Installation & Setup

Install and activate the plugin the same way as any other WordPress plugin — see Getting Started for the full steps. On activation the plugin creates its own database table for quote requests; schema updates in later versions apply automatically, no re-activation needed.

1. Create the quote page

Create a page (e.g. /quote/) and add the shortcode:

[quote_page]

This page shows the visitor's collected items, the request form, and — after submitting — a confirmation with the vendor's name.

2. Add the "Add to Quote" button

Put the button wherever items are shown:

• Elementor: search for the Quote Button widget. Inside a single-item template it picks up the current post automatically; inside a loop/preview card template it picks up each card's post.
• Shortcode: [quote_button] uses the current post; [quote_button post_id="123"] targets a specific one.

A floating quote counter also appears site-wide once the visitor has items collected, linking to the quote page.

3. Create the dashboards

Page	Shortcode	Who sees it
My Quote Requests	[customer_quote_submissions]	Logged-in customers — their own requests, matched by email
Vendor Dashboard	[vendor_quote_submissions]	Logged-in vendors — requests for their own items

Both also exist as Elementor widgets ("Customer Quotes Dashboard" and "Vendor Quotes Dashboard") with full styling controls — inside Elementor, always prefer the widget over pasting the shortcode into a Text Editor. See Dashboards & Widgets.

Set the dashboard URL

Under Quote Requests → Settings, fill in Customer Dashboard Page URL so the quote emails can link to it. Auto-detection works for plain pages, but not when the shortcode lives inside a page-builder template.

4. Walk the flow once

1. As a visitor, add an item to the quote, open the quote page, fill the form, submit.
2. Check the two emails: the admin notification and the customer confirmation.
3. As the vendor (or admin), open the request, enter a Quote Amount, set the status to Quoted — the customer receives the quote email with Accept/Decline buttons.
4. Click Accept in the email — the request turns Accepted, and the vendor gets the decision email.

That's the whole loop. Everything about it — required fields, consents, emails, who can do what — is configurable; start with Settings.