Title: TackQuote: Request a Quote & B2B Wholesale for WooCommerce
Author: TackQuote
Published: 25 An Lùnastal 2026
Last modified: 27 An Dàmhair 2026
---
Search plugins
# TackQuote: Request a Quote & B2B Wholesale for WooCommerce
By [TackQuote](https://profiles.wordpress.org/tackquote/)
[Download](https://downloads.wordpress.org/plugin/tackquote.1.13.1.zip)
* [Details](https://gd.wordpress.org/plugins/tackquote/#description)
* [Reviews](https://gd.wordpress.org/plugins/tackquote/#reviews)
* [Installation](https://gd.wordpress.org/plugins/tackquote/#installation)
* [Development](https://gd.wordpress.org/plugins/tackquote/#developers)
[Support](https://wordpress.org/support/plugin/tackquote/)
## Description
**TackQuote: Request a Quote & B2B Wholesale for WooCommerce** adds Request a Quote
and Add to Quote buttons, a quote list and a quote page to your store, so trade
buyers can ask for a price on the exact products and quantities they need instead
of checking out. Approved wholesale customers see their own prices, volume tables
and order limits, can apply for net terms and pay with a purchase order, and pay
an accepted quote at your normal checkout at the quoted prices. Quotes are managed
in your TackQuote account (a free plan is available).
Setup is one button: press **Connect with TackQuote**, sign in or create an account,
and approve. Pasting an API key still works.
[Learn more about the WooCommerce integration](https://tackquote.com/integrations/woocommerce)·
[Create a free TackQuote account](https://app.tackquote.com/register)
#### Features
* **Add to Quote** and **Request a Quote** buttons on product pages, product cards
and the cart.
* A floating **quote list** with **Checkout as Quote**, a **quote page** with target
prices, and **your own quote request form** designed in TackQuote.
* **Quick order** by SKU, to the cart or the quote list.
* **Quote-only mode** for the whole store, signed-out visitors, chosen roles or
all but approved wholesale accounts, or per product.
* **B2B pricing** (account prices, volume tables), **order limits**, a **buyer-
group badge** and **tax-exempt buyers**.
* Per buyer group: hidden **product categories**, free or discounted **shipping**,
an optional **WordPress role**.
* **Wholesale** and **net-terms application forms**, and a **Net terms** payment
method with an optional PO number.
* **Accepted quote checkout** at the quoted prices.
* Optional one-way **order sync**, off by default and queued so it never runs inside
checkout; with one more approval, TackQuote’s **catalogue and order sync** through
a WooCommerce REST API key.
* **TackQuote inside WooCommerce admin**, each person signed in as themselves.
* Works with **HPOS**, the Cart and Checkout blocks, and block and classic themes.
Storefront text in English and seven more languages.
The FAQ lists exactly what the plugin sends and stores.
#### What it does not do
* It does not replace WooCommerce checkout or act as a full CPQ workspace.
* The plugin’s own order sync is one-way, WooCommerce to TackQuote. Catalogue,
stock and orders written back come only from catalogue and order sync, which
needs your approval in WooCommerce.
* Failed syncs are logged (WooCommerce Status Logs, source `tackquote`) and never
block checkout.
Source code: [github.com/tackquote/woocommerce](https://github.com/tackquote/woocommerce).
### External services
This plugin connects to the TackQuote API, a third-party B2B quoting service operated
by
TackQuote, to send quote requests that shoppers submit on your store and — only
if you switch it on — to send data about orders placed in your store.
The service is required for the plugin to work. Until the store is connected, quote
requests
cannot be sent. Nothing is sent anywhere until you enter an API key or
press **Connect with TackQuote**.
All requests go to the API base URL set under **TackQuote Settings Connection
Advanced**, which is
https://api.tackquote.com/v1 unless your TackQuote support
contact gave you a different one. Every request (except the two Connect with TackQuote
calls in item 12, made before the store has a key) carries your TackQuote API key
so the service can identify your account, and (since 1.10.0) headers naming this
plugin’s version (`X-TackQuote-Plugin-Version`) and the store’s address (`X-TackQuote-
Site-Url`), so TackQuote can tell which build and store sent it. The API key needs
the `buyers:write` scope for the two application forms below; the read-only storefront
lookups need no extra scope.
1. **Connection test** — `GET /integrations/woocommerce/ping`; on 404, `GET /health`(
key unverified).
Sent when an administrator clicks “Test TackQuote connection”,
at most daily from the storefront for item 11, and since 1.12.0 at most every
ten minutes in the background (never during a shopper’s request), once more to
confirm a refused key, and once on deactivation. Sends your API key and the store’s
address; since 1.12.0, to a TackQuote server that asks for them, also the site
name, the WordPress time zone, the WooCommerce currency and the store base address(
WooCommerce Settings General). No order or customer data.
2. **Quote form field policy** — `GET /integrations/woocommerce/registration-config`.
Sent on storefront page views while quote buttons are on, at most every 15 minutes.
Your API key and the store’s address.
3. **Quote request** — `POST /integrations/woocommerce/quote-requests`.
Sent when
a shopper submits the quote form. Sends what that shopper typed into the form,
plus the products being quoted: email address, first and last name, phone number
if given, company name and any company details the seller’s registration policy
requires (legal name, tax/VAT ID, registration number, website, address, city,
state, postal code, country, company phone, industry, employee count), answers
to the seller’s registration questions, the free-text note if written, and for
each requested product its name, SKU, quantity, unit price excluding tax, WooCommerce
product ID (since 1.12.0, a variation as `_` on a server
that supports it) and any target price, together with the store’s currency code.
Since 1.12.0, when the quote modal shows the form you designed in TackQuote, it
sends that form’s answers instead (what the shopper typed into each of your fields,
and the upload ids of any files) together with the form version shown, and the
same products.
4. **Order sync** — `POST /integrations/woocommerce/order-sync`. **Off by default.**
Sent when an order is created and each time its status changes, but only if the
merchant has switched on “Sync orders to TackQuote” (since 1.13.0 in TackQuote;
the store can still turn it off). Sends the whole order: the customer’s billing
and shipping addresses, email address and phone numbers, WooCommerce customer
ID, their order note, the order ID, number and status, currency and totals, coupon
codes, timestamps, the payment method ID and title, the payment gateway’s transaction
ID, and every line item with its name, SKU, product and variation IDs, quantities,
totals, taxes and item meta. No card numbers, no card details and no gateway credentials
are ever sent. The FAQ lists every field.
5. **B2B pricing, order limits and buyer group** — `POST /storefront-pricing/resolve`(
cart
prices), `GET /storefront/v1/wholesale-price`, `GET /storefront/v1/quantity-
breaks`, GET /storefront/v1/order-limits and `GET /storefront/v1/buyer-group`,
falling back to /storefront-b2b/order-limits and `/storefront-b2b/buyer-group`
on older servers. Only when the merchant has switched on B2B pricing, order limits,
the buyer-group badge, any buyer-group rule or tax-exempt buyers. Sent while customers
browse (order limits also for guests). Sends the product SKU and quantity and,
for a signed-in customer, their email address and WordPress user ID (digits only).
6. **Wholesale application** — `GET /integrations/woocommerce/wholesale-form` (the
form’s
fields, by form slug; sends no customer data) and `POST /integrations/
woocommerce/wholesale-form/submit`. Sent when a page with the `[tackquote_wholesale_application]`
shortcode or the “Wholesale account” My Account tab is viewed, and when a shopper
submits that form. Sends the answers the shopper typed into the seller’s form (
for example company name, email, phone, address, tax ID) and, for a signed-in
customer, their WordPress user ID as `wooCustomerId`. An application that carries
files is sent instead to `POST /storefront/v1/wholesale-signup/` with the
same answers, the signed-in customer’s account email address and WordPress user
ID (`buyerEmail`, `buyerExternalId`), and the upload IDs of item 11.
7. **Net-terms application** — `POST /storefront/v1/credit-application`, falling
back to
POST /integrations/woocommerce/credit-application on an older TackQuote
server. Signed-in customers only, when they submit the “Net terms” form. Sends
the account’s email address, the WordPress user ID (in the query, v1 route only),
and what the customer typed: legal business name, contact phone, tax/VAT ID, billing
address, requested credit limit, requested payment terms, up to three trade references(
company, contact name, email, phone) and notes.
8. **Wholesale price gate and Wholesale account tab** — `GET /storefront/v1/price-
access`. **Off by default.**
Sent only when the merchant chose the quote-only
scope “Everyone except approved wholesale accounts”, or (since 1.11.0) when a
signed-in customer opens the “Wholesale account” My Account tab or a page with
the `[tackquote_wholesale_application]` shortcode, at most once every five minutes
per customer (one minute after a failure). Sends that customer’s account email
address and their WordPress user ID (`buyerEmail`, `buyerExternalId`). TackQuote
answers whether that buyer’s wholesale application is approved. Nothing is sent
for a signed-out visitor.
9. **Net terms** — `GET /storefront/v1/net-terms`. Sent for a signed-in customer
at checkout
while the “Net terms (TackQuote)” payment method is enabled (off
by default), and when a signed-in customer views the “Net terms” My Account tab
or the `[tackquote_net_terms_application]` shortcode (the tab is off by default).
Sends the account email and WordPress user ID. One answer per customer is reused
for up to a minute. Fails closed: without an answer, checkout hides the method
and the tab shows the application form.
10. **Accepted quote checkout** — `GET /integrations/woocommerce/quote-checkout/`, when a
buyer opens a TackQuote checkout link (`?tackquote_checkout=`) on
your store. Sends only the link’s single-use token and your API key.
11. **Attachments** — `POST /storefront/v1/quote-upload` and
POST /storefront/v1/
wholesale-upload. Quote-request files only when the merchant switched on “Allow
attachments on quote requests” (off by default); wholesale-application files only
for a signed-in customer; both only when the TackQuote server’s connection check(`
ping`) lists attachments. Sent when a shopper attaches a file. Sends the file’s
bytes (a PDF, JPEG or PNG of at most 5 MB, checked on your store first) and its
file name, plus, for a signed-in customer, the account email address and WordPress
user ID (`buyerEmail`, `buyerExternalId`); for a wholesale form also the form
slug and field key. A guest’s quote files carry no identity, only the single-use
upload token TackQuote issues. Files are streamed from your server and never stored
on your site. The quote request then sends the upload IDs (`uploadIds`) and, for
a guest, the token (`uploadToken`). TackQuote deletes a file that was never attached
to a request after 24 hours (quote files) or 7 days (application files); attached
files are kept with the quote or application for the seller.
12. **Connect with TackQuote** (since 1.11.0) — `POST /woocommerce-connect/requests`
and
POST /woocommerce-connect/exchange. Sent only when an administrator presses“
Connect with TackQuote” on the Connection tab, and carry no API key. The first
sends your store’s address (`home_url()`), its WordPress admin address, the return
address on your own site (`wp-admin/admin-post.php?action=tackquote_connect_return`),
the site name, the plugin, WordPress and WooCommerce versions, the site language,
a random value signed by your site, and a one-way code challenge (SHA-256 of a
secret that stays on your site). No customer, order or product data. Your browser
then signs in to TackQuote (or creates an account), approves or cancels, and returns
to your site with a one-time code. The second call sends that code, the secret
behind the code challenge, and your store’s address, and TackQuote answers once
with an API key, which is stored exactly like a pasted one.
13. **Revoke a Connect key** (since 1.11.0) — `POST /integrations/woocommerce/plugin-
key/revoke`.
Sent only when an administrator presses “Remove saved API key” and
the saved key came from Connect with TackQuote. Sends that key (to say which key
to revoke) and nothing else. A key you pasted is never revoked: it is only deleted
from your site.
14. **Your quote request form** (since 1.12.0) — `GET /storefront/v1/quote-form?locale
=`.
Sent on storefront page views while quote buttons are on and TackQuote’s
connection test lists `quote-form`, at most every five minutes per language. Sends
your API key and the visitor’s language only: no customer data.
Quick order (since 1.12.0) sends nothing to TackQuote: SKUs are matched in your
own catalogue.
1. **Catalogue and order sync** (since 1.12.0, needs a TackQuote server that offers
it) —
POST /integrations/woocommerce/rest-keys/authorize and `GET /integrations/
woocommerce/rest-keys/status`. Sent on “Allow catalogue and order sync”, or right
after Connect with TackQuote. The first call sends your site’s `wp-admin/admin-
post.php` address, and your browser opens WooCommerce’s own approval screen. If
you approve, **WooCommerce itself** creates a Read/Write REST API key and sends
it to TackQuote directly; this plugin never sees it. The status call sends nothing
but the headers above. TackQuote then uses that key to read your products, stock
and categories, register store webhooks and write orders back; you can revoke it
under WooCommerce Settings Advanced REST API at any time; deleting this plugin
deletes it once TackQuote confirms it let go of it.
2. **Plugin deactivated or deleted** (since 1.12.0) — `POST /integrations/woocommerce/
plugin-lifecycle`.
Sent once when the plugin is deactivated or deleted (not when
WordPress updates it), so TackQuote pauses a connection that runs through the plugin
only. Sends `deactivated` or `uninstalled` and the headers above.
3. **Update check of the zip from the TackQuote website** (since 1.12.0; not in the
WordPress.org
build) — `GET https://api.github.com/repos/tackquote/woocommerce/
releases/latest`, at most every twelve hours, by WordPress’s own update check.
Sends nothing about your store beyond the plugin version in the User-Agent. The
update itself downloads `tackquote.zip` from the TackQuote GitHub release. GitHub
privacy statement: https://docs.github.com/site-policy/privacy-policies/github-
general-privacy-statement
4. **TackQuote inside WordPress admin** (since 1.12.0, needs a TackQuote server that
offers it) —
POST /integrations/woocommerce/embed/open, `POST /integrations/woocommerce/
embed/claim` and POST /integrations/woocommerce/embed/unlink. Sent only when a
user who can manage WooCommerce opens TackQuote Dashboard or presses its buttons.
Sends that user’s WordPress user ID, a random secret kept in their user meta and,
to open, `purpose` (`frame` or `tab`); linking also sends the one-time code typed
and their login name (1.13.0: `…/embed/link-requests`, `…/link-exchange`). No customer
or order data.
5. **Store settings** (since 1.13.0) — `GET /integrations/woocommerce/store-settings`
every
ten minutes and when settings open; headers only. `PUT …/from-plugin` sends
settings you change and your WordPress user ID. While TackQuote holds none, `POST…/
seed` sends the five switches and the form slug.
This plugin sends data to no other external service.
The TackQuote service is provided by TackQuote. By using this plugin you agree to
their
terms. Please review them before entering an API key:
* Terms of Service: https://tackquote.com/terms
* Privacy Policy: https://tackquote.com/privacy
### Privacy
This plugin sends data to TackQuote, a third-party service, over HTTPS. It sends
nothing anywhere else, and it never sends payment card data.
#### Where data is sent
To the TackQuote API base URL set under **TackQuote Settings Connection Advanced**:`
https://api.tackquote.com/v1` unless your TackQuote support contact gave you another
one. **External services** above lists every call, when it is made and what it sends.
The B2B features and order sync call TackQuote only when switched on.
#### The full lists
Every field the plugin sends, and everything it stores on your site and deletes
on uninstall, is listed in the FAQ below.
#### If you are a merchant in the EU, UK or another jurisdiction with a transfer regime
Order sync sends personal data about your customers to TackQuote, which makes
TackQuote
a processor acting on your instructions. That is why it ships switched **off**.
Before you enable it, satisfy yourself that you have a lawful basis and, where required,
a data processing agreement in place with TackQuote. Your own privacy policy should
name TackQuote as a recipient; the plugin adds suggested wording to **Settings
Privacy Policy guide**, listing the same fields, for you to review and adapt.
## Screenshots
[⌊Add to Quote and Request a Quote sit beside Add to cart on the product page (Twenty
Twenty-Five).⌉⌊Add to Quote and Request a Quote sit beside Add to cart on the product
page (Twenty Twenty-Five).⌉[
Add to Quote and Request a Quote sit beside Add to cart on the product page (Twenty
Twenty-Five).
[⌊Product cards in the shop grid can carry an Add to Quote button.⌉⌊Product cards
in the shop grid can carry an Add to Quote button.⌉[
Product cards in the shop grid can carry an Add to Quote button.
[⌊The quote drawer lists the chosen products and quantities, with Checkout as Quote.⌉⌊
The quote drawer lists the chosen products and quantities, with Checkout as Quote
.⌉[
The quote drawer lists the chosen products and quantities, with Checkout as Quote.
[⌊The quote page from the [tackquote_quote_page] shortcode takes target prices and
a message, and the request form can carry attachments.⌉⌊The quote page from the [
tackquote_quote_page] shortcode takes target prices and a message, and the request
form can carry attachments.⌉[
The quote page from the `[tackquote_quote_page]` shortcode takes target prices and
a message, and the request form can carry attachments.
[⌊Quote-only mode shows "Price on request" in place of prices, and single products
can be marked "Available on quote".⌉⌊Quote-only mode shows "Price on request" in
place of prices, and single products can be marked "Available on quote".⌉[
Quote-only mode shows “Price on request” in place of prices, and single products
can be marked “Available on quote”.
[⌊A signed-in buyer sees their account price, their buyer group badge and a volume
pricing table.⌉⌊A signed-in buyer sees their account price, their buyer group badge
and a volume pricing table.⌉[
A signed-in buyer sees their account price, their buyer group badge and a volume
pricing table.
[⌊Order limits show on the product page and are enforced in the cart and the Checkout
block.⌉⌊Order limits show on the product page and are enforced in the cart and the
Checkout block.⌉[
Order limits show on the product page and are enforced in the cart and the Checkout
block.
[⌊Buyers TackQuote has approved can pay on net terms at checkout and add a purchase
order number.⌉⌊Buyers TackQuote has approved can pay on net terms at checkout and
add a purchase order number.⌉[
Buyers TackQuote has approved can pay on net terms at checkout and add a purchase
order number.
[⌊The wholesale application form in My Account is the form you design in TackQuote,
file fields included.⌉⌊The wholesale application form in My Account is the form
you design in TackQuote, file fields included.⌉[
The wholesale application form in My Account is the form you design in TackQuote,
file fields included.
[⌊A checkout link from an accepted quote fills the cart at the quoted prices with
the quantities locked.⌉⌊A checkout link from an accepted quote fills the cart at
the quoted prices with the quantities locked.⌉[
A checkout link from an accepted quote fills the cart at the quoted prices with
the quantities locked.
[⌊Categories hidden per buyer group: a guest (left) does not see the trade range
that a Tier 2 buyer (right) sees.⌉⌊Categories hidden per buyer group: a guest (left)
does not see the trade range that a Tier 2 buyer (right) sees.⌉[
Categories hidden per buyer group: a guest (left) does not see the trade range that
a Tier 2 buyer (right) sees.
[⌊Storefront buttons in German from the bundled translations.⌉⌊Storefront buttons
in German from the bundled translations.⌉[
Storefront buttons in German from the bundled translations.
[⌊The Overview tab shows the connection, the storefront mode, order sync and every
B2B switch.⌉⌊The Overview tab shows the connection, the storefront mode, order sync
and every B2B switch.⌉[
The Overview tab shows the connection, the storefront mode, order sync and every
B2B switch.
[⌊The Styling section of the Storefront tab: use the theme's styles only, or pick
an accent colour.⌉⌊The Styling section of the Storefront tab: use the theme's styles
only, or pick an accent colour.⌉[
The Styling section of the Storefront tab: use the theme’s styles only, or pick
an accent colour.
[⌊The Buyer groups tab keeps payment and shipping methods for the groups you tick.⌉⌊
The Buyer groups tab keeps payment and shipping methods for the groups you tick.⌉[
The Buyer groups tab keeps payment and shipping methods for the groups you tick.
[⌊With an accent colour set, the quote buttons blend into Twenty Twenty-Four.⌉⌊With
an accent colour set, the quote buttons blend into Twenty Twenty-Four.⌉[
With an accent colour set, the quote buttons blend into Twenty Twenty-Four.
## Installation
WooCommerce must be installed and active first, and you need a TackQuote account—
[create one here](https://app.tackquote.com/register) if you do not have one yet.
#### Install
1. In WP Admin go to **Plugins Add New**, search for **TackQuote**, and click **Install
Now**.
2. Activate **TackQuote: Request a Quote & B2B Wholesale for WooCommerce**.
3. Open **TackQuote** in the admin menu.
4. Under **TackQuote Settings**, on the **Connection** tab, press **Connect with
TackQuote**, sign in to TackQuote (or create an account) and approve; you come
back to the Connection tab connected. Or open **Advanced**, paste a TackQuote API
key and save. Leave the API URL as the default unless support gives you another
base URL.
5. Work down the numbered sections in order — they are arranged as a setup sequence,
and each one only depends on the ones above it. Then click **Save TackQuote settings**.
6. Click **Test TackQuote connection** to verify (Connect with TackQuote runs this
test for you).
Before you enter an API key, read the **External services** section above: the plugin
cannot create quotes without sending data to the TackQuote API.
#### Manual install
1. Download `tackquote.zip` from [the releases page](https://github.com/tackquote/woocommerce/releases),
or build it from source with `bash bin/build.sh`.
2. In WP Admin go to **Plugins Add New Upload Plugin**, upload the ZIP, and choose**
Replace current with uploaded** if an older copy is already installed.
3. Activate, then follow steps 3–6 above.
4. Your API key and toggles are stored as WordPress options and are preserved across
updates.
## FAQ
### Where do I get an API key?
You may not need one: press **Connect with TackQuote** on the plugin’s Connection
tab, sign in and approve, and TackQuote creates a key for this store and sends it
back to your site directly. To paste one by hand instead, in TackQuote go to **Settings
Developer API Keys**.
### Does Connect with TackQuote work on a local or staging site?
It needs your site to use https. A development address (such as a `.test` name or
a private IP) may use plain http. Other http sites can paste an API key instead.
### Does it work with High-Performance Order Storage (HPOS)?
Yes. The plugin declares HPOS (`custom_order_tables`) compatibility via WooCommerce`
FeaturesUtil` and uses the WooCommerce order CRUD APIs (`wc_get_order`, order status
hooks) rather than direct `wp_posts` order queries. You can run with HPOS enabled.
### Is order sync bidirectional?
No. Sync is one-way: WooCommerce TackQuote on order create and status change. Turning
the toggle off stops new pushes; it does not delete data already in TackQuote.
### My store collects a purchase-order number at checkout. Can it be synced?
Yes, with one line of code. WooCommerce core has no purchase-order field, and there
is no
meta key this plugin could guess that would be right for every B2B extension—
a guess that looks correct and silently returns nothing is worse than an empty field.
So the value is read through a filter your theme or a small site plugin fills in:
```
add_filter( 'tack_quotes_order_po_number', function ( $po, $order ) { return $order->get_meta( '_my_checkout_po_field' ); }, 10, 2 );
```
Replace `_my_checkout_po_field` with the meta key your checkout writes. Without
this filter
nothing is sent and TackQuote records no purchase-order number.
### Do the quote buttons replace checkout, or touch the WooCommerce cart?
No, and no. “Add to Quote” adds the product to a separate, browser-side quote list—
it never touches the WooCommerce cart, stock, or totals. “Checkout as Quote” creates
a quote request in TackQuote from that list’s contents. Customers can still shop
and check out through WooCommerce completely normally, at the same time, with no
interaction between the two.
### Why doesn’t “Add to Quote” send a quote request immediately?
So shoppers can add multiple products before requesting one combined quote. Use
the floating “Quote list” button (bottom-right) once you’ve added everything you
want quoted, then click “Checkout as Quote”.
### Can shoppers start a quote from the shop page or the cart?
Yes, since 1.10.0, and both are off until you switch them on under **TackQuote
Settings Storefront**. “Product cards” adds “Add to Quote” to every simple product
in the shop, category and search lists and (since 1.12.0) in product grids built
with blocks, such as a Product Collection on your home page or related products;
variable, grouped and external products link to their page instead, because a card
cannot say which variation is wanted. “Cart page” adds “Request a quote for your
cart” under Proceed to checkout on the classic cart, and (since 1.12.0) inside the
Cart block, below the totals and above Proceed to checkout. It copies the cart into
the quote list and leaves the WooCommerce cart as it was.
### Is there a quick order form?
Yes, since 1.12.0. Put the shortcode `[tackquote_quick_order]` or the “TackQuote
quick order” block on a page. Buyers type SKUs and quantities, or paste a list with
one SKU and quantity per line, press “Check items”, and then choose “Add to cart”
or your “Add to Quote” label. SKUs are matched in your own catalogue; a variable
product’s own SKU asks the buyer to choose options on its page, and a variation’s
SKU is added as that variation. “Add to cart” uses WooCommerce’s own add-to-cart
rules, so quote-only products are offered for the quote list only.
### Can I use the quote request form I designed in TackQuote?
Yes, since 1.12.0, when your TackQuote server supports it: the quote modal then
shows the form you designed in TackQuote (fields, conditional fields, files, dates
on your calendar) instead of the built-in one. Nothing to switch on. If you never
designed one, the built-in form stays. A form with a required file field needs **
Allow attachments on quote requests** on; otherwise the built-in form is shown and
the reason is written to the WooCommerce log.
### How do I make a single product quote-only?
Edit the product and tick **Quote only** in the General tab of the product data
panel. Add to Cart disappears for that product (and for every variation of a variable
product), a hand-made `?add-to-cart=` link and the Cart/Checkout blocks refuse it
too, and a cart that already held it loses that line with a notice. Unlike the store-
wide mode, this applies to shop managers as well, so your own test sees what customers
see.
### Can I keep the cart for approved wholesale customers only?
Yes. Turn on quote-only mode and choose “Everyone except approved wholesale accounts”.
The plugin asks TackQuote whether the signed-in customer’s wholesale application
is approved, and only then shows the cart. If TackQuote cannot be reached, the customer
sees the quote-only catalogue (this one check fails closed, because it is a price
gate). It needs the API key.
### Which features need a linked account?
Prices, quantity breaks, order limits, the buyer-group badge and the price gate
follow the customer’s account email. Net terms, tax exemption and credit standing
go only to customers the seller has linked to a TackQuote buyer: approving the customer’s
wholesale application or their net-terms application sent from this store links
them (both carry the WordPress user id since 1.10.0), or the seller links the WordPress
user under **Buyers buyer WooCommerce customer** in TackQuote. A matching email
alone never links one, because WooCommerce does not verify the email at registration.
If the email belongs to a buyer already linked to a different WordPress user, that
customer gets none of these B2B features.
### Where do target prices on the quote page go?
To the quote line, where the seller sees “Buyer asked for …” beside your store price,
which the quote keeps. A TackQuote server older than the attachments feature cannot
take the field, so there they go into the request’s note instead, one line per product(“
Target prices: …”), after the shopper’s own message.
### Can I change how it looks?
It takes your theme’s look by default: every button is your theme’s button (so Site
Editor > Styles > Blocks/Elements > Button restyles them), fields and tables use
WooCommerce’s classes, and the drawer and quote form use your theme’s colours and
fonts. Under **TackQuote Settings Storefront Styling** you can pick an accent
colour for the quote buttons and launcher, or tick “Use the theme’s styles only”
to load layout rules alone. For finer changes, set CSS variables in Appearance >
Customize > Additional CSS or the Site Editor’s custom CSS, for example `:root {--
tackquote-radius: 0; --tackquote-drawer-width: 26rem; }` (also `--tackquote-accent`,`--
tackquote-surface`, `--tackquote-text`, `--tackquote-border`, `--tackquote-shadow`,`--
tackquote-z-index`, `--tackquote-launcher-offset-x` / `-y`). Developers can copy
any file from the plugin’s `templates/tackquote/` folder (quote page, quote list
drawer, volume table, wholesale and net-terms forms) into `yourtheme/woocommerce/
tackquote/` and edit it there, as with WooCommerce’s own templates, and use the
filters `tackquote_button_label`, `tackquote_button_classes`, `tackquote_theme_styles_only`,`
tackquote_quote_page_args`, `tackquote_quote_list_drawer_args`, `tackquote_quantity_breaks_args`
and `tackquote_storefront_form_args`. The full list is in `docs/CUSTOMISATION.md`
in the plugin’s GitHub repository. A theme that overrides WooCommerce’s grouped
product template (`single-product/add-to-cart/grouped.php`) must keep its hidden`
add-to-cart` input and the `quantity[]` fields: the quote buttons find
a grouped product’s form and quantities through them.
### Which languages does it ship in?
English, plus German, Spanish, French, Italian, Japanese, Dutch and Brazilian Portuguese
for the storefront text, in `languages/` (machine-assisted from the TackQuote storefront
catalogue; Italian awaits native review). A translate.wordpress.org language pack,
when one exists, replaces the bundled file.
### What does a quote request send?
Sent when a shopper submits the quote form, using only what they typed into it:
* Email address
* First name, last name
* Phone number (if provided)
* Company name, and any company fields the seller’s registration policy requires(
for example legal name, tax/VAT ID, registration number, address, city, state,
postal code, country, company phone, industry, employee count)
* The free-text note, if written (capped at 2,000 characters). On a TackQuote server
older than the attachments feature, any target prices the shopper typed on the
quote page are added to the note, one line per product
* The requested products: name, SKU, quantity, unit price excluding tax, the WooCommerce
product ID and, from the quote page, the target price if the shopper typed one
* The store’s currency code
* Attachments (only when “Allow attachments on quote requests” is on): each attached
file’s bytes and file name, sent before the request to `/storefront/v1/quote-
upload`, with the signed-in customer’s account email address and WordPress user
ID, or for a guest a single-use upload token; the request then carries the upload
IDs and the guest token. Files are never stored on your site
### What do the B2B lookups and application forms send?
* **B2B lookups**: the product SKU and quantity, the signed-in customer’s email
address, and their WordPress user ID (a number, sent only beside the email and
only while they are signed in).
* **Wholesale application**: exactly the answers the shopper typed into the seller’s
form, plus the WordPress user ID (`wooCustomerId`) when they are signed in. Files(
signed-in customers only, when the TackQuote server supports attachments): each
file’s bytes and name, the form slug and field key, the account email address
and WordPress user ID; the application then goes to `/storefront/v1/wholesale-
signup/` with the same answers and the upload IDs.
* **Net-terms application**: the account’s own email address (never a typed one),
the WordPress user ID, and the legal business name, phone, tax/VAT ID, billing
address, requested limit and terms, up to three trade references and notes the
customer typed.
### What does order sync send?
Sent for each order when it is created and when its status changes, if the merchant
has enabled **Sync orders to TackQuote**. This is the whole order. Read this list
before switching order sync on.
**The customer’s identity and addresses**
* Billing address in full: first name, last name, company, street (both lines),
city, state or county, postal code, country, email address and phone number
* Shipping address in full: the same fields, including shipping phone where WooCommerce
holds one
* The WooCommerce customer ID, or `0` for a guest order
* The customer’s order note, as they wrote it
**The order**
* WooCommerce order ID, order number and status
* Currency, item subtotal, discount total, shipping total, tax total and order
total
* Coupon codes applied
* A purchase-order number, from the optional checkout field (off by default) or
the `tack_quotes_order_po_number` filter
* The quote reference, for an order placed through a quote checkout link
* Created, last-modified, paid and completed timestamps
* An idempotency key, so a repeated delivery of the same order state can be discarded
**Payment**
* Payment method ID and its display title (for example `stripe` / “Credit Card”)
* The gateway transaction ID, where the gateway recorded one
* Whether the order still needs payment, and when it was paid
**No card numbers, no card details, and no gateway credentials are ever sent.**
The
transaction ID is a reference the gateway issued, not an instrument.
**Line items**
* Product name, SKU, WooCommerce product ID and variation ID
* Quantity, line subtotal, line total and line tax
* Item meta — the variation attributes and any custom item fields your store records
on a line (for example “Size: Large”, “Colour: Blue”). If your checkout writes
customer-supplied text onto a line item, it is included here
* Shipping lines: method title and cost. Fee lines: name and amount
### What does the plugin store on my site, and what does deleting it remove?
* Plugin settings, as WordPress options: the TackQuote API key, API URL, button
labels, and the feature toggles.
* `tack_quotes_connect_secret` — a random value, created the first time Connect
with TackQuote is pressed, that signs the connect request so this site can recognise
the answer. Never sent anywhere. `tack_quotes_connected_via` (`connect` or `key`)
and `tack_quotes_connected_at` record how and when the saved key arrived.
* `tack_quotes_connect_` — a 15-minute transient holding one pending Connect
with TackQuote (the code verifier, a hash of the signed value, the administrator’s
user ID and TackQuote’s request ID), deleted when the administrator comes back.`
tack_quotes_connect_notice_` — a 5-minute transient carrying the outcome
to the settings page.
* `tack_quotes_registration_config` — a transient caching the quote-form field
policy for 15 minutes.
* `tack_qr_*` — short-lived transients counting quote requests per visitor for
rate limiting. They hold a salted hash of the visitor’s IP address, never the
address itself, and expire after 5 minutes.
* `tack_quotes_wholesale_form_cache` — a transient caching wholesale form definitions
for 5 minutes (60 seconds after a failure).
* `tack_quotes_storefront_v1_missing` — a transient remembering for one hour that
the TackQuote server has no `/storefront/v1` routes.
* `tack_quotes_wholesale_form_missing` — a transient listing, for one day, the
wholesale form slugs already logged as matching no form, so the log gets one
line a day per slug.
* `tack_quotes_server_capabilities` — a transient caching, for one day (ten minutes
after a failed check), which optional features the TackQuote server advertises(
for example `attachments`) and a 16-character SHA-256 prefix of the key it was
read with (never the key).
* `tack_qu_*`, `tack_qf_*`, `tack_qc_*` — ten-minute transients counting attachment
uploads, applications and checkout links per visitor for rate limiting, keyed
on a salted hash of the IP address, never the address. Each counter also has
a `…s` twin for the connecting address, which a client cannot forge. Attached
files themselves are never written to your site: PHP’s temporary copy is deleted
as soon as the file has been sent.
* `tack_quotes_storefront_failure` — a transient remembering, for one day, why
TackQuote did not take a shopper’s quote request when the reason is the store’s
to fix (the HTTP status, TackQuote’s error code and message, and a 16-character
SHA-256 prefix of the key, never the key), for the administrators’ notice. Cleared
when a quote request or a connection check succeeds.
* `tack_quotes_connection_check` — a transient remembering for one day whether
the settings page’s last “Test connection” passed, when, the message shown, and
a 16-character SHA-256 prefix of the key that was tested (never the key itself).
It lets the Overview say “Connected” only for the key saved now.
* `tack_sf_*` — two-minute transients carrying an application form’s outcome (success
or error text and what was typed, except phone numbers and tax, VAT or registration
numbers, for refilling the form) back to the page after it is submitted. Read
once and deleted.
* `tack_quotes_vat_exempt_applied` — a WooCommerce session value remembering that
this plugin set the customer tax exempt, so the exemption can be withdrawn. Never
saved to the customer record.
* Net terms: `tack_nt_` (TackQuote’s answer, one minute), order meta `
_tackquote_net_terms` and `_tackquote_po_number`, option `woocommerce_tackquote_net_terms_settings`.
* Quote checkout: session value `tackquote_quote_checkout`, order meta `_tackquote_quote_ref`
and `_tackquote_quote_number`.
* `_tack_quotes_sync_key` — order meta recording which order state was last accepted
by TackQuote, so the same state is not sent twice.
* Since 1.12.0: `tack_quotes_standing` — an option recording whether TackQuote
still accepts this store’s key (state, reason, a 16-character SHA-256 prefix
of the key, never the key, and when it was checked), refreshed by the WP-Cron
hook `tackquote_refresh_standing`; `tack_quotes_wc_rest_key_id` — WooCommerce’s
own id of the REST API key approved for TackQuote’s catalogue and order sync (
never the key).
* Since 1.12.0, transients: `tack_quotes_quote_form_cache` (your quote request
form, five minutes, served up to 30 minutes longer while one request refreshes
it, one minute after a failure); `tack_quotes_qf_refresh_*` (a 30-second lock
so only one request refreshes it); `tack_quotes_quote_form_file_fallback` (one
day, so the log notes once that the built-in form was shown); `tack_quotes_rest_keys_status`(
the catalogue and order sync status, five minutes); the site transient `tack_quotes_github_release`(
the latest GitHub release of the plugin, twelve hours, one hour after a failure;
only in the zip from the TackQuote website); `tack_qo_*` and `tack_qa_*` (quick-
order rate limits per visitor, five minutes, keyed on a salted hash of the IP
address, never the address).
* Since 1.12.0: user meta `_tackquote_embed_secret` — a random per-user secret
for TackQuote inside WooCommerce admin, sent only to TackQuote, server to server.
* User meta `_tack_known_email` (a copy of the account email), `_tack_email_unverified`,`
_tack_mirrored_roles`, `_tack_role_mirror_checked`, `_tack_wholesale_applied`(
when a wholesale application sent from the store was answered “pending”); product
meta `_tackquote_quote_only`. Tools Export/Erase Personal Data covers the user
meta, and WooCommerce’s order export covers the order meta above. Erasure deletes
only the purchase-order number, and only when WooCommerce’s “Remove personal
data from orders on request” is on; the quote reference, quote number and net
terms are business records and stay.
Deleting the plugin removes every option above, the fixed-name transients (and the
site transient), the user meta, the product meta, queued order-sync jobs and the`
tackquote_refresh_standing` schedule, on every site of a multisite network. It also
deletes the WooCommerce REST API key approved for TackQuote, but only when TackQuote
confirms it let go of that key and the key still has the name WooCommerce gave it;
otherwise the key stays under WooCommerce Settings Advanced REST API for you
to revoke. Kept on purpose: `_tack_email_unverified` (no personal data; deleting
it would trust a self-changed email again), the rate-limit counters (they expire
within ten minutes and have no fixed name), and order meta (orders are financial
records).
## Reviews
There are no reviews for this plugin.
## Contributors & Developers
“TackQuote: Request a Quote & B2B Wholesale for WooCommerce” is open source software.
The following people have contributed to this plugin.
Contributors
* [ TackQuote ](https://profiles.wordpress.org/tackquote/)
[Translate “TackQuote: Request a Quote & B2B Wholesale for WooCommerce” into your language.](https://translate.wordpress.org/projects/wp-plugins/tackquote)
### Interested in development?
[Browse the code](https://plugins.trac.wordpress.org/browser/tackquote/), check
out the [SVN repository](https://plugins.svn.wordpress.org/tackquote/), or subscribe
to the [development log](https://plugins.trac.wordpress.org/log/tackquote/) by [RSS](https://plugins.trac.wordpress.org/log/tackquote/?limit=100&mode=stop_on_copy&format=rss).
## Changelog
#### 1.13.1
Released 2026-10-27. Full notes are in `changelog.txt`.
* Fixed: a signed-in customer whose WordPress account the seller linked to their
TackQuote buyer is no longer shown to the seller as “Requester not verified”
on their quote requests. On a TackQuote server that offers it, the request names
the signed-in WordPress user; a guest’s request is unchanged.
#### 1.13.0
Released 2026-10-26. Full notes are in `changelog.txt`.
* **One source for each setting.** On a TackQuote server that offers it, order
sync, TackQuote prices, order limits, the buyer group badge, tax exemption and
the wholesale form are saved in TackQuote, whether you change them in TackQuote
or on the plugin’s own tabs, which keep every 1.12.0 setting. Buyer groups and
wholesale forms are picked from TackQuote’s lists: nothing to copy by hand. Each
switch can also be turned off for this store only.
* **Link your TackQuote account in one click** from TackQuote Dashboard (sign
in and confirm); the link code stays as a fallback.
* **TackQuote menu**: Dashboard and Settings (tabs inside). Shop managers can now
change the Storefront, B2B pricing, Buyer groups and Forms tabs (written to TackQuote
where it keeps them); Connection and Order sync stay administrator-only. The
pasted key moved under Advanced on the Connection tab.
* Fixed: on phones, “Add to Quote” in product cards takes less side padding, so
it fits beside a theme’s wide buttons (Twenty Twenty-Five).
* Fixed: the quote form asks the seller’s own registration questions, so a seller
with a required question no longer gets every request refused. The order-sync
box no longer shows ticked before it was ever saved.
#### 1.12.0
Released 2026-10-26. Full notes for this and earlier releases are in `changelog.
txt` in the plugin folder.
* **Your own quote request form**, designed in TackQuote, in the quote modal (when
your TackQuote server offers it).
* **Quick order** by SKU (shortcode `[tackquote_quick_order]` and block), to the
cart or the quote list.
* **Add to Quote on block product grids**, and **Request a quote for your cart**
inside the Cart block.
* **Net terms in the Checkout block** follow the cart, and the method always has
a label.
* **Catalogue and order sync with one approval**, through a WooCommerce REST API
key that WooCommerce sends to TackQuote directly (https only).
* **TackQuote inside WooCommerce admin**: each person links their own WordPress
login and is signed in as themselves.
* **Disconnect stand-down**: when TackQuote revokes the store’s key, the storefront
quote features hide until the store is connected again. Deactivating or deleting
the plugin tells TackQuote.
* **Update available** notice, and the website’s zip now receives WordPress updates.
* Quote lines for every product type: a grouped product is quoted as its products,
one line each; a variation’s “Any” choice stays on its line; quote-only, out-
of-stock and external products get a quantity; a product sold individually is
quoted as one.
* Store details (name, address, time zone, currency) and variation keys go to a
TackQuote server that asks for them.
* Fixes from live testing: calmer shopper messages when the store’s connection
fails, a truthful Connection tab, quick order and card layout, the designed form’s
company field, optional addresses, and wording.
* WordPress and WooCommerce coding standards throughout; new storefront text in
the seven bundled languages.
## Meta
* Version **1.13.1**
* Last updated **14 uairean a thìde ago**
* Active installations **Fewer than 10**
* WordPress version ** 6.4 or higher **
* Tested up to **7.1.3**
* PHP version ** 7.4 or higher **
* Language
* [English (US)](https://wordpress.org/plugins/tackquote/)
* Tags
* [b2b](https://gd.wordpress.org/plugins/tags/b2b/)[quote](https://gd.wordpress.org/plugins/tags/quote/)
[request a quote](https://gd.wordpress.org/plugins/tags/request-a-quote/)[wholesale](https://gd.wordpress.org/plugins/tags/wholesale/)
[woocommerce b2b](https://gd.wordpress.org/plugins/tags/woocommerce-b2b/)
* [Advanced View](https://gd.wordpress.org/plugins/tackquote/advanced/)
## Ratings
No reviews have been submitted yet.
[Your review](https://wordpress.org/support/plugin/tackquote/reviews/#new-post)
[See all reviews](https://wordpress.org/support/plugin/tackquote/reviews/)
## Contributors
* [ TackQuote ](https://profiles.wordpress.org/tackquote/)
## Support
Got something to say? Need help?
[View support forum](https://wordpress.org/support/plugin/tackquote/)