WooCommerce quote instead of invoice

  • Resolved obiw1nl

    (@obiw1nl)


    3 years, 2 months ago

    I’m building a dealer website for a company that sells custom seats.
    I’m using WooCommerce to get a quote for the dealer(s client), but shipping is a bit complex and a few other factors that needs some custom calculation.

    So if the dealer compleets a custom chair, he just completes his order with WooCommerce and i’m using the woo connect plugin to bring it to Jetpack CRM. But now it shows up as an invoice. Normally that is correct, but in this case I want it to be a quote instead of an invoice. Is there a way to do this?

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  • Hi there!

    Currently, we can’t add WooCommerce products to quotes directly.

    With WooCommerce Connect, you can create invoices directly from WooCommerce following this guide:

    https://kb.jetpackcrm.com/knowledge-base/importing-products-and-invoices/

    This will only work on invoices like what you’ve mentioned. We don’t have any workaround for Quotes at the moment, unfortunately. Though we have an open enhancement request for this and I have added your vote to it.

    With enough interest, our developers may take the request under consideration for future development.

    Thank you!

    Thread Starter obiw1nl

    (@obiw1nl)

    @aicee11 thank you for your reply

    As an alternative, can i use Gravity Forms (instead of WooCommerce) to make a quote?

Viewing 2 replies - 1 through 2 (of 2 total)
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