You can send WooCommerce quote email directly from the Order page after finalizing the customer’s pricing in Manual Quote Mode. With WooCommerce Quotes and Orders, every quote request lands in your admin as a real WooCommerce order. Because of that, you can open it, add your pricing, and send the finished quote to the customer without leaving the Order edit screen. This guide walks through exactly how it works.
For example, a B2B supplier might price each line item differently for every customer. Manual Quote Mode is built for that. As a result, prices stay hidden on the storefront until you decide the figures and send them. Below, we explain the setup and the send step in plain terms.
How to send WooCommerce quote email
WooCommerce Quotes and Orders converts your store’s Add to Cart function into an Add to Quote function. Visitors add unlimited items to a ‘Quote’ cart and proceed through the WooCommerce Checkout to request a quote. Meanwhile, a dedicated Quotes payment gateway hides the usual payment options, so no one pays at that stage.
Crucially, each request is saved as a real WooCommerce Order with the ‘Quote’ status. Because the request is a standard order, it is fully editable. You can adjust line items, set prices, and use WooCommerce’s own tools to finish the job. This integration is what makes the email step so straightforward.
Set up Manual Quote Mode for quote emails
Before you can email a finalized quote, enable the Manual Quote store rule. In the plugin’s Settings tab, you choose how prices behave. The Manual Quote rule hides prices everywhere, including on the order email and the order details. As a result, the customer sees no figures until you supply them.
- Open the Quotes and Orders Settings tab in your WooCommerce admin.
- Turn on the Store Rule: Manual Quote option.
- Decide whether to enable guest checkout or apply the rule to specific logged-in roles.
- Save your changes so new quote requests arrive as orders with the ‘Quote’ status.
By default, the plugin auto-creates a Manual Quote Role account when a user submits a request. That role mirrors a WordPress subscriber, except the user cannot see any WooCommerce product prices. However, they can still access My Account and view the quote they submitted.
Send the finalized quote from the Order page
Once a request arrives, the send process happens entirely on the Order edit screen. Here is the workflow, step by step.
- Go to WooCommerce ? Orders and open the order with the ‘Quote’ status.
- Add or adjust the pricing on each line item so the totals are correct.
- Save the order so your figures are stored.
- Open the Order Actions dropdown and choose the action that sends the quote.
- Click Apply, and the customer receives the finalized quote by email.
Because the plugin uses a WooCommerce Order Action, the email is generated from the template you configured in WooCommerce Emails. Meanwhile, the customer can open the quote, review your prices, and respond. This keeps you in full control of every figure before anything is sent.
When to send WooCommerce quote email manually
Manual Quote Mode is ideal when prices vary per customer or need approval. For instance, wholesalers, fabricators, and service providers often negotiate every order. By contrast, Auto Quote Mode generates an instant, system-priced quote and lets the customer pay through your gateways right away.
In short, manual keeps you in the loop on every figure, while auto keeps customers moving. To explore both modes and every setting, see WooCommerce Quotes and Orders. For broader background on how WooCommerce emails are configured and edited, the official WooCommerce quote documentation is a useful reference: Quote for WooCommerce Documentation – WooCommerce.
Tips for sending WooCommerce customer quotes
Keep your WooCommerce email templates polished, because the finalized quote uses them directly. If you assign the Administrator role to Manual Quotes and run a test request, you will receive two emails: the site admin copy and the customer copy. That is expected behaviour, so do not worry about the duplicate.
Finally, remember that every quote is a real WooCommerce order. As a result, it integrates fully with WooCommerce My Account, and your usual order tools all apply. That consistency is what makes the whole quoting process simple to manage as your store grows.
The post How to Email a Finalized Quote to a Customer From the WooCommerce Order Page appeared first on a3rev Software.
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WooCommerce quote payments allow customers to settle approved quotes through any active payment gateway when your store uses Auto Quote Mode. With WooCommerce Quotes and Orders, an approved quote becomes a real WooCommerce order. As a result, the customer can settle it instantly using any active gateway, such as Stripe or PayPal. Below, we explain exactly how this works.
How WooCommerce quote payments work
The flow is simple, because it reuses the standard WooCommerce checkout. A visitor adds items to the quote cart and proceeds through checkout to request a quote. In Auto Quote Mode, the system then sends a quote request email straight away. That email is the WooCommerce Order Received email, and it shows itemized prices, shipping and taxes.
From there, the customer simply opens their My Account dashboard. They click the Pay button on the quote and complete the transaction. Meanwhile, the payment runs through the gateways already active on your site. For example, if you have Stripe and PayPal enabled, both appear at that payment step.
Auto Quote Mode versus Manual Quote Mode
WooCommerce Quotes and Orders gives you two quoting routes. The difference matters, because only one of them lets customers pay online without staff involvement.
- Auto Quote Mode — the user receives a system-generated quote with prices, then can pay for a quote through WooCommerce payment gateways immediately.
- Manual Quote Mode — you price the quote offline, then add pricing and use a WooCommerce Order Action to send it. The customer pays once they approve.
In both modes, prices stay hidden across your shop, product pages, cart and checkout. Therefore the customer never sees website prices, only the prices on their actual quote. This keeps your pricing private while still allowing fast payment.
Which gateways support quote payments?
Any gateway active on your site is available, because the plugin works through the native WooCommerce payment system. As a result, there is no special gateway list to manage. WooCommerce already supports well over a hundred gateways, so you simply enable the ones you want. You can learn more about how these gateways function in this Everything You Need to Know About WooCommerce Payment Gateways – Sellbrite overview.
This is the key benefit of letting customers pay for a quote through WooCommerce payment gateways: you reuse your existing checkout. For example, the same Stripe or PayPal account that handles regular orders also handles paid quotes. Meanwhile, no extra merchant setup is required.
What if you do not want online payment?
Sometimes you do not want any payment at the quote stage. WooCommerce Quotes and Orders covers that too, because each mode has a dedicated payment behavior. The Quotes payment gateway hides all payment options, so visitors can request a quote with no checkout pressure.
There is also Add to Order Mode for business-to-business sales. It turns WooCommerce into an online ordering machine while billing happens offline in your regular cycle. However, when you want instant settlement, Auto Quote Mode remains the route that lets customers pay a quote through your active gateways.
Set up WooCommerce quote payments
Setup is straightforward, because the plugin auto-creates its own admin menu when activated. You open the Settings tab, then choose the Auto Quote store rule. After that, every approved quote becomes a payable WooCommerce order with prices shown only on the quote.
The plugin also auto-creates an account for first-time users when they request a quote. As a result, they can return to My Account, view their quote, and pay. To enable this end-to-end flow, explore WooCommerce Quotes and Orders and switch your store into Auto Quote Mode.
The post Can Customers Pay for a Quote Through WooCommerce Payment Gateways? appeared first on a3rev Software.
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Wholesale quotes without prices allow customers to browse your products and submit a quote request without viewing your standard pricing.Instead, buyers build a list of items and submit it for a quote. This is the standard way B2B and wholesale stores operate. Below, we explain how to set it up in WooCommerce.
Why wholesale quotes without prices work
Wholesale pricing rarely fits a single public number. Because rates change with volume, customer terms, and negotiation, a fixed retail price does not work. As a result, many suppliers prefer to quote each buyer individually. Hiding prices also protects your margins from competitors who browse your catalog. For these reasons, a quote request model suits fabricators, distributors, and service providers.
There are also good reasons to keep some quotes simple. For broader background on when a quote workflow helps and when it adds friction, this guide to B2B pricing quote best practices is a useful resource Online B2B Pricing Quotes: Definitions and Best Practices.
How to set up wholesale quotes without prices
The cleanest way to let wholesale customers request quotes without seeing prices in WooCommerce is the WooCommerce Quotes and Orders extension. It converts the standard Add to Cart function into an Add to Quote function. Meanwhile, a dedicated Quotes payment gateway removes the usual payment options. Therefore, no checkout pricing appears. Every request is then saved as a real WooCommerce Order, so it slots into your existing admin.
Step 1: Enable wholesale quote mode
After you install and activate the plugin, it adds its own admin section. Head to the Settings tab to activate Quotes mode. From there, you choose how prices are handled. You can apply the rule to site visitors before login, and you can also apply it to selected logged-in user roles.
Step 2: Choose Manual or Auto Quote mode
Both modes keep your shop prices hidden from the public. However, they differ in how the quote itself is delivered.
- Manual Quote mode hides prices everywhere, including in the quote request email. The request arrives as a WooCommerce order with the ‘Quote’ status. You then add pricing yourself and send the finished quote by email using a WooCommerce Order Action.
- Auto Quote mode generates an instant, system-priced quote. The customer still cannot see any storefront prices. Instead, prices appear only on their quote email, and they can pay through your active payment gateways.
For instance, choose manual mode when prices vary per customer or need approval. Choose auto mode when your prices are fixed but you still want them off the public shop. To compare both side by side, see our breakdown of Manual Quote Mode versus Auto Quote Mode.
Keep wholesale prices hidden after login
Hiding prices from visitors is only half the job. You also want them hidden from wholesale buyers who log in. The plugin handles this with auto-created roles. When a user submits a quote request, an account is created automatically. The Manual Quote Role and the Auto Quote Role both work like a WordPress subscriber, except they cannot see any WooCommerce product prices.
As a result, wholesale customers can use their My Account dashboard and review the quotes they submitted, all without ever seeing your standard catalog prices. If you prefer not to create accounts, you can enable guest checkout instead. Either way, your pricing stays private.
Add B2B ordering later
Some wholesale buyers eventually want to order directly rather than request a quote. For that, the same plugin offers Add to Order mode. It converts WooCommerce into an online ordering system, with billing handled offline in your regular cycle. Note that you cannot run Request a Quote and Add to Order at the same time for the same role, because both rely on the Add to Cart function.
This flexibility matters as your store grows. You might start with hidden prices and manual quotes, then move trusted accounts to direct ordering. Because everything is stored as a WooCommerce Order, your reporting stays consistent throughout.
Start accepting wholesale quote requests
In summary, you can let wholesale customers request quotes without seeing prices by hiding your storefront pricing and turning Add to Cart into Add to Quote. Manual mode keeps you in control of every figure, while auto mode delivers instant quotes. To explore every mode, role, and setting, see WooCommerce Quotes and Orders WooCommerce Quotes and Orders.
The post How to Let Wholesale Customers Request Quotes Without Seeing Prices appeared first on a3rev Software.
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Want to restrict quote pricing to user roles so only approved customers see hidden prices and a Request a Quote flow? In WooCommerce, you can do exactly that without touching code. The a3rev WooCommerce Quotes and Orders extension converts the standard Add to Cart function into Add to Quote and applies its rules per logged in user role. As a result, you control who gets quote behavior and who keeps shopping normally.
Below, we walk through the real settings that make this work. Because the plugin builds on WooCommerce’s own role system, the setup is quick and predictable.
Why restrict quote pricing to user roles at all?
Many B2B stores do not want every visitor seeing retail prices. For example, wholesale buyers may need negotiated figures, while the public should only see a quote request. Therefore, targeting by role lets you tailor the experience to each audience. This is a classic role-based access control pattern, where permissions follow the job rather than the individual. You can read more on the Role-Based Access Control (RBAC): A Comprehensive Guide approach to keep your policy clean.
With WooCommerce Quotes and Orders, the three Store Rules each include a role selector. Meanwhile, prices stay hidden across the shop page, product pages, cart widget, cart and checkout for the roles you choose.
How to restrict quote pricing to user roles step by step
First, install and activate WooCommerce Quotes and Orders. It auto-creates an admin menu section on your store. Then open the Settings tab to choose your Store Rule. Because Request a Quote and Add to Order both use the same Add to Cart function, the plugin will not let you enable both for the same role at once.
- Go to the Quotes and Orders Settings tab in your WooCommerce admin.
- Pick a Store Rule: Manual Quote, Auto Quote, or Add to Order.
- Use the View before log in setting to decide what site visitors (logged-out users) see.
- Use the View after login setting to select the user roles that the rule applies to once they log in.
- Save your settings and test with a sample account in each role.
That View after login control is the heart of this task. It lets you select the user roles that you want the quote rules applied to when they log in. As a result, you can restrict quote pricing to user roles precisely, leaving other roles on standard pricing.
The Store Rules that control quote pricing per role
Each rule behaves a little differently, so choose based on your sales workflow.
Manual Quote rule
The Manual Quote rule hides prices everywhere, including in quote request emails. The request is created as a WooCommerce Order with the ‘Quote’ status. After it arrives, you add pricing yourself and send it from the Order edit page. By default, the plugin auto-creates a Manual Quote Role account for the user. That role has subscriber-level permissions plus one restriction: it cannot see any WooCommerce product prices. You can also enable guest checkout so no account is created on request.
Auto Quote rule
The Auto Quote rule automates the process. When a customer submits a request, the email shows itemized prices, shipping and taxes, and they can click Pay through your active gateways. Importantly, the user still cannot see storefront prices, even after a quote request. They only see the prices on their quote. The plugin auto-creates an Auto Quote Role with the same price-hiding restriction.
Add to Order rule
The Add to Order rule is built for business-to-business ordering, with billing handled offline. You can apply it to site visitors, or just to selected logged in roles. Because it also creates real WooCommerce Orders, it slots cleanly into your existing workflow.
A note on caching for restrict quote pricing to user roles
If your store uses page caching, plan for it. A shared cache can serve the wrong view to a logged in role. Therefore, use a per-user or per-role caching setup so the hidden-price rules are not overridden. As a result, each role reliably sees the experience you assigned.
Put it to work
In short, the View after login role selectors let you restrict quote pricing to user roles with confidence. Pick Manual Quote for negotiated pricing, Auto Quote for instant self-service, or Add to Order for B2B ordering. To set this up on your store, explore WooCommerce Quotes and Orders and choose the rule that matches your customers.
The post How to Restrict Quote Pricing Rules to Specific Logged In User Roles in WooCommerce appeared first on a3rev Software.
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Wondering what is the difference between manual quote mode and auto quote mode in WooCommerce? In short, manual quote mode handles pricing offline, while auto quote mode generates an instant, system-priced quote. Both run inside WooCommerce Quotes and Orders, the a3rev extension that converts your store’s Add to Cart function into an Add to Quote function. However, the two modes suit very different sales workflows. Below, we break down how each one works and when to use it.
Quotes mode in WooCommerce Quotes and Orders
First, some context. WooCommerce Quotes and Orders lets site visitors add unlimited items to a ‘Quote’ cart and proceed through the WooCommerce Checkout to request a quote. As a result, your storefront becomes a quote request generator rather than a fixed-price shop. A dedicated Quotes payment gateway hides the usual payment options, and every request is saved as a real WooCommerce Order. From there, you choose how prices are handled: manually or automatically.
What is manual quote mode?
Manual quote mode works like a traditional, offline quotation process. The customer adds items to the quote cart, but no price is ever calculated or shown on the site. Because the Manual Quote rule hides prices everywhere, prices stay hidden even on the order email and the order details. Meanwhile, the request is created as a WooCommerce order with the ‘Quote’ status, ready for you to edit.
After the request arrives, you add the pricing yourself. Then you use a WooCommerce Order Action to send the finished quote to the customer by email from the Order edit page. This control matters when prices depend on volume, custom specs, or negotiation. For example, a B2B supplier can tailor each line item before the customer sees a single figure.
- Prices are hidden everywhere, including in quote request emails.
- The request becomes a WooCommerce Order with the ‘Quote’ status.
- You enter pricing manually in the admin, then send the quote by email.
- By default, a Manual Quote Role account is auto-created for the user.
- Guest checkout can be enabled so no account is created on request.
What is auto quote mode?
Auto quote mode automates the whole quoting process. When the customer submits the request, the system instantly generates a quote that includes itemized product prices, shipping, and taxes. Those figures appear in the WooCommerce Order Received email the customer receives. As a result, there is no waiting for a staff member to price the request by hand.
Importantly, the user still cannot see any product prices on your storefront, even after completing a quote request. They only see the prices on their quote. Better still, the customer can then open their My Account dashboard, click Pay, and complete the transaction through any active WooCommerce payment gateway. Because of this, auto quote mode doubles as a fast, self-service checkout while keeping shop prices private.
Manual quote mode and auto quote mode compared
So, what is the difference between manual quote mode and auto quote mode in WooCommerce when you put them side by side? The core split is timing and control. Manual mode gives you full pricing control but adds an offline step. Auto mode trades that hands-on step for instant, system-generated quotes and immediate payment.
- Pricing speed: manual is priced offline by you; auto is priced instantly by the system.
- Quote email: manual hides prices; auto includes product prices, shipping, and tax.
- Payment: manual is sent for offline follow-up; auto lets the customer pay via your gateways.
- Storefront prices: both keep shop prices hidden from the user.
- Best for: manual suits custom or negotiated pricing; auto suits ready-to-sell catalogs.
Which quote mode should you choose?
Choose manual quote mode when prices vary per customer or require approval. For instance, wholesalers, fabricators, and service providers often negotiate every order. Choose auto quote mode when your prices are set but you still want to hide them from the public and capture payment quickly. Either way, both quotes are saved as WooCommerce Orders and integrate fully with WooCommerce My Account.
There is also a third option for true B2B ordering. ‘Add to Order’ mode converts WooCommerce into an online ordering machine, with billing handled offline in your regular cycle. Note that you cannot run Request a Quote and Add to Order at the same time for the same role, because both rely on the Add to Cart function. To explore every mode and setting, see WooCommerce Quotes and Orders. For broader background, the official WooCommerce quote and orders documentation will be a useful resource.
Ultimately, the manual versus auto choice comes down to how much pricing control you need against how fast you want quotes delivered. Manual keeps you in the loop on every figure. Auto keeps your customers moving. With WooCommerce Quotes and Orders, you can switch between them as your store grows.
The post Manual Quote Mode vs Auto Quote Mode in WooCommerce: The Difference Explained appeared first on a3rev Software.
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A WooCommerce order without payment is one of the most common situations store owners face every day. The order lands in your dashboard, but no money has changed hands yet. As a result, it sits in the Pending payment status until your gateway confirms the transaction. This is normal, and it does not always mean something went wrong. However, you do need a clear process for deciding what happens next.
In this guide, you will learn why these orders appear, how to let customers pay later, and when to cancel them. Because a tidy order list keeps your workflow smooth, knowing the right action matters.
What a WooCommerce order without payment actually means
When a customer completes checkout but the payment is not yet confirmed, WooCommerce assigns the order the Pending payment status. For example, if a shopper picks an online method like a card, PayPal or Stripe, the order usually switches to pending the moment they submit. Meanwhile, the payment processor handles the transaction in the background.
The order stays in this status until the gateway confirms a successful payment. At that point it moves to Processing or Completed automatically. However, issues such as declined cards, gateway errors or insufficient funds can leave the order stuck. In some cases, a sync delay simply means the payment went through but the status has not refreshed yet.
Why an order can stay unpaid
There are a few common reasons you end up with a WooCommerce order without payment. Knowing the cause helps you choose the right fix.
- The customer abandoned checkout before entering card details.
- A card was declined or the account had insufficient funds.
- A payment gateway error or interrupted connection stopped confirmation.
- A manual method like BACS or check was chosen, so funds arrive separately.
- A temporary delay between your site and the gateway slowed the status update.
Because the right response differs for each case, check the order notes first. If you see no notes about the payment attempt, that itself signals a problem. Missing notes often mean the gateway failed to communicate with WooCommerce.
How to let a customer pay for a WooCommerce order without payment later
Sometimes you want to give the customer a chance to complete payment. For example, a card may have failed, or you created the order manually for them. In these cases, keep the order in Pending payment or Draft and send a payment link.
WooCommerce offers a few ways to do this:
- From the Edit order screen, choose Order actions > Send order details to customer. The invoice email includes a “Pay for this order” link.
- If the customer has an account, an unpaid order shows a Pay button in the Orders tab of their My Account area.
- Copy the Customer payment page link from the order’s detail page in the admin area and share it directly.
Each order can only accept one payment, so these flows simply route the shopper back into checkout. This approach is ideal when you build quotes or invoices that customers approve before paying. If that fits your store, our guide to WooCommerce Quotes and Orders walks through the workflow in more detail.
Manual payment methods like BACS and check
Some gateways do not confirm payment automatically. Direct Bank Transfer (BACS) and check payments are the classic examples. With these methods, the order stays in Pending payment on purpose, because WooCommerce cannot detect the funds on its own.
As a result, you must verify receipt of the money yourself. Once the transfer or check clears, open the order and move it to Processing or Completed. Until then, do not ship anything. This manual step protects you from fulfilling an order that was never actually paid.
When to cancel a WooCommerce order without payment
If the payment is simply never coming, canceling the order is the recommended practice. For instance, the customer may have changed their mind without canceling themselves. Closing the order keeps your list clean and prevents workflow confusion.
Here is how to cancel an unpaid order:
- Go to WooCommerce > Orders.
- Click on the order you want to close.
- Open the status dropdown and select Canceled (or Failed).
- Click Update to save the change.
Both Canceled and Failed remove the order from your active sales flow and stop it from being processed further. Choose Failed when a payment attempt clearly broke down, and Canceled when nobody intends to pay.
Prevent unpaid orders before they pile up
You cannot eliminate every pending order, but you can reduce them. Because too many unpaid orders cause lost revenue and customer frustration, prevention is worth the effort.
- Set up automatic email notifications so customers can fix a failed payment quickly.
- Alert your admin team whenever an order enters Pending payment, so you act fast.
- Troubleshoot your gateway settings and webhooks if confirmations keep failing.
- Test your checkout regularly to confirm every payment method loads correctly.
For deeper troubleshooting of stuck payments and webhook checks, WooCommerce’s official documentation is a reliable reference. You can review it Troubleshooting Orders Documentation – WooCommerce when an order’s notes hint at a gateway problem.
Final thoughts
Handling a WooCommerce order without payment comes down to one question: will the customer pay, or not? If yes, keep the order open and send a payment link. If the method is manual, verify the funds before fulfilling. However, if the payment is clearly not coming, cancel the order to keep your store organized. With these steps, your order list stays clean and your sales flow keeps moving.
The post How to Handle a WooCommerce Order Without Payment appeared first on a3rev Software.
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A well-designed WooCommerce quote to order workflow turns price negotiation into a smooth, trackable process — letting shoppers request a quote, giving you room to adjust line-item pricing, and converting an approved quote into a paid order in a single click. For B2B sellers, wholesalers, and stores with custom or made-to-order products, this workflow bridges the gap between a fixed e-commerce cart and real-world sales conversations.
In this guide you’ll learn exactly how the quote-to-order process flows from the customer’s first request to a completed order, how to manage quotes from your WordPress admin, and which settings let you tailor the experience to your business — from hiding prices to enabling mixed carts and purchase-order payments.
What the WooCommerce quote to order workflow looks like
At its core, the WooCommerce quote to order workflow replaces (or sits beside) the standard “Add to Cart” button with a “Request a Quote” option. The customer assembles the products and quantities they want, submits a short request form with an optional message, and the request lands in a dedicated quotes area in your admin. From there you review, negotiate, and convert. Here is the typical journey end to end:
- A shopper clicks “Request a Quote” — often shown alongside the normal “Add to Cart” button — and submits a form capturing products, quantities, and a message.
- The request appears in a dedicated quotes management screen in the WordPress admin.
- The shop manager reviews it, edits line-item prices, adds notes, attaches files, and sets a status such as New, Under Review, Sent, Accepted, or Expired.
- The system emails the updated quote to the customer, either manually or automatically on a fixed interval.
- The customer logs into their account to view the negotiated price and either accepts or declines.
- On acceptance, a one-click conversion creates a regular WooCommerce order with the quoted prices and can redirect the customer to checkout for payment.
Step 1: Capture the quote request
The workflow starts on the product or cart page. Enabling the request-quote form typically adds a “Request a Quote” button to single product pages so customers can submit quotation requests while still being able to buy in-stock items normally. The submitted form captures the desired products, quantities, and any customer message, giving you everything you need to prepare an accurate response.
You can also control who sees the quote option. Role-based visibility lets you show quote buttons only to specific user roles or wholesale customers, while price hiding conceals prices for items that always require a quote — useful when B2B pricing depends on quantity, requirements, or delivery date.
Step 2: Review and negotiate from the admin
Once a request comes in, all the action happens in a centralized quotes dashboard in your WordPress admin. Each entry shows the requested products, pricing, customer information, and any special requirements. From a single screen you can add or remove products, adjust quantities, set the offered price per line item, add internal or customer-facing notes, attach supporting documents, and move the quote through your chosen statuses.
Custom statuses are one of the most useful parts of the workflow. You can create status names that match how your team actually works — for example New Quote, Under Review, Sent to Customer, and Accepted — and trigger email notifications to the customer whenever a status changes. If a customer resubmits a declined quote, you can review the full quote history and re-quote with updated quantities or products.
Step 3: Send the quote to the customer
After you’ve set the final pricing, the system emails the updated quote to the customer. You can send it manually, or configure a fixed interval — from when a request is received — so the quote email goes out automatically without manual intervention once you’ve adjusted the prices. Email templates can present the line items as a quote, or include line items plus a direct link to pay, depending on how you want customers to respond.
Step 4: Convert the quote into an order
This is where the quote becomes revenue. There are two clean paths to conversion, and a good setup supports both:
- Customer-initiated: set the quote status to Accepted, and the customer converts it into an order from their My Account page and pays at the agreed price.
- Admin-initiated: you convert the quote into an order yourself at any time, using the offered price — which becomes the product price in the new order.
Either way, the conversion preserves the agreed-upon pricing, creates a standard WooCommerce order, updates the order status, and sends notification emails. Because the result is a normal order, it flows into your existing fulfillment, reporting, and HPOS-compatible order cycle just like any other sale. If you want a deeper look at how quotes and orders relate within your store, see our guide to WooCommerce Quotes and Orders.
Configuration options that shape the experience
The flexibility of the WooCommerce quote to order workflow comes from its configuration. Beyond the basic request-and-convert flow, you can tune the system to match different selling scenarios:
- Mixed cart support — allow quote-only and purchasable products together in the same cart.
- Stock-based quoting — auto-enable quotes for out-of-stock items so customers can still express intent.
- Quantity-based quoting — automatically switch to a quote when a customer requests bulk quantities, ideal for B2B.
- Category-based quoting — include or exclude products from quoting based on their category.
- Price hiding — conceal prices and the add-to-cart button for customer groups who must request a quote.
- Payment gateways — let customers pay through standard checkout, or enable a Purchase Order gateway for B2B accounts.
For those technically minded you can checkout the Nuts and Bolts of how a preium Quotes and Orders plugin works here.
Why this workflow matters for B2B and custom products
For wholesale and B2B sellers, prices often depend on order quantity, product specifications, and delivery dates — there’s no single fixed number to display. A quote-to-order workflow lets you hide prices, force a quote request for those customer groups, negotiate privately, and then convert to a paid order once both sides agree. The same applies to personalized or made-to-order products that simply can’t carry a standard price tag.
The payoff is a single, organized system: every request is tracked, every negotiated price is preserved, and every accepted quote becomes a clean WooCommerce order. Instead of juggling emails and spreadsheets, you run the entire quotation process — from request to order — inside the store you already manage.
Getting started
To build your own WooCommerce quote to order workflow, start by enabling the request-quote form, decide which products or user roles should use quotes, and set up your custom statuses and email notifications. Test a full cycle yourself — submit a request, adjust pricing in the admin, send the quote, accept it, and confirm the order is created with the agreed price. Once that loop works smoothly, you’ll have a quoting system that scales with your B2B and custom-order sales.
The post The Complete Guide to a WooCommerce Quote to Order Workflow appeared first on a3rev Software.
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This is stage II of the break up of the WooCommerce Email Inquiry and Cart Options family of plugins. As you may recall Stage I was the removal of WooCommerce Quotes and Orders and rewriting it as a stand alone plugin. Having done that left us with 3 plugins in the ‘Family’.
Stage II – Discontinue WooCommerce Email Inquiry and Cart Options PRO
In stage II we have discontinued development of the WooCommerce Email Inquiry and Cart Options Pro version. This involved a 3 step process.
Step 1. Free Upgrade for all Active Subscribers
This was the most important step – upgrading all WooCommerce Email Inquiry and Cart Options Pro active Lifetime and Annual Subscriptions holders to the Woocommerce Email Inquiry Ultimate Plugin. Once that was done we then set about informing all subscription holders about the end of development of the Pro version and the upgrade to the Ultimate version. To do this we have taken the following steps.
- On a3rev customers account in the My Subscriptions section each subscriber will see that the name of their active Subscription has changed and the explanation text below it.
- Next we created a detailed Call Out from the a3 Dashboard > Manage menu with detailed steps to follow for running the final WooCommerce Email Inquiry and Cart Options Pro version 1.6.0 upgrade. See quick video of that.
Update / Upgrade Instructions
These are the instructions that show in the Call out
Free Upgrade to WooCommerce Email Inquiry Ultimate
Step 2. Move some features to the free version
The next step in the process was over a 6 week period moved some of the WooCommerce Email Inquiry and Cart Options Pro version to the Free version.
2.0.0 – 2018/06/14
This Feature upgrade adds the modal pop up tool and and Default Forms fields.
2.1.0 – 2018/07/09
This Feature Upgrade adds a new Product Page Rule, Hide Product Price
2.2.0 – 2018/07/23
This Feature Upgrade adds options between show email inquiry on front-end as a Button or Hyperlink text with full style options.
Step 3. The Final Release.
WooCommerce Email Inquiry and Cart Options Pro version 1.6.0 was released on the 23rd July 2018. This is the final release of the plugin and development and support are ceased.
What used to be a family of 4 plugins is now simplified down to just 2, a Free version and the WooCommerce Email Inquiry Ultimate Premium upgrade. Makes life simpler and better for all of our users be they Free version users or Premium version subscribers.
Read the first post in this series
WooCommerce Quotes and Orders Stand Alone Plugin
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Over the past 4 weeks we have been working on a break up of our ‘family’ of WooCommerce Quotes and Orders / Email Inquiry & Cart Options plugins. The ‘family’ of plugins has grown since the first release almost 6 years ago. This is a timeline of the growth of the family, each new release included all of the features of the previous version with more features.
WooCommerce Email Inquiry & Cart Options Pro
= 1.0.0 – 2012/06/09 = First production release
WooCommerce Email Inquiry & Cart Options Free Lite version
= 1.0.0 – 2013/03/07 = First working release
WooComerce Email Inquiry Ultimate
= 1.0.0 – 2013/05/12 = First production release
WooCommerce Quotes and Orders
= 1.0.0 – 2013/06/15 = First production release
WooCommerce Quotes and Orders – Stand Alone Plugin.
Stage 1 of the break up of the ‘family’ was removing the WooCommerce Quotes and Orders plugin from the family. This involved performing major surgery on it and relaunching it as a Stand Alone version 3.0.0. This involved a 4 step process.
Step 1. Rewrite WooCommerce Quotes and Orders as a Stand alone plugin.
WooCommerce Quotes and Orders even though it contained all of the Single Product Page Rules, Email Inquiry and Read More features has always really been a different product. In addition we have found that the Page Rules from the Email Inquiry family really restricted further Quotes and Orders development. We finally made the decision to rebuild it as a stand alone plugin. Quotes and orders was completely refactored, in doing this we removed the Product Page rules, Hide Cart and Hide price, Email Inquiry and Read more features, created new namespace, class and function names, cleaned up the code and made various coding enhancements.
Step 2. WooCommerce Email Inquiry No Conflict
Having Split the Email Inquiry Ultimate features out of Quotes and Orders we then updated both plugins so that there where no conflicts with Rules and Roles when both plugins where installed on a site. This involved adding hooks to the Email Inquiry Ultimate plugin and filters to the Quotes and Orders plugin to over ride any conflicting Product Page Rules that is set in the Email Inquiry plugin.
Step 3. Taking care of our active Subscribers.
The next step involved creating a Special WooCommerce Email Inquiry Ultimate Subscription for each active WooCommerce Quotes and Orders Lifetime and Annual subscription holder. The Special Subscription with corresponding site activations was created and added to active subscribers accounts. These special subscriptions show on a new tab on the a3rev Customers My Account Console. The special subscription also showa on the a3 Dashboard > Mange menu when the site is connected to the customers account.
Step 4. WooCommerce Quotes and Orders v 3.0.0 release.
The release of the new stand alone WooCommerce Quotes and Orders version 3.0.0 plugin was announced via email to all active subscription holders as well as a dismissable notice that shows on the sites dashboard after updating advising if the Page Rules, Email Inquiry or Read more features where in use on the site then the WooCommerce Email Inquiry Ultimate plugin was available and should be installed. We have created a function in version 3.0.0 that saved any of that data so that all that was required was to install and activate WooCommerce Email Inquiry Ultimate.
WooCommerce Quotes and Orders version 3.0.0 was released on the 7th of July ( 11 days ago ). To date there have been no reports of issues with the upgrade which is very pleasing. Customers have been able to run the update and where required install the newly created WooCommerce Email Inquiry Ultimate Special Special Subscription plugin from the a3 Dashboard > Plugins menu.
Read Stage II of this project
Free Upgrade to WooCommerce Email Inquiry Ultimate
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Today we are announcing that we are ceasing all development and maintenance of our WP eCommerce plugins. This announcement coincides with the release of a new version of each plugin today. The new version is a compatibility upgrade with:
* WP eCommerce version 3.12.2
* WordPress version 4.8.0
* PHP 7.0
It is the final version that we will release. Going forward where there was a Premium and Free version we have upgraded the Free version to the fully feature Pro version and the source code is full open source and available on the wordpress.org repo.
We have done this for these reasons:
* So the source code is available on a public repo
* So that all users have access to a public support forum
* So that another developer can easily take over the development and maintenance of the plugin.
History of Development
In 2012 we publicly released the WP eCommerce plugins that we had developed for using with our website clients. At that time WP eCommerce was our WordPress ecommerce plugin of choice as it was the best ecommerce available and had upwards of 1 million users at that time.
The a Free Lite version of most plugins was released on wordpress.org with a Premium upgrade available for purchase from a3rev.com. Below is a table with the history of the 10 WP eCommerce plugins we built – 6 of those had Free Lite versions.
| Premium Version | Release Date | Free Light Version |
| WP eCommerce Product Reviews | 1st August 2011 | No |
| WP eCommerce Wholesale Pricing, Views, Access | 7th November 2011 | No |
| WP eCommerce Compare Products | 28th February 2012 | FREE VERSION |
| WP eCommerce Dynamic Gallery | 18th July 2012 | FREE VERSION |
| WP eCommerce Grid View | 23rd July 2012 | FREE VERSION |
| WP eCommerce Predictive Search | 30th July 2012 | FREE VERSION |
| WP eCommerce Catalog Visibility and Email Inquiry | 23rd August 2012 | FREE VERSION |
| WP eCommerce Rewards Points | 28th November 2012 | No |
| WP eCommerce Widget Product Slideshow | 8th May 2013 | No |
| WP eCommerce Product Quick View | 5th August 2013 | FREE VERSION |
WooCommerce
We first got involved with the WooCommerce plugin just a few months after its first release in mid 2012. WooCommerce has grown since its release 5 years ago from zero users to over 3 million users today. In that same period of time WP eCommerce has lost its way and today has just 40,000 active installs with only 21% of those using the current version 3.12.
In effect we stopped developing new features to all of our WP eCommerce plugins in early 2014 and have since that time done maintenance only upgrades.
We do not use WP eCommerce in our client development work and have not done so since Early 2013.
Whats Next
As of June 2017 all the a3rev WP eCommerce plugins are compatible with the latest version of WP eCommerce (v 3.12.2), WordPress (v 4.8.0) and PHP 7.0
We would like to thanks all of our clients who have used one or more of our WP e-Commerce plugins. Time and technology wait for no one. WooCommerce is today the most popular ecommerce platform in the world (not just WordPress but all platforms). We are going with the WooCommerce superior technology and are continuing to develop our existing stable of WooCommerce and WordPress plugins whilst adding new ones.
We recommend that the few WP eCommerce plugin clients that still have an active WP eCommerce store upgrade to WooCommerce for now and the future. After this upgrade your a3rev WP eCommerce plugin will work without issue for a time, but eventually it will break down as new versions of WordPress and WP eCommerce are released.
If you want to stay with WP eCommerce then at some stage in the future you will need to find a maintained plugin that will replace the a3rev WP eCommerce plugin that you are using.
We have made this decision because it is obvious that WP eCommerce will never recapture the market from Woocommerce. Ourselves and 569 other developers are now contributing to the Woocommerce plugin development whilst just 58 developers are contributing to the WP eCommerce development. That is 10 times the number of contributors and the code quality of WooCommerce is now just streets ahead of WP eCommerce.
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