Sales – Dropner Graphic Explainer

Written by Motif Creatives. ✅ Published and checked by Bonny Isselt.

Time To Read:

5–8 minutes

August 9, 2025

Category: Sales

Tag: Online Business

Ever seen customers walk away because the price felt “fixed”?

Some products? You don’t sell them with a big, bold “Buy Now” button.

You sell them with a conversation.

Think about it. Bulk orders. Custom-made stuff. Price fluctuates. Showing a fixed number doesn’t feel right. It shuts the door before the customer even knocks.

That’s where the Request a Quote button changes everything. It’s like saying, “Let’s talk. Let’s make this work.”

In WooCommerce, adding this is easier than you think. And if you integrate it with the cart? Smooth. Customers still shop as usual. They send a quote instead of pulling out their card.

Today, I’ll show you exactly how to do it. Step-by-step. No fluff. And yes, with some stories along the way.

Table of Contents (Click to open).

Why You Might Need a Quote Button

Let’s be real. Not every store needs it. If you sell socks at a fixed price, skip this.

But for certain businesses? It’s gold.

Negotiation Friendly – Some buyers love bargaining. This button invites them in.
Leads First, Payment Later – You Get Contact Info. Even if they don’t buy today, you can follow up.
Custom Pricing – Perfect if costs vary with size, material, or quantity.
Relationship Building – You’re not just a shop. You’re a partner.
Price Privacy – No need to display your rates to competitors.

This is less about a button. More about flexibility. Control. Sales on your terms.

When It Shines the Most

Let me paint a few pictures.

A B2B company selling 5,000 printed mugs. Unit price? Depends on design, colors, and deadline.
A furniture maker crafts tables in oak, pine, or walnut. No two orders are the same.
A photographer offering wedding packages. Prices change with hours, extras, and travel.
A machinery supplier selling equipment worth thousands. Price talks happen privately.

See the pattern? The more variables in your product, the more sense a quote button makes.

Why Cart Integration Matters

Some quote tools? Meh. They let you request a price for one product at a time. That’s clunky.

Cart integration is different.

Add multiple products, like a normal cart.
Edit quantities before sending.
See everything in one place.
Works just like shopping, but instead of “Pay Now,” you hit “Request Quote.”

Customers feel in control. They can mix and match. And you? You get bigger orders because they see everything together.

Choosing the Right Tool for the Job

You could code this from scratch. But why?

The more brilliant move: use a plugin.

Pick one that’s:

Easy to set up.
Customizable to match your site.
Cart integrated.
Email-ready.
Able to add custom fields.

The WooCommerce Request a Quote plugin by Motif Creatives ticks all those boxes. It’s built for this exact thing.

Let’s Do It – Step-by-Step Setup

I’ll break it down. You follow along.

Step 1 – Install the Plugin

A new settings area appears under WooCommerce.

Step 2 – General Settings

Turn on the “Add to Quote” button. Choose where it shows — all products, certain categories, or specific items.

Hide prices if you want mystery. Decide if guests can see it or only logged-in customers.

Step 3 – Button Customization

Make it yours.

Change text from “Add to Quote” to “Request Price” or “Get a Quote.”

Tweak colors to match your branding.

Choose position — above, below, or replacing the cart button.

Step 4 – Set Up the Quote Cart Page

Your plugin likely creates a “Quote List” page. Check it out.

Products should show images, quantities, and notes.

Add the provided shortcode to another page if you want a custom layout.

Step 5 – Add Custom Form Fields

This is where you collect details: name, email, company, delivery address, and special requests.

Make some fields required. Keep it short, though. No one loves filling out a mini novel.

Step 6 – Email Notifications

Enter your admin email. Set up confirmation emails for customers.

Make sure the admin email includes all product details and customer info.

Pro tip: CC your sales team. Speed matters here.

Step 7 – Test Everything

Pretend you’re a customer. Add items. Edit the list. Send the request.

Check the emails. Test as a guest. Then, as a logged-in user.

Fix anything before launch.

How to Make It Work Even Better

The setup’s just the start. Here’s how to get results:

Reply fast. 24 hours max.
Use the customer’s name in replies. Feels personal.
Be clear in your pricing breakdown.
Offer limited-time deals in your quotes.
Follow up if they go silent.

And track what products get the most quote requests. That’s your sales goldmine.

Mistakes You Don’t Want to Make

Hiding all prices with zero explanation. Confuses buyers.
Asking for too much info upfront. They’ll bounce.
Taking forever to respond. They’ll find another seller.
Ignoring mobile design. Many quotes come from phones.
Forgetting to test email formatting. Ugly emails kill trust.

Push It Further – Advanced Ideas

Once your quote system works, you can level it up. These tweaks make it smarter, faster, and more persuasive.

Add Dynamic Pricing Rules

Why wait for a quote request to give a bulk discount? Show it instantly. If a customer adds 50 items, let them see a reduced price right away. This creates excitement and encourages them to request even more.

Show Different Form Fields Based on Product Type

A customer asking about a T-shirt doesn’t need the same form as someone requesting industrial machinery. Use conditional fields — show only what’s relevant. This keeps forms clean and improves completion rates.

Translate Labels for Global Customers

Selling internationally? Don’t assume everyone reads English. Translate the “Add to Quote” button, form labels, and emails into your target languages. Customers feel more comfortable when they see their language.

Connect to Your CRM

Manually entering leads into your CRM is dull and slow. Instead, integrate your quote requests so every lead lands in your sales pipeline instantly. This means faster follow-up and no lost opportunities.

Set Quote Expiry Dates

A quote with no deadline sits in a customer’s inbox… forever. Adding a 7–14 day expiry creates urgency. They’ll decide faster because they don’t want to lose the deal. And you avoid awkward “Is this price still valid?” messages months later.

A Story – How It Works in Real Life

Meet Alana. She runs an online custom furniture store.

One day, a visitor spots a dining table on her site. Loves it. But needs a longer size and walnut wood.

Instead of closing the tab, he clicks “Request a Quote.”

He adds matching chairs, too. Adjusts quantity. Writes a note: “Need by October for my sister’s wedding.”

Alana gets the email instantly. She checks materials, calculates cost, and replies with a friendly message:

“Hi John, thanks for your interest. We can make your table in walnut and deliver it before October 10. Total price: $2,100. This includes chairs. Let me know if you’d like to confirm.”

John replies the next day. Order confirmed. Full payment upfront.

That’s the magic. The button kept the conversation alive.