{"id":649,"date":"2025-12-25T17:49:24","date_gmt":"2025-12-25T12:19:24","guid":{"rendered":"https:\/\/docs.psmplugins.com\/?post_type=docs&#038;p=649"},"modified":"2026-02-04T15:23:19","modified_gmt":"2026-02-04T09:53:19","password":"","slug":"add-to-quote","status":"publish","type":"docs","link":"https:\/\/docs.psmplugins.com\/docs\/add-to-quote\/","title":{"rendered":"Add to Quote"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"649\" class=\"elementor elementor-649\" data-elementor-post-type=\"docs\">\n\t\t\t\t<div class=\"elementor-element elementor-element-03acbd1 e-flex e-con-boxed e-con e-parent\" data-id=\"03acbd1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46fa544 elementor-widget elementor-widget-text-editor\" data-id=\"46fa544\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"290\" data-end=\"388\"><span style=\"font-weight: bolder;\" data-start=\"321\" data-end=\"388\">PSM Plugins \u2192 Request a Quote \u2192 General Settings \u2192 Add to Quote<\/span><\/p><p data-start=\"153\" data-end=\"288\">The <strong data-start=\"157\" data-end=\"173\">Add to Quote<\/strong> settings control <strong data-start=\"191\" data-end=\"226\">who can add products to a quote<\/strong> and <strong data-start=\"231\" data-end=\"273\">where the Add to Quote button is shown<\/strong> on your store.<\/p><h4><b><br \/>Applicable Users<\/b><\/h4><p data-start=\"417\" data-end=\"486\">This setting decides <strong data-start=\"438\" data-end=\"485\">which users are allowed to use Add to Quote<\/strong>.<\/p><ul data-start=\"488\" data-end=\"809\"><li data-start=\"488\" data-end=\"568\"><p data-start=\"490\" data-end=\"568\"><strong data-start=\"490\" data-end=\"503\">All users<\/strong><br data-start=\"503\" data-end=\"506\" \/>Both logged-in users and guests can add products to a quote.<\/p><\/li><li data-start=\"570\" data-end=\"658\"><p data-start=\"572\" data-end=\"658\"><strong data-start=\"572\" data-end=\"600\">Only specific user roles<\/strong><br data-start=\"600\" data-end=\"603\" \/>Only selected user roles(including custom roles) can add products to a quote.<\/p><\/li><li data-start=\"660\" data-end=\"740\"><p data-start=\"662\" data-end=\"740\"><strong data-start=\"662\" data-end=\"686\">Only logged-in users<\/strong><br data-start=\"686\" data-end=\"689\" \/>Guests cannot see or use the Add to Quote button.<\/p><\/li><li data-start=\"742\" data-end=\"809\"><p data-start=\"744\" data-end=\"809\"><strong data-start=\"744\" data-end=\"764\">Only guest users<\/strong><br data-start=\"764\" data-end=\"767\" \/>Logged-in users cannot use Add to Quote.<\/p><\/li><\/ul><h3 data-start=\"816\" data-end=\"834\">\u00a0<\/h3><h4>Exclusion List<\/h4><p data-start=\"836\" data-end=\"910\">This setting decides <strong data-start=\"857\" data-end=\"909\">which products will show the Add to Quote button<\/strong>.<\/p><ul data-start=\"912\" data-end=\"1153\"><li data-start=\"912\" data-end=\"1041\"><p data-start=\"914\" data-end=\"1041\"><strong data-start=\"914\" data-end=\"946\">All products except excluded<\/strong><br data-start=\"946\" data-end=\"949\" \/>The Add to Quote button appears on all products, except those added to the exclusion list.<\/p><\/li><li data-start=\"1043\" data-end=\"1153\"><p data-start=\"1045\" data-end=\"1153\"><strong data-start=\"1045\" data-end=\"1071\">Excluded products only<\/strong><br data-start=\"1071\" data-end=\"1074\" \/>The Add to Quote button appears only on products added to the exclusion list.<\/p><\/li><\/ul><h3 data-start=\"1160\" data-end=\"1176\">\u00a0<\/h3><h4>Stock Status<\/h4><p data-start=\"1178\" data-end=\"1253\">This setting controls Add to Quote based on <strong data-start=\"1222\" data-end=\"1252\">product stock availability<\/strong>.<\/p><ul data-start=\"1255\" data-end=\"1551\"><li data-start=\"1255\" data-end=\"1345\"><p data-start=\"1257\" data-end=\"1345\"><strong data-start=\"1257\" data-end=\"1293\">All products except out of stock<\/strong><br data-start=\"1293\" data-end=\"1296\" \/>The button is shown only for in-stock products.<\/p><\/li><li data-start=\"1347\" data-end=\"1461\"><p data-start=\"1349\" data-end=\"1461\"><strong data-start=\"1349\" data-end=\"1388\">All products including out of stock<\/strong><br data-start=\"1388\" data-end=\"1391\" \/>The button is shown for all products, even if they are out of stock.<\/p><\/li><li data-start=\"1463\" data-end=\"1551\"><p data-start=\"1465\" data-end=\"1551\"><strong data-start=\"1465\" data-end=\"1495\">Out of stock products only<\/strong><br data-start=\"1495\" data-end=\"1498\" \/>The button is shown only for out-of-stock products.<\/p><\/li><\/ul><h3 data-start=\"1558\" data-end=\"1590\">\u00a0<\/h3><h4>Single Product Page Location<\/h4><p data-start=\"1592\" data-end=\"1676\">This setting controls <strong data-start=\"1614\" data-end=\"1655\">where the Add to Quote button appears<\/strong> on the product page.<\/p><ul data-start=\"1678\" data-end=\"1964\"><li data-start=\"1678\" data-end=\"1751\"><p data-start=\"1680\" data-end=\"1751\"><strong data-start=\"1680\" data-end=\"1692\">Disabled<\/strong><br data-start=\"1692\" data-end=\"1695\" \/>The Add to Quote button is hidden on the product page.<\/p><\/li><li data-start=\"1753\" data-end=\"1856\"><p data-start=\"1755\" data-end=\"1856\"><strong data-start=\"1755\" data-end=\"1790\">Underneath \u201cAdd to Cart\u201d button<\/strong><br data-start=\"1790\" data-end=\"1793\" \/>The Add to Quote button appears below the Add to Cart button.<\/p><\/li><li data-start=\"1858\" data-end=\"1964\"><p data-start=\"1860\" data-end=\"1964\"><strong data-start=\"1860\" data-end=\"1896\">Inline with \u201cAdd to Cart\u201d button<\/strong><br data-start=\"1896\" data-end=\"1899\" \/>The Add to Quote button appears next to the Add to Cart button.<\/p><\/li><\/ul><h3 data-start=\"1971\" data-end=\"2006\">\u00a0<\/h3><h4>Other WooCommerce Listing Pages<\/h4><p data-start=\"2008\" data-end=\"2089\">Enable this option to show the <strong data-start=\"2039\" data-end=\"2079\">Add to Quote button on listing pages<\/strong>, such as:<\/p><ul data-start=\"2090\" data-end=\"2156\"><li data-start=\"2090\" data-end=\"2103\"><p data-start=\"2092\" data-end=\"2103\">Shop page<\/p><\/li><li data-start=\"2104\" data-end=\"2122\"><p data-start=\"2106\" data-end=\"2122\">Category pages<\/p><\/li><li data-start=\"2123\" data-end=\"2156\"><p data-start=\"2125\" data-end=\"2156\">Other WooCommerce product lists<\/p><\/li><\/ul><h3 data-start=\"2163\" data-end=\"2179\">\u00a0<\/h3><h4>Save Changes<\/h4><p data-start=\"2181\" data-end=\"2220\">Click <strong data-start=\"2187\" data-end=\"2197\">Submit<\/strong> to save your settings.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e4489f8 elementor-widget elementor-widget-image\" data-id=\"e4489f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Add-to-Quote-General-Settings-PSM-Request-a-Quote\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6OTg1LCJ1cmwiOiJodHRwczpcL1wvZG9jcy5wc21wbHVnaW5zLmNvbVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAyNVwvMTJcL0FkZC10by1RdW90ZS1HZW5lcmFsLVNldHRpbmdzLVBTTS1SZXF1ZXN0LWEtUXVvdGUud2VicCJ9\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"510\" src=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote-1024x653.webp\" class=\"attachment-large size-large wp-image-985\" alt=\"Add-to-Quote-General-Settings-PSM-Request-a-Quote\" srcset=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote-1024x653.webp 1024w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote-300x191.webp 300w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote-768x490.webp 768w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote-1536x980.webp 1536w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote-360x230.webp 360w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Add-to-Quote-General-Settings-PSM-Request-a-Quote.webp 1834w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Add-to-Quote-General-Settings-PSM-Request-a-Quote<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>PSM Plugins \u2192 Request a Quote \u2192 General Settings \u2192 Add to Quote The Add to Quote settings control who can add products to a quote and where the Add to Quote button is shown on your store. Applicable Users This setting decides which users are allowed to use Add to Quote. All usersBoth logged-in [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[25],"doc_tag":[],"knowledge_base":[13],"class_list":["post-649","docs","type-docs","status-publish","hentry","doc_category-general-settings","knowledge_base-psm-request-a-quote"],"year_month":"2026-05","word_count":294,"total_views":"21","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Milind Ighe","author_nicename":"milindighe","author_url":"https:\/\/docs.psmplugins.com\/author\/milindighe\/"},"doc_category_info":[{"term_name":"General Settings","term_url":"https:\/\/docs.psmplugins.com\/docs\/psm-request-a-quote\/general-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PSM Request a Quote","term_url":"https:\/\/docs.psmplugins.com\/docs\/psm-request-a-quote\/","term_slug":"psm-request-a-quote"}],"knowledge_base_slug":["psm-request-a-quote"],"_links":{"self":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/649","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/comments?post=649"}],"version-history":[{"count":16,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/649\/revisions"}],"predecessor-version":[{"id":1109,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/649\/revisions\/1109"}],"wp:attachment":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/media?parent=649"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_category?post=649"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_tag?post=649"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/knowledge_base?post=649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}