Quick answers to common questions, and solutions to common problems.
Plugin Free and Pro
Questions
Question
Answer
Where are quote requests stored?
As WooCommerce orders, in WooCommerce → Orders, and in the Quote Requests tab of the plugin.
Can guests send a quote request?
Yes. Guests and logged-in customers can both send requests.
Can I hide prices?
Yes. Turn on Hide prices in General Settings. See Hide prices and Add to Cart.
Can customers pay for a quote?
Yes. When they accept a quote, they pay on the WooCommerce payment page. See Paying for a quote.
Are PDF quotes in the free plugin?
Customers can print or save the quote as PDF. Branded PDF templates and PDF email attachments are in Pro.
Can customers request a quote from the cart?
Yes, in Pro. See Request a Quote on cart and checkout.
Can I change the form?
Yes. You can edit the default fields in the free plugin, and add custom fields in Pro. See Form fields.
Is it good for B2B and wholesale?
Yes. It is made for B2B, wholesale, bulk and custom-priced products.
Troubleshooting
Problem
What to do
The Add to Quote button does not appear
Check that the product has a price, is visible, and is a simple, variable, grouped or external product. Check Show on other WooCommerce listing pages. In Pro, check the user, exclusion list and stock rules. See Add to Quote button settings.
The form says the phone number is not valid
The default rule needs a number that starts with +. See Form fields.
I cannot send a quote
Set an expiry date in Quote Options, and make sure the date has not passed. See Quote expiry.
The customer did not get the email
Check the email settings, the spam folder, and your site's mail setup. See Customize emails in WooCommerce.
The quote links in emails do not work
Make sure the Request a Quote page still exists and contains
[psmraq]. See Page settings.The My Account Quotes tab shows an error
Go to Settings → Permalinks and click Save Changes.
Spam requests arrive
Turn on spam protection. See Spam protection.
A quote did not expire on time
Expiry uses WordPress scheduled tasks. Ask your host to run a real cron job on quiet sites.