Aperçu illustratifA build-to-order WooCommerce plugin that lets B2B stores issue proforma invoices and quotations,
then convert accepted quotes into real, payable WooCommerce orders. Built, installed, and supported on your site by ECOSIRE.
Qu'est-ce que Proforma Invoices & Quotation-to-Order for WooCommerce ?
A build-to-order WooCommerce plugin that lets B2B stores issue proforma invoices and quotations, then convert accepted quotes into real, payable WooCommerce orders. Built, installed, and supported on your site by ECOSIRE. Built to order by ECOSIRE for WooCommerce (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
Fonctionnalités clés
Fait sur commande, clé en main
Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.
- 1
Vous commandez
Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.
- 2
Nous développons et installons
ECOSIRE la développe, la configure et l'installe sur votre WooCommerce.
- 3
Mise en ligne + assistance
Vous êtes en ligne en une semaine ouvrée environ, avec deux semaines d’assistance après la mise en production. Les défauts du code que nous livrons sont corrigés gratuitement.
À propos de ce produit
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.
Ce que vous obtenez
- 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
Pour qui c'est
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.
Comment Proforma Invoices & Quotation-to-Order for WooCommerce se compare
| Critère | ÉCOSIRE | Construction personnalisée | Concurrent | Natif WooCommerce |
|---|---|---|---|---|
| Request-a-quote workflow before payment | Inclus | Inclus | Inclus | Non inclus |
| Quote-to-order conversion into a native WooCommerce order | Inclus | Inclus | Prise en charge partielle | Non inclus |
| Sequential proforma numbering with custom format | Inclus | Inclus | Prise en charge partielle | Non inclus |
| Built, installed & configured on your site for you | Inclus | Prise en charge partielle | Non inclus | Non inclus |
| HPOS / custom-order-tables compatibility verified on your store | Inclus | Prise en charge partielle | Prise en charge partielle | Inclus |
| Instant self-service download, no waiting for a build | Non inclus | Non inclus | Inclus | Inclus |
| Tailored ERP/CRM REST sync and approval roles | Inclus | Inclus | Non inclus | Non inclus |
| Ongoing named-team support & WooCommerce-version updates | Inclus | Prise en charge partielle | Prise en charge partielle | Prise en charge partielle |
Foire aux questions sur Proforma Invoices & Quotation-to-Order
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.
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Proforma Invoices & Quotation-to-Order
A build-to-order WooCommerce plugin that lets B2B stores issue proforma invoices and quotations, then convert accepted quotes into real, payable WooCommerce orders. Built, installed, and supported on your site by ECOSIRE.
- 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