Quote Flow/Life-Cycle

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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