Managing Quote Requests – docs.psmplugins.com https://docs.psmplugins.com Wed, 04 Feb 2026 09:48:13 +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 Managing Quote Requests – docs.psmplugins.com https://docs.psmplugins.com 32 32 Viewing Quotes https://docs.psmplugins.com/docs/viewing-quotes/ https://docs.psmplugins.com/docs/viewing-quotes/#respond Fri, 26 Dec 2025 05:19:51 +0000 https://docs.psmplugins.com/?post_type=docs&p=679

You can view and manage all quote requests directly from the WooCommerce Orders screen.
Quote requests appear alongside regular WooCommerce orders but are clearly identified by their quote-specific statuses.

Accessing Quote Requests

Navigate to WooCommerce → Orders in your WordPress dashboard.
All quote-related orders are listed here with their respective quote statuses.

Identifying Quote Statuses

Each quote request is labeled with a distinct status to help you quickly understand its current stage.

  • New Quote Request – A newly submitted quote request from a customer.

  • Pending Quote – A quote that is under review or awaiting further action.

  • Completed – A quote that has been accepted and converted into an order.

  • Rejected – A quote that has been declined by the customer or the store admin.

Viewing Quote Details

Click on the order number to open the quote.
Inside the order view, you can see customer details, requested products, pricing, and the current quote status.

Managing Quotes from the Orders List

From the Orders table, you can select one or more quote requests and use Bulk actions to manage them.

This makes it easier to handle multiple quotes efficiently.

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When viewing a quote inside WooCommerce → Orders, the highlighted panels in the order edit screen allow the admin to review, prepare, and manage the quote before sending it to the customer. These sections together form the Quote Actions area.

Quote Request

This section displays the original message submitted by the customer during the quote request process.
It helps the admin understand the customer’s requirements, expectations, or any special notes provided at the time of requesting the quote.

Quote Options

This section lets the admin configure important quote-related settings before sending it to the customer.

  • Expires
    Sets the expiration date for the quote. After this date, the quote will automatically be treated as expired if not accepted.

  • Text before product list
    Allows you to add a custom message that appears above the product list in the quote email.

  • Text after product list
    Allows you to add a custom message that appears below the product list in the quote email.

  • Attachments
    Enables attaching files (such as PDFs, specifications, or terms) that will be included with the quote sent to the customer.

Check Quote Before Sending

This section helps you verify the quote email before sending it to the customer.

  • Send a test email
    Enter an email address and send a test version of the quote email to preview how it will look to the customer.

  • PDF Preview
    Check the PDF before sending to the customer. 

Purpose of Quote Actions

These actions ensure that the quote is accurate, clearly communicated, and professionally presented before it reaches the customer.

They also give the admin full control over messaging, validity, attachments, and testing—making the quote approval process smooth and reliable.

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