Installation Guide
Install the premium plugin package in WordPress.
Standard Dashboard Zip Upload
To install the premium version of Quote Workflow Pro for WooCommerce using the WordPress administrative console, follow this simple procedure:
Step 1: Download the plugin zip file (`quote-workflow-for-woocommerce-v1-freemius.zip`) from your purchasing receipt or the Freemius dashboard.
Step 2: Log into your WordPress administrative dashboard and navigate to Plugins > Add New in the sidebar menu.
Step 3: Click on the 'Upload Plugin' button positioned at the top of the interface next to the main header.
Step 4: Select the downloaded zip file from your local directory, click 'Install Now', and wait for the system to extract the package.
Step 5: Once the installation completes successfully, click the 'Activate Plugin' button to load the B2B quote workspace module.
Manual Installation via SFTP/FTP
If your hosting provider imposes upload restrictions, or if you prefer a secure command-line workflow, you can upload the codebase manually over SFTP:
Step 1: Locate the downloaded zip archive (`quote-workflow-for-woocommerce-v1-freemius.zip`) and extract its contents onto your local computer. This will generate a folder named `quote-workflow-for-woocommerce`.
Step 2: Connect to your web server using an FTP/SFTP client (such as FileZilla, Cyberduck, or WinSCP) using your host's SSH credentials.
Step 3: Navigate to your WordPress root installation directory on the remote server, typically found at `/public_html/` or `/var/www/html/`.
Step 4: Enter the `wp-content/plugins/` directory path.
Step 5: Upload the extracted `quote-workflow-for-woocommerce` directory directly into the plugins folder. Ensure all subdirectories and source files transfer with standard execution permissions (folders 755, files 644).
Step 6: Navigate to your WordPress admin console, click on Plugins > Installed Plugins, locate 'Quote Workflow for WooCommerce', and click 'Activate'.
Deploying B2B Interaction Pages
Quote Workflow relies on WordPress shortcodes to render interactive interfaces on the frontend. Ensure these pages are correctly initialized:
1. Request-a-Quote Central: Create a page named 'Quote Request' (slug: `/quote-request/`) and embed the shortcode `[quote_workflow_list]`. This renders the responsive glassmorphic list drawer where buyers review their requested products, fill out their company details, and submit RFQs.
2. Bulk SKU Express: Create a page named 'Quick Quote' or 'Bulk Quote' (slug: `/bulk-quote/`) and embed the shortcode `[quote_workflow_bulk_quote]`. This adds a high-speed catalog entry form allowing corporate purchasing officers to input lists of product SKUs and quantities directly for rapid checkout, bypassing shop catalogs altogether.
Need setup help?
Include your WordPress versions, WooCommerce details, PHP execution variables, and active theme framework name, then open a direct support ticket at: support@gettradely.com.