QUOTE WORKFLOW PLUGIN

Turn Quote Requests
Into Paid Orders

Build the basket, apply pricing, send a checkout link or PDF, and close faster inside WooCommerce.

  • Build quotes in minutes
  • Send checkout links or PDF offers
  • Restore exact baskets later
Used on live WooCommerce stores with complex products and basket setups.

One Overlay, Full Quote Workflow

Save and restore baskets, apply quote pricing, generate PDF Angebote, launch one-click quote emails, and track follow-ups from one desk.

Save + Restore Exact Baskets

  • Keep agreed items, variants, and quantities together.
  • Reopen old offers when customer returns after days or weeks.
  • Production-proven: correctly restores baskets with Product Bundles and Composite Products.
  • Revise and resend without rebuilding from scratch.

On-the-Fly Pricing Controls

  • Apply percent, fixed, or target-total discounts instantly.
  • No need to manually create coupon codes for every negotiation.
  • Keep quote and checkout pricing aligned.

Email + PDF Offer Delivery

  • Generate professional PDF quote documents (Angebote).
  • Create one-click quote emails from templates.
  • Send checkout link, PDF quote, or both in the same email.
  • Support assisted checkout when customers need help completing payment.

How Much Time and Money Can Faster Quoting Save?

In many stores, quotes are assembled across emails, backend screens, coupon setup, and manual copy/paste. That creates delay, errors, and stalled follow-ups.

Typical Current State

25-45 min

Build basket, calculate discount, prepare quote docs, craft email, and track manually.

With Offer Desk Workflow

3-5 min

Build once, apply controls, save offer, generate PDF/link, send template, set reminder.

Estimate below covers quote creation time only. It does not include additional savings from one-click basket restore, smoother customer checkout completion, or assisted checkout handling.

Estimator Inputs

Estimated Savings

Hours Saved / Month
0
Assumes 5 working days/week
Hours Saved / Year
0
Creation workflow only
Money Saved / Month
0
Internal time cost estimate
Money Saved / Year
0
Before conversion uplift gains

Pain Points It Removes

Built around real quote-stage friction in WooCommerce stores.

PainFix

"Quote creation is scattered and slow."

Teams jump between customer messages, backend setup, and manual edits before sending an offer.

Build once, then send a template email that includes the checkout link, PDF quote, or both.

PainFix

"Discount handling is messy."

Negotiated totals become ad hoc calculations and coupon admin work that causes mistakes.

Apply offer pricing controls immediately and preserve consistency through checkout.

PainFix

"Returning leads force us to start over."

When a customer returns later, teams search old messages and rebuild context manually.

Open saved offers, amend quickly, resend updated quote, and keep handovers clean.

PainFix

"Follow-ups get forgotten."

Without a quote-stage system, reminders and chasers depend on memory and inbox discipline.

Use built-in reminders, chaser templates, and Won toggle as one quote lifecycle.

Why Professional PDF Quotes Add Real Value

A quote is not just a price list. It is a decision document. Clean PDF Angebote with your logo, colors, and structure increase trust and make approval easier.

Template Flexibility + Brand Fit

Choose from multiple quote templates, then style them with your own branding. Keep layout quality consistent even when different team members send quotes.

  • Multiple templates for different deal contexts.
  • Logo and custom color scheme support.
  • Consistent professional presentation for every quote.
  • Optional checkout button in PDF to complete the exact basket.

What This Solves

Instead of sending plain-text or manually assembled documents, your team sends a clear, branded quote package linked directly to checkout.

Classic Quote
Modern Split
Premium Dark

How It Works, Step by Step

Visual flow from first quote request to completed payment.

Click a step to preview. Auto-plays every few seconds.

1

Build Basket

Select exact products, variants, and quantities while discussing requirements.

2

Add Customer Data

Paste one customer block and let fields map automatically.

3

Apply Deal Pricing

Set percent, fixed, or target-total pricing without coupon admin steps.

4

Save Offer

Store offer snapshot so anyone on the team can reopen it later.

5

Send Email + PDF

Launch prefilled email template with checkout link, PDF quote, or both.

6

Close or Revise

Customer checks out, or you assist checkout and close quickly.

Step 1

Build the Exact Offer Basket

Create the basket the customer actually asked for, including exact variants and quantities.

  • No more rebuilding from memory later.
  • Ideal for phone, WhatsApp, and email enquiries.
Step 2

Capture Customer Details in Seconds

Paste a full contact block and let the system map data to checkout fields.

  • No line-by-line copy-paste work.
  • Lower risk of field-entry mistakes.
Step 3

Apply Quote Pricing Controls

Adjust deals instantly using discount or target-total controls in the same flow.

  • No manual coupon creation for each quote.
  • Pricing stays aligned across quote and checkout.
Step 4

Save, Reopen, and Amend Offers

Keep each offer as a reusable record so you can adjust and resend fast.

  • Great for customers who come back later.
  • Smooth team handovers with less context loss.
Step 5

Send Template Email + PDF Quote

One click opens a ready-to-send email with checkout link, PDF Angebot, or both.

  • Two clear paths to checkout for the customer.
  • Professional documents with your branding.
Step 6

Close Fast or Assist Checkout

Customer can complete checkout directly, or you can assist with prefilled details when needed.

  • Especially practical for BACS-style assisted ordering.
  • Faster path from agreed quote to paid order.
Alternative Scroll Concept (Cleaner)

Roadmap Flow: Quote Request to Paid Order

Same testing-ground idea, but simplified and less visually noisy. Scroll through the stages to reveal each step in order.

Step 1

Add Products

€89
€129
€39
€74
€69
€59
€149
€32
€19
Step 2

Paste Customer Details and Save as Quote

Paste customer details once, then save a complete quote snapshot that can be reopened anytime.

/quote/customer-data
Save as quoteLead stored
Single sourceReopen, amend, and re-save without losing context.
Leads centralised No scattered quote versions across inbox threads.
Step 3 (Optional)

Apply Custom Discount on the Fly

Adjust price instantly with percent, fixed amount, or a rounded final basket value.

/quote/pricing-controls
%
Fixed
Round total
Optional step. Skip when no custom pricing is needed.
Current quoteLive totals with margin visibility.
Updated quoteSave immediately after negotiation.
Commercial speedDeal terms can be handled while still on the call.
Pricing in seconds No coupon detour, no waiting for back-office edits.
Step 4

Send Quote via PDF + Prebuilt Email Template

Use the built-in email template and attach a professional PDF quote in one quick send flow.

/quote/send
Email templateCheckout link
Professional outputTemplate + PDF styling keep every quote consistent.
Faster outbound Polished quote package out quickly, responses come back sooner.
Step 5

Get Paid

Customer pays through the quote link, or staff can assist checkout for BACS and phone-order cases.

/quote/checkout
Email linkSelf-checkout path
PDF buttonSame quote context
AssistedBACS / phone flow
PaidOrder confirmed
Traceable quoteOrder complete
Quote to cashLess friction from agreement to payment.
Faster quote-to-cash All progress stays tied to the saved quote lifecycle.
01

Add Products

Build the customer basket and address in one pass.

required

Do now

  • Select products and quantities.
  • Add address details once.
Outcome:No basket rebuild later in the quote cycle.
02

Save Customer + Quote

Paste customer details and save the quote state.

required

Do now

  • Store basket, customer, and pricing together.
  • Reopen and edit without starting over.
Outcome:All open quotes stay in one place.
03

Optional Discount

Apply percent, fixed, or target-total discounts instantly.

optional

Do now

  • Adjust pricing during the call.
  • Skip this step when no discount is required.
Outcome:Pricing changes in seconds without coupon admin.
04

Send Quote (PDF + Email)

Launch the template email and send a branded PDF quote.

required

Do now

  • Prefilled email opens ready to send.
  • PDF uses reusable styles and branding.
Outcome:Quotes go out faster and stay consistent.
05

Get Paid

Customer pays via quote link, or staff assists BACS/phone checkout.

required

Do now

  • Use self-checkout for quick conversion.
  • Use assisted checkout when support is needed.
Outcome:Shorter path from agreement to payment.

Always-on Value Across the Whole Flow

  • Open leads stay in a central quote list.
  • Quotes can be restored, amended, and re-saved quickly during negotiation.
  • Operational time drops because the team is not rebuilding work from scratch.

How It Reduces Operational Friction

The quote stage stays simple for your team and simple for your customer.

For the Team

No repeated basket rebuilds. No manual copy-pasting customer fields into separate boxes. No coupon admin overhead for each negotiated quote. One lightweight interface with minimal training.

For the Customer

Two ways to complete checkout: link in the email and button in the PDF quote. If they need help, you can complete checkout for them using saved and prefilled details.

Why This Converts Better

Less effort between β€œyes” and β€œpay” means more agreed quotes become paid orders.

Conversion Mechanism

Quote acceptance often dies when customers must rebuild baskets themselves. DealWon removes that drop-off with two fast routes to payment: checkout link and PDF button, both loading the exact agreed basket and pricing.

It closes the gap between quote agreement and order placement, with assisted checkout available when needed.

CRM Positioning

Full CRM platforms are useful for mature pipelines, but they can add overhead at quote stage. DealWon keeps quote execution lightweight and fast.

If you already run a CRM, use DealWon as the quote execution layer for WooCommerce.

Simple, Transparent Pricing

Start free, then upgrade when quote volume grows.

Free

$0/month
  • Save up to 5 offers
  • Generate PDF offers
  • Share short checkout links
  • Advanced reminder flow
  • Team handover controls
Get Started Free

Enterprise

Β£99/month
  • Everything in Pro
  • Multi-store rollout support
  • Priority support SLA
  • Custom process adaptation
  • Team onboarding assistance
Contact Sales

What It Is For (and What It Is Not)

This is built for product-based WooCommerce quoting workflows where staff create the basket for the customer and need a quick path to paid checkout.

Best Fit

Stores that regularly handle quotes, assisted orders, and negotiation before payment.

  • Phone, email, and WhatsApp quote requests.
  • B2B pricing with agreed variants and quantities.
  • Custom bundles from products already priced in WooCommerce.
  • Teams needing fast revisions when requirements change.

Not Trying to Be

It solves quote execution, not every sales-system problem.

  • Not for service-only estimates without product prices in WooCommerce.
  • Not a full CRM with deep pipeline reporting and segmentation.
  • Not a customer-facing storefront redesign.
  • Not built for heavy onboarding or lengthy team training.

Ready to Turn More Quotes into Paid Orders?

Start with your existing WooCommerce setup, keep your current checkout flow, and move from quote request to paid order in minutes.

Works with WooCommerce 7.0+ and WordPress 6.0+.