Quoting & Ordering · Module 3.4 Module 3.4

Quote / RFQ System

A complete Request for Quote workflow — customers request custom pricing, your team responds and negotiates, then converts accepted quotes directly into WooCommerce orders.

Drag-and-Drop Form Builder

Build quote request forms with custom fields. No code needed.

Flexible Button Placement

Before/after Add to Cart, product summary, meta, shop pages, or via shortcode.

Multi-Round Negotiation

Customers can counter-offer. Set maximum rounds (default: 3) to cap back-and-forth.

Quote Validity & Auto-Expiry

Set validity period in days. Quotes auto-expire and both sides are notified.

Guest Quote Requests

Optionally allow guests to request quotes by email without registering.

One-Click Conversion

Accepted quotes convert to WooCommerce orders with a single click from the admin.

Setup

Key Settings

SettingDescriptionDefault
Quote Validity DaysHow long a quote stays active before expiring30
Allow NegotiationLet customers counter-offer on quotesOn
Max Negotiation RoundsPrevent endless back-and-forth3
Require LoginGuests must log in before requesting a quoteOn
Hide Prices for QuotesReplace Add to Cart with Request Quote for eligible usersOff
Auto-Response EmailSend automatic acknowledgement when a quote is submittedOn

Frequently Asked Questions

Before/after Add to Cart, product summary, meta area, or shop/category pages. Use [woob2b_quote_button] shortcode anywhere. Multiple positions can be active at once.

You send a quote → customer counter-offers → you respond → customer accepts. Each exchange = one round. Set max rounds in Settings → Quote Settings → Max Negotiation Rounds.

Yes if Require Login is off. Guests enter their email and receive the quote thread by email. Combine with Hide Price to force registration before seeing any pricing.

It can no longer be accepted or edited. Both you and the customer are notified. You can manually extend a quote from B2B Commerce Kit → Quote Entries → [Quote] → Extend.