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Triogency Quote Manager – B2B & Wholesale Price Requests for WooCommerce

Triogency Quote Manager – B2B & Wholesale Price Requests for WooCommerce

Description

Triogency Quote Manager adds a complete, end-to-end quote request system built for B2B and wholesale WooCommerce stores. Instead of buying at listed prices, customers add products to their cart and request a custom price quote. You review the request, set your prices per item, and send the quote back. The customer selects which items to purchase and completes payment through WooCommerce checkout — all seamlessly on your store.

Perfect for:

  • B2B and wholesale stores with negotiated or tiered pricing
  • Stores selling custom, configurable, or high-value products
  • Businesses that require a quote-before-purchase workflow
  • Any WooCommerce store where “request a price” is needed before checkout

How it works:

  1. Customer adds products to the WooCommerce cart as usual
  2. A “Request a Quote” button appears on the cart page
  3. Customer fills in a short form (name, email, phone, optional message) and submits
  4. Admin receives an email notification and reviews the request under WooCommerce Quotes
  5. Admin sets a quoted price per item, adds an optional note, and clicks Send Quote
  6. Customer receives a personalised quote email with a link to review their prices
  7. Customer selects the items they want to purchase and accepts the quote
  8. A WooCommerce order is created automatically — customer is redirected to checkout to pay

Key features:

  • Seamless WooCommerce integration — lives under WooCommerce in your admin menu
  • Per-item quoted pricing — set a different custom price for each line item
  • Partial acceptance — B2B customers can choose a subset of quoted items to buy
  • Automatic order creation — accepted quotes become WooCommerce orders instantly
  • Email notifications — customers and admins are notified at every stage
  • Guest support — no account required to submit a quote request
  • Configurable expiry — set how many days a sent quote remains valid (default: 7)
  • Custom button label — change the cart button text from the settings page
  • Woodmart theme compatible
  • Translation ready — full .pot file included

Quote Statuses:

  • Pending — submitted by the customer, awaiting admin review
  • Reviewing — admin has opened the quote
  • Quoted — admin has sent prices to the customer
  • Accepted — customer accepted (order created)
  • Declined — customer declined
  • Ordered — converted to a WooCommerce order
  • Expired — quote validity period has passed

Installation

From WordPress Dashboard (recommended):

  1. Go to Plugins Add New
  2. Search for Triogency Quote Manager
  3. Click Install Now, then Activate

Manual installation:

  1. Download the plugin zip file
  2. Go to Plugins Add New Upload Plugin
  3. Upload the zip and click Install Now, then Activate Plugin

After activation:

  1. Go to WooCommerce Quote Settings
  2. Set your admin notification email, quote expiry period, and cart button label
  3. Create two WordPress pages:
    • Quote Request page — add the shortcode [tqm_quote_form]
    • My Quotes page — add the shortcode [tqm_my_quotes]
  4. Assign these pages in WooCommerce Quote Settings
  5. You’re ready to receive B2B quote requests!

FAQ

Does this work without WooCommerce?

No. Triogency Quote Manager requires WooCommerce to be installed and active.

Can guest customers (not logged in) request quotes?

Yes. Guests enter their name and email when submitting the quote form.

Can a B2B customer accept only some of the quoted items?

Yes. On the quote view page, customers can tick the specific items they want to purchase.

What happens when a quote is accepted?

A WooCommerce order is created automatically with the quoted prices. The customer is redirected to the WooCommerce checkout payment page to complete payment.

How do I display the quote request form?

Add the shortcode [tqm_quote_form] to any WordPress page.

How do I show customers their submitted quotes?

Add the shortcode [tqm_my_quotes] to any WordPress page.

Can I change the “Request a Quote” button text?

Yes. Go to WooCommerce Quote Settings and update the Cart Button Label field.

Is the plugin compatible with Woodmart theme?

Yes, Triogency Quote Manager is tested and compatible with the Woodmart WooCommerce theme.

How long are quotes valid?

By default, quotes expire 7 days after being sent. You can change this under WooCommerce Quote Settings Quote Expiry (days).

Will customers receive emails?

Yes. Customers receive a confirmation when their request is submitted, and an email with their quote and a link to view and accept it. Admins receive a notification for every new quote submitted.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Triogency Quote Manager – B2B & Wholesale Price Requests for WooCommerce” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.7

  • Fixed: explicit absint() cast on printf placeholder for quote ID display (escaping completeness)
  • Fixed: prices array sanitized with map_deep() immediately on input
  • Fixed: nonce value re-read using already-sanitized variable instead of raw $_POST

1.0.6

  • Security: added access-token verification to quote view shortcode (was previously publicly viewable by ID)
  • Fixed: all function, class, hook, option, post type, and asset names renamed from ‘tqm’ to ‘trioquma’ prefix to avoid collisions
  • Fixed: renamed all plugin files to match the new prefix

1.0.5

  • Fixed: Tested up to updated to WordPress 7.0

1.0.4

  • Fixed: nonce sanitization in form submission handler
  • Fixed: output escaping on date, product image, and wc_price outputs
  • Fixed: _n_noop calls now use hardcoded string literals (no variables)
  • Added: Requires Plugins header for WooCommerce dependency
  • Updated: Tested up to WordPress 6.9
  • Updated: Contributors list corrected to tanveerahmedy

1.0.0

  • Initial release
  • Full B2B quote request price accept order workflow
  • Per-item quoted pricing
  • Partial item acceptance
  • Automatic WooCommerce order creation
  • Email notifications for customers and admins
  • Guest customer support
  • Configurable quote expiry
  • Woodmart theme compatibility
  • Translation-ready with .pot file