How a quote moves through the system
This walks one request from the storefront to a finished order, and points out which part is the free plugin and which is Pro. It ties together the settings documented under Features.
1. The customer submits a request
Section titled “1. The customer submits a request”The customer clicks the quote button (free plugin) and fills in the form. Pro has added the company, phone and budget fields, an optional file upload, and a spam check. When they submit, Pro validates its own fields and the spam answer, stores any uploaded files in the media library, and records everything on the request.
If Quote Status Management is on, Pro also mirrors the request into a private quote record at this moment, and stamps its expiry date. That mirror is what later steps use.
2. You are notified
Section titled “2. You are notified”The free plugin emails you the request and, if the customer asked for it, sends them a confirmation. Pro can copy additional recipients and a CC address on that mail, and can replace the subject lines.
3. You work the request
Section titled “3. You work the request”Open Quote Requests (free plugin). Pro’s extra fields show under View Details, and any discount that applied is on the quote. You set a status on the request: the free statuses plus Pro’s Approved, Rejected, Converted to order and Expired.
Each status change sends the customer a notification, if status-change emails are on (they are by default). If follow-up emails are on and you have not answered within the delay, a single follow-up nudges the customer.
4. Approving turns into an order (optional)
Section titled “4. Approving turns into an order (optional)”If Auto Convert Approved Quotes is on, moving the request to Approved creates a WooCommerce order from the quoted products and the customer’s details, links it to the quote, and marks the quote Converted to order. You then progress that order through WooCommerce as normal. If auto-convert is off, Approved is simply a status.
5. Unanswered quotes expire
Section titled “5. Unanswered quotes expire”A quote that reaches its expiry date without being resolved is moved to Expired by the daily background task, so a stale quote does not sit as though it were still open. This only applies to quotes that have a mirror record from step 1.