Skip to content
Docs

Email automation

WB Plugins > Price Quote > Email System

The free plugin sends two emails: a notification to you when a request arrives, and a confirmation to the customer if they asked for a copy. Pro adds the ones that happen afterwards.

All of them go out through WooCommerce’s own mailer, so they use your store’s existing template, branding and delivery settings, and can be overridden from your theme under woocommerce/emails/.

Status change notifications

Section titled “Status change notifications”

On by default.

When you move a request to a new status, the customer is told. This needs no configuration and is the point of tracking statuses at all - a quote that changes state in your admin and never reaches the customer has not really changed state.

Follow-up emails

Section titled “Follow-up emails”

Off by default. Turn it on and set Follow-up Delay (Hours), between 1 and 168 (one week). The default is 24.

The follow-up is scheduled when the request is submitted and sent once the delay has elapsed. It asks the customer whether they have any questions and offers to supply pricing.

It skips quotes you have already answered

Section titled “It skips quotes you have already answered”

This is the part worth knowing. The delay is measured in hours, and you will often have replied inside it. A follow-up that reaches someone you quoted an hour ago reads as though you have lost track of them, and offers them pricing they already have.

So the status is checked when the email is due, not when it was scheduled. A request still sitting at Pending gets chased. One you have moved to Responded, Completed, or any other status does not - the scheduled event still runs, it just sends nothing.

Developers can change which statuses are chaseable:

/**
 * Also chase quotes that were answered but never completed.
 */
add_filter(
  'wcpq_followup_statuses',
  function ( $statuses ) {
    $statuses[] = 'responded';
    return $statuses;
  }
);

Return an empty array to send the follow-up regardless of status.

One follow-up per request

Section titled “One follow-up per request”

The email is scheduled once, at submission. There is no repeating chase sequence - if you want a second nudge, send it yourself from the request.

Turning the setting on affects requests submitted after that point. Requests already in the system were never scheduled and will not be chased retrospectively.

Recipients and subjects

Section titled “Recipients and subjects”
  • Additional Admin Recipients copies your team on the admin notification. Put one address per line.
  • CC copies someone on outgoing quote mail - a shared sales inbox, a second team member. It applies to the quote emails as well as the status notifications. Separate addresses with commas.
  • Admin Email Subject and Customer Email Subject let you replace the default subject lines. {customer_name} is filled in.

Customer email export

Section titled “Customer email export”

Export CSV on the Quote Requests screen downloads one row per customer, with their name, company and the date of their first request.

One row per customer, not per request: someone who has asked for forty quotes appears once. The file streams in batches, so it works on a store with a large history rather than timing out or arriving truncated.

The export checks your capability first and then the security nonce, so an unauthorised user is told plainly rather than getting a confusing failure.

Section titled “Related”