WooQuote 0.7.2 Install Guide

WooQuote 0.7.2 Install Guide

A screenshot-based guide for installing NP WooQuote, configuring the quote flow, creating a customer quote, generating PDF/email output, and converting the quote into a WooCommerce order.

Package

The current commercial candidate is wooquote-0.7.2.zip, validated on WordPress 6.9 and WooCommerce 10.4.3.

Product page WooCommerce plugins

Flow

Customers add products to a quote cart. Merchants adjust pricing, send a PDF/email quote, and convert accepted quotes into WooCommerce orders.

View screenshots Support

Validated

Clean install, upgrade, missing-table repair, frontend submission, PDF preview, and quote-to-order conversion were tested before publishing this guide.

QA summary Buy plugin

1. Install Steps

1

Upload the ZIP

Go to Plugins → Add New Plugin → Upload Plugin and upload wooquote-0.7.2.zip.

2

Activate WooQuote

Activate the plugin after installation. WooCommerce must be active.

3

Open settings

Go to WooCommerce → Settings → Quotes to configure the quote page, guest quotes, notifications, PDF company details, rate limits, and webhooks.

4

Validate the storefront

Open a product page, click Add to Quote, then submit the request from the quote page.

2. Recommended Settings

Enable Add to Quote: show the quote button on product pages
Quote page: use a page containing [wooquote_request]
Floating mini-cart: show the quote cart shortcut while browsing
Guest quotes: enable for B2B stores that want less friction
Customer notifications: enable on production, disable during screenshot tests
PDF company info: fill company name, address, phone, logo URL, and footer text
Rate limiting: keep enabled to reduce quote spam

3. Frontend Quote Flow

  1. The customer opens a product page.
  2. The customer clicks Add to Quote.
  3. The floating quote cart count updates.
  4. The customer opens the quote page and reviews the item list.
  5. The customer enters contact details and a message, then submits the quote request.

4. Backoffice Quote Flow

  1. Go to WooCommerce → Quotes.
  2. Open the quote request.
  3. Adjust item quantities and unit prices.
  4. Set the quote status to Quoted or Accepted.
  5. Download the PDF quote or use the email template for customer communication.
  6. After customer acceptance, click Convert to Order.
  7. Confirm the generated WooCommerce order contains the locked quote price.

5. Screenshots

WooQuote product page Add to Quote button Product page with a correctly sized Add to Quote button
WooQuote frontend quote cart form Frontend quote cart form with customer details and message fields
WooQuote frontend quote submitted confirmation Frontend success message after quote submission
WooQuote admin settings WooCommerce Quotes settings page
WooQuote admin quotes list Backoffice Quotes list with quote statuses
WooQuote accepted quote detail Accepted quote detail with pricing, notes, PDF, and Convert to Order action
WooQuote PDF quote preview PDF/print-ready quote preview
WooQuote email template preview Customer email template preview
WooQuote converted WooCommerce order WooCommerce order created from an accepted quote

6. Verified Result

  • Clean uninstall/install passed.
  • Upgrade from WooQuote 0.7.0 to 0.7.2 passed.
  • Missing wq_quote_versions table repair passed.
  • RFQ flow converted a quote total of 62.00 into a WooCommerce order during QA.
  • Frontend product page, quote page, REST cart endpoint, PDF preview, and email template were validated.
  • The final package SHA256 is 3c1b656a403f0f8e966e8a50cee07197b462188eab659b0ac8f22ac780d4ae14.
Note: PHPUnit was not run on this server because phpunit is not installed. Manual release QA and package lint passed.
Scroll to Top