TackQuote for WooCommerce
| 开发者 | tackquote |
|---|---|
| 更新时间 | 2026年8月26日 01:35 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
TackQuote for WooCommerce adds request-a-quote buttons to your products, so B2B and wholesale shoppers can ask for a price instead of checking out — and optionally syncs orders one-way to your TackQuote account.
Learn more about the WooCommerce integration · Create a free TackQuote account
What you get
- Add to Quote and Request a Quote buttons on product pages. Show either, both, or neither.
- A floating quote list with Checkout as Quote — several products, one request. It is separate from the WooCommerce cart, so stock and checkout are untouched.
- Quote only (B2B catalogue) mode — switch Add to Cart off across the whole store and take quotes instead. Your products, categories and search keep working; only checkout goes away. Apply it to everyone, to signed-out visitors only, or to chosen roles.
- Optional one-way order sync to TackQuote — off by default, and queued through Action Scheduler so it never runs inside checkout.
- Works with WooCommerce High-Performance Order Storage (HPOS).
- 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.
安装:
WooCommerce must be installed and active first, and you need a TackQuote account —
create one here if you do not have one yet.
Install
- In WP Admin go to Plugins → Add New, search for TackQuote for WooCommerce, and click Install Now.
- Activate TackQuote for WooCommerce.
- Open TackQuote in the admin menu.
- Paste your TackQuote API Key (TackQuote → Settings → Developer → API Keys). Leave the API URL as the default unless support gives you another base URL.
- Enable or disable the quote buttons and order sync as needed, then click Save TackQuote settings.
- Click Test TackQuote connection to verify.
- Download
tackquote.zipfrom the releases page, or build it from source withbash bin/build.sh. - 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.
- Activate, then follow steps 3–6 above.
- Your API key and toggles are stored as WordPress options and are preserved across updates.
屏幕截图:
常见问题:
Where do I get an API key?
In TackQuote, go to Settings → Developer → API Keys.
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".
更新日志:
1.5.1
- Shortened the description and added links to the WooCommerce integration page and to account signup, so it is clear where to get an API key.
- No code changes.
- Order sync now sends the whole order, not eleven fields of it. Previously the payload carried no address of any kind — a merchant testing it in production reported "no name, not address information, nothing", and they were right. It now carries both addresses in full, phone numbers, the WooCommerce customer ID and order note, the real item subtotal alongside discount/shipping/tax/total, coupon codes, payment method and gateway transaction reference, the created/modified/paid/completed timestamps, shipping and fee lines, and per-line product/variation IDs, line subtotal, tax and item meta (so "Large / Blue" survives the sync).
- Fixed:
subtotalwas never sent, so the receiving end recordedsubtotal = total— meaning every order from a store that charges tax or shipping claimed its goods cost what the customer paid. - New:
tack_quotes_order_po_numberfilter. WooCommerce core has no purchase-order field, so nothing is sent unless your store wires one up; see the FAQ. Previously a purchase-order number could never be reported at all. - Fixed:
modifiedAtis sent but deliberately excluded from the idempotency hash. Under HPOS, recording a successful push writes order meta, and that stamps a new modified date — so hashing it would have invalidated the key the push just recorded and de-duplication would never have converged. - The privacy disclosure on the settings screen, the wording offered to Settings → Privacy, and the External services and Privacy sections of this readme now describe the payload that is actually sent. An under-disclosure is worse than none: a merchant reads it and concludes the transfer is narrower than it is.
- Fixed: the settings screen named the WooCommerce log source as
tack-quotes; it has beentackquotesince the 1.3.3 slug rename. - Added
tests/test-order-payload.php, a WP-CLI contract test that names every required payload field against a real WooCommerce order, and offline payload coverage intests/run.php. - Tests: the quote-only mode suite now asserts that
woocommerce_is_purchasableis actually hooked, not just that the callback decides correctly. It previously proved only the latter, so a wiring mistake would have hidden the buttons while the Store API kept taking orders. No behaviour change — the wiring was already correct.
- New: Store mode. A single setting turns the whole storefront into a B2B catalogue — "Add to cart" is withdrawn and customers request a quote instead. Choose whether it applies to every customer, to signed-out visitors only (so approved trade customers keep a normal cart), or to specific roles. Optionally replace prices with "Price on request".
- The switch is enforced server-side via
woocommerce_is_purchasable, which WooCommerce checks before accepting any cart line — so a hand-crafted?add-to-cart=link, the Store API and cached pages are all refused, not just the button hidden. - Carts filled before the store was switched to quote-only are emptied on the cart and checkout pages with an explanatory notice. WooCommerce's own cart validation only checks that a product still exists, not that it is purchasable, so without this a pre-existing cart could still be checked out and the store would not really be quote-only.
- Anyone who can manage WooCommerce keeps a working cart, so you can test your own store while it is closed to customers.
- Quote buttons now also mount outside the add-to-cart form, so they survive when the cart button is withdrawn.
- Fixed: the Settings link on the Plugins screen led to "Sorry, you are not allowed to access this page." even for an administrator. The link carried a hardcoded
page=tack-quotes, which was the admin page slug up to 1.3.1; the 1.3.2 and 1.3.3 renames moved the slug totackquoteand left the link behind. Pointing at an unregistered page makes WordPress emit its permission-denied message, so the failure looked like a capability problem and was not one. The link is now derived from the same constant the menu is registered with, so the two cannot drift again. - Added a regression test (
tests/run.php, no PHPUnit or WordPress install required) asserting the Settings link resolves to a registered admin page that requiresmanage_options.
- The plugin slug, text domain, plugin folder and distributed ZIP are now all
tackquote, matching the slug assigned on WordPress.org. WordPress requires the text domain to equal the slug, and a plugin folder that disagrees with either is its own defect. The admin page, the enqueued script/style handles, the Action Scheduler group and the WooCommerce log source move with it, so the log source is nowtackquote. - readme.txt now carries an External services section disclosing the TackQuote API: that the plugin cannot function without it, that nothing is sent until an API key is entered, and, endpoint by endpoint, what is sent and when — with links to the Terms of Service and Privacy Policy.
- Fixed the download links, which pointed at a repository that does not exist. The source now lives at https://github.com/ackm04/tack-ecommerce-extensions.
- Note for anyone updating a manually installed 1.3.2: the folder changed from
tackquote-for-woocommerce/totackquote/, so WordPress treats the new ZIP as a separate plugin. Deactivate and delete the old copy after installing this one. Your API key and toggles are stored as WordPress options and survive both.
- Packaging: the distributed ZIP now unpacks to
tackquote-for-woocommerce/, matching the plugin slug, and is rebuilt from the current source. The previously published download still contained pre-1.2.0 code, so stores installing it got the old buttons and none of the 1.3.1 security fixes. - No functional changes to the plugin itself beyond the version bump.
- Security: company field names supplied by the API are now escaped and allowlisted before being rendered into the quote form, closing a cross-site scripting hole.
- Security: the TackQuote API key is no longer rendered into the settings page HTML. Leave the field blank to keep the saved key; a new "Remove saved API key" button clears it.
- Security: the settings page now requires the administrator capability, which is also the capability WordPress requires to save it — a shop manager previously saw the page but could not save it.
- Quote requests from the storefront are rate limited per visitor, the note field is length-capped, and the request timeout is 5s instead of 20s.
- Order sync is now queued and sent on a background request through Action Scheduler, so it no longer runs inside checkout, and each push carries an idempotency key so the same order state is never sent twice.
- Order sync now defaults to OFF on new installs, and readme.txt documents exactly which fields are sent where. Existing stores keep their current setting.
- An expired or cache-stale security token now says so and offers a reload, instead of showing a generic error that could never be resolved.
- Quantity and variation are read from the clicked product's own form, fixing wrong values on grouped products, product archives, related-product rows and sticky add-to-cart bars.
- Declares compatibility with the Cart and Checkout blocks, and adds the
WC tested up toheader that WooCommerce needs before it will surface any compatibility declaration. - Uninstall now removes every option and transient the plugin creates.
- "Add to Quote" no longer adds the product to the WooCommerce cart. It now adds to a separate, browser-side "quote list" that never touches stock, cart totals, or checkout. A floating "Quote list" button (bottom-right, site-wide) appears once at least one product is added, showing what's in it and a "Checkout as Quote" button that submits the whole list as one TackQuote request. The WooCommerce cart page no longer has a quote button — quoting and purchasing are now fully separate paths.
- Restored "Request a Quote" as an independent, configurable product-page button alongside "Add to Quote" — Settings → TackQuote now has checkboxes to show "Add to Quote", "Request a Quote", both, or neither on product pages (the cart page's "Checkout as Quote" is unaffected). Both default to on for existing and new installs.
- Split the single "Request a Quote" button into two: "Add to Quote" on product pages (adds the product to the cart, same as Add to Cart) and "Checkout as Quote" on the cart page (submits everything in the cart as one quote request). Previously the product-page button submitted a quote for that one product immediately, with no way to accumulate multiple products into a single request without using the whole-cart button on every add.
- Replaced the browser
prompt()/alert()quote-request flow with a real modal dialog (email + optional note fields, inline validation, loading/success/error states). Email is pre-filled for logged-in customers.
- Initial release: Request a Quote button, one-way order sync, TackQuote settings, HPOS declaration.