QUOTATION DOCUMENTATION

Quotation emails

To configure ‘Quotation – Request For Quote‘ related emails visit WooCommerce > Settings > Emails.

WooCommerce Quotation communicates with you and your store’s customers through a number of emails:

Email Description
Customer request Sent when a quote is requested. Sent to customer
Admin request Sent when a new quote is requested. Sent to store manager by default
Send proposal Sent when a quote is proposed. Sent to customer
Remind proposal Sent to remember the expiry date of the proposal. Sent to customer
Customer proposal OK Sent to communicate the acceptance of the proposed prices. Sent to customer
Customer proposal declined Sent to communicate the rejection of the proposed prices. Sent to customer
Admin proposal OK Sent to communicate the acceptance of the proposed prices. Sent to store manager
Admin proposal declined Sent to communicate the rejection of the proposed prices. Sent to store manager

Since 3.0.0 version you have the option to create new emails from backend to be used in the different steps of the quote request process.
Just like WooCommerce emails, you can enable/disable and configure ‘Quotation Request For Quote‘ related emails.

requestforquote-email-options

The request for quote plugin inherit the email options from Woocommerce settings.

Each email has options you can edit:

Enable/Disable: Enable this email notification.

Subject: This controls the email subject line. Leave blank to use the default subject.

Email Heading: This controls the main heading contained within the email notification. Leave blank to use the default heading.

Content: This field controls the content within the email notification. Leave blank to use the default content.
You can customize the content of the emails using template tags from backend.
Available template tags:

  • {site_title}
  • {order_number}
  • {order_date}
  • {adq_customer}
  • {adq_myaccount_link}
  • {adq_order_comments}
  • {adq_pay}
  • {adq_cf7}
  • {adq_request_list}
  • {adq_address}
  • {adq_accept}
  • {adq_reject}
  • {adq_valid_until}
  • {adq_order_note}

Email type: Choose which format of email to send. Options include:

  • Plain Text
  • HTML

Send this email to: Choose whom to send this email to.

Choose order status: Choose what order status should fire the email.

Reminder: If it is a reminder email, the mail will only send from order edit screen at backend.

Request email: If it is a request email, the totals will not be displayed.

If using Plain Text emails, keep in mind that text fields are limited to 155 characters. If your products have long names and/or numerous variations/add-ons, the field may be truncated.