SleekView Kanban for YITH WooCommerce Request a Quote
YITH WooCommerce Request a Quote writes the quote state that drives its core flow. SleekView Kanban groups rows by that field, surfaces quote ID, customer, and total amount on each card, and lets staff drag between lanes to update status.
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A board view fits Request a Quote better than a flat list
YITH WooCommerce Request a Quote writes its quote state into wp_yith_quotes as the row flows through the plugin. Statuses cycle through values like requested, sent, accepted, rejected as work moves along. The default admin shows those rows in a flat list which makes triage slow once volume picks up.
SleekView Kanban reads the same wp_yith_quotes rows your admin already trusts, then groups them into lanes by the quote state column. Each card surfaces quote ID, customer, and total amount so staff act on real context. Requested quotes sit next to sent and accepted ones, so the sales team sees the quote pipeline in real time. Filters scope each board to a single workflow, and saved boards remember the lane order, the colors, and the card layout you picked.
Drag a card from one lane to another and SleekView writes the new quote state back to wp_yith_quotes. Plugin hooks fire, dependent screens update, and audit history stays where the source plugin records it. No SQL, no second admin tool, no waiting for a sync.
Workflow
From Request a Quote flow to a live board
Connect to Request a Quote
wp_yith_quotes schema, detects the quote state column, and offers it as the lane axis with every value listed.
Pick the quote state lanes
Lay out the card front
Drag to update status
Sample board
Sample Request a Quote status board
wp_yith_quotes rows, groups them by quote state, and lets staff drag cards between lanes.
Comparison
Default quote admin vs SleekView Kanban
Default quote admin
- Default screen mixes rows from every quote state on one flat list view.
- Status changes happen one row at a time through small dropdowns or row links.
- Visual sense of how many rows sit at each quote state is missing entirely.
- Card context like quote ID, customer, and total amount lives across separate admin colum.
- Filtering by a single quote state value requires extra plugins or SQL queries.
SleekView Kanban
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Lanes follow
quote stateso the board mirrors real Request a Quote flow. - Cards show quote ID, customer, and total amount on every row at a glance for staff context.
- Drag a card between lanes to update the row through YITH WooCommerce Request a Quote live wit.
- Writes go through YITH WooCommerce Request a Quote so hooks, audit log, and dependent screens.
- Filter the board by quote state, owner, or date range to focus on one workflow.
Features
What SleekView Kanban gives you for YITH WooCommerce Request a Quote
Quote cards on the board
Every card shows the quote ID, the customer, and the cart total. The sales team sees the quote pipeline without opening the long YITH quote admin across hundreds of B2B accounts every single morning.
Drag to send or accept
Move a card from Requested to Sent when the sales team finalises pricing, then to Accepted when the customer agrees. The plugin update path runs so quotes convert to WooCommerce orders cleanly every time.
Filter by quote amount
Save a board scoped to quotes over a chosen threshold to focus on high-value B2B opportunities. Filters combine with status lanes so the sales team works each tier of quote activity as a clean stack.
Audience
How Request a Quote teams use the kanban view
Daily quote pipeline
Sales starts every morning on the Requested lane. New quotes get priced and sent, sent quotes get a follow-up nudge, and accepted quotes get rolled into the order pipeline cleanly.
Lost deal analysis
Rejected quotes live in their own lane with notes attached. The sales team reviews the Rejected lane weekly to learn why deals slip, then adjusts pricing or product mix for next quarter.
B2B account outreach
Filter the board by accepted quotes and run a thank-you outreach. The board doubles as a one-screen B2B relationship tool for the sales team to chase repeat orders every quarter.
The bigger picture
Why a board beats a flat Request a Quote list
YITH WooCommerce Request a Quote runs on a quote state value that the default admin barely surfaces. A flat list of rows works fine when volume is low and the team is one person, but the moment work picks up the admin becomes a bottleneck. Staff scroll, click into individual rows, and lose context every time they switch screens.
A board view changes the math. Lanes match the actual stages of work, cards put quote ID, customer, and total amount on the front so staff act in seconds, and drag-and-drop status updates mean nobody leaves the board while they triage. Request-a-Quote workflows are the backbone of B2B WooCommerce, so a board view that puts requested, sent, accepted, and rejected quotes on one screen means the sales team manages the pipeline as a live workflow with audit history instead of bouncing between WooCommerce, email, and spreadsheets every single morning.
Over a quarter that adds up to faster throughput, fewer mistakes, and a sense of pace the default admin simply cannot give a busy team that runs Request a Quote as a real part of the business every working day.
Questions
Common questions about SleekView Kanban for YITH WooCommerce Request a Quote
The board reads live Request a Quote rows through the same database layer the plugin uses, so every card reflects the actual row. There is no copy of the data and nothing to keep in sync between boards and admin screens.
 Yes. SleekView writes the new quote state back through the same update path YITH WooCommerce Request a Quote uses internally. Standard plugin hooks fire, audit logs record the change, and dependent screens refresh within seconds of the drag.
 Yes. The card editor lets you pick any column or meta key from the Request a Quote schema and surface it on the card front. Add as many fields as fit comfortably and reorder them with drag and drop until the layout works.
 Custom values still appear as lanes. SleekView reads the distinct values in the quote state column at board creation and offers each as a lane. Rename, hide, recolor, and reorder them to match the workflow your team runs.
 Yes. SleekView checks the same WordPress capability the standard YITH WooCommerce Request a Quote edit screen checks before letting a user move a card. Authorized staff act on the board, everyone else views or never sees it depending on role configuration.
 Yes. The filter bar accepts column filters on any field exposed by Request a Quote, so you can show only one owner, one date window, or any combination. Filters combine with status lanes and persist as you work through items.
 The board paginates inside each lane and reads Request a Quote with cursor queries, so a busy lane never blocks the whole admin. Staff scroll the busy lane and SleekView fetches more cards on demand, keeping the rest of WordPress responsive.
 SleekView is plugin-agnostic. The same kanban view works against any custom table or post type once you point it at the right source and pick a status-like column to group by. Each board configures separately to fit a different plugin.
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