WooCommerce: Turn Checkout Into a Quote System

There are certainly ways and plugins to turn WooCommerce into a quote engine, but today I want to share a super simple workaround that could be helpful to many.

In a nutshell, we’ll use the same WooCommerce cart/checkout flow, rename a few strings and buttons, enable an offline payment gateway (so there is no actual payment), let the admin revise the order and send back the final invoice, and finally get the customer to pay for their order.

Enjoy!

You’re looking at the WooCommerce Checkout page, with the only difference being the “PLACE ORDER” button, the page title and the fact the only possible payment method is “cheque” (renamed to “Pay Later”). The customer creates the order, the admin revises it, and sends back the customer to the “Order Pay” page so that they can finally pay for the final invoice.

Setup Info

In order for the quote system to work you must:

  1. Rename the Checkout page to “Quote”, “Your Quote” etc. and possibly, remove the Cart page all together.
  2. Enable “cheque” payment method, hoping you are not already using it for accepting actual checks… Rename it to “Get a Quote”, “Pay Later” or similar. This will be the only visible payment method on the Checkout page.
  3. Take a note of all your online payment gateway IDs e.g. “paypal”, “stripe”, etc., as we need to show these only when the customer receives the invoice back from the admin, on the “Order Pay” page. Besides, these same gateways must be hidden on the default checkout/quote page.
  4. Know that the admin, once they receive the unpaid order, can edit the order from the dashboard (add shipping, revise product prices, add fees, etc.) and set it to “Pending Payment”. This will generate an “Order Pay” URL that can be sent to the customer via the relevant order action i.e. “Send customer invoice”.

Nice add-ons may be removing the coupon form, hiding product prices and shipping totals, turn the page into a distraction-free checkout, and more.

PHP Snippet: Transform the WooCommerce Checkout Into a Quote Engine

This snippet will:

  1. Hide “paypal” and “stripe” gateways on the Checkout page, so that the only remaining method is “cheque”.
  2. Rename “PLACE ORDER” button into “GET A QUOTE”.
  3. On the “Order Pay” page, hide “cheque” so that customers can only pay via the other payment gateways.

Please edit the snippet accordingly based on your payment gateway offer.

/**
 * @snippet       WooCommerce Quote System
 * @how-to        Get CustomizeWoo.com FREE
 * @author        Rodolfo Melogli
 * @compatible    WooCommerce 7
 * @donate $9     https://businessbloomer.com/bloomer-armada/
 */

add_filter( 'woocommerce_available_payment_gateways', 'bbloomer_checkout_as_quote_system' );
  
function bbloomer_checkout_as_quote_system( $available_gateways ) {
	if ( is_checkout() && ! is_wc_endpoint_url( 'order-pay' ) ) {	
		if ( isset( $available_gateways['cheque'] ) ) {
			unset( $available_gateways['paypal'], $available_gateways['stripe'] );
			$available_gateways['cheque']->order_button_text = 'Get a Quote';
		}
	} elseif ( is_wc_endpoint_url( 'order-pay' ) ) {
		unset( $available_gateways['cheque'] );
	}
	return $available_gateways;
}

Where to add custom code?

You should place PHP snippets at the bottom of your child theme functions.php file and CSS at the bottom of its style.css file. Make sure you know what you are doing when editing such files - if you need more guidance, please take a look at my guide "Should I Add Custom Code Via WP Editor, FTP or Code Snippets?" and my video tutorial "Where to Place WooCommerce Customization?"

Does this snippet (still) work?

Please let me know in the comments if everything went as expected. I would be happy to revise the snippet if you report otherwise (please provide screenshots). I have tested this code with Storefront theme, the WooCommerce version listed above and a WordPress-friendly hosting.

If you think this code saved you time & money, feel free to join 17,000+ WooCommerce Weekly subscribers for blog post updates and 250+ Business Bloomer supporters for 365 days of WooCommerce benefits. Thank you in advance!

Need Help with WooCommerce?

Check out these free video tutorials. You can learn how to customize WooCommerce without unnecessary plugins, how to properly configure the WooCommerce plugin settings and even how to master WooCommerce troubleshooting in case of a bug!

Rodolfo Melogli

Business Bloomer Founder

Author, WooCommerce expert and WordCamp speaker, Rodolfo has worked as an independent WooCommerce freelancer since 2011. His goal is to help entrepreneurs and developers overcome their WooCommerce nightmares. Rodolfo loves travelling, chasing tennis & soccer balls and, of course, wood fired oven pizza.

Questions? Feedback? Support? Leave your Comment Now!
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If you are writing code, please wrap it between shortcodes: [php]code_here[/php]. Failure to complying with this (as well as going off topic, not writing in English, etc.) will result in comment deletion. You should expect a reply in about 2 weeks - this is a popular blog but I need to get paid work done first. Please consider joining BloomerArmada to get blog comment reply priority, ask me 1-to-1 WooCommerce questions and enjoy many more perks. Thank you :)

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