How to enable user registration via the quote form in WooCommerce?

The User Registration via Quote Form feature allows customers to automatically create a WordPress account when they submit a quote request. This helps you grow your customer base while offering a seamless registration experience within the quote request process.

Benefits of User Registration

- Automatic Account Creation: Customers can create accounts without a separate registration process

- Build Customer Database: Grow your customer base automatically as customers request quotes

- Improved Customer Experience: Seamless registration integrated into the quote request flow

- Flexible Options: Choose to make registration optional or mandatory

- Password Management: The System automatically generates secure passwords and emails them to users

- Customer Role Assignment: New users are automatically assigned the "Customer" role

Enable User Registration via The Quote Form

1. Go to Dotstore Plugins → Request a Quote
2. Click Request Quote Page under Global Settings
3. Scroll to the User Registration section
4. You’ll find three radio button options

Configure User Registration Option

Option 1: No

• Description: Disables registration
• Result: “Create an account?” checkbox is hidden
• Use Case: When customer accounts aren’t required

Option 2: Make it optional

• Description: Users may choose to create an account
• Result: “Create an account?” checkbox appears (optional)
• Use Case: Provide flexibility for shoppers
• User Experience: Customers can decide based on preference

Option 3: Force the user to register

• Description: Mandatory account creation
• Result: “Create an account?” checkbox appears with a required asterisk (*)
• Use Case: B2B or stores needing account-based interaction
• User Experience: The Checkbox must be checked to submit the form

How User Registration Works

If “Make it optional” is enabled:

• Checkbox appears
• If checked → account created
• If not checked → no account created

If “Force user to register” is enabled:

• Checkbox appears as required
• Must be checked to submit

Account Creation Process

When registration applies, the system:

Checks for existing user

• If email exists → uses existing account
• If not → creates a new account

Example Use Cases

Use Case 1: Optional Registration for B2C Stores

Setup: User Registration → Make it optional

Benefits: Customers choose whether to register, keeping the process flexible.

Use Case 2: Mandatory Registration for B2B Stores

Setup: User Registration → Force user to register

Benefits: Ensures all customers have accounts and a quote history.

Conclusion

The User Registration via Quote Form feature provides a seamless way to grow your customer database while improving the quote request experience. By choosing the appropriate registration option for your business model, you can balance customer convenience with your need for customer account management.

Whether you make registration optional to provide flexibility or mandatory to ensure all customers have accounts, this feature integrates smoothly into your quote request workflow.

FAQs

1. What are the different user registration options?

There are three options:

1. No: User registration is disabled (no checkbox appears)
2. Make it optional: Users can choose whether to create an account (optional checkbox)
3. Force user to register: Account creation is mandatory (required checkbox with asterisk)

2. Do customers receive their password?

Yes! When a new account is created, WordPress automatically sends a welcome email containing the generated password. Customers can log in using their email address and the provided password.

3. Can I make registration mandatory for all quote requests?

Yes! Set the User Registration option to Force user to register. This makes the "Create an account?" checkbox required (marked with an asterisk), and customers must check it to submit the quote request.

4. What user role do new users get?

All new users created through quote requests are automatically assigned the Customer role, which is the standard WooCommerce customer role.

5. Will the registration checkbox appear for logged-in users?

No. The checkbox only appears for non-logged-in users. If a customer is already logged in, the quote request is automatically associated with their existing account, and no new account is created.