Installation

Requirements

• WordPress 5.0+
• Woocommerce 7+
• PHP 7.4+, 8+

Usage

Plugin Settings

In order to setup the Cart to Quote for Woocommerce plugin navigate from your WordPress administration panel to “Woocommerce → Settings” and click on the Cart to Quote Tab.

Settings

1. Always prompt for log in: Disallow access to guests and prompt for log in even in single quotes.
2. Require account: Allow access to the plugin functionality, but require login to submit quote list.
3. Add quotes list on my account: Add the quotes list before the orders list on Woocommerce my account page.
4. Remove add to quote button on product: Removes the “add to quote” button on the single product page.
5. Remove add to quote button from product archives: Removes the “add to quote” button on the product archives list/loop page.
6. Add quotelist icon to menu: This will add an icon with a mini quote list dropdown on hover.
7. Cart page button: Setup the quote button on the cart page. IMPORTANT! If you are using blocks for your checkout page, use the shortcode  to place the button.
8. Show the “add to quote button” for these roles only: Restricts the “add to quote” button to these roles only. It also means that you require a user to be logged in, in order to see the button and add products in the quote list.
9. Customize “add to quote” text: You can fill in the text for the “add to quote” button. Leave empty for default.
10. Remove add to cart button from the whole site: Attempts to remove the “add to cart” button from everywhere on your site.
11. Attempts to remove all Woocommerce prices from the whole site: Removes the prices from everywhere on your site.
12. Disallow user remarks: Users will not be able to add remarks (notes) to quotes, if you check this.
13. Empty cart before adding quote items: The cart will be emptied before adding quote items to it when the user accepts a quote.
14. Days to remember user’s quote list: How many days should the plugin remember the users quote list when the user is logged out (default is 100). Basically is the cookie life.
15. New quote email notification: Here you may insert an email address to receive new quote requests notification, eg. the shop manager email address.
16. Email user on frontend new quote: Email quote details to the user that is submitting the new quote from the frontend.
17. Text before the quote list on the reminder email: Here you may enter any custom text that will be inserted before the quote list on the quote reminder email that is sent to the customer.
18. Text after the quote list on the reminder email: Here you may enter any custom text that will be inserted after the quote list on the quote reminder email that is sent to the customer.
19. Text before the quote list on the follow up email: Here you may enter any custom text that will be inserted before the quote list on the quote follow up email that is sent to the customer.
20. Text after the quote list on the follow up email: Here you may enter any custom text that will be inserted after the quote list on the quote follow up email that is sent to the customer.
21. PDF Logo: Drag and drop or “Add Media” to the editor in order to customize the logo on the PDF that is sent as attachment to the customer on the quote list creation.
22. PDF Company Address: The address of your company that you may want to display on the PDF with the quote details.
23. PDF Text Before Product’s Table: Any text that you want to be displayed on the PDF, before the table with the list of the quoted products.
24. PDF Page Footer: Any text that you want to be displayed on the PDF footer.
25. PDF Headers Background Color: Any color that you would like as background in the PDF (table) headers.
26. PDF Links Color: Any color that you would like for any links on the PDF.
27. PDF Style: Here you may enter any CSS rules to be applied to the PDF (do NOT include <style></style>).
28. You are ready to go! *** Save Changes ***

Quotes Administration

In order to create or edit any quote navigate from your WordPress administration panel to “Woocommerce → Quotes“. The functionality is the same as any WordPress Custom Post Type.

Quotes Management

• Add a quote buy clicking on the “add Quote” button
• If you already have quotes created you may edit, quick edit, trash or view any quote. Just hover on the quote title for the links to show up.

Quotes Editing

• User: You may add a user by start typing on the User field. An AJAX search will be ran on the background for already registered users and you will be prompt to select one if anyone is found. If the user does not exist you may type his email and the select it. YOu will be prompt to fill in his/her details. It is not obligatory to add the details of the user.
• On the next area you may select the products you want to add to the quote or edit the existing ones. In the same way start typing the title or SKU of the product and you will be prompt to select on of the results that are found. All fields bu the quantity will be autofilled for you after you select a product.
• You may enter the profit margin by editing each individual product. Look for the “Unit Cost” field.
• To add more product click on the plus (+) sign on the end of each row.
• To remove a product click on the (x) sign on the start of each row.
• To enter an expiry, reminder and follow up date click on any of the three fields. A calendar will pop up.
• You may keep notes for admins only on the “Admin Notes” textarea.
• If the quote was submitted bya user and the user added some remarks (notes), those will be displayed on the “User Notes” textarea.
• On the sidebar you may select nad/or change the status of the quote.
• You may add an attachment to the quote by clicking on the “Add File” button. The default WordPress media manager will pop up. This attachment will be sent to the user on quote submission.
• If you are editing a quote then you will have two additional options.
• “Send status notification to user” (self explanatory).
• “Send New Quote Notification to USer” in case you want to resend the email that was sent to him/her when the quote was first created.

Quotes Frontend

Users, depending on your settings, will be able to add products in their quotes list and ask for quotes. They will be able to ask for a quote and see their quotes on the “My Account” page.

For Developers

Templating

You may override any of the plugin templates in the same way you do for woocommerce. Just copy the file in “your-theme-directory/c2q/”.

eg. if you want to override the single-quote.php and your theme is “storefront-child” then create a folder named “c2q” in “/wp-content/themes/storefront-child/” and copy the file “single-quote.php” in there. Now you may edit it as preferred.

Hooks

Many hooks are in place. Please search the code for a full list. Below are some of them.

Actions

/woo-cart-to-quote/functions/quote.php (6 hits)
    Line 304:   '. do_action('c2q_before_table_body_pdf', $post_id) .'
    Line 378:   $body .= do_action('c2q_before_table_footer_pdf', $post_id);
    Line 403:   $footer .= do_action('c2q_before_table_end_pdf', $post_id);
    Line 410:   $footer .= do_action('c2q_after_table_end_pdf', $post_id);
    Line 635:   $out = do_action('c2q_quotelist_notices') .'
    Line 712:   do_action('c2q_after_quotelist_form', $data, $c2q_is_empty);

/woo-cart-to-quote/templates/single-quote.php (5 hits)
    Line 21:   do_action( 'c2q_before_main_content' );
    Line 43:   do_action( 'c2q_before_quote_table', get_the_ID() ); 
    Line 53:   do_action( 'c2q_after_quote_table', get_the_ID() ); 
    Line 65:   do_action( 'c2q_after_main_content' );
    Line 74:   do_action( 'woocommerce_sidebar' );

Filters

/woo-cart-to-quote/classes/frontend.php (12 hits)
 Line 84: echo apply_filters('c2q_quotes_list_header', '<h2>'. __('Recent Quotes', 'c2q') .'</h2>');
 Line 162: 'post_status' => apply_filters('c2q_submitted_quote_status', 'publish')
 Line 230: $adminmail = apply_filters('c2q_emailnewquote_adminmail', get_option('wc_settings_tab_c2q_emailnewquote'));
 Line 231: $subject = apply_filters('c2q_emailnewquote_subject', __( 'You have a new quote request'), 'c2q');
 Line 232: $message = apply_filters('c2q_emailnewquote_message', __('You have a new quote request:', 'c2q')).' '.get_the_permalink($id);
 Line 244: $subject = apply_filters('c2q_usermailnewquote_subject', __( 'Your quote information'), 'c2q');
 Line 245: $message = apply_filters('c2q_usermailnewquote_message', __('Thank you for submiting a new quote request. We will contact you soon with an awesome offer!', 'c2q'))."\n".site_url();
 Line 287: $adminmail = apply_filters('c2q_emailremindquote_adminmail', get_option('wc_settings_tab_c2q_emailnewquote'));
 Line 288: $subject = apply_filters('c2q_emailremindquote_subject', __( 'You have a new quote reminder'), 'c2q');
 Line 289: $message = apply_filters('c2q_emailremindquote_message', __('You have a quore review reminder:', 'c2q')).' '.admin_url('post.php?post='. intval($_POST['post_id']) .'&action=edit');
 Line 319: update_post_meta($post->ID, 'c2q_quoted_status', apply_filters('c2q_cancelled_front_status', 'cancelled', $post));
 Line 342: update_post_meta($post->ID, 'c2q_quoted_status', apply_filters('c2q_rejected_front_status', 'rejected', $post));

 /woo-cart-to-quote/classes/metaboxes.php (1 hit)
 Line 795: $subject = __('New quote from', 'c2q').' '.wp_specialchars_decode(apply_filters( 'woocommerce_email_from_name', get_option( 'woocommerce_email_from_name' )));

 /woo-cart-to-quote/classes/widgets.php (2 hits)
 Line 37: echo $args['before_title'] . apply_filters( 'widget_title', $instance['title'] ). $args['after_title'];
 Line 43: echo apply_filters('quotelist_widget_output', $out, $instance);

 /woo-cart-to-quote/classes/woo.php (1 hit)
 Line 433: return apply_filters( 'wc_settings_tab_c2q_settings', $settings );

 /woo-cart-to-quote/functions/cron.php (2 hits)
 Line 40: $subject = __('Do not miss this offer by', 'c2q').' '.wp_specialchars_decode(apply_filters( 'woocommerce_email_from_name', get_option( 'woocommerce_email_from_name' )));
 Line 110: $subject = __('Last chance to get this offer by', 'c2q').' '.wp_specialchars_decode(apply_filters( 'woocommerce_email_from_name', get_option( 'woocommerce_email_from_name' )));

 /woo-cart-to-quote/functions/pages.php (2 hits)
 Line 21: $quotes_overview_args = apply_filters('quotes_overview_args', $quotes_overview_args);
 Line 42: $quotelist_args = apply_filters('quotelist_args', $quotelist_args);

 /woo-cart-to-quote/functions/quote.php (21 hits)
 Line 51: $header = '<table class="'. apply_filters('c2q_single_quote_table_class','table shop_table shop_table_responsive products_table', $post_id) .'">
 Line 56: $header_arr = apply_filters('c2q_single_quote_table_header', array (
 Line 68: $header .= '<th class="'. apply_filters('c2q_single_quote_th_class', $class, $post_id) .' '. ($class=='product' ? '' : 'text-right') .'">'. $text .'</th>';
 Line 129: $body_array[$c2q_product['id'].'_'.$i] = apply_filters('c2q_single_quote_table_body', $body_array[$c2q_product['id'].'_'.$i], $c2q_product);
 Line 135: $body_array = apply_filters('c2q_quotes_table_body', $body_array, $post_id, $c2q_quoted_products);
 Line 173: $footer_array = apply_filters('c2q_quotes_table_footer', $footer_array, $post_id, $c2q_quoted_products);
 Line 193: $hide_buttons = apply_filters('c2q_hide_buttons_statuses', array(
 Line 245: $subfooter_array = apply_filters('c2q_quotes_table_subfooter', $subfooter_array, $post_id, $c2q_quoted_products); 
 Line 279: $header = '<table class="'. apply_filters('c2q_single_quote_table_class','table shop_table shop_table_responsive products_table', $post_id) .'">
 Line 284: $header_arr = apply_filters('c2q_single_quote_table_header_pdf', array (
 Line 297: $header .= '<td class="header '. apply_filters('c2q_single_quote_th_class', $class, $post_id) .'">'. $text .'</td>';
 Line 365: $body_array = apply_filters('c2q_single_quote_table_body_pdf', $body_array, $post_id, $c2q_product);
 Line 395: $footer_array = apply_filters('c2q_single_quote_table_footer_pdf', $footer_array, $post_id);
 Line 468: $out = apply_filters('quotelist_mini_output', $out, $data);
 Line 584: $header = apply_filters('c2q_quotelist_header', array(
 Line 650: $body_array = apply_filters('c2q_quotelist_body', $body_array);
 Line 671: $footer_array = apply_filters('c2q_quotelist_footer', array_reverse(array_pad($footer_array, count($body_array[$row->ID]), '')));
 Line 707: $out = apply_filters('quotelist_output', $out, $data);
 Line 833: $data = apply_filters('quotelist_data', $data, $instance);
 Line 973: $attr[$index][] = esc_html( apply_filters( 'woocommerce_variation_option_name', $term->name ) );
 Line 1047: $statuses = apply_filters('c2q_statuses', array (

 /woo-cart-to-quote/functions/shortcodes.php (6 hits)
 Line 48: $header = apply_filters('c2q_quotes_overview_header',array(
 Line 102: $body_array[get_the_ID()] = apply_filters('c2q_single_quote_overview_body', $body_array[get_the_ID()], $post_id);
 Line 103: $extra_body_info[get_the_ID()] = apply_filters('c2q_single_quote_extra_info', $extra_body_info[get_the_ID()], $post_id);
 Line 107: $body_array = apply_filters('c2q_quotes_overview_body', $body_array);
 Line 108: $extra_body_info = apply_filters('c2q_quotes_extra_info', $extra_body_info);
 Line 134: $out = apply_filters('c2q_no_quotes', __('You have no quotes', 'c2q'));

 /woo-cart-to-quote/functions/templates.php (6 hits)
 Line 67: $from_address = sanitize_email(apply_filters( 'woocommerce_email_from_address', get_option( 'woocommerce_email_from_address' )));
 Line 68: $from_name = wp_specialchars_decode(apply_filters( 'woocommerce_email_from_name', get_option( 'woocommerce_email_from_name' )));
 Line 70: $to = apply_filters( 'c2q_email_to', $to);
 Line 71: $subject = apply_filters( 'c2q_email_subject', $subject);
 Line 72: $body = apply_filters( 'c2q_email_body', $body);
 Line 75: $headers[] = apply_filters( 'woocommerce_email_headers', 'Content-Type: text/html; charset=UTF-8');

 /woo-cart-to-quote/templates/emails/email-footer.php (1 hit)
 Line 36: <?php echo wpautop( wp_kses_post( wptexturize( apply_filters( 'woocommerce_email_footer_text', __('Powered by Quote2Cart for Woocommerce', 'c2q') ) ) ) ); ?>

 /woo-cart-to-quote/templates/emails/quote-pdf.php (1 hit)
 Line 131: font-family: <?php echo apply_filters('c2q_pdf_font_family', '"dejavusans"'); ?>;

 /woo-cart-to-quote/woo-cart-to-quote.php (1 hit)
 Line 29: if ( in_array( 'woocommerce/woocommerce.php', apply_filters( 'active_plugins', get_option( 'active_plugins' ) ) ) ) {