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Quotlet – Request a Quote for WooCommerce

v1.3.9 · by WPPoland (Mariusz Szatkowski)

Let customers request a quote instead of buying directly, ideal for B2B and made-to-order.

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About this plugin

Quotlet turns WooCommerce products into quote requests. On quote-enabled
products it swaps the add-to-cart button for an Add to quote button, and can
hide the price as well. Customers collect the products they want into a quote
list and send their details through a short request form. Each submission is
emailed to you and saved as a private record you can open in wp-admin.

It suits B2B stores, wholesale, bulk orders and made-to-order products where
prices are negotiated rather than fixed.

The code, releases and issue tracker live on GitHub: github.com/wppoland/quotlet; bug reports and pull
requests are welcome there.

Documentation and links

Features

  • Two quote modes: enable quotes for selected products or for all products.
  • Per-product toggle in the product editor (selected mode).
  • Replaces the add-to-cart button with an Add to quote button on product pages and listings.
  • Variable products: on the product page the shopper picks the options (colour, size and so on) and the chosen variation goes on the quote list, the request email and the stored request.
  • Optionally hides the price on quote-enabled products.
  • Per-visitor quote list stored in a cookie, so logged-out shoppers can use it without an account.
  • A [estimate_quote] shortcode that shows the quote list and a request form (name, email, company, message).
  • Quantity editing and per-item removal on the quote page.
  • On submit, emails the recipient you set and saves the request as a private custom post type.
  • Sends the customer a confirmation email listing the requested products.
  • Links your privacy policy page under the request form, and adds stored quote requests to the WordPress personal data export and erase tools.
  • Configurable recipient email and storefront button text.
  • The add-to-quote flow works without JavaScript; the markup uses labels and ARIA attributes and reflows on small screens.
  • Ships with a POT file for translation; translations come from translate.wordpress.org language packs.
  • Declares HPOS and cart/checkout blocks compatibility.
  • On delete, removes its own options; saved quote requests are kept so a reinstall doesn’t lose them.

The [estimate_quote] shortcode

Create a page (e.g. “Request a Quote”) and add the shortcode:

[estimate_quote]

The page shows the current quote list and the request form. When the list is
empty it shows a short message with a link back to the shop instead.

Works with other Plogins plugins

  • Shortlist – Wishlist for WooCommerce – the wishlist gets a “Request a quote for these items” button that adds the saved quote products to the quote, each once, and opens the quote page. Saved items that are not quote products are left out, and a note says how many.
  • Shelfora – Catalog Mode for WooCommerce – when catalog mode hides add to cart, quote products show one Add to quote button in its place, on product pages and in shop loops. Needs Shelfora 1.1.7 or later.

Quotlet Pro

Quotlet Pro is a separate paid plugin that extends Quotlet.

Included in Quotlet:

  • Two quote modes
  • Per-product toggle
  • Add to quote button
  • Price hiding
  • Guest quote list

Quotlet Pro adds:

  • Ask about this product
  • File attachments on enquiries
  • Counter-offers with Accept and pay
  • Quote on out of stock
  • Quote mode by role and category
  • CSV export
  • PDF quotes
  • Quote-to-order
  • Customer quote accounts
  • CRM webhooks
  • Qualification questions

The free edition is not a trial and its features stay available without a time limit.

External Services

This plugin does not connect to, send data to, or load anything from any external service. Everything runs on your own site. Quote requests are saved locally as private estimate_quote posts with the customer’s details (name, email, company and chosen items) kept in _estimate_* post meta, the per-product opt-in lives in the _estimate_quote_enabled meta key, and settings are stored in the estimate_settings option. Shoppers’ in-progress quote lists are held in a first-party cookie on your domain, not on any third-party server. When a quote is submitted, the notification email is sent through WordPress’s own wp_mail() to the recipient you configure (the site admin email by default), and a confirmation goes to the email address the customer entered; no other delivery service is involved. The bundled CSS and JavaScript are served from the plugin folder, with no remote CDN, fonts, maps or analytics.

Translations

Quotlet is fully translatable and ships the quotlet.pot template. Translations are delivered by WordPress.org language packs from translate.wordpress.org, which is where Polish, German and Spanish are being contributed; the package itself carries no compiled translation files.

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