Request a quote

In the world of eCommerce, 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. For stores that operate in these niches, offering a Request a Quote feature is a game-changer. This feature allows customers to inquire about pricing for custom orders, large quantities, or tailored products, helping store owners close more sales by engaging potential buyers on a deeper level.

What is the request a quote feature?

The request a quote feature enables customers to submit an inquiry for a product or service rather than purchasing it at a set price.

It allows customers to ask for a customized price based on factors like:

Quantity: discounts for bulk orders or specific pricing for large quantities.
Customization: pricing for custom designs, personalized products, or bespoke services.
Shipping/location: shipping rates and delivery fees based on the customer’s location, especially for oversized or international shipments.
Special requirements: any specific conditions or configurations the customer may need (e.g., color options, special materials, etc.).

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.

Why use a 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.

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.

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.

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.

Install the form plugin

Choose any form plugin of your likings and install the plugin and create a new form.

Customize the 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.

Set email notifications

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

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.

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:

WooCommerce request quote by Addify
YITH Request quote for WooCommerce