Getting Started

Before installing Quote Workflow for WooCommerce, please ensure your hosting environment and WordPress platform meet the following minimum and recommended specifications to prevent performance bottlenecks or database locks during large RFQs:

WordPress version 6.2 or higher (fully tested up to 6.5+).

WooCommerce version 7.0 or higher (compatible with the latest High-Performance Order Storage / HPOS feature).

PHP Version 7.4 minimum; PHP 8.1 or 8.2 is highly recommended for optimal memory allocation and garbage collection.

Database: MySQL 5.7+ or MariaDB 10.3+ with InnoDB support to safely handle transaction locks when generating bulk PDFs.

PHP Memory Limit: minimum 256MB allocated to WordPress (512MB recommended for heavy inventory pipelines processing 100+ items per quote request).

Web Server: Apache with `mod_rewrite` enabled, or NGINX with properly configured rewrite directives for secure WordPress permalinks.

No external expensive cloud API dependencies, page-builder overrides, or third-party paid PDF generation libraries are required. Quote Workflow runs entirely self-hosted on your existing server infrastructure.

Step 1: Check your permalink structure under WordPress Settings > Permalinks. Ensure it is set to something other than 'Plain' (we recommend 'Post name') so that REST API endpoints utilized by the B2B pipeline resolve correctly.

Step 2: Install and activate the Quote Workflow for WooCommerce plugin package using either the WordPress dashboard or secure SFTP.

Step 3: Define your dedicated B2B checkout experience. Under Pages > Add New, create a page named 'Quote Request' and place the shortcode [quote_workflow_list] directly into the content block. This acts as the secure user-facing request interface.

Step 4: Go to WooCommerce > Quote Workflow in your WordPress sidebar. Here you will find the admin control panel. Enable catalog mode globally, customize your default notification email addresses, and set your default quote validity term (e.g., 30 calendar days).

Step 5: Run a mock end-to-end B2B transaction in private/incognito mode as a guest visitor. Verify that the 'Add to Cart' buttons are replaced with 'Request Quote' buttons, build a quote list, submit it, check the admin dashboard, apply custom wholesale pricing, send the priced quote email, and convert it to a standard WooCommerce order in one click.