SleekView for YITH WooCommerce Request a Quote
SleekView reads the yith_request_quote post type joined to wp_postmeta and renders status, customer, total and request date as a queryable B2B pipeline grid inside WP Admin instead of a one-row-at-a-time inbox.
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Move quote requests out of the inbox and into a pipeline table
YITH Request a Quote captures every B2B inquiry as a yith_request_quote custom post with line items in postmeta and a status field that moves through new, processing, sent, accepted, rejected and expired. The default Quote Requests screen lists one row at a time, which is right for opening a single quote and wrong for running the pipeline as a queue.
SleekView reads the yith_request_quote posts joined to wp_postmeta and renders the inbox as a sortable, filterable table. Filter to new and processing only to triage the live pipeline. Sort by customer email to spot accounts with multiple open quotes. Group by request_status to see where the queue is stalling. The same data the chart view aggregates becomes a row-level surface sales reps can actually work from.
The plugin keeps owning the quote form, the PDF and the customer notifications. SleekView owns the pipeline surface, so the requests YITH already records stop hiding in a flat list and become something sales ops can query, sort and assign.
Workflow
How SleekView surfaces YITH Request a Quote data
Point at yith_request_quote
Compose the columns
Filter and sort like a database
Save and gate the view
Sample columns
A typical YITH Request a Quote pipeline view
wp_posts + wp_postmeta
| Quote | Customer | Items | Total | Requested | Status |
|---|---|---|---|---|---|
| #Q-4821 | acme.co / Maya Collins | 12 | $8,420.00 | 2026-05-12 09:14 | New |
| #Q-4820 | northwind.io / Dev Iturbe | 4 | $1,260.00 | 2026-05-11 17:42 | Processing |
| #Q-4819 | studio-felix.de / Felix Osei | 7 | $3,940.00 | 2026-05-10 11:08 | Sent |
| #Q-4814 | kobayashi.jp / P. Nakamura | 21 | $14,720.00 | 2026-05-04 08:51 | Accepted |
| #Q-4801 | ohara-llc / Flagged Ohara | 3 | $640.00 | 2026-04-22 22:31 | Expired |
Comparison
Default YITH Request a Quote admin vs SleekView
Default YITH admin (Quote Requests list)
- Quote requests render as a flat list with no stacked filters
- Customer-level rollups (multiple open quotes per account) aren't surfaced
- Stale-quote triage requires opening each row to read the date
- Per-rep assignment lives in meta with no filterable column
- No saved views for sales leads, reps and ops teams
SleekView
- Every yith_request_quote post rendered as a queryable table
- Status, customer, total and rep_id as real sortable columns
- Filter to open pipeline, stale quotes or per-rep queues in one query
- Saved views per role: rep queue, sales-lead pipeline review, ops audit
- Same dataset the chart view aggregates, so table and dashboard stay in sync
Features
What SleekView gives you for YITH WooCommerce Request a Quote
Quote inbox as a real table
Render quote posts with status, customer and total as columns instead of clicking each row to read the request.
Composable pipeline filters
Stack filters on status, customer email, total band and date to assemble the active-pipeline view or the stale-quote audit in one query.
Per-rep queues
Filter on rep_id meta to give each sales rep their own saved view, with the same table powering the sales-lead pipeline overview.
Audience
Who uses SleekView for YITH WooCommerce Request a Quote
B2B sales reps
Open the My Quotes saved view at the start of the day. Filter to status = new, sort by total desc, work the queue top to bottom without opening each row to read the customer.
Sales leads
Pipeline review reads the table grouped by status, filtered to last 30 days. Stale-quote follow-ups become a saved view rather than an inbox crawl.
Sales ops
Audit assignments per rep and per customer segment. Quote requests without a rep_id surface as a real filter, so triage rules can be enforced as queries instead of memos.
The bigger picture
Why quote pipeline data deserves a real table
YITH Request a Quote captures the right event reliably, the gap is that the captured row only ever renders one at a time. Sales reps and sales leads work the pipeline by switching between an inbox view that lacks columns and spreadsheet exports that lack live status. SleekView reads the same yith_request_quote posts and renders them as a queryable table with status, customer, total and rep_id as first-class columns.
Filters stack into a single query so the active-pipeline view, the stale-quote audit and the per-rep queue become saved views rather than reconstructions. The plugin keeps owning the quote form, the PDF and the email notifications, while sales teams get the per-row surface the dataset always deserved.
Questions
Common questions about SleekView for YITH WooCommerce Request a Quote
wp_posts for yith_request_quote posts joined with wp_postmeta for status, customer email, total, line items and rep_id. No new tables are introduced and no extra meta is written.
 Yes. Both the free and premium tiers persist requests as the same yith_request_quote post type, so SleekView reads the same dataset either way. Premium meta keys (custom statuses, expiration windows) surface automatically when present.
 Yes. Customer email lives on the request post meta and surfaces as a real column. Multi-quote-per-account triage filters on email or domain in one query without raw SQL.
 Yes, when explicitly enabled. Inline edits to rep_id route through the standard WordPress update_post_meta flow so YITH hooks and any downstream automation observe the writes exactly as if a manual edit had been made.
 Yes. The chart view and the table view share the dataset, so a status filter or a date slice narrows both surfaces. Sales leads pivot between row triage and pipeline rollup without rebuilding filters.
 Yes. A line-items column renders an inline summary (product title, quantity). Click into the row to open the full request when more detail is needed.
 Yes. Any filtered cohort exports as CSV with the visible columns, including customer email, total and status. Useful for pipeline reviews and quarterly sales briefings.
 Yes. SleekView paginates results and uses indexed joins on the request post type, so installs with tens of thousands of historical quotes still load the table without timing out admin requests.
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