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Proforma Invoices & Quotation-to-Order for WooCommerce — A build-to-order WooCommerce plugin that lets B2B stores issue profo — 1/1イメージプレビュー

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.

Proforma Invoices & Quotation-to-Order for WooCommerceとは?

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.

主な機能

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

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の WooCommerce 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

この製品について

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.

得られるもの

  • 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

これは誰のためのものですか

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.

Proforma Invoices & Quotation-to-Order for WooCommerce の比較方法

基準エコシエールカスタムビルド競合他社WooCommerce 標準機能
Request-a-quote workflow before payment付属付属付属含まれていない
Quote-to-order conversion into a native WooCommerce order付属付属部分的なサポート含まれていない
Sequential proforma numbering with custom format付属付属部分的なサポート含まれていない
Built, installed & configured on your site for you付属部分的なサポート含まれていない含まれていない
HPOS / custom-order-tables compatibility verified on your store付属部分的なサポート部分的なサポート付属
Instant self-service download, no waiting for a build含まれていない含まれていない付属付属
Tailored ERP/CRM REST sync and approval roles付属付属含まれていない含まれていない
Ongoing named-team support & WooCommerce-version updates付属部分的なサポート部分的なサポート部分的なサポート

Proforma Invoices & Quotation-to-Order に関するよくある質問

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.

見積もりを依頼

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

見積もりを依頼

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