Proforma Invoices & Quotation-to-Order for WooCommerce

Key Features

Request-a-quote workflow that replaces or supplements the Add-to-Cart button on selected products, categories, or for specific B2B user roles

Sequential proforma invoice numbering with a configurable prefix/suffix and per-year reset, stored on a dedicated custom post type so numbers never collide with WooCommerce order IDs

PDF proforma documents rendered server-side with your logo, company details, payment terms, and validity date

One-click quote-to-order conversion that creates a native WooCommerce order in 'pending payment' status, preserving line items, taxes, and shipping

Tax-inclusive and tax-exclusive display that honours your existing WooCommerce tax classes, rates, and customer-based location rules

Admin quote editor in wp-admin to adjust quantities, apply negotiated discounts, override shipping, and add internal notes before issuing

Secure customer accept/decline links with expiry, so quotes auto-lapse after the validity period via WP-Cron

HPOS / custom-order-tables compatible, plus support for the WooCommerce legacy post-based order storage

Custom email notifications using WooCommerce's mailer for quote received, proforma issued, accepted, and expired events

WooCommerce REST API endpoints for quotes and proformas so your ERP, CRM, or accounting system can read and sync them

WPML and multisite ready on request — translated documents and emails, per-site numbering sequences

WordPress hooks and filters throughout so future customisations stay upgrade-safe and never require core edits

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your WooCommerce.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

WooCommerce core was designed for instant-checkout retail, not for B2B selling where buyers expect a proforma invoice or a formal quotation before any money changes hands. This plugin closes that gap. It adds a complete request-a-quote workflow to your catalogue and cart, generates numbered proforma documents, and — once a buyer accepts — converts the quote into a native WooCommerce order that flows through your existing payment gateways, tax rules, emails, and reporting.

This is not an instant marketplace download. ECOSIRE builds, installs, configures, and supports the plugin directly on your WordPress site, tuned to your theme, tax setup, and gateway stack. We ship a real plugin (custom post types for quotes/proformas, WordPress hooks and filters, a wp-admin settings screen, and full HPOS / custom-order-tables compatibility) — then we hand you a working B2B quoting flow, not a zip to wrestle with.

Buyers add products to a quote request instead of paying immediately. You review it in wp-admin, adjust line items, discounts and shipping, and issue a sequentially numbered proforma invoice (PDF) with tax-inclusive or tax-exclusive display matching your WooCommerce tax settings. The customer accepts via a secure link, and the quote becomes a standard order with a pending payment status — so Stripe, PayPal, or bank/wire transfer gateways, order emails, stock handling, and analytics all behave exactly as WooCommerce expects.

Because it is built to order, we can wire in WPML/multilingual documents, multisite rollouts, custom numbering formats, approval roles, and WooCommerce REST API access to quotes for your ERP or CRM. You get clean, upgrade-safe code and a named team that maintains it — bold honesty: a few-day build, not a one-click install.

What you get

A custom WooCommerce plugin installed and activated on your WordPress site, scoped to your B2B quoting requirements

A configured wp-admin settings screen (numbering format, document branding, quote validity, eligible products/roles, tax display mode)

Proforma PDF template styled to match your brand and legal/company details

Integration and verification against your live payment gateways (Stripe, PayPal, or bank/wire transfer) for the quote-to-order step

HPOS compatibility check and configuration for your store's order-storage mode

A short admin walkthrough document plus a recorded or live handover session for your team

An agreed post-delivery support and update window with ECOSIRE

Who this is for

B2B & wholesale store owner

Sells to trade buyers who expect a proforma invoice or quote before paying, and needs those approved quotes to become real WooCommerce orders without re-keying line items.

Sales / account manager

Negotiates pricing, discounts, and shipping per customer inside wp-admin, then issues numbered proforma documents and tracks which quotes are pending, accepted, or expired.

Finance & accounting lead

Requires sequential proforma numbering, correct tax-inclusive/exclusive display, and clean exports or REST access so quotes and converted orders reconcile with the ERP or accounting system.

How Proforma Invoices & Quotation-to-Order for WooCommerce Compares

Criterion	ECOSIRE	Custom Build	Competitor
Request-a-quote workflow before payment	Included	Included	Included
Quote-to-order conversion into a native WooCommerce order	Included	Included	Partial support
Sequential proforma numbering with custom format	Included	Included	Partial support
Built, installed & configured on your site for you	Included	Partial support	Not included
HPOS / custom-order-tables compatibility verified on your store	Included	Partial support	Partial support
Instant self-service download, no waiting for a build	Not included	Not included	Included
Tailored ERP/CRM REST sync and approval roles	Included	Included	Not included
Ongoing named-team support & WooCommerce-version updates	Included	Partial support	Partial support

Frequently Asked Questions about Proforma Invoices & Quotation-to-Order for WooCommerce

How long does delivery take, since this is build-to-order?

This plugin is custom-built and installed by ECOSIRE rather than downloaded from a marketplace. A standard build typically takes a few business days after we confirm your requirements (eligible products/roles, numbering format, tax display, and gateway). If you need WPML, multisite, ERP/CRM REST sync, or custom approval roles, we scope the extra time up front and give you a firm date before starting.

What support and updates do I get after it is installed?

Every build includes an agreed post-delivery support and update window. During that window we fix issues, keep the plugin compatible with new WooCommerce and WordPress releases (including HPOS changes), and adjust configuration as your store evolves. After it ends, you can renew a support plan or request ad-hoc changes — your code stays yours and keeps working regardless.

Does it work with HPOS and my current payment gateways?

Yes. The plugin is built to be compatible with WooCommerce High-Performance Order Storage (custom order tables) as well as the legacy post-based storage, and we verify it against whichever mode your store runs. When a quote converts to an order it becomes a standard WooCommerce order in 'pending payment' status, so Stripe, PayPal, and bank/wire-transfer gateways process it exactly as they would any normal order.

Will proforma numbering and taxes stay correct and sequential?

Proforma documents use their own sequential numbering sequence (with your chosen prefix and optional per-year reset) stored separately from WooCommerce order IDs, so there are no gaps or collisions. Tax display follows your existing WooCommerce tax classes and inclusive/exclusive settings, so a proforma shows the same figures the eventual order will charge.

Can it connect to my ERP, CRM, or accounting system?

Yes. We expose quotes and proformas through WooCommerce REST API endpoints and WordPress hooks, so your ERP, CRM, or accounting tool can read, sync, or trigger on them. The exact integration (field mapping, webhooks, scheduled sync via WP-Cron) is scoped during the build so it matches your downstream system rather than forcing a generic format.