mhhv
Forum Replies Created
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Forum: Plugins
In reply to: [CodeAtoZ B2B Suite for WooCommerce] RFQ Add QuoteHi,
Great suggestion — and you’re right that it fits squarely into the end-to-end quote management we’re building toward.
To set expectations on where it stands today: quotes currently start from the customer’s side (they add products with “Request a Quote”, then submit). Once a quote exists, you already have full control in the admin — you can add products by search, change quantities and unit prices, apply a discount, add notes, and accept it to auto-create the WooCommerce order with a payment link.
What’s not there yet is a “New Quote” button in the backend to build one from scratch and attach it to a guest email or an existing account — exactly the case where a customer hands you a list of products and you just want to quote them without them shopping. That’s on our roadmap, and it’s a natural extension of the editor we already ship: pick or type the customer (account or guest email), add the products, set quantities/prices, and send.
I’ve logged your use case and it’s a strong candidate for the next update. I’ll follow up here when it lands. Thanks for taking the time to describe it so clearly — it genuinely helps us prioritize.
Best regards,
CodeAtoZ TeamForum: Plugins
In reply to: [CodeAtoZ B2B Suite for WooCommerce] RFQ AcceptedHi @jmeclayton,
Quick update — this is now live in version 1.3.0, which we just released. Please update the plugin (Dashboard → Plugins → Updates) to get it.
Here’s the full end-to-end flow you described, working out of the box:
- When a quote is accepted, the plugin automatically creates a native WooCommerce order in “Pending payment” status with all the line items and totals.
- The customer is then automatically emailed WooCommerce’s native “Pay for Order” link, so they pay through your normal checkout/gateways — no custom payment flow.
- You can also drive it entirely from the dashboard: open the quote and click “Accept & Send Payment Link” to create the order and send the payment email on demand.
There’s a setting too — Settings → RFQ & Quotes → “Send Payment Link on Acceptance” (on by default) — if you ever want to create the order without auto-emailing the link.
While we were at it, we packed a few more free features into 1.3.0 that you might find useful:
- Edit quote line items in the admin — change unit prices and quantities, add or remove products, and apply a discount, with totals recalculated automatically.
- Quick Order by SKU — add the
[catoz_b2b_quick_order]shortcode to any page so buyers can enter multiple SKUs + quantities and add them all to the cart in one click. - Minimum order requirements — set a store-wide minimum cart total and/or item count before checkout (Settings → Wholesale Pricing).
- Volume-pricing table on the product page now shows a “You Save” discount-% column for each quantity tier.
That gives you the complete quote-to-payment cycle managed from the dashboard, exactly as you asked. Thanks again for the suggestion — it directly shaped this release. If anything doesn’t behave as expected after updating, just reply here and we’ll take a look.
Best,
mhhvForum: Plugins
In reply to: [CodeAtoZ B2B Suite for WooCommerce] RFQ AcceptedHi,
Great timing — most of this already works today, and the rest is on our roadmap.
When a quote is accepted, the plugin already creates a native WooCommerce order automatically in “Pending payment” status, with all the line items and totals copied over and the order linked back to the quote. So the order side of your E2E flow is already in place.
The one piece not yet automated is sending the customer the native “Pay for Order” link on acceptance — that’s exactly what we’re adding next. The plan is to trigger WooCommerce’s built-in order/invoice email (which contains the native Pay-for-Order button) the moment the order is created, plus an admin option to “Accept & send payment link” so you can drive the whole thing from the dashboard.
I’ll follow up here as soon as that update ships. Thanks for the great suggestion — it’s exactly the direction we want the quote workflow to go.
Best regards,
CodeAtoZ TeamForum: Plugins
In reply to: [CodeAtoZ B2B Suite for WooCommerce] RFQ Line EditingHi,
Good news — the feature you asked about is now live in version 1.2.0 of CodeAtoZ B2B Suite for WooCommerce. Please update the plugin from your WordPress dashboard (Plugins → Updates) to get it.
You can now edit a submitted quote’s line items directly from the admin:
- Change the unit price and quantity of any line — the line total, subtotal, and grand total update automatically as you type.
- Add products to an existing quote using the product search, and remove lines you don’t need.
- Apply a discount — the total recalculates instantly (the discount can’t exceed the subtotal).
To try it: go to B2B Suite → Quotes, open a quote, adjust the items in the Quote Items panel, and click Save Changes. (Note: once a quote has been converted to an order it’s locked from editing, to protect that order.)
This is included in the free version — no Pro upgrade needed. Thanks again for flagging the gap; it genuinely helped us improve the plugin. If anything doesn’t work as expected, just reply here and we’ll jump on it.
Best regards,
CodeAtoZ TeamForum: Plugins
In reply to: [CodeAtoZ B2B Suite for WooCommerce] RFQ Line EditingThanks for the detailed feedback — you’re right.
The current release lets you manage a quote’s status, add customer/internal notes, generate the PDF, and convert to an order, but inline editing of line-item price and quantity on a submitted quote isn’t live yet. That’s a gap on our side — the description implied it was already available, and it isn’t. We’ve corrected the wording.
The good news: it’s not a Pro-gated feature. Editable line items (unit price, quantity, add/remove rows, and an adjustable discount that recalculates the total) are coming to the free RFQ module in the next update. I’ll follow up here as soon as the build is ready for you to test.
Apologies for the confusion, and thanks for flagging it.