WP CodeUs

<p>WP Proposals lets you create stunning professional proposals that will help you and your sales team land dream deals.</p>
<span class="embed-youtube" style="text-align:center; display: block;"><iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/U_-DxOm1Oe4?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe></span>
<h3>NEW PLUGIN!</h3>
<p><a href="https://wpproposals.com/" rel="nofollow ugc">WP Proposals</a> is a brand new plugin by <a href="https://wpcodeus.com/" rel="nofollow ugc">WP Codeus</a>. We’re excited to keep bringing you new features and a soon to be release pro-version which will include even more awesome features! Give it a try and let us know your thoughts!</p>
<h3>Professional Online Proposals</h3>
<p>WP Proposals revolutionizes your ability to create stunning online proposals directly from your WordPress dashboard. Giving you the competitive edge allowing your sales team to streamline the proposal and invoicing process all within your current WordPress install.</p>
<h3>CUSTOMIZE TO MATCH YOUR BRAND AND STYLE</h3>
<p>We know how important your companies brand and image is to you. That’s why when we built WP Proposals we made sure to give you the ability to completely brand and style your proposals to your needs.</p>
<p>Gone are the days of spending hours and hours in Photoshop or Indesign. WP Proposals allows any team member to add your own branding and content in minutes. Unlike other proposal software on the market, you no longer need to pay extra to add your own logo or domain.</p>
<h3>MONITOR PROPOSAL VIEWS AND FOLLOW UP</h3>
<p>Waiting to hear back after you send a proposal can be agony. WP Proposals allows you to keep track of how many times your client views your proposals, and most importantly notifies you when they have accepted it!</p>
<p>View counts are also a great way to determine when and if you should send a follow up email. Follow up emails are a great way to show your clients that you care and most important to not allow them to forget about you.</p>
<h3>SEND AND RECIEVE PROPOSAL NOTIFICATIONS</h3>
<p>WP Proposals allows you to send branded and templated emails to your client to view their proposal online. This is just another tool to give you and your business a competitive edge over your competition.</p>
<p>WP Proposals will also notify you when a proposal has been approved by whom, when, and for how much. Want your whole sales team to be notified? Not a problem there is an option for that too.</p>


WP Proposals

Beautiful, simple free WordPress proposal software. Transform your sales team into a closing machine.

pinal.shah

<p>Plugins required:</p>
<ol>
<li>WooCommerce 4.0 or higher</li>
</ol>
<p>Want to convert your WooCommerce store into a Quote only program? This plugin allows the admin to hide the prices and modify the Add to Cart button to ‘Request Quote’.</p>
<p>No payment is taken at Checkout. The prices for the product can be setup in the WooCommerce->Orders page and once a quote is finalized, the plugin will send an email to the end user notifying the same.</p>
<p>The users can then make the payments using the link in the email or the My Accounts page.</p>
<p><strong>What will the Quotes plugin help you achieve?</strong></p>
<ul>
<li>Customize pricing for each order to meet individual customer needs.</li>
<li>Offer payment flexibility by not taking payment at checkout for quote requests.</li>
<li>Manage quoting process easily with one-click enable/disable option for all products.</li>
<li>Enhance customer experience and attract new customers with personalized quotes.</li>
</ul>
<p><strong>Unlock Advanced Features for Enhanced Quoting and Sales Management using the <a href="https://woocommerce.com/products/quotes-for-woocommerce-pro/" rel="nofollow ugc">Premium Version</a></strong></p>
<ul>
<li>Enable quotes for only some products in the store.</li>
<li>Allow quote and purchasable products in a single cart.</li>
<li>Enable quotes for select variations of a product</li>
<li>Automatically enable quotes based on item quantity for each product.</li>
<li>Customize quote button display based on WordPress User Roles</li>
<li>Seamlessly process both regular orders and quote requests for all products</li>
<li>Automatically activate quoting for out-of-stock products</li>
<li>Streamline communication with automated quote emails</li>
<li>Centralize quote management on a unified page for efficiency</li>
<li>Convert quote requests to WooCommerce orders with a single click</li>
</ul>
<p><strong>Enable simultaneous quote requests and orders</strong><br />
Enable the Request Quote form with a single click. This adds a Request Quote button on single product pages and the standard WooCommerce Add to Cart button.</p>
<p>With both buttons available, customers can make quotation requests and purchase products simultaneously.</p>
<p><strong>Take quotations for back-ordered products</strong><br />
Set up Quotes for WooCommerce Pro to automatically enable quotes for a product as soon as the stock quantity reaches zero. Reach out to the user when the product is back in stock with a quotation email.</p>
<p><a href="https://woocommerce.com/products/quotes-for-woocommerce-pro/" rel="nofollow ugc">Quotes for WooCommerce Pro</a> | <a href="mailto:support@technovama.com" rel="nofollow ugc">Support Helpdesk</a></p>
<p><strong>Effortlessly manage wholesale and retail customers</strong><br />
Cater to wholesale and retail customers by enabling quotations based on user roles. The extension allows you to replace the Add to Cart button with the Request Quote button based on user roles.</p>
<p>You can enable wholesale customer quotes while allowing retail users to place a normal WooCommerce order for the same products using WordPress user roles.</p>


Quotes for WooCommerce

Overall it is a very good plugin.

Two simple things I think could help improve its usability, such as

1. Have an FAQ section for the plugin. It took me 15 minutes to go through the source code to find out the naming convention of the customized email template directory to put in my theme's directory. It is "/quotes-for-wc/"

2. When you click on 'Send Quote', so an invoice/quote can be sent to the customer, there is hardly any indication that it was sent (only small grey text on a gray background that shows for 2 seconds). I suggest making the sent notification much larger and more visible. Also, add to the "Order note" that the quote was sent. As it is now the only way I can confirm a quote was sent is to check my email log - using a different plugin.

Great Functionality; A little rough around the edges

This plugin allows the site admin the ability to accept quote requests for products. Prices can be hidden. No payments will be taken at Checkout.

WP Proposals vs Quotes for WooCommerce