How to let customers request quotes in WooCommerce

Decide whether customers should request quotes for every product or only selected products and categories. Also choose whether normal purchases remain available, whether prices are shown, and whether guests can submit requests.

For wholesale, custom or made-to-measure products, let customers add several items to one quote basket. For occasional enquiries, a simple product enquiry form may be enough.

WooCommerce itself does not provide a quote basket or quote-management process. The manual alternative is to add a contact form to a page and link to it from product pages. Ask for the product name, SKU, variation, quantity, customer details and any specifications.

This works for a small catalogue, but it does not automatically collect several products into one request, manage quote statuses, create a customer quote email or turn an accepted quote into an order. You will also need to check that product and variation details are copied correctly.

Install a WooCommerce quote plugin from Plugins > Add New > Upload Plugin, then activate it. Open the plugin settings and locate its sections for quote rules, quote fields, quote pages and email notifications.

Most established quote extensions add an “Add to Quote” button, a separate quote list or basket, and an administration screen for submitted requests. The exact menu names depend on the extension.

Create a rule for the products or categories that should accept quote requests. Decide whether to keep Add to Cart beside the quote button or replace it, and choose whether product prices should remain visible. Many extensions can also limit the feature to guests or particular user roles.

For variable products, require customers to choose a valid variation before adding it to the quote. Check that every required attribute combination has a real variation; incomplete variation data is a common reason quote requests fail or lose their selected option.

Keep the required fields limited to name, email, phone if needed, company, quantity and notes. Add file upload only when customers genuinely need to send drawings, specifications or artwork, and set sensible file type and size limits.

Assign a quote request page and make it easy to find from the main menu or header. Some extensions create this page automatically, while others require you to publish a page containing their supplied shortcode. If the page is missing or the shortcode is wrong, customers may add products but have nowhere to submit the request.

Enable notifications for the store administrator and the customer, then send a complete test request. Check the product names, quantities, selected variations, notes and uploaded files in both the dashboard and email.

If the request appears in the dashboard but no email arrives, test your WordPress mail delivery rather than repeatedly changing the quote form. Use an SMTP mail service, check spam folders and confirm the recipient address. Also test while logged out, on a mobile device and with a cached page. Page-builder layouts, cache and AJAX settings can stop quote buttons appearing or updating correctly.

For a complete workflow, use Request a Quote for WooCommerce. It adds a quote basket, custom request forms, file uploads, customer and administrator notifications, dashboard quote management, variation support and quote expiry options.

Install it, create the quote rules, select the request fields, configure the notification emails and run one test request before sending customers to the new quote page. This is faster and less error-prone than joining a contact form, catalogue mode and manual email process together.