The complete solution to empower your customers to ask for a custom quote for the products they are interested in.
Many shopkeepers sell goods or services for which a label with price is not enough.
For off-the-shelf or customized items, for which big quantities of the same product might be purchased, a buyer usually prefers to get in touch with the supplier to negotiate an ad hoc price solution. A quote request is a channel that allows that kind of negotiation, that otherwise is difficult to achieve in online shops.
YITH WooCommerce Request a Quote it has been explicitly conceived to grant a communication channel between customers and suppliers, going beyond those traditional — and sometimes restrictive — e-commerce platforms where you can show a custom price for a single product only, no way to quote multiple products at the same time.
One of the main issues of online shopping, that is, communicating and negotiating with potential customers, might be solved by simply using a quote request form.
Our plugin allows displaying an “Add to Quote” button or link on your product pages. Customers can add products to a list, fill the form and then submit a request for a custom quote.
It is also possible to hide the “Add to cart” buttons to encourage customers to get in touch with the suppliers: in this way you can hide prices for wholesale or retailers and provide competitive custom prices based on their needs. It is right here that the very negotiation occurs.
Choose WHERE to show the “Add to quote” button
You can choose to activate the “Add to quote button” on all your product pages or on specific products, categories or tags only. You can use the built-in exclusion list to set where to show or, the other way round, where to hide the quote button and show it only on product pages or also in the WooCommerce shortcodes (like the Shop page etc.). If you want to, you can activate (or deactivate) the quote option only on out-of-stock products: the plugin is so versatile and it offers almost unlimited configuration options.
Choose WHO will see the “Add to quote” button
Choose whether to show the “Add to quote” button to all your users or hide it to guest users (those who haven’t registered yet or who haven’t logged in). You can also enable the quote request option only for certain user roles of your choice.
Customize the button colors and texts
Choose whether to show a text link or a proper button and set up every detail related to the style, like the text, the position, or the colors, to make sure it totally suits your shop layout.
Hide the product price and the “Add to cart” buttons
Hide the price from all your products together with the Cart button if you want to enable the quote request option on the entire shop and make sure your users contact you to know about the product price. Just two clicks to transform your e-commerce store into a product catalog!
Let users monitor their list of products through the built-in widgets
Use the widget in the header or sidebar so your users can always keep an eye on them and quickly access their list of products.
Customize the quote request page
Set up the layout for your quote request page (show the form on the right or the bottom) and choose which details to show in the list of products. Use the shortcode on a page that you can customize as you wish, for example, with a custom image in the header or with some additional text content.
Use and customize the built-in form
The plugin includes a default form where you can add or remove fields, you can sort them and customize the texts. You can also enable the auto-complete option, that will automatically fill the form with their saved details, if the user is logged in, and with the optional reCaptcha as well. But the most interesting thing is that the information added by the user will automatically be linked to WooCommerce fields and embedded in the quote and in the related order.
Use a form created with Gravity Forms, Contact Form 7, WP Forms or Ninja Forms
If you don't want to use the default form, the plugin grants compatibility with different plugins that allow creating and managing forms like Gravity Forms, Contact Form 7, WP Forms, or Ninja Forms.
Monitor quote requests from the table available in the plugin and download them as a CSV file
Thanks to the table included in the plugin version 3.1, you can track all quote requests and their different status. From the same page, you will also be able to filter requests by status, customer, or date and download information as a CSV file.
Create a quote manually and send it to the customer who will not have to fill out the form
A customer contacts you by phone or comes to your office and asks for a price estimate? With this plugin, you can create a quote manually and send it to your customer, sparing them so the trouble and time of doing that on their own.
Enable the automatic quote option to send out the default product prices
The plugin allows you to create tailor-made quotes. But you can also enable automatic quotes so whenever a customer sends a request, the quote is automatically sent out showing the default prices of your products (the prices you set in your shop and that are hidden by the option “Hide prices”). You can enable this option with just one click and the plugin will do all the work for you.
Choose whether to enable the automatic generation of orders with the status “New quote request” for all requests submitted
The major strength of this plugin is the management of quote requests: you can choose whether to manage them manually or, what we really recommend, to enable the automatic generation of the order. In this way, all quote requests will be saved in the Orders panel with a custom status “New quote request”. You will be able to send your quote right from the Orders page and, if the customer accepts the quote and pays, the order status will automatically update. Clear, simple and quick.
Generate, send and monitor your quotes right from the admin panel
From the backend you can fully monitor and manage the entire quotation process: quote requests are saved in the Orders list and to send the quote you just have to open the order, set up some options and click on the button to send it. It’s just a matter of a few seconds and a few clicks.
Edit the product prices and add shipping fees, extra costs or coupon codes to the quote
Before sending the quote, you can edit the product prices (by lowering them a bit to offer a discount), add shipping fees or some extra cost and apply a discount code to the quote (for example a 10% off for a customer who regularly buys from you or who is making the first order).
Leverage the urgency principle and set up a deadline for the quote
Create a tailor-made offer that your user cannot reject and leverage the scarcity and urgency principles by setting an expiration date for the quote. If the discounted price is only available for a limited time, the customer will be more likely to accept it and finalize the purchase as soon as possible so as to not miss out on it.
Generate a PDF version of the quote that will be both attached to the email and available for download in My Account area
Enable the generation of a PDF copy of the quote and choose to attach it to the quote email and if making it available for download in My Account area.
Use the advanced Gutenberg builder to customize the Quote PDF
Choose between 9 different layouts and customize the PDF Quote through the new advanced Gutenberg editor. You can add text blocks, images and customize the colors to create beautiful custom quotes to send to your customers.
Allow customers to monitor their quote requests right from My Account page
Thanks to the “Quotes” section in My Account page, users will be able to monitor the status of their quote requests, download the PDF version of the quote (if enabled) and view the details of every quote request.
Enable the option to “Accept | Reject” the quote
Let your customers accept or reject the quote offer by simply clicking on the link in the email or in the PDF quote.
If the quote is accepted, redirect the user right to the checkout page
Once the quote is accepted, the customer will be redirected to the checkout page to finalize the purchase at the agreed price.
Enable the “Ask for a quote” button on the checkout page
Enable this option to convert your customer’s cart into a quote request on the checkout page.
Let customers convert their cart into a quote request
Show an “Ask for a quote” button on the cart page to allow customers to convert their cart content into a quote request. The button will open a modal window with the same form shown on the request a quote page.
Send follow-up emails to remind customers about the quote
The plugin includes two different follow-up emails: one can be sent to customers X days after the quote creation, and the other one X days before the quote expiration. With these emails, you can recover pending quotes, and remind your customers about your proposals.
All the products in our YITH catalog are developed on the same shared framework. This grants full compatibility among all our plugins and allows combining them together to get even more powerful results and more complete solutions.
We do our best to also include compatibility with the most popular WordPress and WooCommerce plugins available on the market.
You can use this plugin with*:
YITH Booking for WooCommerce
YITH WooCommerce Booking allows an advanced management of a booking system for the products of your shop. Once you have configured the prices, services, and availability, the plugin will automatically manage the product depending on the user choice. The integration between these two plugins allows you to enable the "quote" service for "Booking" products, thus increasing the interaction between you and your customers.
YITH Desktop Notifications for WooCommerce
YITH Desktop Notifications for WooCommerce enable notifications on the desktop every time an action related to the shop is recorded on the site. The notifications can be enabled for the following actions:
each purchase made
each purchase associated with a specific product
a refunded order
an order status change
a product status turns into "Out of stock"
This plugin was designed to interact with YITH WooCommerce Request a Quote: among all the notifications you can enable, you will also find the chance to enable desktop notifications for each quote request received on your store or when a quote request of yours gains one of the followers statuses:
YITH Easy Order Page for WooCommerce
YITH Easy Order Page for WooCommerce is a plugin that allows creating custom lists of products, categories, or tags and showing them as a table or a grid to make the product selection and buying process easier for your users. Through the sticky or floating widget, you can offer your users quick access to their cart content.
The integration between these two plugins allows showing the Add to quote button on every product of the list created with YITH Easy Order Page.
YITH Multi Currency Switcher for WooCommerce
With YITH Multi Currency Switcher for WooCommerce you can enable a multi-currency system in your shop and let your users see and pay for products in their own local currency.
The integration with YITH Request a Quote allows your users to add products to the quote list in the currency chosen from those available. The administrator will receive the quote request in the currency selected by the user.
YITH WooCommerce Added to Cart
YITH WooCommerce Added to Cart Popup allows opening a pop-up window every time a new product is added to the cart, showing all the products added so far and other options, among which related, cross-sell and up-sell products. The integration between these two plugins allows you to open the list of all items added to the quote and to send a request of price estimate from the popup without leaving the page.
YITH WooCommerce Catalog Mode
With the use of YITH WooCommerce Catalog Mode, you can show or hide the price and/or “Add to cart” button for one or more products of your shop. If hidden, you can provide a form through which users can send possible requests. In combination with YITH WooCommerce Catalog Mode, you can hide or show the price and/or “Add to cart” button with a dedicated management for single products, unlike with only the use of YITH WooCommerce Request a Quote
YITH WooCommerce Compare
YITH WooCommerce Compare allows customers to compare similar products in a table that focuses on the product features and highlights the differences between them.
The integration with YITH Request a Quote aallows you to show the “Add to Quote” button also on the products displayed in the Compare list, so, requesting a quote will be as easy as pie.
YITH WooCommerce Composite Products
Using YITH Composite Products for WooCommerce you can create products made of several components and allow users to choose the components from products of your shop catalogue. The integration between the two plugins allows you to add a composite product to the quote and ask for a price estimate to the site admin: the quote will include all the products selected as components.
YITH WooCommerce Customize My Account Page
YITH WooCoomerce Customize My Account Page helps you customize your "My Account" page in your website in a few simple steps, adding new sections and editing the default WooCommerce ones. The integration with YITH WooCommerce Request a Quote allows you to edit the details in the "My Quotes" section ( label, icon, and content), the area in which users can monitor the state of their quote request, directly from the plugin panel.
YITH WooCommerce Deposits and Down Payments
YITH WooCommerce Deposits and Down Payments is a plugin designed to offer users the opportunity to leave a deposit for a specific order, which they will then finish paying at a later time. Using it in combination with the YITH WooCommerce Request a Quote plugin, the admin can enable a percentage deposit that the customer will have to pay when accepting the quote. The payment of the balance order will be managed by YITH Deposits and Down Payments.
YITH WooCommerce Email Templates
YITH WooCommerce Email Templates is an extension that allows you to perform advanced customization on standard WooCommerce Emails that are sent to your customers. You can use a different template for each email, choosing from a pool of 4 offered by the plugin. The integration between these two plugins allows you to further customize the layout of all the emails sent using YITH WooCommerce Request a Quote.
YITH WooCommerce Minimum Maximum Quantity
With YITH WooCommerce Minimum Maximum Quantity you can set purchase limits on the product quantity. You can manage the quantity directly on the product or on the cart content. When used in combination with YITH WooCommerce Request a Quote, this plugin will handle the quantity of the product even during the quote request phase, so that the products won't be added to the request in an unavailable amount.
YITH WooCommerce Multi Vendor
YITH WooCommerce Multi Vendor allows you to turn your store into a multistore where vendors manage their own product and earn a commission on every sale. Thanks to the integration between these two plugins, the quote request will be forwarded to the owner of the product. Global administrators will receive the request only for products not related to any vendor.
YITH WooCommerce Name Your Price
YITH WooCommerce Name Your Price allows your users to buy products of your shop at the price that they choose, if that price matches your settings. The integration with YITH Name Your Price allows your users to first set their own price for the product and then add this to the quote. The admin get the price and will make his/her offer.
YITH WooCommerce Product Add-ons & Extra Options
YITH WooCommerce Product Add-ons & Extra Options allows you to configure additional options that will be added to one or more product in your shop. For each action, it's possible to choose a name, an image and a price, which will add up to the basic ones the product has. Combining YITH WooCommerce Request a Quote and YITH WooCommerce Product Add-Ons allows you to add to the quote request any possible add-on the product shows. It will then be possible to receive complete quote requests that would include products you are offering additional options for.
YITH WooCommerce Product Bundles
YITH WooCommerce Product Bundles is an extension conceived to create bundles with the combination of some products of your shop. You can assign an ad-hoc price to the bundle or a price given by the sum of the single elements contained in the bundle itself. Using YITH WooCommerce Request a Quote combined with YITH WooCommerce Product Bundles allows you to handle quotes even for "Bundle" kind of products".
YITH WooCommerce Quick Order Forms
With YITH Quick Order Forms you can create custom product forms in a few clicks. Using the plugin in combination with YITH WooCommerce Request a Quote, the customer will be able to directly add products from the quick order forms to the quote list.
YITH WooCommerce Quick View
YITH WooCommerce Quick View allows the users to get a quick view of the product for which they are interested. The product details will be shown in a popup, so they don't need to leave the current page. The integration with YITH Request a Quote allows showing the Add to quote button also in the quick view popup.
YITH WooCommerce Sequential Order Number
YITH Woocommerce Sequential Order Number allows you to handle order numbering in your shop in a sequential way, which will save you from having discontinuous IDs between orders. The integration between these two plugins allows you to enable a sequential number system for your quote requests as well.
YITH WooCommerce SMS Notifications
YITH WooCommerce Sms Notifications allows you to automatically send notification texts towards admin and/or users, to communicate the changed status of an order. The integration with YITH WooCommerce Request a Quote allows you to enable the SMS notifications also for all the quote statuses.
* All the plugins listed in this section are not included in YITH WooCommerce Request a Quote. In order to take advantage of a specific integration, you need to purchase and activate the premium version of the related plugin.
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Here you can find some frequently asked questions about this plugin. If you can't find a reply to your doubts, ask a question: we will reply in a very short time
Is there a way to prevent sales from being added to the Woocommerce analytics before payment is made?
Yes, you can do it by excluding Request a Quote statuses from Analytics > Settings.
I use the “convert checkout into a quote” feature, but how can I let customers upload a file?
You can combine YITH Quote plugin with YITH Uploads and your customers will be able to upload files for products and orders. The files attached will show up in the quote request order in the backend and can be edited by customers if they accept the quote during the checkout and on My Account page (if enabled).
Can this plugin integrate with CRM or autoresponders?
Unfortunately, the plugin doesn’t include this feature at the moment, but you can set automatic quotes. Read more about the available settings here.
Does the plugin include an option to create its own Quote Number for potential orders, thereby not breaking the required Sequential Order Number chain for actual orders?
The plugin doesn’t use its own number prefix by default, but if used with YITH WooCommerce Sequential Order Number, you can have a custom numbering for quotes and normal orders. You can read more about this integration here.
Can I combine the plugin with automatic quantity-based discounts?
No, the product price in the quote request is the regular price. The plugin is not compatible with any plugin that calculates discounts dynamically in the cart, as the quote request is just a list of products. Yet, you can edit the product prices manually from the quote details.
Is it possible to allow customers to create multiple quotes lists?
Customers can only create one list and ask for a price estimate at a time. Yet, they can send as many quote requests as they wish.
Does the plugin include any kind of report?
No, unfortunately the plugin does not provide any reports.
Is it possible to add a time frame within which the customer has to finalise the purchase? Like clicking on 1 of 3 available options: 20 mins, 30 mins or 60 mins.
Unfortunately, this specific feature in minutes is not supported, but you can set an expiration date for the quote, after which the quote (and its custom conditions offered) is no longer available. You can read more about the quote expiration settings here.
Can we add multiple shipping costs in the quote?
With the plugin the admin or shop manager can add or multiple shipping fees in a quote manually as you can see here.
Is there a shortcode to add the "Add to quote" button in a custom position inside the single product page?
Yes, you can use the shortcode as explained on this page.
Is it possible to show products images & a text/explanation area for each product within the quote?
It is possible to show the product thumbnail in the quote list, but unfortunately it is not possible to show a custom box for each item in the quote list. You can show a shared box in the quote form, though.
Is it possible to show a popup after clicking on the Add to Quote button?
Yes, it is possible by using the plugin in combination with YITH WooCommerce Added to Cart Popup: with this integration, all the items added to the quote list will show in a popup from where users can directly send a request.
Can my customer also send a file with his request? We print shirts and the customer must also have the opportunity to send his print design. Is that possible?
You can either include an upload field in the quote request field using the built-in advanced form or use the plugin in combination with the premium version of YITH Product Add-ons which allows configuring additional options for your products: users can select the options available and add files on the product page like in this sample product. The add-ons selected will show up in the quote request.
We want the minimum quantity of products in the quote set to 4. Is it possible to do this with your plugin?
Yes, the plugin has been integrated with our marketplace plugin, YITH WooCommerce Multi Vendor, so every vendor will receive a quote request with his/her products, whereas global administrators will receive the request only for products not linked to any vendor.
Does This plugin work well with grouped products?
Yes, the plugin works with grouped products too. Every product selected from the group will be added to the quote list as an individual item.
Can we convert a quote to an invoice with a single click if we also have the premium plugin?
No, but you can convert the quote into an order that the customer can regularly pay for. The plugin does not generate a payment invoice, but it includes a PDF file too.
If you need to generate an invoice after the payment is completed, you can consider combining another plugin, YITH WooCommerce PDF Invoice and an invoice will automatically be generated when the order goes to 'Completed' status.
Is it possible to create quotes (email and PDF) in French and configure the backend Request a Quote user interface to French?
Yes, the plugin can be translated using the language files provided, or alternatively, if you want to have a multi-language site, you can use it with WPML plugin, as it is fully supported!
Can we convert a quote into a WooCommerce order from the backend?
Yes, the quote is an order with a specific status. So, to transform the quote into an order, you can simply change the status from 'New quote request' to 'Completed' or any other status of the order that you prefer, as for any order in WooCommerce.
Does it use the same payment processors that I set up in WooCommerce?
Yes, when the customer accepts the quote, he/she can pay and complete the order on the standard checkout page and use any payment gateway available in your WooCommerce installation, but you can also restrict the available payment methods.
Are variable products and quantity supported?
Yes, both in the free and premium version.
Is there an option to only show Request a Quote for specific products and hide the price and Buy Now button?
YITH Request a Quote allows you to hide the price and Add to cart button on ALL your products. Yet, if you want to limit these features to some selected products only, you can combine it with YITH WooCommerce Catalog Mode.
Does the plugin integrate with WooCommerce billing and shipping addresses at the Quote request stage?
Yes, if you use the default form. With the default form, you can create a form with fields that are linked to the billing and shipping WooCommerce field. Moreover, you can activate the autocomplete option that lets you populate all the fields if the customer is logged in.
Can't find the answer?
Send us your question and we will reply very quick!
Fix: Fixed redirect to thank you page for Gravity Form
Fix: Fixed integration with YITH WooCommerce Product Add-ons and grouped products
Fix: Fixed YITH WooCommerce Added to Cart Popup integration
Version 2.0.15 - Released on 2 November 2018
Update: Plugin Framework
Dev: Added new action ywraq_before_default_form
Fix: Adding variable products to list when no variation is selected.
Fix: User registration
Fix: Avoid multi email change status to administrator
Fix: Hiding price option not working for composite products on emails.
Fix: RTL issue
Version 2.0.14 - Released on 23 October 2018
New: Added RTL support for email tables
Update: Plugin Framework
Update: Language Files
Fix: Fix js error with quick view
Version 2.0.13 - Released on 08 October 2018
New: Support for WooCommerce 3.5
Fix: Form default saving
Fix: Fixed localized data-titles in Request a quote page table for mobile
Fix: Fixed YITH WooCommerce Minimum Maximum Quantity messages not appearing
Fix: Fixed mini quote widget title not translating
Fix: Fix for YITH WooCommerce Product Add-ons to not show add-on price in list if the option Hide all prices is checked
Fix: Issue with YITH WooCommerce Tab Manager
Version 2.0.12 - Released on 26 September 2018
Update: Plugin Framework
Update: Language Files.
Tweak: Itegration with YITH WooCommerce Minimum Maximum Quantity 1.3.3
Dev: New filter 'ywraq_quote_item_name' to customize the product item name.
Version 2.0.11 - Released on 20 September 2018
New: Hebrew language files by Arye Stern.
New: New Shortcode [yith_ywraq_mini_widget_quote] to show the mini-quote widget.
Dev: Added a filter 'ywraq_show_taxes_quote_list' to show simple taxes on Request a quote List and Email.
Dev: Added new filter 'ywraq_request_quote_page_args' to filter the options of the shortcode [yith_ywraq_request_quote]. Update: Language files.
Tweak: Check and show a message when all the child products of a grouped product have quantity zero.
Tweak: Default form editor now saves the fields by Ajax to fix some issues with the latest version of WPML.
Tweak: Added data-title property to table rows.
Fix: Fixed issue with billing name when saving a quote.
Fix: Fixed password error even if the registration is optional.
Fix: wpml-config.xml for compatibility with WPML.
Fix: Fixed issue when an order in pending quote didn't turn the status into complete.
Version 2.0.10 - Released on 06 September 2018
Activation licence issue
Version 2.0.9 - Released on 05 September 2018
Update: Language files
Fix: Fixed exclusion checkbox on the product page
Fix: Fix on type field "Acceptance" on default form
Fix: Fixed accept/reject button behaviour on my account
Fix: Allow shortcodes to be executed on AJAX calls
Fix: Added check to avoid to hide add to cart button on the external page if the product price is empty
Fix: Fixed custom item meta issue
Version 2.0.8 - Released on 28 August 2018
New: Textarea on Reject Quote page. Now, when the customer can leave a feedback when rejecting a quote.
New: Option inside the quote's editor to allow the customer to "pay now" for the order, without adding billing/shipping information. This information must be filled before sending the quote.
New: Added function to show custom item meta on cart and checkout
New: Format date picker option
Update: Plugin Framework
Update: Language files
Dev: Added filter ywraq_item_thumbnail
Fix: Integration with Yith Composite Products for WooCommerce plugin
Fix: My account quote template with billing fields
Fix: Email template path
Fix: Issue between YITH WooCommerce Product Add-ons and WPML
Version 2.0.7 - Released on 01 August 2018
New: Added translatable options for WPML (default form fields).
New: Added new option to format the time on time picker