Enable request a quote and manage RFQs in a WooCommerce B2B

▶️ Target

In this guide, you will learn how to set up and manage a complete Request a Quote (RFQ) system in a WooCommerce B2B using DWH B2Bify.

We’ll walk you step by step through the entire quotation workflow: from enabling quotation requests to managing and editing RFQs, all the way to converting them into completed orders.

By the end of this article, you’ll be able to streamline quotation management, improve your B2B sales process, and offer a more flexible purchasing experience to your customers.

▶️ Introduction

In many B2B eCommerce scenarios, allowing customers to submit Request for Quotations (RFQs) instead of purchasing directly is a highly effective strategy.

A WooCommerce B2B request a quote system enables businesses to offer personalized pricing, improve customer relationships, and increase conversion rates.

Here’s why implementing a quotation system makes a real difference:

• Higher conversion rates: personalized quotes are more likely to match customer expectations and close the deal
• Better customer experience: tailored offers show attention to specific business needs
• Stronger value perception: customers feel recognized and prioritized
• Increased customer loyalty: personalized interactions build long-term relationships

With DWH B2Bify, WooCommerce provides a powerful and user-friendly way to manage quotation requests, RFQs, and custom offers, both for customers and store managers.

This WooCommerce quotation system helps you stand out from competitors and build a more flexible and efficient B2B sales process.

▶️ Step 1: Enable quotations

To enable the Request a Quote feature go to:

Users → All Groups → Edit (select the group you want to configure)

Then enable the option:

Quotations

This step activates the core functionality needed to collect RFQs in your WooCommerce B2B.

▶️ Step 2: Configure general quotation settings

Customers can view and manage their quote requests directly from their account area.

To configure this section go to:

WooCommerce → Settings → DWH B2Bify

Make sure the following options are set:

• Quotation endpoint → defines the URL where customers can view their RFQs
• View quotation endpoint → defines the URL where customers can view RFQ details

After configuration, click “Save changes”.

Once enabled, users will see a dedicated section in their account where they can track all their WooCommerce quotation requests.

▶️ Step 3: How customers create a quotation request (RFQ)

With the system enabled, customers can easily submit a request a quote.

On each product page, users will find a “Quotation request” tab with a simple form that allows them to:

• add the product to an existing quotation
• create a new quotation
• manage multiple RFQs

From the My Account page, customers can:

• view all their quotations
• add or remove products
• update quantities
• duplicate a quotation
• rename or delete requests

When ready, they can send the request with a single click using the “Request quotation” button.

At this point:

• A new order is created with the status “Pending quote”
• This acts as an RFQ (Request for Quotation) instead of a completed purchase

Both customer and admin receive email notifications summarizing the request.

This workflow transforms a standard WooCommerce order into a powerful B2B quotation tool.

▶️ Step 4: Customize the quotation (offer management)

Once a quote request is received, the store admin or shop manager can:

• adjust product prices
• modify quantities
• apply custom discounts

This is where the real value of a WooCommerce B2B quotation system comes in: full pricing flexibility.

After editing the request, change the order status to “Processed quote”

The customer will receive an updated email including:

• revised pricing
• updated totals
• the personalized offer

This step is crucial for effective quotation management and B2B negotiation.

▶️ Step 5: Accept the quote and complete the order

From the My Account page, customers can:

• review the quotation
• accept the offer
• proceed with payment

By clicking the “Pay” button, they can complete the purchase using the available WooCommerce payment methods.

Once payment is completed, the quotation is automatically converted into a standard WooCommerce order.

At this stage, it can be processed like any other order in your store.

▶️ Conclusion: turn WooCommerce into a complete B2B quotation system

By enabling a Request a Quote system in WooCommerce B2B with DWH B2Bify, you can:

• manage RFQs efficiently
• offer dynamic and personalized pricing
• improve your B2B customer experience
• increase conversions and long-term loyalty

A well-implemented WooCommerce quotation workflow is not just a feature — it’s a real competitive advantage in modern B2B eCommerce.