Quote Settings – docs.psmplugins.com https://docs.psmplugins.com Wed, 04 Feb 2026 09:52:58 +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 Quote Settings – docs.psmplugins.com https://docs.psmplugins.com 32 32 General https://docs.psmplugins.com/docs/general/ https://docs.psmplugins.com/docs/general/#respond Fri, 26 Dec 2025 04:49:56 +0000 https://docs.psmplugins.com/?post_type=docs&p=660

Quote Settings – General

These settings control how quotes are created, displayed, and sent to customers.

Auto Expiry

When enabled, the plugin automatically adds an expiry date to a quote.
The expiry date is set when the quote is sent for the first time.
It will not change an expiry date that already exists.

Show Original Price

When enabled, the original product price is shown with a strike-through.
The discounted quote price is shown next to it.
This helps customers see how much they save.

Original-Prices-with-discount-PSM-Request-a-Quote
Original-Prices-with-discount-PSM-Request-a-Quote
Generate and Send Quotes Automatically

When enabled, quotes are created and emailed automatically after the set period of time. 
No manual action is needed from the admin.
This is useful when prices are hidden on the shop.

Hide Total Price

When enabled, the total price is hidden in the quote.
Only product details are shown.
Useful when pricing is negotiable.

Allowed Extensions for Quote Email Attachments

Defines which file types can be attached to quote emails.
Enter extensions separated by commas.
Example: .pdf,.jpg,.png

Max File Size (MB) for Quote Email Attachments

Sets the maximum file size allowed for each attachment.
The size is defined in megabytes (MB).
Helps prevent large file uploads.

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Quote Settings – PDF Settings

These settings control how quote PDFs are created and sent to customers.


Allow PDF Version of Quotes

When enabled, customers can download their quote as a PDF file.
The PDF link is available after the quote is created.

PDF File Name

Sets the name of the PDF file.
Customers see this name when downloading the PDF.
You can use:

  • %rand% for a random number

  • %quote_id% for the quote ID

Example: quote_%quote_id%

Attach PDF Version to Quote Email

When enabled, the PDF is attached to the quote email.
Customers receive the PDF directly in their inbox.
No manual attachment is required.

Email Body Without Product List (When PDF Attached)

When enabled, the email body will not show the product list.
All product details will be available only in the PDF.
This keeps the email short and clean.

PDF-Setting-PSM-Request-a-Quote
PDF-Setting-PSM-Request-a-Quote
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Quote Settings – PDF Template

These settings control how the quote PDF looks.
You can preview changes in real time on the left.

RTL (Right to Left)

Enable this for RTL languages like Arabic or Hebrew.
The PDF layout switches to right-to-left direction.

Logo

Upload your store logo for the PDF.
The logo appears at the top of the quote.
You can change or remove it anytime.

Quote ID Prefix

Adds text before the quote number.
Example: Quote #12345
Useful for branding or internal reference.

Customer

Controls the label shown for customer details.
You can rename it if needed.

Address

Controls the address label in the PDF.
Used to show the customer’s address.

From

Shows the sender or store name.
Usually your business or website name.

Employee

Shows the staff member who issued the quote.
Useful for internal or B2B communication.

Issue Date

Displays the date when the quote was created.
Helps customers track quote validity.

Expiry Date

Shows the quote expiration date.
Customers know until when the quote is valid.

Product Thumbnail

Shows product images in the quote PDF.
Disable it for a cleaner or text-only layout.

Product SKU

Displays the product SKU in the list.
Helpful for inventory or bulk orders.

Footer Text

Add custom text at the bottom of the PDF.
Use it for notes, terms, or contact details.

PDF-Template-PSM-Request-a-Quote
PDF-Template-PSM-Request-a-Quote
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