Want to restrict quote pricing to user roles so only approved customers see hidden prices and a Request a Quote flow? In WooCommerce, you can do exactly that without touching code. The a3rev WooCommerce Quotes and Orders extension converts the standard Add to Cart function into Add to Quote and applies its rules per logged in user role. As a result, you control who gets quote behavior and who keeps shopping normally.
Below, we walk through the real settings that make this work. Because the plugin builds on WooCommerce’s own role system, the setup is quick and predictable.
Why restrict quote pricing to user roles at all?
Many B2B stores do not want every visitor seeing retail prices. For example, wholesale buyers may need negotiated figures, while the public should only see a quote request. Therefore, targeting by role lets you tailor the experience to each audience. This is a classic role-based access control pattern, where permissions follow the job rather than the individual. You can read more on the Role-Based Access Control (RBAC): A Comprehensive Guide approach to keep your policy clean.
With WooCommerce Quotes and Orders, the three Store Rules each include a role selector. Meanwhile, prices stay hidden across the shop page, product pages, cart widget, cart and checkout for the roles you choose.
How to restrict quote pricing to user roles step by step
First, install and activate WooCommerce Quotes and Orders. It auto-creates an admin menu section on your store. Then open the Settings tab to choose your Store Rule. Because Request a Quote and Add to Order both use the same Add to Cart function, the plugin will not let you enable both for the same role at once.
- Go to the Quotes and Orders Settings tab in your WooCommerce admin.
- Pick a Store Rule: Manual Quote, Auto Quote, or Add to Order.
- Use the View before log in setting to decide what site visitors (logged-out users) see.
- Use the View after login setting to select the user roles that the rule applies to once they log in.
- Save your settings and test with a sample account in each role.
That View after login control is the heart of this task. It lets you select the user roles that you want the quote rules applied to when they log in. As a result, you can restrict quote pricing to user roles precisely, leaving other roles on standard pricing.
The Store Rules that control quote pricing per role
Each rule behaves a little differently, so choose based on your sales workflow.
Manual Quote rule
The Manual Quote rule hides prices everywhere, including in quote request emails. The request is created as a WooCommerce Order with the ‘Quote’ status. After it arrives, you add pricing yourself and send it from the Order edit page. By default, the plugin auto-creates a Manual Quote Role account for the user. That role has subscriber-level permissions plus one restriction: it cannot see any WooCommerce product prices. You can also enable guest checkout so no account is created on request.
Auto Quote rule
The Auto Quote rule automates the process. When a customer submits a request, the email shows itemized prices, shipping and taxes, and they can click Pay through your active gateways. Importantly, the user still cannot see storefront prices, even after a quote request. They only see the prices on their quote. The plugin auto-creates an Auto Quote Role with the same price-hiding restriction.
Add to Order rule
The Add to Order rule is built for business-to-business ordering, with billing handled offline. You can apply it to site visitors, or just to selected logged in roles. Because it also creates real WooCommerce Orders, it slots cleanly into your existing workflow.
A note on caching for restrict quote pricing to user roles
If your store uses page caching, plan for it. A shared cache can serve the wrong view to a logged in role. Therefore, use a per-user or per-role caching setup so the hidden-price rules are not overridden. As a result, each role reliably sees the experience you assigned.
Put it to work
In short, the View after login role selectors let you restrict quote pricing to user roles with confidence. Pick Manual Quote for negotiated pricing, Auto Quote for instant self-service, or Add to Order for B2B ordering. To set this up on your store, explore WooCommerce Quotes and Orders and choose the rule that matches your customers.