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	<title>Introduction &#8211; docs.psmplugins.com</title>
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	<title>Introduction &#8211; docs.psmplugins.com</title>
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		<title>What is PSM Request a Quote</title>
		<link>https://docs.psmplugins.com/docs/what-is-psm-request-a-quote/</link>
					<comments>https://docs.psmplugins.com/docs/what-is-psm-request-a-quote/#respond</comments>
		
		<dc:creator><![CDATA[Milind Ighe]]></dc:creator>
		<pubDate>Thu, 25 Dec 2025 11:59:38 +0000</pubDate>
				<guid isPermaLink="false">https://docs.psmplugins.com/?post_type=docs&#038;p=629</guid>

					<description><![CDATA[PSM Request a Quote is a plugin that allows customers to request a price quote instead of purchasing Woo products directly. Instead of showing fixed prices and forcing immediate checkout, the plugin lets customers add products to a quote list and submit a quote request to the store owner. This is useful when prices depend [&#8230;]]]></description>
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									<p data-start="140" data-end="275"><strong data-start="140" data-end="163">PSM Request a Quote</strong> is a plugin that allows customers to request a price quote instead of purchasing Woo products directly.</p>
<p data-start="277" data-end="547">Instead of showing fixed prices and forcing immediate checkout, the plugin lets customers add products to a <strong data-start="385" data-end="399">quote list</strong> and submit a <strong data-start="413" data-end="430">quote request</strong> to the store owner. This is useful when prices depend on quantity, customization, customer type, or manual approval.</p>
<p data-start="549" data-end="744">The plugin works seamlessly with WooCommerce. Quote requests are handled as <strong data-start="625" data-end="641">quote orders</strong> inside the WooCommerce orders screen, so store owners can manage everything from a familiar interface.<br><br></p>
<p data-start="746" data-end="789">With PSM Request a Quote, store owners can:</p>
<ul data-start="790" data-end="934">
<li data-start="790" data-end="822">
<p data-start="792" data-end="822">Review customer quote requests</p>
</li>
<li data-start="823" data-end="842">
<p data-start="825" data-end="842">Set custom prices</p>
</li>
<li data-start="843" data-end="872">
<p data-start="845" data-end="872">Add messages or attachments</p>
</li>
<li data-start="873" data-end="897">
<p data-start="875" data-end="897">Set quote expiry dates</p>
</li>
<li data-start="898" data-end="934">
<p data-start="900" data-end="934">Send quotes to customers via email</p>
</li>
</ul>
<p data-start="936" data-end="955"><br>Customers can then:</p>
<ul data-start="956" data-end="1044">
<li data-start="956" data-end="983">
<p data-start="958" data-end="983">Review the received quote</p>
</li>
<li data-start="984" data-end="1012">
<p data-start="986" data-end="1012">Accept or reject the quote</p>
</li>
<li data-start="1013" data-end="1044">
<p data-start="1015" data-end="1044">Ask for a new quote if needed<br><br></p>
</li>
</ul>
<p data-start="1046" data-end="1197">This plugin is ideal for <strong data-start="1071" data-end="1085">B2B stores</strong>, <strong data-start="1087" data-end="1111">wholesale businesses</strong>, <strong data-start="1113" data-end="1139">custom product sellers</strong>, and stores that want <strong data-start="1162" data-end="1196">price approval before checkout</strong>.</p>								</div>
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		<item>
		<title>When and why to use it</title>
		<link>https://docs.psmplugins.com/docs/when-and-why-to-use-it/</link>
					<comments>https://docs.psmplugins.com/docs/when-and-why-to-use-it/#respond</comments>
		
		<dc:creator><![CDATA[Milind Ighe]]></dc:creator>
		<pubDate>Thu, 25 Dec 2025 12:03:54 +0000</pubDate>
				<guid isPermaLink="false">https://docs.psmplugins.com/?post_type=docs&#038;p=631</guid>

					<description><![CDATA[PSM Request a Quote is useful when product prices cannot be fixed or should not be shown publicly. Many stores sell products or services where the final price depends on factors such as quantity, customization, customer type, or ongoing negotiation. In these cases, a direct checkout process does not work well. When should you use [&#8230;]]]></description>
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									<p data-start="197" data-end="295">PSM Request a Quote is useful when product prices cannot be fixed or should not be shown publicly.</p>
<p data-start="297" data-end="509">Many stores sell products or services where the final price depends on factors such as quantity, customization, customer type, or ongoing negotiation. In these cases, a direct checkout process does not work well.</p>
<h3 data-start="511" data-end="538"><br>When should you use it?</h3>
<p data-start="540" data-end="578">You should use PSM Request a Quote if:</p>
<ul data-start="580" data-end="864">
<li data-start="580" data-end="651">
<p data-start="582" data-end="651">You want customers to <strong data-start="604" data-end="651">request pricing instead of buying instantly</strong></p>
</li>
<li data-start="652" data-end="713">
<p data-start="654" data-end="713">Product prices <strong data-start="669" data-end="713">change based on quantity or requirements</strong></p>
</li>
<li data-start="714" data-end="766">
<p data-start="716" data-end="766">You need to <strong data-start="728" data-end="766">review and approve orders manually</strong></p>
</li>
<li data-start="767" data-end="825">
<p data-start="769" data-end="825">You want to <strong data-start="781" data-end="796">hide prices</strong> for selected or all products</p>
</li>
<li data-start="826" data-end="864">
<p data-start="828" data-end="864">You run a <strong data-start="838" data-end="864">B2B or wholesale store</strong></p>
</li>
</ul>
<h3 data-start="866" data-end="886"><br>Common use cases</h3>
<p data-start="888" data-end="1056"><strong data-start="888" data-end="914">Wholesale &amp; B2B stores</strong><br data-start="914" data-end="917">Wholesale customers often need special pricing. Instead of showing public prices, customers can request a quote and receive a custom price.</p>
<p data-start="1058" data-end="1233"><strong data-start="1058" data-end="1094">Custom or made-to-order products</strong><br data-start="1094" data-end="1097">For products that require customization (size, material, design, etc.), customers can submit their requirements through a quote request.</p>
<p data-start="1235" data-end="1383"><strong data-start="1235" data-end="1250">Bulk orders</strong><br data-start="1250" data-end="1253">When customers purchase in large quantities, pricing may vary. A quote request allows you to offer better pricing based on volume.</p>
<p data-start="1385" data-end="1547"><strong data-start="1385" data-end="1413">Service-based businesses</strong><br data-start="1413" data-end="1416">If you sell services instead of fixed products, customers can request a quote with their specific needs before you confirm pricing.</p>
<p data-start="1549" data-end="1703"><strong data-start="1549" data-end="1575">Manual approval stores</strong><br data-start="1575" data-end="1578">Some stores prefer to approve every order before accepting payment. Request a Quote makes this workflow simple and organized.</p>
<p data-start="1705" data-end="1879">Using PSM Request a Quote helps create a <strong data-start="1746" data-end="1775">flexible pricing workflow</strong>, improves communication with customers, and gives store owners full control over pricing and approvals.</p>								</div>
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			</item>
		<item>
		<title>High-level quote workflow</title>
		<link>https://docs.psmplugins.com/docs/high-level-quote-workflow/</link>
					<comments>https://docs.psmplugins.com/docs/high-level-quote-workflow/#respond</comments>
		
		<dc:creator><![CDATA[Milind Ighe]]></dc:creator>
		<pubDate>Thu, 25 Dec 2025 12:05:25 +0000</pubDate>
				<guid isPermaLink="false">https://docs.psmplugins.com/?post_type=docs&#038;p=633</guid>

					<description><![CDATA[The PSM Request a Quote plugin follows a simple step-by-step workflow between the customer and the store owner. 1. Customer adds products to Quote The customer browses the store and clicks Add to Quote instead of Add to Cart.Products are added to the customer’s quote list. 2. Customer submits a Quote Request The customer opens [&#8230;]]]></description>
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									<p data-start="187" data-end="298">The PSM Request a Quote plugin follows a simple step-by-step workflow between the customer and the store owner.<br><br></p>
<h5><b>1. Customer adds products to Quote</b></h5>
<p data-start="339" data-end="476">The customer browses the store and clicks <strong data-start="381" data-end="397">Add to Quote</strong> instead of <strong data-start="409" data-end="424">Add to Cart</strong>.<br data-start="425" data-end="428">Products are added to the customer’s quote list.<br><br></p>
<h5>2. Customer submits a Quote Request</h5>
<p data-start="518" data-end="649">The customer opens the <strong data-start="541" data-end="560">Request a Quote</strong> page, reviews the quote list, fills out the quote request form, and submits the request.<br><br></p>
<h5>3. Store owner receives the Quote Request</h5>
<p data-start="697" data-end="833">The quote request appears as a <strong data-start="728" data-end="743">quote order</strong> in the WooCommerce orders section.<br data-start="778" data-end="781">The store owner also receives an email notification.<br><br></p>
<h5><b>4. Store owner reviews and sends a Quote</b></h5>
<p data-start="880" data-end="1030">The store owner reviews the request, adjusts prices if needed, adds messages or attachments, sets an expiry date, and sends the quote to the customer.<br><br></p>
<h5>5. Customer reviews the Quote</h5>
<p data-start="1066" data-end="1197">The customer receives the quote by email and can view it on the website.<br data-start="1138" data-end="1141">They can review pricing, messages, and validity details.<br><br></p>
<h5>6. Customer takes action</h5>
<p data-start="1228" data-end="1245">The customer can:</p>
<ul data-start="1246" data-end="1348">
<li data-start="1246" data-end="1297">
<p data-start="1248" data-end="1297"><strong data-start="1248" data-end="1268">Accept the quote</strong> and proceed with the order</p>
</li>
<li data-start="1298" data-end="1322">
<p data-start="1300" data-end="1322"><strong data-start="1300" data-end="1320">Reject the quote</strong></p>
</li>
<li data-start="1323" data-end="1348">
<p data-start="1325" data-end="1348"><strong data-start="1325" data-end="1348">Request a new quote</strong></p>
</li>
</ul>
<h6>&nbsp;<br><b style="color: inherit; font-family: inherit; font-size: 1.25rem;">7. Quote status is updated</b></h6>
<p data-start="1381" data-end="1517">The quote status updates automatically based on customer action or expiry.<br data-start="1455" data-end="1458">Both the customer and store owner are notified accordingly.</p>
<p data-start="1519" data-end="1636">This workflow allows store owners to control pricing while keeping the process smooth and professional for customers.</p>								</div>
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