Appearance
Email Automations
Five emails cover the whole quote lifecycle. Every one has an editable subject and body under Quote Requests → Settings, and each automation can be switched off. Bodies support HTML (<strong>, links, etc.); subjects are plain text.
| Sent to | When | |
|---|---|---|
| New Request (admin) | Admin — and the vendor in multi-vendor mode | A request is submitted |
| Confirmation | Customer | A request is submitted |
| Quote Ready | Customer | Status changes to Quoted |
| Status Update | Customer + admin | Status changes to In Progress, Completed, or Cancelled |
| Quote Decision | Vendor + admin | The customer accepts or declines |
The Quote Ready email
The workhorse. It carries the amount, the items, the customer's own request details, and one-click Accept / Decline buttons that work without an account. Two lines adapt to the recipient automatically:
- Customers with an account get "view and manage your quote requests online" linking to the dashboard page.
- Customers without one get "Register here using this same email address…" linking to your registration page.
Whichever doesn't apply is removed from the email — any template line whose variable resolves to nothing is dropped automatically.
Replying to this email reaches the vendor and admin directly ("Replies Go to the Vendor" setting), so customers can ask questions before deciding.
Template variables
| Variable | Value |
|---|---|
{quote_items} | The requested items as linked titles |
{form_details} | Every submitted form field as "Label: value" lines |
{quote_amount} | The vendor's quoted amount |
{vendor_name} | Vendor name (or vendor profile title — see Multi-Vendor Mode) |
{accept_button} / {reject_button} | Styled one-click decision buttons |
{accept_link} / {reject_link} | The same secure links as plain URLs |
{dashboard_link} / {register_link} | The account-aware links described above |
{consents} | Privacy / Terms confirmations with links |
{status} / {status_reason} | New status and the vendor's cancellation reason (Status Update email) |
{decision} | "accepted" or "declined" (Quote Decision email) |
{entry_id} / {entry_link} | Request number and a link to the right view for the recipient |
| form fields | Every form field by its key, e.g. {full_name}, {phone_number} |
The variables panel under each template shows exactly which are available there, including your own form fields.
Deliverability
The plugin sends through wp_mail(), so it works with any SMTP plugin (FluentSMTP, WP Mail SMTP, …) — strongly recommended so the quote emails reliably reach customers.