Now that more businesses are trying to get their products and services online, the need for Ecommerce is greater than ever. That means it’s a GREAT time to learn how to build online stores for your clients. This does however come with a big challenge…quoting an Ecommerce project.

The biggest problems I’ve run into when developing Ecommerce projects was due to not effectively getting all of the details of an online store figured out (and accounted for) in the proposal phase. I want to help you with that so I’m going to dish out the most important things to figure out and factor into your proposals when quoting an Ecommerce project.

Some important things to note:

  • All these points can be questions you pose to your potential client AND can be deliverables in your proposal
  • This can go along with your standard website quote as either a separate line item section
  • I use WooCommerce but these will apply to any ECommerce solution, like EDD, Shopify, etc

Without ado, here are my Top 10 Tips for Quoting an Ecommerce Project:

  1. Number of products and variations of each product – sometimes you can get into trouble if a client says they only have 15 products but you find out the variations are extremely complex. Can turn into triple the work that way.
  2. Number of product categories – you’ll be creating pages likely for each category or at least several sections with the different category options)
  3. Shipping settings – you’ll want to make sure you know where they’re shipping, if it’s just certain states or globally.
  4. Tax settings – similar to shipping, you’ll want to know of any special tax settings depending on their products and where they ship.
  5. Payment gateways – need to find out what payment gateways they plan to use. I always try to sell Woo clients on just Paypal and Stripe but some have gateways already set up that need to be integrated
  6. Order fulfillment – need to find out who’s actually going to be fulfilling the orders. If it’s them or if they use a 3rd party fulfillment service for actually receiving and sending the orders.
  7. Special integrations – it’s good to find out if they plan to integrate any sort of packing slips, wholesale order system or things that happen AFTER the sale before shipping
  8. CRM integration – another important aspect is figuring out if they already have a CRM like Mailchimp or Active Campaign set up or if you’ll need to assist with that. Big part of WooCommerce as they need to have an active and updated database. And sometimes that’s integrated with the online store.
  9. Additional add-ons – always good to find out if they’ll want any time of functionality like advanced discounts, pre-orders, subscriptions, etc that might require additional plugin purchases if it’s not standard with WooCommerce. I show some good add-on options in my course.
  10. Client training – probably don’t need to explain this but make sure you’re covered for training them with updating and managing products and orders.

Those are the 10 main areas I’ve found most important to account for when quoting Ecommerce projects.

Links mentioned:

Did I miss any links that I mentioned in the episode? Let me know! Drop a comment below.

Hope these tips have helped and if so, be sure to leave a comment below! Or if you’ve experienced some other ares to be really valuable to figure out during this stage, let me and others know by leaving a comment below!

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 Learn how to build an online store with Divi & WooCommerce
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“I recently received a commission to create a website for a client that included an online shop. This meant, of course, using WooCommerce which I knew nothing about. So, I joined this course to learn as much as I could about WooCommerce in the minimum amount of time, learning from Josh’s mistakes as well as his triumphs. This course is just right. It gives you the MAXIMUM amount of information in the MINIMUM amount of time and is UNMISSABLE if you wish to learn everything you need to know to create a good-looking and well-designed shop.

Highly recommended!”

James F.

“Excellent course! Good solid information. Josh gives a clear overview of WooCommerce and shares his own experience working with WooCommerce websites, and shows examples! The whole course is enjoyable because Josh explains the information as it relates to what works, and what doesn’t work. WooCommerce is an extensive plugin with a lot of details.

This course shows how Divi integrates with WooCommerce. As a Divi Website Consultant and Designer, I have clients who want to sell products, offer classes, sell a book, and anything else relating to E-commerce. It’s not that simple, but with this course, it’s a whole lot more simple. WooCommerce is essential for a website owner wanting to sell products, or services, on their website.

After taking the Divi/WooCommerce for Beginners course, I am now confident about setting up WooCommerce for clients. This isn’t a”drip-style,” course, thank goodness, had enough of those. It’s real time learning. Cannot thank you enough Josh!”

Joan M.

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