WooCommerce Quotes instead of Orders

I recently helped set up a website for a client that sells rubber products (hose, pipes, matts etc). Their prices change daily as exchange rates and oil prices fluctuate – the changes are so important to their business they have an employee that sits at a computer all day to change product prices in their accounting software.

Running a scheduled script that pulls the real prices from their Pastel Accounting system is something that I wanted to build for them, but this is a long way off in phase 2 or 3. I believe digital is the best place to launch first, then iterate. An additional benefit of this approach is your client is educated through the process and a digital business can structure revenue with more certainty if a project is build in an ongoing fashion.

The problem I had was to look for a way to let the client add products through a CMS as if they had an online store, especially as I knew full e-commerce was in the roadmap, but allowed them to provide the quotes to potential clients via email. This meant

  1. Most importantly they could use their existing business process for quoting via email which they have done for years
  2. Turning into real online commerce is easy
  3. We didn’t need to build the automated script to pull prices up front

A problem with WooCommerce I wasn’t going to be able to email the contents of a cart through to the sales staff without building a huge plugin.

So the solution I settled for the first phase was when a user wanted to buy a product, they could easily send a request to get a quote directly from a product page. Then the sales process would be handled manually by their current sales staff.

The problem is the user cannot have a cart like experience and send an entire cart at once for a quote, but the fact that the client can have a lead generating, product driven website and send out quotes using their existing processes right now far outweighs that.

To implement this into a WooCommerce theme is quite straight forward. All you need is Gravity Forms and a WooTheme which supports their WooCommerce plugin. In this example I used Inspire

What I did was:

1. Disabled the cart and account items from the navigation.

2. Then each item mustn’t have a price. Not zero, the price field must be empty.

3. I then hid the price text for the items with CSS

span.price, p.price{ text-indent:-9999px; overflow:hidden;}

4. I also added a background image for the price with a graphic that explains the call to action to the user to fill out the enquiry form.

span.price, p.price{
background:url(ct-rubber/no-price-checkout/bg_product_price.gif) top left no-repeat; height:40px;
}

5.Then on the product page in the WooCommerce child theme (inspire-commerce/woocommerce/woocommerce-layout.php) I added a hook to include a Gravity Contact Form.

add_action( 'woocommerce_after_single_product_summary', 'add_enquiry_form_for_products', 20);

6. Then in the same file I added the ‘add_enquiry_form_for_products’ function that pulls in the gravity form which looks like this:

function add_enquiry_form_for_products(){
gravity_form('3', $display_title=true, $display_description=true, $display_inactive=false, $field_values=null, $ajax=true, $tabindex);
}

7. Then in the Gravity form setup I added two hidden fields, one for the Title and the other for the Page Url so you know which product the enquiry the made for.

Hope that helps someone out there who want the same functionality.

Nicholas Soper

About Nicholas

I am passionate about working in tech, travel, solving problems and helping people. I also love being active, surfing and being outside. From England and currently living in Cape Town, South Africa. Say hi! Learn more about Nick.

  • jasa website desain grafis

    even this post is so old but its quite the best solution! this tutorial is the best choice than plugins offered by readers here . Those plugins are too simple can not solve for complex quotes system and according to me those plugins are useless . So what Nic to tell here by his tutorial you can build quotes form for woocommerce in advance suite to our need. Love this article.

  • Chris

    Hi Nick,

    Happy to announce we have just launched our WooCommerce integration!

    This means that stock can be sent from all Sage Pastel products (Pastel Partner, Pastel Evolution and sageOne) to WooCommerce.

    It also means orders from Woo can be automatically raised as sales orders or invoices in your accounting system.

    We have other integration features too, including a multi-channel sales platform and a B2B environment.

    http://www.stock2shop.com

  • Thanks for sharing Tarun 🙂

  • Hi,

    I know this post is pretty old but I’d like to suggest a ready-made plugin to do the above. QuoteUp is a WooCommerce request a quote plugin that can help you turn your store into a quote only store.

    Features include:

    – Primary features include:
    – Disabling the WooCommerce “Add to Cart” button.
    – Customers can add products to a “Quote Cart”
    – Customers can approve/reject quote sent by admin.
    – Admin can change prices of the products in the quote.

    You can go through the details about the plugin in the below link.
    https://wisdmlabs.com/quoteup-request-for-quotation-plugin-for-woocommerce/

    Thanks.

  • Thanks for the link, will take a look right now!

  • Remco

    Hey Nick, only just found your post, good stuff!
    Just figured you might want to give Propoza a go. A new (free) early adapter feature, also for WooCommerce, enabling you to have the easiest possible workaround to convert quotes to orders.
    Anyway, maybe have a look, hope this helps!
    http://www.propoza.com
    Cheers,
    Remco

  • nicksoper

    Thanks so much mate. Will take a look.

  • dchun
  • Diogenes Summers

    You can’t call it a “Quote” or a “Quotation”.
    I’d rather call it a “Single-Product Enquiry Website” instead.
    Sorry but a quotation doesn’t work that way.

  • Nick, Thank you very much for your solution. I imagined something like this but I tought that someone else should have done it before. I saw this by the way: http://wordpress.org/extend/plugins/quote-cart/ still I believe that it doesnt fit very well the experience nor in design or functionality. I hope some day a skilled coder can make a plugin to do this and maybe charge for it.

  • J.J.

    Thanks for this “temporary” interesting solution. I’m still searching for a better implementation of a “request quote only” way for WooCommerce though.
    Best regards