Customer Actions & Quote Flow – docs.psmplugins.com https://docs.psmplugins.com Mon, 02 Feb 2026 12:27:20 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://docs.psmplugins.com/wp-content/uploads/2025/05/new-logo-white.svg Customer Actions & Quote Flow – docs.psmplugins.com https://docs.psmplugins.com 32 32 Customer Actions https://docs.psmplugins.com/docs/customer-actions/ https://docs.psmplugins.com/docs/customer-actions/#respond Fri, 26 Dec 2025 05:53:23 +0000 https://docs.psmplugins.com/?post_type=docs&p=685

Customers can respond to a quote directly from the website as well as from the email notifications they receive. These actions make it easy for customers to review and decide on a quote without any confusion.

Customer Actions on the Website

When a customer opens the quote page on your site, they can see the quote details, pricing, and validity.

  • Accept Quote
    The customer can accept the quote to proceed with the order. Once accepted, the quote is converted into a regular WooCommerce order.

  • Reject Quote
    The customer can reject the quote if they do not wish to proceed. The quote status is updated accordingly.

  • View Quote Details
    Customers can review products, quantities, prices, and any messages added by the admin before taking action.

Customer Actions via Email Notifications

Customers can also take action directly from the quote emails sent by the system.

  • Accept Quote from Email
    The email contains a link or button that allows the customer to accept the quote without logging in.

  • Reject Quote from Email
    The customer can reject the quote using the option provided in the email.

  • View Quote Online
    A link in the email lets the customer open the quote on the website to review full details before making a decision.

What Happens After Customer Action

  • When a quote is accepted, the order status is updated and the admin is notified.

  • When a quote is rejected, the quote is marked as rejected and no further action is required unless the admin follows up.

These customer actions ensure a smooth and flexible quote approval process across both the website and email.

]]> https://docs.psmplugins.com/docs/customer-actions/feed/ 0 Quote Flow/Life-Cycle https://docs.psmplugins.com/docs/quote-flow-life-cycle/ https://docs.psmplugins.com/docs/quote-flow-life-cycle/#respond Fri, 26 Dec 2025 05:53:46 +0000 https://docs.psmplugins.com/?post_type=docs&p=687

The quote life-cycle shows how a quote moves from the first request to the final outcome. Each step has a clear purpose and status.

New Quote Request

This is the starting point.
A customer submits a quote request from the website.
The quote is created in WooCommerce with the status New Quote Request, and the admin is notified.

Pending Quote

The admin reviews the request and prepares the quote.
Prices, quantities, expiry date, and messages can be updated.
Once the quote is sent to the customer, the status changes to Pending Quote.

Customer Decision

The customer reviews the quote from the website or email.
They can choose to Accept or Reject the quote.

Accepted Quote

If the customer accepts the quote, the status is updated accordingly.
The quote is converted into a WooCommerce order, and the admin is notified.

Rejected Quote

If the customer rejects the quote, the status changes to Rejected Quote.
No order is created, and the quote is closed.

Expired Quote

If the customer does not respond before the expiry date, the quote is marked as Expired Quote.
The customer can request a new quote if needed.

Summary

  • Request submitted → New Quote Request

  • Quote sent → Pending Quote

  • Customer accepts → Accepted / Completed

  • Customer rejects → Rejected Quote

  • No response → Expired Quote

This flow helps you track every quote clearly from start to finish.

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