Part of Ordlo Wholesale Documentation
The quotes feature lets customers ask for a price on products before committing to a purchase. You respond with a formal quote, the customer accepts or rejects it, and if accepted you convert it directly into a WooCommerce order.
Enabling Quotes
Go to Ordlo Wholesale → Settings → Quotes and turn on the quote request button. You can set the button label to match your store’s tone — “Request a Quote”, “Get a Price”, or anything else.
Who Can Request a Quote
| Setting | Who sees the quote button |
|---|---|
| Wholesale customers only | Logged-in, approved wholesale accounts |
| All logged-in customers | Any customer with a WordPress account |
| Everyone including guests | All visitors — guests provide their name and email when submitting |
Product-Level Quote Settings
- Enable quotes on this product — turns on the quote button even if quoting is disabled globally.
- Disable quotes on this product — hides the quote button for this product even if it’s enabled globally.
- Quote-only mode — removes the Add to Cart button entirely and replaces it with the quote button. The product can’t be purchased directly.
How the Quote Process Works
- Customer clicks the quote button on a product page.
- They enter quantity, an optional message, and (if a guest) their name and email.
- The request appears in Ordlo Wholesale → Quotes.
- You receive a notification. The customer receives a confirmation.
- The quote is automatically linked to a Conversation.
Responding to a Quote
Open the quote and: add or adjust line items, set an expiry date, add internal notes, reply through the conversation thread, and duplicate the quote if you need to send a revised version. When ready, click Send Quote — this sends a styled email with accept and reject links so the customer can respond without logging in.
Converting a Quote to an Order
- Open the accepted quote.
- Click Convert to Order.
- A WooCommerce order is created. The customer completes payment, or you process it directly if they’re paying by invoice.
You can also convert to a draft order first for review. Every quote can be printed or downloaded as a PDF.
