Athenian Quote Builder
product details.
Athenian Quote Builder adds a quote cart, admin review, customer approval, and quote-to-order conversion for B2B, custom product, and negotiated sales workflows. It helps teams capture customer requirements, review pricing, approve terms, and turn accepted quotes into actionable commerce records while keeping data, permissions, and automation aligned with the broader Athenian Platform Ecosystem.
Athenian Quote Builder adds a structured quote-to-order workflow to WooCommerce for stores where every sale should not move directly into checkout. It gives shoppers a dedicated quote cart, lets them submit product selections and requirements for review, allows admins to review and send quotations from WooCommerce, and gives customers a My Account approval path that converts accepted quotations into standard pending-payment WooCommerce orders.
The plugin is designed for B2B, custom-product, negotiated-pricing, commercial-review, and lead-time-sensitive sales. It keeps quote intake, customer requirements, product selections, variation data, add-on context, admin review, quote emails, customer approval, and order conversion inside WooCommerce instead of pushing the workflow into disconnected forms, spreadsheets, PDFs, or manual email threads.
For store operators, Quote Builder creates a practical sales workflow around WooCommerce orders. Admins can review quote requests from WooCommerce → Quotes, open the preserved quote order, adjust line items or totals, inspect modeled margin and lead-time data when Athenian cost services are available, generate optional AI-assisted quote suggestions, and send a quotation for customer approval.
Within the Athenian Platform, Quote Builder acts as the quote-first commerce layer for custom products, commercial purchasing, B2B sales, Print Forge builds, Product Add-ons workflows, Pricing Tiers baselines, and APIC-driven cost or price-floor review.
How Athenian Quote Builder fits the Athenian Platform
Platform role: Athenian Quote Builder is a focused capability in the Cart, Checkout & Customer Service layer. Its primary scope covers Cart & Reorder Workflows and Checkout & Assisted Ordering while remaining composable with the other modules an implementation actually requires.
Connected scope: Athenian Quote Builder is designed to work inside a WordPress and WooCommerce operating environment where storefront, customer, order, identity, payment, fulfillment, automation, and reporting context can remain connected across relevant modules instead of being trapped in isolated add-ons.
From module to operating platform: Athenian Brands organizes the ecosystem in four connected layers: Platform Kernel and Platform Core foundations; focused capability plugins; implementation and integration services; and operating brands such as PrintGhost.ai, Athenian Marketplace, Athenian Academy, and Athenian Unÿa that apply the same patterns to real business workflows.
Quote-First Commerce
Let Customers Build Quote Requests Before Checkout
Athenian Quote Builder adds a dedicated quote cart alongside the normal
WooCommerce cart, allowing shoppers to collect products, quantities,
variations, attributes, add-ons, and request notes before submitting a
reviewed quotation request.
| Customer Surface | Quote Workflow Value |
|---|---|
| Add to Quote | Renders product-context-aware quote buttons that capture product, quantity, variation, attributes, and add-on-style form data. |
| Quote Builder Page | Displays quote items with thumbnails, names, SKUs or IDs, selected options, quantities, remove controls, and clear-quote actions. |
| Session + Order Sync | Stores the active quote cart in the WooCommerce session while syncing the durable quote state to a draft WooCommerce order. |
| Option Preservation | Captures selected attributes, variation IDs, custom option fields, add-ons, and raw form context so sales teams do not have to reconstruct the request. |
- Supports shortcode names such as
'ath_add_to_quote','ath_quote_builder', and'ath_quote_count'. - Uses the WooCommerce session key
ath_qb_quote_cartfor active quote-cart state. - Uses AJAX actions such as
ath_qb_add,ath_qb_set_qty,ath_qb_remove, andath_qb_clear. - Stores line context with metadata such as
_ath_qb_line_hash,_ath_qb_attributes_json,_ath_qb_addons_json,Requested Attributes, andRequested Options.
Quote-to-Order Workflow
Review, Send, Approve, and Convert Quotes Inside WooCommerce
Submitted quote requests are stored as WooCommerce orders with dedicated
quotation statuses, admin quote dashboards, order metaboxes, lifecycle
emails, My Account visibility, and customer accept/reject actions.
Manage quote requests from WooCommerce → Quotes and quote order metaboxes
Let customers accept a sent quotation and proceed directly to payment
Turn accepted quotes into normal pending-payment WooCommerce orders
| Lifecycle Layer | Operational Purpose |
|---|---|
| Quote Statuses | Registers wc-quotation for draft/submitted quote orders and wc-quotation-sent for quotations ready for customer approval. |
| WooCommerce Orders | Stores quote requests as WooCommerce orders so products, customers, line items, totals, notes, payment URLs, and admin tools remain available. |
| My Account Quotations | Adds a quotation endpoint and menu item where customers can view submitted or sent quotations. |
| Accept or Reject | Accepted quotes become pending orders and redirect to payment; rejected quotes become cancelled and return to the quotation list. |
- Adds admin metaboxes for Athenian Quote and Quote Intelligence.
- Supports sending quotes from the Quotes list action, side metabox, or WooCommerce order action
ath_qb_send_quote. - Uses lifecycle hooks such as
ath_qb_new_quote_submitted,ath_qb_quote_sent,ath_qb_quote_accepted, andath_qb_quote_rejected. - Sends lifecycle emails for new quote submission, quote request receipt, quote ready, quote accepted, and quote rejected events.
Quote-to-Order Workflow
Review, Send, Approve, and Convert Quotes Inside WooCommerce
Submitted quote requests are stored as WooCommerce orders with dedicated
quotation statuses, admin quote dashboards, order metaboxes, lifecycle
emails, My Account visibility, and customer accept/reject actions.
Manage quote requests from WooCommerce → Quotes and quote order metaboxes
Let customers accept a sent quotation and proceed directly to payment
Turn accepted quotes into normal pending-payment WooCommerce orders
| Lifecycle Layer | Operational Purpose |
|---|---|
| Quote Statuses | Registers wc-quotation for draft/submitted quote orders and wc-quotation-sent for quotations ready for customer approval. |
| WooCommerce Orders | Stores quote requests as WooCommerce orders so products, customers, line items, totals, notes, payment URLs, and admin tools remain available. |
| My Account Quotations | Adds a quotation endpoint and menu item where customers can view submitted or sent quotations. |
| Accept or Reject | Accepted quotes become pending orders and redirect to payment; rejected quotes become cancelled and return to the quotation list. |
- Adds admin metaboxes for Athenian Quote and Quote Intelligence.
- Supports sending quotes from the Quotes list action, side metabox, or WooCommerce order action
ath_qb_send_quote. - Uses lifecycle hooks such as
ath_qb_new_quote_submitted,ath_qb_quote_sent,ath_qb_quote_accepted, andath_qb_quote_rejected. - Sends lifecycle emails for new quote submission, quote request receipt, quote ready, quote accepted, and quote rejected events.