The quote form builder in wp-admin: add fields, labels and validation.
In short
What Bulk Quotation does for your B2B clients
Cmsmart adds a Request a quote button to products, an optional button at checkout that saves the whole cart as a quote, a quote form you build field by field, and a Quotes area in My Account. When you accept a quote, the buyer pays it as a normal order, with no retyping.
Ships in
Cmsmart Product Designer for WooCommerce, Quotes area since 2.12.0
Quote scope
One product, or the whole cart from checkout
Quote to order
Accepted quotes are paid through WooCommerce
B2B extras
Contract prices and buyer approvals, built as custom development
The problem
Big orders stall in email threads
A buyer wants 500 banners in three sizes and needs a price their manager can approve. Without a quote flow the request, the artwork and the answer live in different inboxes.
Buyers cannot check out because the price depends on volume or finishing
Sales re-enters quantities and options into an order by hand
Artwork and options get lost between the quote and the order
Nobody can see which quotes are waiting, sent or expired
See it
Quote, accept, produce
Real captures from the Cmsmart plugin on our demo store.
Plugin capture
Design the quote form
Add the fields your sales team needs, set labels and validation, and decide which are required.
Plugin capture
Bulk quantities in one step
Bulk variation lets a buyer enter quantities for every size or colour at once, then quote or order them together.
Plugin capture
The order keeps the design
Once paid, the quote is an order with its options, design file and production status in one view.
What you get
What ships today, what is in early access, what we build
Core rows are checked against the plugin source (version 2.16.1) and its changelog. Early access means the Cmsmart B2B Ecommerce prototype. Custom development is built for your business and quoted per project.
Capability
How you get it
Request a quote button on product pages
Coreincludes/class.request-quote.php:735-747
Request a quote for the whole cart at checkout, saved as a quote order
Bulk variation: several sizes or colours in one add to cart
CorePricing Options module
Quote list with negotiation and converted-to-order tracking in a company account
Early accessCmsmart B2B Ecommerce prototype
Contract or customer-group prices, manager approval of quotes, ERP sync
Custom developmentBuilt per project on WooCommerce
Custom development is a strength, not a gap: most B2B portals we deliver combine the plugin with features built for one business. UX prototype with fictional data. It shows the direction of Cmsmart B2B Ecommerce, which is in development; it is not a shipping feature.
Setup
How to set up bulk quotes
In wp-admin, no code for the core features.
Install Cmsmart Product Designer for WooCommerce.
Turn on Request a quote for the products that need a price first, and optionally the checkout quote button.
Build the quote form with the fields your team needs.
Answer quotes from wp-admin and send the price.
The buyer accepts and pays the quote as an order from My Account.
Custom development
Take Bulk Quotation further for your clients
We build the B2B parts your business needs on your WooCommerce store, as a scoped project tracked in WorkSuite like every client project.
Teams in 80+ countries run their ecommerce projects with Cmsmart
“★★★★★★★★★★
Excellent service for the right price!
- Fast support by chat / video!
Happy to work with people like Chuong, always ready to fix all needs.
Hope to work for many years with them.
The website is very well made. However, I would like to point out the quick response of the staff, especially Ms. Andrea, who solved all our problems very quickly and kindly. Thanks.
NBDesigner is a very robust plugin for printing shops. It may take a bit of time to learn, as I am, but the support team is there to help. I've been in printing 30 years and I am impressed with how the developers have thought this plugin through. It has everything.
Each module says what ships in the plugin, what is in early access and what we build. Together they make a B2B portal on WooCommerce. See the B2B overview.
Straight answers about Bulk Quotation, checked against the plugin.
How do I add a request a quote button?
Turn on Request a quote for the product in the Cmsmart plugin and the button appears on the product page. You build the quote form field by field in wp-admin.
Can a whole cart become one quote?
Yes. With the checkout quote button switched on, the buyer sends the whole cart as one quote instead of paying, and it is saved as a quote you can answer.
Can buyers pay an accepted quote online?
Yes. When you accept the quote, the buyer pays it as a normal WooCommerce order from My Account, with no retyping.
Can I hide prices and show quote only?
Yes. For quote products the plugin can hide the price and the add to cart button. Contract or customer-group price lists are built as custom development.
Can a quote include custom print options?
Yes. The quote keeps the product's print options and design, and they stay attached when the accepted quote is paid as an order.
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