Quote management

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WB Plugins > Price Quote > Quote Management

The free plugin records every request and lets you set a status on it. Pro adds the statuses a sales process actually uses, an expiry date, a change history, and the option to turn an approved quote into a WooCommerce order.

Quote Status Management

Off by default, and it is the switch the rest of this tab depends on.

Turn on Quote Status Management and, from that point, each new request is mirrored into a private quote record that carries its status, its history and its expiry date. This mirror is what makes automatic expiry work.

It only affects requests submitted after you turn it on. A request taken while this was off has no mirror, so it cannot expire automatically. Leave it on from the start if you intend to use expiry. Auto-convert does not need it.

The statuses Pro adds

Pro adds Approved, Rejected, Converted to order and Expired to the status dropdown on the free Quote Requests screen. You set a status there, on the request, the same way you always have. Moving a request to a new status is also what triggers the customer status-change email (see Email automation).

Quote expiry

Set Default Quote Expiration (Days) (default 30, between 1 and 365). When a request is mirrored, its expiry date is stamped that many days ahead.

A daily background task checks for quotes past their expiry date and moves them to Expired. This runs on WordPress cron, so it fires on the next visit after the date passes rather than at a precise clock time.

Because the expiry date lives on the mirror record, only quotes taken with Quote Status Management on will expire on their own.

Quote history

Turn on Quote History to keep an audit trail on the mirror record - each status change, conversion and error is logged with a timestamp.

Auto-convert approved quotes to an order

Turn on Auto Convert Approved Quotes and, when you move a request to Approved, Pro creates a WooCommerce order from the quote’s products and the customer’s name and email. It links the order back to the quote, marks the quote Converted to order, and will not convert the same quote twice.

Notes worth knowing:

The order is built through WooCommerce’s own order API, so it is HPOS-safe. It is created with the status Pending payment and left for you to review and progress; it is not charged automatically.
It works whether or not Quote Status Management is on. A quote taken while that was off gets its quote record built at the moment it is approved.
A conversion that fails for another reason (for example a product that no longer exists) fires wcpq_order_creation_failed and is logged in the quote history, so it does not fail quietly either.

If you leave this off, Approved is just a status - no order is created.