Documentation/DigiQuote Pro+

DigiQuote Pro+ Overview

Understand the complete quote-request and personal-pricing workflow.

DigiQuote Pro+ extends WooCommerce with a structured quotation workflow. Customers can request a quote from the cart, staff can prepare personalized prices, and the customer can return through a secure quote link to purchase at the approved prices.

Pro+ adds advanced workflow features including customer quote access, revision history, reminders, sales-agent assignment, analytics and checkout protection.

Typical quote lifecycle

  1. Customer adds products to the WooCommerce cart.
  2. Customer selects Request a Quote.
  3. DigiQuote collects customer details and a message.
  4. The request is stored in WordPress.
  5. Staff reviews the request and prepares personal prices.
  6. DigiQuote sends the personal quote to the customer.
  7. Customer opens the secure quote link.
  8. Quoted products are loaded into the cart with approved prices.
  9. Customer completes checkout.

Guest access controls can also require login for purchasing or hide prices from guests.

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