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  4. Getting Started with Request a Quote
  5. Setting up WooCommerce Request a Quote
  1. Home
  2. Knowledge Base
  3. WooCommerce Request a Quote
  4. Setting up WooCommerce Request a Quote

Setting up WooCommerce Request a Quote

WooCommerce Request a Quote is easy to set up. For the settings, go to WooCommerce > Settings > Request a Quote.

woocommerce request quote settings

The settings

Let’s take a look at each setting.

Enable Quotes on

Define which products will have an ‘Add to Quote’ button. Choose from:

  • All Products: choose this option to enable the ‘Add to Quote’ button on every product
  • Specific Products: choose this option to enable the ‘Add to Quote’ button on only some products. You can choose which products by editing the product and checking the ‘Enable Request a Quote’ option
enable request a quote
  • Specific Categories: you can specify all the products in certain categories
  • Specific Tags: specify all the products in certain tags

Enable Quotes for

Use this setting to decide which users will be able to request a quote. The options are:

  • All Users: every user will be able to request a quote
  • Logged-In Users: only users who are logged in will be able to request quotes
  • Logged-Out Users: only users who are not logged in can request quotes
  • Specific User Roles: only users with specific user roles will be able to request quotes

Request a Quote Page

Define which page contains the [pr_raq_form] shortcode. This page is automatically created and the shortcode inserted when you install the plugin, so you generally won’t need to do anything with this setting.

Hide prices on quotable items

Check this option if you would like to remove prices from products that users can request quotes for.

Create accounts for new users

Check this option if you’d like to automatically create an account for any new user that submits a quote request.

Auto send quotes

When enabled, the plugin automatically sends a quote email to the customer as soon as they submit a quote request form. When disabled, quote requests are saved as pending orders and you send the quote manually from WooCommerce > Orders.

Display the Add to Cart button

When enabled, an Add to Cart button is displayed alongside the Add to Quote button, allowing customers to either add a quotable product to their cart or to their quote list. When disabled, only the Add to Quote button appears on quotable products.

Allow registered email addresses

By default, if a guest customer enters an email address that is already registered on the site, they are prompted to sign in before they can submit a quote request. Enable this setting to allow guests to submit quote requests using a registered email address without signing in.

When enabled, quote requests submitted by a guest using a registered email address will be associated with that customer’s account. Requires Allow registered email addresses to be enabled.

Always show quote form

By default, the quote form on the Request a Quote page is hidden for logged-in users who have already submitted a request. Enable this setting to always display the form, regardless of whether the customer is logged in.

Redirect to Quote Form

When enabled, customers are automatically redirected to the Request a Quote page immediately after adding a quotable product to their quote list. This works on product pages, shop/archive pages, and with AJAX add-to-cart enabled. When disabled, customers remain on the current page and see the standard “Added to quote” message with a link to view their quote.

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