The quote flow

This page covers the two ways to run quotes and the full request flow.

Choose a quote mode

Selected products only

Best when you sell a mix of fixed-price and quote-only products.

1. Under WooCommerce → Estimate, set the mode to Selected products only.
2. Edit each product that should be quote-only and tick Enable quote requests in the Product data box.
3. Leave normal products untouched — they keep their add-to-cart button.

All products

Best for catalogue sites where nothing has a public, fixed price.

1. Under WooCommerce → Estimate, set the mode to All products.
2. Every product now shows Add to quote instead of add-to-cart.

Build the quote page

Create a page (for example Request a Quote) and add the shortcode:

[estimate_quote]

This page shows the visitor’s current quote list with editable quantities and item removal, followed by the request form (name, email, company, message). If the list is empty, a friendly empty state links back to the shop.

The shopper’s flow

1. On a quote-enabled product, the shopper clicks Add to quote (the price may be hidden if you enabled that).
2. They add as many products as they like; the list is kept in a per-visitor cookie, so no account is needed.
3. On the quote page they adjust quantities and remove anything they do not want.
4. They fill in the request form and submit.

What you receive

On submit, Estimate:

• Emails the full request to your recipient address.
• Saves it as a private Quote Request record under the WooCommerce menu in wp-admin.

Open the record (or the email) to see the requested products, quantities and the shopper’s contact details, then reply with your pricing.

Who it is for

Estimate fits B2B stores, wholesale, bulk orders and made-to-order products — anywhere prices are negotiated rather than fixed. It is a focused quote-request flow, not a heavy B2B suite.