PSM Request a Quote for WooCommerce

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PSM Request a Quote for WooCommerce

by PSM Plugins

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Description

Request a Quote for WooCommerce allows customers to submit a quote request instead of purchasing products at fixed prices.

This plugin is designed for stores that rely on request for quote workflows, such as B2B, wholesale, bulk ordering, and custom product businesses. Instead of forcing instant checkout, customers can submit a Quote Request and receive a personalized quotation from the store owner.

The plugin integrates seamlessly with WooCommerce and stores all quote requests as WooCommerce orders so that the customer can directly pay for that order.

Flexible Quote Request Workflow

Not every product fits a fixed price model. With a built-in quote request system, you can:

  • Accept pricing inquiries before checkout
  • Handle bulk and negotiated pricing
  • Convert price-sensitive visitors into leads
  • Offer a professional request for quote experience

Add to Quote Button Placement

Control where the Add to Quote button appears across your store:

  • Shop page
  • Single product page
  • Inline with the Add to Cart button
  • Underneath the Add to Cart button

Collect Accurate Quote Details

Gather essential information from customers using a structured quote request form.

  • Allow guest and logged-in users to submit Quote Requests
  • Add custom form fields such as text, email, dropdowns, checkboxes, and file uploads (Pro)
  • Mark fields as required or optional
  • Prevent spam using reCAPTCHA (Pro)

Manage Quote Requests from WooCommerce Orders

All Quote Requests are stored inside WooCommerce as orders, keeping your workflow simple.

Admins can:

  • Review request for quote submissions
  • Adjust prices and quantities
  • Set expiry dates for quotations
  • Update quote statuses
  • Communicate with customers directly

Email Notifications and Updates

Automatic emails keep both admins and customers informed during the Quote-to-Fulfillment process.

Notifications are sent when:

  • A quote request is submitted
  • A quotation is sent
  • A quotation is accepted
  • A quotation is pending
  • A quotation is rejected
  • Reminder emails for pending quote (Pro)
  • Reminder emails for expiring quote (Pro)

All emails use WooCommerce’s native email system for delivery.

Professional PDF Quotations (Pro)

Create branded PDF quotations for your customers.

  • Include store logo, products, pricing, and terms
  • Preview PDFs before sending
  • PDFs are automatically attached to quotation emails
  • Customers can download and review their quotation anytime

Free Features

  • Add a Request a Quote button to WooCommerce products
  • Flexible button placement on the single product page
  • Hide Add to Cart button
  • Hide product prices
  • Support quote requests from guests and logged-in users
  • Simple and user-friendly quote request form
  • Manage Quote Requests directly from WooCommerce Orders
  • Custom messages after quote submission
  • Appearance settings to customize button and status colors

Pro Features

  • Includes all Free features
  • Exclude specific products, categories, or tags from Quote Request
  • Stock-based quote button visibility
  • Request for quote option on Cart page
  • Request for quote option on Checkout page
  • Advanced user registration flow
  • reCAPTCHA for spam protection on quote form
  • Create and manage custom form fields
  • Define post-submission actions
  • Automatic quote expiration handling
  • Auto-generate and send quotations
  • Customizable PDF quotation template
  • Send quotations as PDF email attachments
  • Advanced, flexible exclusion rules
  • Control attachment file types and size limits

🚀 Discover all Pro features and upgrade here

Our Other Plugins

Contribute

PSM Request a Quote for WooCommerce is an open-source project. You can view the full sources (unminified JS) and contribute to the project on GitHub: Click here

External Services

This plugin does not connect to external services for its functionalities.

Using The WordPress Dashboard

  1. Navigate to the ‘Add New’ in the plugins dashboard
  2. Search for Request a Quote for WooCommerce
  3. Click ‘Install Now’
  4. Activate the plugin in the plugin dashboard

Uploading in WordPress Dashboard

  1. Download psm-request-a-quote.zip from this page
  2. Navigate to the ‘Add New’ in the plugins dashboard
  3. Navigate to the ‘Upload’ area
  4. Select psm-request-a-quote.zip from your computer
  5. Click ‘Install Now’
  6. Activate the plugin in the plugin dashboard

Using FTP

  1. Download psm-request-a-quote.zip from this page
  2. Extract the psm-request-a-quote directory to your computer
  3. Upload the psm-request-a-quote directory to the /wp-content/plugins/ directory
  4. Activate the plugin in the plugin dashboard
  1. Add to Quote button on shop page

    Add to Quote button on shop page

  2. Add to Quote button on single product page

    Add to Quote button on single product page

  3. Quote request form

    Quote request form

  4. Quote PDF (Pro)

    Quote PDF (Pro)

  5. WooCommerce order page

    WooCommerce order page

  6. Manage quote on edit order page

    Manage quote on edit order page

  7. Email notification

    Email notification

  8. General settings (Pro screenshot)

    General settings (Pro screenshot)

  9. Custom fields (Pro)

    Custom fields (Pro)

  10. PDF Template (Pro)

    PDF Template (Pro)

Does this plugin support Quote Request workflows?

Yes, the plugin is built specifically for Quote Request and quotation-based pricing and integrates seamlessly with WooCommerce.

Can I hide product prices?

Yes, you can hide product prices globally when using the request for quote functionality.

Can guests submit a quote request?

Yes, both guest users and logged-in users can submit quote requests.

Are PDF quotations included in the free version?

No, PDF quotation generation and email attachments are available in the Pro version.

Where are quote requests stored?

All quote requests are stored as WooCommerce orders, allowing you to manage them directly from the Orders page.

Can I choose where the Add to Quote button appears?

Yes, you can control the Add to Quote button placement on shop pages and single product pages.

Does the plugin work with WooCommerce emails?

Yes, all quote-related notifications use WooCommerce’s built-in email system.

Can I convert the cart into a quote request?

Yes, in the Pro version you can enable request for quote on the Cart and Checkout pages.

Can I customize the quote request form?

Basic form fields are available in the free version. Advanced custom fields and file uploads are available in Pro.

Is this plugin suitable for B2B or wholesale stores?

Yes, the plugin is ideal for B2B, wholesale, bulk ordering, and custom-priced products.

1.0.0 (March 05, 2026)

Initial release.

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