Configuration Reference

Quote Workflow introduces a multi-tier hierarchy of visibility rules, allowing you to fine-tune exactly who can purchase, who can request quotes, and who can view pricing. The engine operates on three primary layers:

Global Settings: Accessible under WooCommerce > Quote Workflow > Settings. You can enable 'Global Catalog Mode' to replace 'Add to Cart' with 'Request Quote' across your entire store. You can also hide prices from all guest users or toggle visibility on a role-by-role basis.

Category-Level Overrides: Edit any Product Category under Products > Categories. You can override global settings for specific departments (e.g., enable standard purchases for low-cost retail accessories, but force quote requests for heavy machinery categories).

Product-Level Overrides: Edit any individual product page and scroll down to the 'Quote Workflow' data panel. You can select: (a) Inherit - use global/category rules; (b) Force Quote - always enforce the RFQ workflow; (c) Normal Purchase - keep standard checkout regardless of global settings.

Rule Precedence: Product-level overrides always supersede Category-level overrides, which in turn supersede Global store settings. This taxonomy ensures total flexibility.

Maximize your B2B sales by targeting specific wholesale user tiers and client accounts with custom purchasing rules:

You can configure Quote Workflow to automatically whitelist standard WordPress user roles or custom roles generated by role manager plugins (e.g., `wholesale_buyer`, `b2b_partner`, `reseller`, `vip_distributor`).

Under the Rules tab, map custom roles to specific behaviors. For example: allow guest users (`guest`) to browse the store in pure catalog mode with hidden pricing; force a quote workflow for standard registered customers (`customer`); while allowing approved high-tier wholesalers (`wholesale_buyer`) to view discounted B2B prices and make direct instant purchases without going through the RFQ pipeline.

This granular control lets you operate a hybrid retail-wholesale operation from a single unified WooCommerce instance.

Quote Workflow includes a state-of-the-art transactional email engine that coordinates customer communications at each stage of the quote pipeline. All templates can be customized with dynamic HTML variables:

Available Templates: (1) Admin RFQ Notification: Alerts your sales team when a new request is submitted; (2) Customer Confirmation: Sent instantly to the buyer showing their items; (3) Quote Priced & Sent: Delivers the customized wholesale pricing and payment links; (4) Quote Accepted/Declined: Updates your staff on the customer's decision.

Standard Merge Tokens: Use these bracketed tags in the email body or subject line to inject live transactional data:

`{quote_id}` - The unique database reference identifier for the RFQ (e.g., #QW-2026-1049).

`{customer_name}` - The full name of the contact person (e.g., John Doe).

`{company_name}` - The registered business name (e.g., Acme Corporation).

`{items}` - A beautifully formatted HTML table containing product thumbnail images, SKU codes, quantities, and customized B2B unit pricing.

`{quote_total}` - The final calculated sum of all custom priced items, excluding tax/shipping.

`{valid_until}` - The expiration date of the custom B2B offer based on your store's terms.

`{admin_note}` - A custom, personalized message added by the sales representative when pricing the quote.

`{payment_url}` - A secure, direct checkout link that loads the WooCommerce checkout with the quoted products and custom prices pre-applied.