Request a Quote & PDF Quotes

Request a Quote & PDF Quotes lets customers send a list of products for a quote. You price the request in the order editor and send a PDF quote; the customer accepts and pays online, asks for changes, or declines.

Requirements

• WordPress 6.8 or newer
• WooCommerce 10.0 or newer
• PHP 7.4 or newer
• Works with classic and block themes, the Cart and Checkout blocks, and High-Performance Order Storage. The PDF is made by the plugin itself.

Installation

1. Download request-a-quote-pdf-quotes.zip from My account > Downloads.
2. In WordPress, go to Plugins > Add New Plugin > Upload Plugin, choose the zip file and click Install Now.
3. Click Activate. The plugin adds a Request a quote page and shows Add to quote on every product. Quotes are under WooCommerce > Quotes, settings under WooCommerce > Settings > Quotes.

Quick start: your first quote

1. Open any product in your store and click Add to quote, then View quote list.
2. Fill in your details and click Request quote. You get a “New quote request” email.
3. Go to WooCommerce > Quotes and open the request. Set the prices, add shipping if needed, and click Recalculate.
4. In the Quote box, check the valid-until date, add a message and click Send quote. The customer gets an email with the PDF and a link to accept and pay.

Quote buttons

Rules under Quotes > Quote buttons decide where the button appears. Each rule chooses:

Choice	Options
Button	Add to quote next to Add to cart, or Replace Add to cart so the product can only be ordered by quote.
Products	All products, categories, tags, brands or single products, or all products except them.
Customers	Everyone, guests, user roles or chosen customers, or everyone except them.
Only when out of stock	Show the quote button only while the product is out of stock.
Price	Hide the price and show your own text, such as “Price on request”.

The quote list and request

Customers collect products, with their options and quantities, in the quote list. The Request a quote page shows the list and the request form: name, email, phone, company and a message. Logged-in customers have their details filled in. The page uses the Quote request block; in a classic theme use the shortcode [raqp_quote].

After sending, the customer sees a confirmation and gets a “Quote request received” email; you get “New quote request”. Spam bots are stopped with a hidden field and a limit of 10 requests per hour from one address.

Pricing a quote

Every request is a WooCommerce order with the status Quote requested, so you edit it in the order editor you already know: change prices and quantities, add products, shipping, fees or coupons, and recalculate tax. Quotes don’t reduce stock, don’t count as sales and stay out of the Orders list’s “All” view and Analytics until they are accepted.

The Quote box on the right shows the customer’s message. Set the valid-until date and an optional message, then click Send quote. To quote a customer who hasn’t asked, click Add quote on WooCommerce > Quotes.

The PDF quote

The PDF is attached to the Quote email and can be downloaded from the order and from the customer’s quote page. It shows your logo, address and extra details, the customer’s details, the lines and totals, your message, the valid-until date and your terms. Set these under Quotes > Settings > PDF quote.

The customer’s answer

The email links to the quote page, where the customer can:

• Accept and pay: they go to WooCommerce’s payment page, and the quote becomes a normal order with the same number. With When a customer accepts set to “Mark the quote accepted”, the quote is marked accepted and you arrange payment yourself.
• Ask for changes: with a message. The quote comes back to you as Quote requested.
• Decline: with an optional reason.

You get a “Quote response” email for every answer. Logged-in customers also find their quotes under My Account > Quotes.

Revisions and versions

To change a quote after sending it, click Revise quote in the Quote box, make your changes and send it again. Each sent version is kept with its date and total, and the customer can only accept the latest one.

Expiry and reminders

Quotes that aren’t answered by their valid-until date get the status Quote expired. A reminder email goes to the customer a few days before, if you set Reminder in the settings. To reopen an expired quote, click Revise quote and send a new version.

Statuses

Status	Meaning
Quote requested	Waiting for you to set prices and send it.
Quote sent	Waiting for the customer, until the valid-until date.
Quote accepted	Accepted in “accept only” mode, for you to invoice. In “pay” mode the quote becomes Pending payment, then Processing when paid.
Quote declined	Declined by the customer, with their reason.
Quote expired	Not answered in time.

Settings

Setting	What it does
Quote page	The page with the Quote request block.
Button text	The text of the Add to quote button.
Phone field, Company field	Hidden, optional or required on the request form.
Valid for	Days a quote is valid after sending. You can change the date of each quote.
Reminder	Days before expiry to email the customer. 0 for no reminder.
When a customer accepts	Send them to the payment page, or mark the quote accepted and arrange payment yourself.
Logo, Accent color, Paper size	How the PDF looks.
Extra company details, Terms	Printed under your address and at the end of every quote.
Remove data	Deletes the quote rules and settings when the plugin is deleted. Quotes stay in your orders.

The five emails (New quote request, Quote request received, Quote, Quote response and Quote expiring) are under WooCommerce > Settings > Emails.

For developers

Hook	Use
raqp_rules, raqp_product_rule	The quote button rules, and the rule that applies to a product.
raqp_can_quote_product_type	Which product types can be quoted.
raqp_request_errors	Validate the request form.
raqp_pdf_details	The store details printed on the PDF.
raqp_quote_requested, raqp_quote_sent, raqp_quote_response	Run when a quote is requested, sent or answered.
raqp_admin_capability	The capability needed to manage quotes.

Copy any file from public/templates/ to yourtheme/request-a-quote-pdf-quotes/ to change the buttons, the quote list, the quote page or My Account > Quotes.

Frequently asked questions

Can customers order some products and quote others?

Yes. With Add to quote next to Add to cart, customers choose. With Replace Add to cart, those products can only be quoted.

Can guests request quotes?

Yes. Guests open their quote from the link in the email; it is protected by a key in the link.

Do quotes work with my payment gateways?

Yes. Accepted quotes are paid on WooCommerce’s own payment page, with any gateway that supports it.

Changelog