Quotify - WooCommerce Request a Quote — is a powerful WordPress plugin that transforms your standard WooCommerce store into a dynamic lead generation platform. Instead of a one-size-fits-all 'Add to Cart' button, Quotify allows you to display an 'Add to Quote' button, enabling customers to request a personalized price for single or multiple products. It's an essential tool for businesses that deal with wholesale pricing, variable costs, B2B sales, or customized products where a fixed price is not always suitable.
The plugin seamlessly integrates into your WooCommerce setup, giving you full control over where and how the quote functionality appears. You can enable it for specific products, categories, or user roles, making it flexible for both B2C and B2B operations. When a customer submits a quote request, a new quote is created in the WordPress dashboard. From there, you can review the request, set custom pricing, communicate with the customer, and send back a professional quote proposal, all within an intuitive and streamlined workflow designed to convert inquiries into sales.
Why This Matters
In a standard e-commerce setup, customers who are unsure about pricing often leave your site. According to studies, over 60% of B2B buyers state that the ability to negotiate prices is a key factor in their purchasing decision. By not offering a quote system, you are potentially losing a massive segment of your market.
- Pain Point: Lost Leads. Customers needing bulk discounts or custom configurations can't express their needs and simply abandon their cart. Quotify captures these high-value leads.
- Pain Point: Price Inflexibility. A fixed price can alienate wholesale customers or clients with large orders. The ability to quote allows you to offer competitive, tailored pricing, increasing your conversion rate.
- Statistic: B2B e-commerce is projected to reach $1.8 trillion, and a key driver is personalization. A quote system is the ultimate form of sales personalization, helping you build stronger customer relationships.
Features
- Enable "Add to Quote" button for all or specific products.
- Hide product prices and the "Add to Cart" button to encourage quote requests.
- Control quote button visibility based on user roles (e.g., show only for wholesale customers).
- A dedicated quote basket that works like a standard shopping cart.
- Customizable quote submission form to collect necessary customer information.
- Full quote management system in the WordPress admin dashboard.
- Automatic email notifications for both admin and customers for new requests and updates.
- Ability to create and send professional PDF quotes directly to customers.
- Customers can accept or reject quotes from their account page.
- Seamless integration with the existing WooCommerce product and user system.
Quotify: Feature Comparison
| Feature | Basic (Free) Version | Quotify Pro Version |
|---|---|---|
| Core Quote Functionality | ✔️ Yes | ✔️ Yes |
| Hide Prices & Add to Cart | ✔️ Yes (Global setting) | ✔️ Yes (Per product/category) |
| Quote Management Dashboard | ✔️ Yes | ✔️ Yes |
| Email Notifications | ✔️ Basic Notifications | ✔️ Customizable Email Templates |
| Quote Button Visibility | Logged-in users only | ✔️ All users & per user role |
| Customizable Form Fields | ❌ No | ✔️ Yes (Drag & Drop Builder) |
| PDF Quote Generation | ❌ No | ✔️ Yes (Customizable templates) |
| Quote Expiration Dates | ❌ No | ✔️ Yes |
| Follow-up Reminders | ❌ No | ✔️ Automated Reminders |
| Premium Support | Community Forums | ✔️ Dedicated Ticket Support |
How to install the plugin?
- Download the plugin archive using the button above.
- Navigate to Plugins > Add New in your WordPress dashboard.
- Click "Upload Plugin" at the top and select the downloaded ZIP file.
- Install, activate the plugin, and follow the quick setup wizard instructions.
FAQ
Can I use both "Add to Cart" and "Add to Quote" on the same product?
No, the plugin is designed to replace the 'Add to Cart' functionality with 'Add to Quote' for selected products. This avoids customer confusion. You can, however, have some products available for direct purchase and others for quotation on the same website by enabling the quote feature on a per-product basis.
Is it possible to show the quote button only for logged-out users?
Yes, Quotify provides powerful visibility rules. You can configure the plugin to show the 'Add to Quote' button to guest visitors (logged-out users) while showing the standard 'Add to Cart' button and prices to registered and logged-in customers. This is a great strategy to encourage user registration.
How does the customer receive and accept the quote?
After you review their request and set the prices in the WordPress dashboard, you can send the finalized quote to the customer. They will receive an email notification with a link to view the quote on their "My Account" page on your website. From there, they can review the terms and choose to either accept or reject the offer. If they accept, they can typically proceed to checkout and pay for the order.
Does Quotify work with variable products?
Absolutely. Quotify is fully compatible with WooCommerce variable products. Customers can select their desired product variations (like size, color, etc.) and then add the specific combination to their quote basket. This allows you to provide accurate pricing for even the most complex products.
