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Request a quote

The request a quote feature enables customers to submit an inquiry for a product or service rather than purchasing it at a set price. Once a customer submits a quote request, the store owner can review the details and respond with a personalized quote or an invitation to complete the purchase.

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  • Capture leads
  • Build relationships
  • Increase sales

What is the request a quote feature?

The request a quote feature allows customers to ask for a customized price, because not every product has a fixed price. Certain industries, such as custom manufacturing, wholesale, or services, often involve products or services that require personalized pricing based on customer specifications, quantities, or other variables. Offering a request a quote feature is a game-changer for these industries.

Ask for customized pricing based on

01

Customization

Pricing for custom designs, personalized products, bespoke services, discounts for bulk orders or specific pricing for large quantities.

02

Shipping/location

Shipping rates and delivery fees based on the customer’s location, especially for oversized or international shipments.

03

Special requirements

Any specific conditions or configurations the customer may need (e.g., color options, special materials, etc.).

Types of quote requests in WP Configurator Builder

Send emails

Directly send email with configuration details to the store owner to ask for a quote

Request quote via form plugin

Embed any form of a WordPress form plugin in your configuration form to pass the configuration details to the form and submit form to ask for a quote

Download PDF document

If you have the form actions add-on installed (or pro version), you can let your customers generate PDF documents. These can be used to ask for quote as well.

Why use the request a quote feature?

For businesses offering custom products or services, a fixed price on every product may not be appropriate.

With a request a quote feature, you can set a base price for products but allow flexibility in pricing based on the customer’s specific needs. This is ideal for:

  • Wholesale buyers looking for bulk discounts.
  • Custom product orders (e.g., personalized gifts or made-to-order items).
  • Services or consultations that require pricing based on specific client needs.

Request a quote feature benefits

A request a quote feature opens up a conversation between you and the customer. It provides an opportunity to discuss their requirements, clarify details, and possibly offer better terms or deals that are not available through standard product pricing. This interaction can build trust and help convert interested visitors into paying customers.

Capture leads and build relationships
By adding a request a quote button, you’re encouraging customers to engage directly with you. Even if the customer doesn’t immediately make a purchase, their inquiry becomes a lead that you can nurture, whether through follow-up emails, personalized discounts, or ongoing communication.
Offer flexible business terms
With the ability to negotiate and offer custom pricing, businesses can be more flexible with their terms. For instance, you can offer special discounts for large orders, negotiate prices based on contract length, or offer exclusive deals to loyal customers.
Drive more sales
Providing a request a quote feature can actually lead to higher sales and larger order volumes. Customers often hesitate to make big purchases without knowing the price, especially for custom or bulk products. A quote request allows you to handle these potential concerns and make a tailored offer that suits both the customer’s budget and your business needs.

Screenshots

How to set up the request a quote feature in WCB

01

Install and configure the plugin

Once you’ve downloaded the WCB plugin for your store, install and activate it. Then, activate the request quote button in the configuration form. You can do this in WCB > Configurators > Actions > Configurator button action and set it to Request quote.

02

Install a form plugin

Pick any WordPress form plugin of your likings, install the plugin and create a new form.

03

Customize the request a quote form

If you need more specific information from customers (e.g., delivery location for shipping quotes or specific product customization requests), you can add custom fields to your quote request form. This ensures you have all the necessary details before creating a personalized quote.

04

Set email notifications

Ensure that both you (the store owner) and the customer receive email notifications when a quote request is submitted.

05

Link form to the configurator

Head back over to the WCB configurator. In the actions tab, enter the shortcode of your created form. This will display the form in the right location.

06

Test the feature

Before going live, test the request a quote feature to ensure everything works as expected. Check that the form is displaying correctly, email notifications are sent, and you can manage and respond to quote requests efficiently.

FAQ

Will the quote include the selected configuration details?

Yes. When customers submit a quote, WCB includes all product selections, input values, and calculated totals in the submission.

Can I show estimated pricing while still using the quote feature?

Yes. WCB Configurator Builder allows you to show estimated prices based on selected options, even when using the Request a Quote form instead of the checkout process.

Is this compatible with other WooCommerce quote plugins?

Yes. WCB integrates smoothly with plugins such as YITH Request a Quote or WooCommerce Request Quote. You can use WCB for visual configuration and hand off the submission to a more robust quote management tool.

WooCommerce request quote plugin support

If you are running a WooCommerce store, you can also use WooCommerce quote request plugins. Just set the main action of the plugin to “add to cart”. Then the quote plugin will change that into “add to quote”.

Supported quote plugins are:

  1. WooCommerce request quote by Addify
  2.  YITH Request quote for WooCommerce

 

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Pair request quote with add to cart

You don’t always have to choose between two worlds. With the WCB form actions add-on you can add a secondary button to your configurator forms. This allows you to let customers add configurations to cart directly, OR request for a quote.

View add-on

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