RevBoost Quotation Manager for WooCommerce — Revenue Boost for B2B Stores

What Is RevBoost Quotation Manager?

RevBoost Quotation Manager for WooCommerce — built to revenue boost your WooCommerce store by turning quote requests into confirmed orders. Customers browse your products, select quantities, apply discounts and coupons, and submit a formal quote request — all from a single page, without touching the default WooCommerce checkout.

Once they submit, you review the request in your admin, apply any extra discount, adjust pricing, and send back a professional branded quotation. From the same admin screen, you can also directly convert the quote into a WooCommerce order with one click — no re-entering data.

Key Revenue Boost Benefits

• Capture leads before they are ready to buy — the quote form lets price-sensitive B2B customers engage without committing to checkout
• Faster sales cycle & revenue boost — Quick Add to Cart and Quick Place Order turn a quote into a live order in seconds
• Professional impression — branded printable quotations with your logo and brand color build trust with wholesale buyers
• No coding needed — everything is managed from the WordPress admin panel using simple settings and shortcodes

Available Shortcodes

The plugin provides two shortcodes. Place them on any WordPress page using a Shortcode block in the Gutenberg editor.

Setting Up Your Quote Pages

Create a WordPress page and insert the shortcode using the Gutenberg block editor.

1. Go to Pages → Add New Page in your WordPress admin.
2. Give the page a descriptive name — e.g. Request a Quote, Get Wholesale Pricing, or B2B Orders.
3. In the right sidebar under Template, select Full Width — the quote form needs horizontal space to display correctly.
4. Click + to add a block, search for Shortcode, and select it.
5. Paste your chosen shortcode into the block: [bluepiquote_form] or [bluepiquote_request_form].
6. Click Publish, then visit the page to confirm the form displays.

You can create multiple pages — one with the full catalog form for trade buyers and another with the simplified RFQ form for custom enquiries — and link both from your navigation menu.

Revenue Boost Features — Quote to Order

These are the features that directly convert quote requests into confirmed orders and increase average order value. The full product catalog form ([bluepiquote_form]) powers all of these — designed to revenue boost every stage of your B2B sales funnel.

Discount & Pricing Controls

RevBoost Quotation Manager gives you full control over pricing inside the quote — separate from WooCommerce's standard pricing. This is essential for B2B businesses that negotiate pricing.

Admin Discount (You Apply, Per Quote)

When creating or reviewing a quote in the admin panel, you can apply a custom discount to that specific quote:

• Percentage discount — e.g., 15% off the subtotal for a loyal wholesale customer
• Fixed amount discount — e.g., $50 off for an order above a threshold
• Set a default discount value in Settings (pre-filled for every new quote), or leave it at 0 to set per quote manually
• Toggle the discount field on/off in Settings → General → Enable Discount Feature

Customer Coupon Code

The [bluepiquote_form] includes a coupon input. Any active WooCommerce coupon works here. The discount applies to the live total in real time and is shown separately in the price breakdown. It also appears in the printed quotation.

Live Price Breakdown in the Quote Form

As items are added, the quote basket shows a live calculation with every component itemized:

Branded Printable Quotation

Every quote can be printed or emailed as a professional document showing:

• Your company logo (top-left) and brand color (header, table accents)
• Customer name and contact details
• Full product table — item, quantity, unit price, line total
• Complete price breakdown: subtotal, discount, coupon, tax, shipping, extra fees, grand total
• Premium: signature section, disclaimer text, company address on the document

Upload your logo and set your brand color under Quote Manager → Settings → Print.

Admin Panel — Managing Quotes

After installation, a Quote Manager menu appears in your WordPress admin sidebar with four sections:

Creating a Quote from the Admin

1. Go to Quote Manager → Create Quote.
2. Search for and add products. Adjust quantities with the +/− buttons.
3. Apply a discount amount (% or fixed) in the calculation panel.
4. Enter shipping cost and any extra fees if applicable.
5. Fill in the customer's name, email, phone, and address.
6. Click Print Preview to check the branded quotation document.
7. Click Generate Quotation to save it to All Quotes.
8. Click Email Quote to send the quotation directly to the customer.

Settings Guide

All settings are at Quote Manager → Settings — five tabs:

General Tab — Feature Toggles

Discount Tab

Form Tab — Labels & Text

Customize all visible text in both forms — title, description, field labels, placeholder text, and the submit button. Each field (Name, Email, Phone, Address, Description) can be toggled on/off and renamed independently.

Email Tab

Available tags: {quotation_id}  |  {request_id}  |  {company_name}

Print Tab — Branding

Frequently Asked Questions

Free vs Premium

The free plugin covers the full quotation workflow. The Premium Extension ($45 Lifetime) unlocks sales-conversion features — Quick Add to Cart, Quick Place Order, email customization, quote editing, and full multi-vendor support.

Help & Support