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Quote Dashboard ​

The dashboard gives you a complete overview of all quote requests received through your shop.

Access ​

Go to WooCommerce > Quotes in the admin menu.

A red badge shows the number of pending requests that need your attention.

Quote List ​

The table shows:

ColumnDescription
CheckboxSelect for bulk actions
ReferenceUnique quote ID (e.g., LQ-2026-0042)
CustomerName + company
ProductProduct name
QtyRequested quantity
DateSubmission date
StatusCurrent status with color indicator
ActionsView / Reply buttons

Statuses ​

StatusColorMeaning
PendingOrangeNew request, waiting for your response
QuotedBlueYou sent a quote with a price
AcceptedGreenCustomer accepted your quote
RejectedRedCustomer declined or you rejected the request

Filtering ​

Click the status tabs at the top to filter:

  • All -- every request
  • Pending (X) -- needs your action
  • Quoted (X) -- awaiting customer response
  • Accepted (X) -- won quotes
  • Rejected (X) -- declined quotes

Search by customer name, email, product name, or reference number.

Bulk Actions ​

  1. Check the boxes next to the quotes you want to update
  2. Select an action from the dropdown:
    • Mark as Accepted
    • Mark as Rejected
    • Delete
  3. Click Apply

Quote Detail Page ​

Click View on any quote to see the full detail:

  • Customer info: name, company, email (mailto link), phone (tel link)
  • Product info: name, SKU, variation, quantity, links to view/edit
  • Customer message: the original request
  • Your quote (if sent): unit price, quantity, discount, total, validity, notes
  • Actions sidebar: Send a Quote, Reply by Email, Change Status

Released under the GPL v2 License.