<h2>An Ultimate Quote System</h2>
<p>Add a quote button on specific products to let customers add products to a quote basket just like they add products to the cart and submit the quotation by filling a simple quote form. Create multiple rules to show the quote button for selected user roles, products, and categories.</p>
<p>You can also hide prices and replace the “add to cart” button with the quote button. This feature comes in handy when you want to hide prices for wholesale, retailers, and other B2B customers and force them to ask for price estimates. You can choose to enable the offered price column to let customers add their offered price for each product in the submitted quote.</p>
<p>WooCommerce Request a Quote extension provides a smooth way to deal with certain types of customers, orders, and products. Here are some examples where this plugin can be helpful,</p>
<p><strong>B2B Sales:</strong></p>
<p>The B2B prices depend on many factors like order quantity, product requirements, and delivery date. WooCommerce Request a Quote enables you to hide prices and add to cart button for B2B customer groups and force them to ask for a quote. You can also create quotes from the back-office and send them to their emails. Once agreed, you can edit the price with quantity and convert the quote into an order.</p>
<p><strong>Personalized Products:</strong></p>
<p>The merchants can force customers to ask for estimation for the products that do not have straight prices and needs to be quoted as per the requirements.</p>
<p><strong>Endless Possibilities:</strong></p>
<p>The rule-based management enables you to configure different quotation options for different user roles. Here is an example use case,</p>
<ul>
<li>Guest users: Price displayed and add to cart button replace with a custom button linked to login/signup page</li>
<li>General customer: Normal add to cart</li>
<li>Retail customers: Normal add to cart + Request a quote button</li>
<li>Wholesale customers: Prices & add to cart hidden – only request a quote option</li>
</ul>
<div class="woo-sc-box normal">Request a Quote features are also available in our <a href="https://woocommerce.com/products/b2b-for-woocommerce/">B2B for WooCommerce extension</a> – an ultimate wholesale solution.</div>
<h2>Features</h2>
<ul>
<li>Create a complete quotation management system</li>
<li>Display “Add to Quote” on selected products by brands, categories, or individual products</li>
<li>Show quote button for guests and selected user roles</li>
<li>Option to Replace “Add to Cart” with the new “Quote” or a custom button & link</li>
<li>Option to hide price and replace with custom text</li>
<li>Add multiple products to quote basket</li>
<li>Keep products in a mini quote basket just like a mini cart</li>
<li>Customize Quote button text</li>
<li>Choose from single or 2 column layout for quote submission page<strong> </strong></li>
<li>Customizable quote popup to instantly submit quote requests <strong>(New)</strong></li>
<li>Add unlimited fields to the quote submission form</li>
<li>Ability to sort fields and make them mandatory or option</li>
<li>Supports multiple field types (Text, email, number, dropdown, checkbox and more)</li>
<li>Automatic email notifications for admin & customers</li>
<li>Customize quote submission messages</li>
<li>Redirect after quote form submission</li>
<li>Attach quote to multiple menus</li>
<li>Assign quote status (Pending, in process, canceled, etc)</li>
<li>Send email notifications to the customer on status change</li>
<li>Create quotes from the backend and email them to customers</li>
<li>Allow customers to add offerred price while submitting quotes</li>
<li>Option to show standard price in quote basket, my account, and quote emails</li>
<li>Allow admin to edit product prices, add shipping cost and covert quote into order</li>
<li>Allow customers to convert approved quotes to order or cart</li>
<li>Disable request a quote button for specific product variation</li>
<li>Option to override and customize email templates, quote basket, and quote detail page</li>
<li>Generate quote PDF and attach with the quote emails</li>
<li>Compatible with page builder plugins (see <a href="https://woocommerce.com/document/requestquote/">documentation</a> for details)</li>
<li>Option to add internal quote notes for future reference</li>
<li>Hide specific payment methods when making quote payments</li>
<li>Compatible with <a href="https://woocommerce.com/products/price-calculator-for-woocommerce/">Price Calculator for WooCommerce</a> and <a href="https://woocommerce.com/products/configurable-products-builder/">Configurable Products Builder</a> <strong>(New)</strong></li>
<li>Compatible with WooCommerce Product Add-Ons. (<a href="https://woocommerce.com/document/requestquote/#section-21">See Limitations</a>)</li>
</ul>
<h2>A Complete Quotation System</h2>
<p>This WooCommerce Quotation plugin provides a complete quote system where your customers can add multiple products to the quote basket and submit the quote form.</p>
<p><strong>Mini Quote Basket:</strong></p>
<p>Just like a mini cart, this extension adds a mini quote basket to let customers quickly review what they have added in their quote basket.</p>
<p><img class="alignnone size-full wp-image-4876483" src="https://woocommerce.com/wp-content/uploads/2019/10/Mini-Quote-Cart.png" alt="Mini Quote Cart" width="785" height="424" /></p>
<p><strong>Quote Cart:</strong></p>
<p>Just like your normal cart, this quote cart displays items added to the quote basket. Your customers can add, remove, and change the product quantity while submitting the quote form.</p>
<p><img class="alignnone size-full wp-image-4876484" src="https://woocommerce.com/wp-content/uploads/2019/10/WooCommerce-Quotation-Cart-page.png" alt="WooCommerce Quotation Cart page" width="864" height="997" /></p>
<p><strong>Quote cart with offer and standard prices:</strong></p>
<p>You can choose to show the standard price and/or offered price column using the settings.</p>
<p><img class="alignnone size-full wp-image-7320615" src="https://woocommerce.com/wp-content/uploads/2019/10/Quote-basket-page.png" alt="" width="980" height="983" /></p>
<p><strong>2 column layout for quote cart:</strong></p>
<p>You can choose from single or 2 column layout for quote cart and submission form.</p>
<p><img class="alignnone size-full wp-image-18734004708369" src="https://woocommerce.com/wp-content/uploads/2019/10/Request-a-quote-form-2-column-1.png" alt="" width="980" height="710" /></p>
<h2>Submit quotes using popup:</h2>
<p>You can now enable a popup so customers can instantly submit quotes from the same page. Customers can review their added products, enter their quote request information, and submit it within the popup. To activate this feature, simply enable the popup in the rule settings in the latest version.</p>
<p><img class="alignnone size-full wp-image-18734005874285" src="https://woocommerce.com/wp-content/uploads/2019/10/Quote-Popup.png" alt="" width="980" height="642" /></p>
<h2>Rule-based Management</h2>
<p>The rules-based management enables you to add different settings for different user roles. For example for guest users, you can hide price and replace add to cart with a custom button leading to login/signup page and for wholesalers, you can hide prices and replace add to cart with quote button and for retailers, you can keep prices, add to cart button and add quote button as well. While creating each rule you can choose to select the following options,</p>
<h4>Enable Quote for Specific Products:</h4>
<p>WooCommerce Request a Quote Extension empowers you to enable the quote button on specific products only. You can specify products individually or apply them to a whole category at once.</p>
<h4>Enable Quote for Specific User Roles:</h4>
<p>With this Request for Quote plugin, you can also choose to display the quote button for non-logged-in and specific user roles. Only the specified user roles will be able to add selected products to the quote basket and ask for price estimations and for the rest, the store will function normally.</p>
<p><img class="alignnone wp-image-4876600 size-full" src="https://woocommerce.com/wp-content/uploads/2019/10/Enable-Quote-Button-for-Specific-Products-User-Roles.png" alt="Enable Quote Button for Specific Products and User Roles" width="790" height="856" /></p>
<h2>Hide Price & Add to Cart Button:</h2>
<p>You can choose to hide price and or add to cart button for the products where the quote button has been enabled. Hiding Add to cart & prices force the customers to request for price estimation. You can choose to replace the price with custom text and add to cart with,</p>
<ul>
<li>Custom button with a link</li>
<li>Add to cart button</li>
</ul>
<p>You can also choose to keep the add to cart button and price and add a new quote button or a custom button.</p>
<p><img class="alignnone size-full wp-image-4876482" src="https://woocommerce.com/wp-content/uploads/2019/10/Quote-button-listing-pages.png" alt="Quote button listing pages" width="821" height="1006" /></p>
<h2>Add Unlimited Quote Form Fields:</h2>
<p>With the release of version 2.0.0, you can add unlimited fields to collect the desired information from your customer.</p>
<p><img class="alignnone size-full wp-image-7320767" src="https://woocommerce.com/wp-content/uploads/2019/10/All-quote-fields.png" alt="" width="980" height="474" /></p>
<p>While creating a field you can customize the following options,</p>
<ul>
<li>Field title</li>
<li>Field type (Text, email, number, file upload, textarea, dropdown, multi-select, checkbox, radio buttons)</li>
<li>Field label</li>
<li>Default field value (Sync field data with shipping or billing fields)</li>
<li>Place holder</li>
<li>Field sorting order</li>
<li>Make it required</li>
</ul>
<p><img class="alignnone size-full wp-image-7320766" src="https://woocommerce.com/wp-content/uploads/2019/10/Creating-new-field.png" alt="" width="980" height="544" /></p>
<h3>Manage Quotes from BackOffice:</h3>
<p>You can view the submitted quote details from the back-office which includes customer details, products, and the required quantity, offered price, and standard price total if they are enabled from settings. You can also add new quotes from the backend and send them to your customers VIA emails,</p>
<p><img class="alignnone size-full wp-image-7320791" src="https://woocommerce.com/wp-content/uploads/2019/10/Quote-details.png" alt="" width="980" height="810" /></p>
<h4>Quote status:</h4>
<p>To better manage your quotes, the extension now offers multiple quote status and ability to send email notifications to customers on status change.</p>
<p><img class="alignnone wp-image-18734005874276" src="https://woocommerce.com/wp-content/uploads/2019/10/Quote-status-1.png" alt="" width="376" height="280" /></p>
<h4>Add or remove products:</h4>
<p>When creating a new quote or editing an existing one, you can add or remove the products along with their quantity and offered price.</p>
<p><img class="alignnone wp-image-7320813 size-full" src="https://woocommerce.com/wp-content/uploads/2019/10/Adding-new-product.png" alt="" width="980" height="652" /></p>
<h4>Convert quote into order by admin:</h4>
<p>You can choose to convert the quote into an order. The quote will be converted to order using the offered price. You can edit the offered price and the same will be used as the product price in order. The customer will get an email about the status change.</p>
<p><img class="alignnone size-full wp-image-7320879" src="https://woocommerce.com/wp-content/uploads/2019/10/Convert-to-order-backend.png" alt="" width="980" height="467" /></p>
<h4>Convert quote to order by customer:</h4>
<p>Instead of converting the quote into order by yourself, you can change the quote status to accepted and let customers convert the quote into order from my account page and pay.</p>
<p><img class="alignnone size-full wp-image-7320882" src="https://woocommerce.com/wp-content/uploads/2019/10/Convert-to-order-by-customer.png" alt="" width="980" height="802" /></p>
<h3>Configuration Settings:</h3>
<p>The extension offers extensive configuration options to control everything you need to customize the quote extension as per your business needs.</p>
<h4>General Settings:</h4>
<p>The general settings tab allows you to control the following options,</p>
<ul>
<li>Enable quote for out of stock products</li>
<li>Attach quote basket to any menu(s)</li>
<li>Customize quote basket style (Dropdown or just a menu icon)</li>
<li>Enable Ajax quote submission for product and shop page</li>
<li>Redirect to quote page once the user adds a product to quote</li>
<li>Redirect to a custom page once the user adds a product to quote</li>
<li>If you leave both of the redirect options unchecked, an ajax based success message will appear. This message can be customized from the “custom messages” tab.</li>
</ul>
<p><img class="alignnone size-full wp-image-7320932" src="https://woocommerce.com/wp-content/uploads/2019/10/General-settings.png" alt="" width="980" height="888" /></p>
<h4>Customize Quote Messages:</h4>
<p>WooCommerce Request a quote extension enables you to customize the following quote messages,</p>
<ul>
<li>Successful submission of the quote form</li>
<li>When a product is added to quote basket</li>
<li>View quote basket link text</li>
</ul>
<p><img class="alignnone size-full wp-image-7320935" src="https://woocommerce.com/wp-content/uploads/2019/10/Custom-Messages.png" alt="" width="980" height="541" /></p>
<h4>Email Notifications:</h4>
<p>You can enable/disable different email notifications for both admin and customers. By default the extension will use WooCommerce standard email template however, you can customize the quote email templates by overriding them in your theme.</p>
<ul>
<li>New quote notification to admin</li>
<li>Pending/new quote email (customer)</li>
<li>When a quote is accepted (customer)</li>
<li>Converted to order (customer)</li>
<li>Quote declined (customer)</li>
<li>Quote canceled (customer)</li>
</ul>
<p><img class="alignnone size-full wp-image-7320979" src="https://woocommerce.com/wp-content/uploads/2019/10/Emails.png" alt="" width="980" height="1115" /></p>
<h4>Control price, tax, and order conversion:</h4>
<p>Using the “quote attributes” tab, you can customize the following options,</p>
<ul>
<li>Enable standard price and totals in quote page, my account and emails</li>
<li>Enable offered price feature</li>
<li>Enable tax display on the quote page</li>
<li>Enable quote conversion to order for customers</li>
</ul>
<p><img class="alignnone size-full wp-image-7320992" src="https://woocommerce.com/wp-content/uploads/2019/10/Quote-attributes.png" alt="" width="980" height="662" /></p>
<h4>Quote PDF setting:</h4>
<p>You can generate and attach PDF file with quote emails. Using the settings you can customize following options,</p>
<ul>
<li>PDF logo</li>
<li>Company name and address</li>
<li>Choose from 3 PDF layout</li>
<li>Customize color scheme</li>
<li>Add PDF footer</li>
</ul>
<p><img class="alignnone size-full wp-image-18734003613352" src="https://woocommerce.com/wp-content/uploads/2020/02/Quote-PDF-Layout-1.png" alt="" width="980" height="1506" /></p>

Request a Quote

<p>Allow your customers to add product(s) to quote basket and ask for price estimate by submitting a customizable quote form.</p>

<ul class="wccom-tick-list-primary">
<li><strong>Streamlined Sales Management</strong>: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li><strong>Performance Insights</strong>: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li><strong>Flexible Commission Structures</strong>: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li><strong>Enhanced Communication</strong>: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
<p>Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!</p>
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<p><img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" /></p>
<p>Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.</p>
<h3>Global Commission Structure</h3>
<p><img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" /></p>
<p>Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.</p>
<h3>Generate Affiliate Links</h3>
<p><img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" /></p>
<p>Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:</p>
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<p><img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" /></p>
<p>Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.</p>
<p><img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" /></p>
<p><span style="font-weight: 400">Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.</span></p>
<h3>Agent Levels</h3>
<p><img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" /></p>
<p>Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.</p>
<h3>Commission Payout Options</h3>
<p><img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" /></p>
<p>Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.</p>
<h3>Customer-Based Commission</h3>
<p><img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" /></p>
<p>Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.</p>
<h3>Announcements to Sales Agents</h3>
<p><img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" /></p>
<p>Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.</p>
<h3>Assign Agents to Commission Categories</h3>
<p><img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" /></p>
<p>Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.</p>
<h3>Set Commission for Sales Agents on Specific Products</h3>
<p><img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" /></p>
<p>Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.</p>
<h3>Comprehensive Performance Dashboard for Admins</h3>
<p><img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" /></p>
<p>Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.</p>
<h3><b>Bulk Assign Customers to Sales Agent</b></h3>
<p><span style="font-weight: 400">Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.</span></p>
<h3><b>Bulk Actions on Customers</b></h3>
<p><span style="font-weight: 400">Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:</span></p>
<ul>
<li style="font-weight: 400"><b>Bulk Unassign:</b><span style="font-weight: 400"> Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</span></li>
<li style="font-weight: 400"><b>Assign Bulk Commission:</b><span style="font-weight: 400"> Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</span></li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.</p>
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
<p>This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.</p>

Sales Agent

<p>Manage sales agents, automatically calculate sales commissions and keep track of customers and data.</p>

Request a Quote vs Sales Agent