Title: TackQuote for WooCommerce
Author: TackQuote
Published: Est 25, 2026
Last modified: Hedra 10, 2026
---
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# TackQuote for WooCommerce
By [TackQuote](https://profiles.wordpress.org/tackquote/)
[Download](https://downloads.wordpress.org/plugin/tackquote.1.11.0.zip)
* [Details](https://cor.wordpress.org/plugins/tackquote/#description)
* [Reviews](https://cor.wordpress.org/plugins/tackquote/#reviews)
* [Installation](https://cor.wordpress.org/plugins/tackquote/#installation)
* [Development](https://cor.wordpress.org/plugins/tackquote/#developers)
[Support](https://wordpress.org/support/plugin/tackquote/)
## Description
**TackQuote for WooCommerce** lets B2B and wholesale shoppers ask for a price instead
of checking out, and can sync orders one way to your TackQuote account.
It is for stores that sell to trade customers (wholesalers, distributors, manufacturers)
and quote prices per account, per quantity or per order. Setup is one button: press**
Connect with TackQuote**, sign in or create a TackQuote account, and approve. Pasting
a TackQuote API key still works too.
[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, in your theme’s
button style.
* A floating **quote list** with **Checkout as Quote**: several products in one
request, separate from the cart.
* **Quote-only mode** for the whole store, signed-out visitors, chosen roles, or
all but approved wholesale accounts.
* **Quote only per product**, with variations following their product and still
selectable for a quote.
* Optional quote buttons on **product cards** and the **cart page**, and a **quote
page** with target prices.
* A configurable **floating launcher**: side, offsets, label, icon, count, size,
pages, mobile.
* **B2B pricing** from TackQuote: account prices and volume tables, net of tax
on any tax setting.
* **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**: the buyer pays an accepted quote at your normal
checkout, at the quoted prices.
* Optional one-way **order sync** to TackQuote, off by default and queued so it
never runs inside checkout.
* **Connect with TackQuote**: connect the store by signing in and approving, with
no key to copy, or paste an API key as before.
* Works with **HPOS**, the Cart and Checkout blocks, and block and classic themes.
* Storefront text in English and seven more languages.
The FAQ below explains each feature, and 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.
* Order sync is **outbound only** — it does not import quotes as orders, sync your
catalogue, or touch inventory.
* Failed syncs are logged (WooCommerce Status Logs, source `tackquote`) and never
block checkout.
Source code is developed in the open at [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. Without a TackQuote account and
API key the
plugin cannot create quotes, and its storefront buttons do nothing.
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 TackQuote API URL**,
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”,
and at most daily from the storefront for item 11. Sends your API key and the
store’s address only: 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.
Same data as item 1.
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), the free-
text note if written, and for each requested product its name, SKU, quantity,
unit price excluding tax, WooCommerce product ID and any target price, together
with the store’s currency code.
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”. 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 **Privacy** section below lists
every field individually.
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 the older `GET /storefront-b2b/order-limits` and `GET /storefront-
b2b/buyer-group` on a TackQuote server without the `/storefront/v1` routes. 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, and only for a signed-in customer,
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),
to show their terms or a pending application instead of the form. 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. TackQuote
answers with an address on its own web app, and your browser is sent there to
sign in (or create an account) and approve or cancel; TackQuote then sends your
browser back to your site’s return address 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.
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 configured under **TackQuote TackQuote API URL** —`
https://api.tackquote.com/v1` unless your TackQuote support contact gave you another
one. Endpoints used:
* `GET /integrations/woocommerce/ping` (and `GET /health`) — connection test and
server features. Sends only the store’s address.
* `GET /integrations/woocommerce/registration-config` — fetches which fields the
quote form should ask for. Sends only the store’s address.
* `POST /integrations/woocommerce/quote-requests` — a shopper’s quote request.
* `POST /integrations/woocommerce/order-sync` — order sync. **Only when the merchant
has switched order sync on. It is off by default.**
* `POST /storefront-pricing/resolve`, `GET /storefront/v1/wholesale-price`, `GET/
storefront/v1/quantity-breaks`, `GET /storefront/v1/order-limits`, `GET /storefront/
v1/buyer-group` (and the older `GET /storefront-b2b/order-limits`, `GET /storefront-
b2b/buyer-group`) — B2B prices, limits (also for guests, by SKU), the buyer group
and its tax exemption. Only when the matching feature is switched on.
* `GET /integrations/woocommerce/wholesale-form`, `POST /integrations/woocommerce/
wholesale-form/submit` — the wholesale application form.
* `POST /storefront/v1/credit-application` (or `POST /integrations/woocommerce/
credit-application`) — a signed-in customer’s net-terms application.
* `GET /storefront/v1/net-terms` — a signed-in customer’s net terms, at checkout
and on the “Net terms” My Account tab (both off by default).
* `GET /integrations/woocommerce/quote-checkout/` — opens an accepted quote’s
checkout link. Sends only the token.
* `POST /storefront/v1/quote-upload`, `POST /storefront/v1/wholesale-upload`, `
POST /storefront/v1/wholesale-signup/` — files a shopper attaches to a
quote request (only when “Allow attachments on quote requests” is on; off by
default) or to a wholesale application (signed-in customers only), and an application
that carries files. Sends the file’s bytes and name, and the signed-in customer’s
account email address and WordPress user ID; a guest’s quote files carry only
a single-use upload token. Unattached files are deleted by TackQuote after 24
hours (quote) or 7 days (application).
* `POST /woocommerce-connect/requests`, `POST /woocommerce-connect/exchange` — **
Connect with TackQuote**, only when an administrator presses the button. Sends
the store’s and admin addresses, the return address on your site, the site name,
plugin, WordPress and WooCommerce versions, the site language, a signed random
value, a code challenge, and then the one-time code and its secret. No customer
data.
* `POST /integrations/woocommerce/plugin-key/revoke` — when an administrator removes
a saved key that Connect with TackQuote created. Sends only that key.
* `GET /storefront/v1/price-access` — whether a signed-in customer’s wholesale
application is approved. **Only when the merchant chose the “approved wholesale
accounts” quote-only scope, or when a signed-in customer opens the Wholesale
account tab or the wholesale application shortcode (1.11.0). Both are off by
default.** The answer is shared by both for up to five minutes. Sends the customer’s
account email address and WordPress user ID.
Every request carries `X-TackQuote-Plugin-Version` (the plugin’s version) and `X-
TackQuote-Site-Url` (your store’s address, `home_url()`).
#### The full lists
Every field the plugin sends, and everything it stores on your site, is listed in
the FAQ below:
* **What does a quote request send?**
* **What do the B2B lookups and application forms send?**
* **What does order sync send?** (off by default)
* **What does the plugin store on my site, and what does deleting it remove?**
#### 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** for you to review and adapt.
#### Suggested privacy policy text
The plugin adds suggested wording to **Settings Privacy Policy guide** in WordPress,
listing the same fields. Edit it to match how your store actually uses the plugin.
## 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 for WooCommerce**,
and click **Install Now**.
2. Activate **TackQuote for WooCommerce**.
3. Open **TackQuote** in the admin menu.
4. 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 paste your **TackQuote API Key** (TackQuote Settings Developer API Keys)
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
Storefront**. “Product cards” adds “Add to Quote” to every simple product in the
shop, category and search lists; 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;
on the Cart block it appears as a fixed button at the bottom of the cart page. It
copies the cart into the quote list and leaves the WooCommerce cart as it was.
### 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 links them, or the seller links the WordPress user under **
Buyers buyer WooCommerce customer** in TackQuote. Approving a net-terms application
does not link the account. 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 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.
### 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_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.
* 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, the user
meta, the product meta and queued order-sync jobs, on every site of a multisite
network. 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 for WooCommerce” is open source software. The following people have contributed
to this plugin.
Contributors
* [ TackQuote ](https://profiles.wordpress.org/tackquote/)
[Translate “TackQuote 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
#### 1.11.0
* **Connect with TackQuote.** On the Connection tab, press Connect with TackQuote,
sign in to TackQuote or create an account, and approve: the plugin is connected,
with no API key to copy. TackQuote creates a key for this store and the plugin
fetches it server to server with a one-time code and a PKCE (S256) verifier that
never leaves your site; the return is checked against a value your site signed,
the administrator who started it and your site’s address, and it works once.
The key is stored and masked exactly like a pasted one, and the connection test
runs straight away. A cancel, an expired or reused link, a site address mismatch,
a plain-http public site, a plan limit or an unreachable server each gets its
own message, and nothing changes. Connect needs https (plain http only on a development
address).
* **Pasting an API key works exactly as before**, under “Or paste an API key”.
The Overview and the Connection tab show whether the saved key came from Connect
with TackQuote or was pasted.
* **Remove saved API key** also revokes the key in TackQuote when Connect with
TackQuote created it (best effort; the key is removed from your site either way,
and you are told if TackQuote could not be reached). A pasted key is only removed
from your site, as before.
* The plugin sends data to TackQuote for Connect only when an administrator presses
the button; see External services items 12 and 13. Uninstall removes the three
new options.
* **My Account › Wholesale account** says “approved” instead of showing the form,
from the price gate’s cached answer, and “being reviewed” for 30 days after an
application sent here is answered “pending”. On an error, the form. New template`
tackquote/myaccount/wholesale-account.php`.
* **All storefront text is translated** in the seven bundled languages.
#### 1.10.2
* **Fixed: after a quote request the shopper is no longer sent to a sign-in page.**
The quote form used to show its confirmation for under a second and then load
the buyer portal, which asks a shopper without a portal account to sign in. The
form now stays open on “Your quote request was received. The seller will reply
to you by email.” and offers “Open your buyer portal” as a link when TackQuote
sends one. Same for “Checkout as Quote”.
* **My Account › Net terms shows the customer’s terms.** A customer whose net terms
are active sees their payment terms, credit limit and, when TackQuote reports
it, the credit still available, instead of the application form. A customer whose
application is under review sees “Your net-terms application is being reviewed.”
Anyone else, or anyone when TackQuote cannot be reached, gets the form as before.
The answer is the one the “Net terms (TackQuote)” checkout method reads, shared
for up to a minute. New template `tackquote/myaccount/net-terms-account.php`.
* **My Account › Wholesale account prefills the customer’s name.** First name,
last name, company name and phone are filled in from the customer’s WooCommerce
billing details, then their WordPress profile, like the quote form.
#### 1.10.1
* No functional change: source comments and packaging cleaned for release; release
audit added to the build.
#### 1.10.0
* **Security and standards audit.** A customer who changes their own email is not
trusted with another buyer’s prices, net terms or tax exemption until confirmed;
rate limits can no longer be dodged with a forged `X-Real-IP`; draft, private,
password-protected and group-hidden products can no longer be quoted; uninstall
removes everything the plugin stores.
* **Settings redesigned into tabs**, with an Overview; “Test connection” no longer
calls a rejected key connected.
* **New, each off by default:** attachments on quote requests; per buyer group
category visibility, shipping discounts and an optional role; wholesale and net-
terms application forms and My Account tabs; tax-exempt buyers; net terms and
a purchase-order number at checkout; a quote page, quote buttons on product cards
and the cart; per-product quote only; accepted quote to store checkout.
* **Fixed:** order limits were never applied; stores that enter prices including
tax were undercharged tax on TackQuote prices; the quote form’s success message
was invisible.
* Translations bundled for seven languages, and styling that follows your theme.
Requires WordPress 6.4 and WooCommerce 8.0 or later.
* The full 1.10.0 notes are in changelog.txt.
Older releases are listed in changelog.txt, shipped with the plugin.
## Meta
* Version **1.11.0**
* Last updated **1 week 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://cor.wordpress.org/plugins/tags/b2b/)[request a quote](https://cor.wordpress.org/plugins/tags/request-a-quote/)
[rfq](https://cor.wordpress.org/plugins/tags/rfq/)[wholesale](https://cor.wordpress.org/plugins/tags/wholesale/)
[woocommerce](https://cor.wordpress.org/plugins/tags/woocommerce/)
* [Advanced View](https://cor.wordpress.org/plugins/tackquote/advanced/)
## Ratings
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[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/)