{"id":685,"date":"2025-12-26T11:23:23","date_gmt":"2025-12-26T05:53:23","guid":{"rendered":"https:\/\/docs.psmplugins.com\/?post_type=docs&p=685"},"modified":"2026-02-02T17:57:20","modified_gmt":"2026-02-02T12:27:20","password":"","slug":"customer-actions","status":"publish","type":"docs","link":"https:\/\/docs.psmplugins.com\/docs\/customer-actions\/","title":{"rendered":"Customer Actions"},"content":{"rendered":"\t\t
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Customers can respond to a quote directly from the website as well as from the email notifications they receive. These actions make it easy for customers to review and decide on a quote without any confusion.

<\/p>\n

Customer Actions on the Website<\/h5>\n

When a customer opens the quote page on your site, they can see the quote details, pricing, and validity.<\/p>\n

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    Accept Quote<\/strong>
    The customer can accept the quote to proceed with the order. Once accepted, the quote is converted into a regular WooCommerce order.<\/p>\n<\/li>\n

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    Reject Quote<\/strong>
    The customer can reject the quote if they do not wish to proceed. The quote status is updated accordingly.<\/p>\n<\/li>\n

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    View Quote Details<\/strong>
    Customers can review products, quantities, prices, and any messages added by the admin before taking action.

    <\/p>\n<\/li>\n<\/ul>\n

    Customer Actions via Email Notifications<\/h5>\n

    Customers can also take action directly from the quote emails sent by the system.<\/p>\n

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      Accept Quote from Email<\/strong>
      The email contains a link or button that allows the customer to accept the quote without logging in.<\/p>\n<\/li>\n

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      Reject Quote from Email<\/strong>
      The customer can reject the quote using the option provided in the email.<\/p>\n<\/li>\n

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      View Quote Online<\/strong>
      A link in the email lets the customer open the quote on the website to review full details before making a decision.

      <\/p>\n<\/li>\n<\/ul>\n

      What Happens After Customer Action<\/h5>\n
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        When a quote is accepted<\/strong>, the order status is updated and the admin is notified.<\/p>\n<\/li>\n

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        When a quote is rejected<\/strong>, the quote is marked as rejected and no further action is required unless the admin follows up.

        <\/p>\n<\/li>\n<\/ul>\n

        These customer actions ensure a smooth and flexible quote approval process across both the website and email.<\/p>\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":"

        Customers can respond to a quote directly from the website as well as from the email notifications they receive. These actions make it easy for customers to review and decide on a quote without any confusion. Customer Actions on the Website When a customer opens the quote page on your site, they can see the […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[32],"doc_tag":[],"knowledge_base":[13],"class_list":["post-685","docs","type-docs","status-publish","hentry","doc_category-customer-actions-quote-flow","knowledge_base-psm-request-a-quote"],"year_month":"2026-05","word_count":260,"total_views":"8","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":"Customer Actions & Quote Flow","term_url":"https:\/\/docs.psmplugins.com\/docs\/psm-request-a-quote\/customer-actions-quote-flow\/"}],"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\/685","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=685"}],"version-history":[{"count":7,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/685\/revisions"}],"predecessor-version":[{"id":823,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/685\/revisions\/823"}],"wp:attachment":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/media?parent=685"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_category?post=685"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_tag?post=685"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/knowledge_base?post=685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}