{"id":687,"date":"2025-12-26T11:23:46","date_gmt":"2025-12-26T05:53:46","guid":{"rendered":"https:\/\/docs.psmplugins.com\/?post_type=docs&p=687"},"modified":"2026-02-02T17:56:50","modified_gmt":"2026-02-02T12:26:50","password":"","slug":"quote-flow-life-cycle","status":"publish","type":"docs","link":"https:\/\/docs.psmplugins.com\/docs\/quote-flow-life-cycle\/","title":{"rendered":"Quote Flow\/Life-Cycle"},"content":{"rendered":"\t\t
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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.

<\/p>\n

New Quote Request<\/h5>\n

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<\/strong>, and the admin is notified.

<\/p>\n

Pending Quote<\/h5>\n

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<\/strong>.

<\/p>\n

Customer Decision<\/h5>\n

The customer reviews the quote from the website or email.
They can choose to Accept<\/strong> or Reject<\/strong> the quote.

<\/p>\n

Accepted Quote<\/h5>\n

If the customer accepts the quote, the status is updated accordingly.
The quote is converted into a WooCommerce order, and the admin is notified.

<\/p>\n

Rejected Quote<\/h5>\n

If the customer rejects the quote, the status changes to Rejected Quote<\/strong>.
No order is created, and the quote is closed.

<\/p>\n

Expired Quote<\/h5>\n

If the customer does not respond before the expiry date, the quote is marked as Expired Quote<\/strong>.
The customer can request a new quote if needed.

<\/p>\n

Summary<\/h5>\n
    \n
  • \n

    Request submitted \u2192 New Quote Request<\/strong><\/p>\n<\/li>\n

  • \n

    Quote sent \u2192 Pending Quote<\/strong><\/p>\n<\/li>\n

  • \n

    Customer accepts \u2192 Accepted \/ Completed<\/strong><\/p>\n<\/li>\n

  • \n

    Customer rejects \u2192 Rejected Quote<\/strong><\/p>\n<\/li>\n

  • \n

    No response \u2192 Expired Quote

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

    This flow helps you track every quote clearly from start to finish.<\/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":"

    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 […]<\/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-687","docs","type-docs","status-publish","hentry","doc_category-customer-actions-quote-flow","knowledge_base-psm-request-a-quote"],"year_month":"2026-05","word_count":224,"total_views":"9","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\/687","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=687"}],"version-history":[{"count":4,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/687\/revisions"}],"predecessor-version":[{"id":827,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/docs\/687\/revisions\/827"}],"wp:attachment":[{"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/media?parent=687"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_category?post=687"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/doc_tag?post=687"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/docs.psmplugins.com\/wp-json\/wp\/v2\/knowledge_base?post=687"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}