normal WooCommerce order
Not a parallel document. Shipping, tax, emails, refunds and reporting all behave as they always do — and the buyer can pay online or on account.
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Expiry runs on a schedule
A daily job expires offers that were never accepted, so your inbox is not the thing keeping the pipeline honest.
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A buyer quote centre
Buyers see their quotes, the thread and the offer on a normal page via shortcode — no permalink flush, no 404 after activation.
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Ownership checked per request
Buyer endpoints re-check ownership on every method, so a quote id in a URL is never enough to read someone else’s prices.
Quoting is in Pro.
Turn it on per product, or for the whole catalogue, once your buyers start asking.
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