Request Quotes in WordPress and WooCommerce with STAGGS

In the world of eCommerce, not every transaction ends with an immediate purchase. For businesses selling custom, bulk, or high-value products, offering customers the ability to request a quote can lead to better engagement and higher conversion rates. You can build product configurators in WordPress, but you can also use WooCommerce, the powerful WordPress-based eCommerce solution, can be enhanced to include this functionality with the right tools. One of the best ways to implement this is by integrating the Staggs Product Configurator for advanced customization options.

What is request a quote in WooCommerce?

The Request a Quote feature allows customers to inquire about pricing and availability for specific products or configurations rather than purchasing directly. Instead of a traditional “Add to Cart” button, customers are given the option to submit a quote request to the store owner, often accompanied by additional details such as quantities, custom specifications, or delivery requirements.

The Staggs product configurator facilitates two ways to send quote requests to the store owner: requesting a quote via a contact form or via direct email contact.

In both ways the product configuration data is directly sent to the store owner email address.

When should I use the “Request a Quote” feature in WooCommerce?

The request a quote functionality is ideal for businesses that match the following descriptions:

Flexible pricing

Many businesses sell items with pricing that depends on factors like size, material, order quantity, or customization. Request a Quote ensures that customers provide all necessary details before a tailored price is offered.

Wholesale or bulk orders

For businesses targeting wholesale buyers, the feature allows customers to negotiate prices for bulk purchases, making it easier to accommodate large orders.

High-value or complex products

Items like industrial equipment, luxury goods, or bespoke furniture often require detailed discussions about specifications and pricing, which a quote system facilitates.

Encourage engagement

Requesting a quote starts a conversation between the customer and the business. This engagement can foster trust, encourage loyalty, and result in higher conversion rates.

Examples of when to use request a quote in WordPress or WooCommerce

1. Luxury watch maker

A high-end watch manufacturer provides options for custom dials, straps, and engravings. Instead of displaying fixed prices, customers can configure their watches and request quotes based on their specifications.

2. Custom furniture store

A furniture retailer offers customizable dining tables. Using Staggs, customers can select dimensions, wood type, finish, and add unique engraving. Once configured, they can submit a quote request for pricing based on their choices.

3. Industrial equipment supplier

An industrial supplier offers machinery with modular configurations. Using Staggs, customers can customize their machines (e.g., adding specific features or selecting power ratings) and request a quote for the final product.

4. Wedding invitations designer

A boutique stationery store allows customers to choose paper type, design elements, and finishes for custom wedding invitations. After configuring their design, customers submit a quote request for pricing based on quantity and options.

Enhancing "Request a Quote" feature with Staggs

The Staggs Product Configurator makes the “Request a Quote” process easier and more engaging by solving common issues and improving the overall experience. One of its standout features is letting customers see their customizations in real time.

Instead of just describing what they want, they can visually adjust options—like picking a fabric for a couch or adding a logo to a product—and see exactly how it will look. This helps avoid confusion and makes the process much clearer for both the customer and the business.

The configurator also ensures that every choice the customer makes is saved and sent along with their quote request. This reduces back-and-forth communication to clarify details, making the whole process quicker and smoother. If customers are ordering in bulk or configuring complex products, Staggs allows them to customize multiple items in one go, saving time and effort.

Staggs also makes the experience more enjoyable for customers by letting them interact with products directly. This hands-on approach keeps customers interested and makes them more likely to complete their quote request. Plus, the configurator works seamlessly with WooCommerce and popular Request a Quote plugins, ensuring all the customer’s customizations are properly included in the system.

In short, Staggs simplifies the quoting process, makes it more fun for customers, and ensures businesses get accurate and detailed information to provide personalized quotes.

STAGGS Request a quote features for WooCommerce

Send email

Open up the client default email program to directly send configuration details to your email address

Request invoices with the Staggs product configurator

Link a WordPress plugin form

Link the configurator to a form to collect the data in a form entry

Adding conditional logic to your Staggs attributes

Share link

Generate a link for the current configuration to share with the sales person

Download PDF

Save the current configuration to a PDF file to share via email or other medium

For WordPress

The Staggs configurator plugin works fine in WordPress sites. You don’t have to have WooCommerce installed. Please note that you can only use configurator to send emails, request quotes and download PDF’s (pro).

For WooCommerce

The Staggs configurator is built on the WooCommerce shop system. Transform Simple WooCommerce products into stunning product configurators and allow customers to send quote requests online.

How to Set Up Request a Quote in WooCommerce with Staggs

1. Install Staggs Product Configurator

Install and activate Staggs. Set up configurators for customizable products, ensuring all customer choices are recorded.

2. Install a Request a Quote Plugin (optional)

Choose any Request a Quote plugin for WooCommerce you like. Install the plugin alongside the Staggs plugin and configure it to enable quote requests on specific product categories or globally.

You can also use Staggs and link to default form. However, the clients won’t have a way to manage or view their quote requests. The quote request is treated as a regular form submission.

3. Integrate customization with quote requests

Link Staggs-configured options to the quote request system so all product customizations are included in the submitted request.

Most request a quote plugins transform the WooCommerce cart system to request a quote system. Do this.

4. Customize the process

Define additional fields for the quote request form, such as delivery timelines, special requirements, or contact preferences.

5. Automate responses

Set up automated email notifications to acknowledge quote requests and provide estimated response times.

6. Test the workflow

Simulate customer scenarios to ensure smooth operation, from product customization to quote submission and response.

Flexible, efficient and easy to manage

Out of the extensive list of Product Configurators, Staggs is easily one of the most comprehensive, easily integrated within WooCommerce ecosystem and beatifully designed.

calmawatches

Exceptional Support & Amazing Plugin!

I can’t express how impressed I am with the Staggs Product Configurator Toolkit and their incredible support team! The personal attention and dedication they showed to resolving my issue is simply unmatched. It’s rare to find a company that not only provides a great product but also delivers this level of care and responsiveness.

If you’re looking for a powerful, easy-to-use configurator plugin with top-tier support, look no further than Staggs. Highly recommended!

crealigna

Veeeery flexible configurator Plugin – nice!

I am working with a very complex product, which is easy to handle and to make comprehensive to my customers thanks to Staggs. The support is great!

svenlerche