Disclosure: DeDanix builds DeDanix Quote Builder for WooCommerce. The exact approval and payment steps depend on the store; this article distinguishes the Free workflow from the optional Pro automation.
A quotation is not simply a cart with a different label. It is a record of what a customer asked for, what staff reviewed and what was issued. Treating those stages clearly reduces confusion when a customer returns days later with a PDF or a question about the total.
1. Capture the request
Let the customer select relevant WooCommerce products or variations, quantities and the information needed to explain the request. A visual Builder or a cart-based request can work; test which one is clearest for your catalog.
2. Review and issue the quotation
Staff should review the request from a focused administration workspace, make the permitted adjustments and issue a document that records the quotation. Preserve the issued revision so later changes do not silently rewrite the original document.
3. Let the customer review it
A My Account area gives the customer a consistent place to find request status, totals and available PDFs. This is more reliable than asking them to find an old attachment in email.
4. Decide how conversion should work
Some stores handle payment and order creation manually; others require an automated path with shipping, discounts, acceptance and email notifications. Define that part of the workflow before choosing an add-on. It should match the sales process, not just add buttons.
DeDanix scope: Free first, automation separately
DeDanix Quote Builder for WooCommerce Free supports the core request, administration, PDF and customer-review workflow without a monthly quotation quota. Its optional Pro add-on extends the core data with email notifications, shipping estimates, customer decisions, order conversion, discounts, expiration workflows, advanced PDF branding and sales automation.
Use the DeDanix Quote Builder product page to compare that documented scope with your own approval and payment process.