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!

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
 * @community     https://businessbloomer.com/club/
 */

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 custom PHP in functions.php and custom CSS in style.css of your child theme: where to place WooCommerce customization?

This code still works, unless you report otherwise. To exclude conflicts, temporarily switch to the Storefront theme, disable all plugins except WooCommerce, and test the snippet again: WooCommerce troubleshooting 101

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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. Follow @rmelogli