How to manually create a quote request in WooCommerce

Request Quote For WooCommerce lets customers request custom pricing on products instead of buying at a fixed price. Not every quote request comes through your store, though — sometimes a customer calls, emails, or asks in person. For those cases, you can create the quote request yourself from the WordPress admin, adding the customer's details and products manually.

For example, a wholesale buyer emails asking about bulk pricing on a hoodie. Instead of asking them to submit a request on your site, you create the quote for them directly from your dashboard and send it straight to their inbox.

Benefits

Creating quotes manually can help:

• Close phone or email inquiries without sending the customer back to your site
• Send wholesale or bulk pricing before a customer even submits a request
• Keep every quote — however it came in — in one place

How to Manually Create a Quote Request

Step 1: Start a New Quote Request

Go to Request a Quote → Quote Requests in your WordPress admin, then click Add quote.

Step 2: Add the Customer's Details

On the Add New Quote Request screen, give the quote a title for your own reference, then fill in the fields under Customer's Details: Name, Email, Messages, etc. If your Form Fields settings include extra custom fields — like the My Options dropdown shown below — fill those in too.

Step 3: Add Product(s) to the Quote

Scroll to the Quote Items box and click Add product(s).

In the popup, search for the product by name or SKU, set the Quantity, then click Add. Repeat for each product the customer wants pricing on.

Each product you add appears in the Quote Items table with its cost, quantity, and total, and the Items Subtotal and Quote Total update on their own.

Step 4: Create and Send the Quote

In the Quote Actions box, click Create to save the quote request. Once it's saved, you can send yourself a test copy first using the Send a Test Email To field, then click Send Quote to email it to the customer.

Head back to the Quote Requests list to confirm the new quote shows up with the correct status.

Example Use Cases

Phone or email inquiries: A customer emails asking for bulk pricing. Create the quote for them directly instead of pointing them to the request form.

Trade show or in-person orders: Note down what a customer wants on the spot, then create and send the quote once you're back at your desk.

Fixing a submitted request: If a customer's own quote request is missing an item, create a fresh manual quote with the full order instead of asking them to start over.

Conclusion

Creating a quote request manually lets you handle inquiries that come in outside your store — a phone call, an email, a conversation in person. You add the customer's details and products yourself from the same Quote Requests screen used to manage customer-submitted requests, then send it off the same way.

FAQs

1. Where do I find the Add quote button?

It's on the Quote Requests page under Request a Quote in your WordPress admin menu, next to the page title.

2. Can I edit a quote after creating it?

Yes. Open it from the Quote Requests list and edit the customer details, items, or notes the same way you did when creating it.

3. What happens if I click Create but not Send Quote?

Create saves the quote request, but the customer won't receive anything by email until you click Send Quote.

4. Can I add more than one product to a quote?

Yes. Click Add product(s) again for each additional item — every product you add shows up in the Quote Items table with its own cost and quantity.