{"id":681,"date":"2025-12-26T10:50:18","date_gmt":"2025-12-26T05:20:18","guid":{"rendered":"https:\/\/docs.psmplugins.com\/?post_type=docs&#038;p=681"},"modified":"2026-02-02T17:53:09","modified_gmt":"2026-02-02T12:23:09","password":"","slug":"quote-actions","status":"publish","type":"docs","link":"https:\/\/docs.psmplugins.com\/docs\/quote-actions\/","title":{"rendered":"Quote Actions"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"681\" class=\"elementor elementor-681\" data-elementor-post-type=\"docs\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2d0fd65 e-flex e-con-boxed e-con e-parent\" data-id=\"2d0fd65\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ceb28f8 elementor-widget elementor-widget-text-editor\" data-id=\"ceb28f8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"23\" data-end=\"273\">When viewing a quote inside <strong data-start=\"51\" data-end=\"75\">WooCommerce \u2192 Orders<\/strong>, 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 <strong data-start=\"250\" data-end=\"267\">Quote Actions<\/strong> area.<br \/><br \/><\/p><h5 data-start=\"276\" data-end=\"297\">Quote Request<\/h5><p data-start=\"299\" data-end=\"543\">This section displays the original message submitted by the customer during the quote request process.<br data-start=\"401\" data-end=\"404\" \/>It helps the admin understand the customer\u2019s requirements, expectations, or any special notes provided at the time of requesting the quote.<br \/><br \/><\/p><h5 data-start=\"546\" data-end=\"567\">Quote Options<\/h5><p data-start=\"569\" data-end=\"674\">This section lets the admin configure important quote-related settings before sending it to the customer.<\/p><ul data-start=\"676\" data-end=\"1248\"><li data-start=\"676\" data-end=\"818\"><p data-start=\"678\" data-end=\"818\"><strong data-start=\"678\" data-end=\"689\">Expires<\/strong><br data-start=\"689\" data-end=\"692\" \/>Sets the expiration date for the quote. After this date, the quote will automatically be treated as expired if not accepted.<\/p><\/li><li data-start=\"820\" data-end=\"960\"><p data-start=\"822\" data-end=\"960\"><strong data-start=\"822\" data-end=\"850\">Text before product list<\/strong><br data-start=\"850\" data-end=\"853\" \/>Allows you to add a custom message that appears above the product list in the quote email.<\/p><\/li><li data-start=\"962\" data-end=\"1101\"><p data-start=\"964\" data-end=\"1101\"><strong data-start=\"964\" data-end=\"991\">Text after product list<\/strong><br data-start=\"991\" data-end=\"994\" \/>Allows you to add a custom message that appears below the product list in the quote email.<\/p><\/li><li data-start=\"1103\" data-end=\"1248\"><p data-start=\"1105\" data-end=\"1248\"><strong data-start=\"1105\" data-end=\"1120\">Attachments<\/strong><br data-start=\"1120\" data-end=\"1123\" \/>Enables attaching files (such as PDFs, specifications, or terms) that will be included with the quote sent to the customer.<br \/><br \/><\/p><\/li><\/ul><h5 data-start=\"1251\" data-end=\"1285\">Check Quote Before Sending<\/h5><p data-start=\"1287\" data-end=\"1367\">This section helps you verify the quote email before sending it to the customer.<\/p><ul data-start=\"1369\" data-end=\"1507\"><li data-start=\"1369\" data-end=\"1507\"><p data-start=\"1371\" data-end=\"1507\"><strong data-start=\"1371\" data-end=\"1392\">Send a test email<\/strong><br data-start=\"1392\" data-end=\"1395\" \/>Enter an email address and send a test version of the quote email to preview how it will look to the customer.<\/p><\/li><li data-start=\"1369\" data-end=\"1507\"><p data-start=\"1371\" data-end=\"1507\"><b>PDF Preview<br \/><\/b>Check the PDF before sending to the customer.\u00a0<br \/><br \/><\/p><\/li><\/ul><h5 data-start=\"1788\" data-end=\"1820\">Purpose of Quote Actions<\/h5><p data-start=\"1822\" data-end=\"2099\" data-is-last-node=\"\" data-is-only-node=\"\">These actions ensure that the quote is accurate, clearly communicated, and professionally presented before it reaches the customer.<br \/><br data-start=\"1953\" data-end=\"1956\" \/>They also give the admin full control over messaging, validity, attachments, and testing\u2014making the quote approval process smooth and reliable.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c48d1e elementor-widget elementor-widget-image\" data-id=\"6c48d1e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Quote-Actions-PSM-Request-a-Quote.webp\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Quote-Actions-PSM-Request-a-Quote\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6MTA4MCwidXJsIjoiaHR0cHM6XC9cL2RvY3MucHNtcGx1Z2lucy5jb21cL3dwLWNvbnRlbnRcL3VwbG9hZHNcLzIwMjVcLzEyXC9RdW90ZS1BY3Rpb25zLVBTTS1SZXF1ZXN0LWEtUXVvdGUud2VicCJ9\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"578\" src=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Quote-Actions-PSM-Request-a-Quote-1024x740.webp\" class=\"attachment-large size-large wp-image-1080\" alt=\"Quote-Actions-PSM-Request-a-Quote\" srcset=\"https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Quote-Actions-PSM-Request-a-Quote-1024x740.webp 1024w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Quote-Actions-PSM-Request-a-Quote-300x217.webp 300w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Quote-Actions-PSM-Request-a-Quote-768x555.webp 768w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Quote-Actions-PSM-Request-a-Quote-360x260.webp 360w, https:\/\/docs.psmplugins.com\/wp-content\/uploads\/2025\/12\/Quote-Actions-PSM-Request-a-Quote.webp 1320w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Quote-Actions-PSM-Request-a-Quote<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>When viewing a quote inside WooCommerce \u2192 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 [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[31],"doc_tag":[],"knowledge_base":[13],"class_list":["post-681","docs","type-docs","status-publish","hentry","doc_category-managing-quote-requests","knowledge_base-psm-request-a-quote"],"year_month":"2026-05","word_count":268,"total_views":"12","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Milind Ighe","author_nicename":"milindighe","author_url":"https:\/\/docs.psmplugins.com\/author\/milindighe\/"},"doc_category_info":[{"term_name":"Managing Quote Requests","term_url":"https:\/\/docs.psmplugins.com\/docs\/psm-request-a-quote\/managing-quote-requests\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PSM Request a Quote","term_url":"https:\/\/docs.psmplugins.com\/docs\/psm-request-a-quote\/","term_slug":"psm-request-a-quote"}],"knowledge_base_slug":["psm-request-a-quote"],"_links":{"self":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/comments?post=681"}],"version-history":[{"count":16,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/681\/revisions"}],"predecessor-version":[{"id":1150,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/681\/revisions\/1150"}],"wp:attachment":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/media?parent=681"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_category?post=681"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_tag?post=681"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/knowledge_base?post=681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}