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supportHi! Is it in the roadmap for Accepted quotes to automatically create a Woocommerce order with Pending Payments and send that Pay For Order (native Woocommerce) link to the customer? That would be really helpful and enable me to manage customer quotes E2E in the dashboard.
Hi, Great timing — most of this already works today, and the rest is on our roadmap. When a quote is accepted , the plugin already creates a native WooCommerce order automatically in “Pending payment” status, with all the line items and totals copied over and the order linked back to the quote. So the order side of your E2E flow is already in place. The one piece not yet automated is sending the customer the native “Pay for Order” link on acceptance — that’s exactly what we’re adding next. The plan is to trigger WooCommerce’s built-in order/invoice email (which contains the native Pay-for-Order button) the moment the order is created, plus an admin option to “Accept & send payment link” so you can drive the whole thing from the dashboard. I’ll follow up here as soon as that update ships. Thanks for the great suggestion — it’s exactly the direction we want the quote workflow to go. Best regards, CodeAtoZ Team
Hi @jmeclayton , Quick update — this is now live in version 1.3.0 , which we just released. Please update the plugin (Dashboard → Plugins → Updates) to get it. Here’s the full end-to-end flow you described, working out of the box: When a quote is accepted , the plugin automatically creates a native WooCommerce order in “Pending payment” status with all the line items and totals. The customer is then automatically emailed WooCommerce’s native “Pay for Order” link , so they pay through your normal checkout/gateways — no custom payment flow. You can also drive it entirely from the dashboard: open the quote and click “Accept & Send Payment Link” to create the order and send the payment email on demand. There’s a setting too — Settings → RFQ & Quotes → “Send Payment Link on Acceptance” (on by default) — if you ever want to create the order without auto-emailing the link. While we were at it, we packed a few more free features into 1.3.0 that you might find useful: Edit quote line items in the admin — change unit prices and quantities, add or remove products, and apply a discount, with totals recalculated automatically. Quick Order by SKU — add the [catoz_b2b_quick_order] shortcode to any page so buyers can enter multiple SKUs + quantities and add them all to the cart in one click. Minimum order requirements — set a store-wide minimum cart total and/or item count before checkout (Settings → Wholesale Pricing). Volume-pricing table on the product page now shows a “You Save” discount-% column for each quantity tier. That gives you the complete quote-to-payment cycle managed from the dashboard, exactly as you asked. Thanks again for the suggestion — it directly shaped this release. If anything doesn’t behave as expected after updating, just reply here and we’ll take a look. Best, mhhv
Hi, Great timing — most of this already works today, and the rest is on our roadmap. When a quote is accepted , the plugin already creates a native WooCommerce order automatically in “Pending payment” status, with all the line items and totals copied over and the order linked back to the quote. So the order side of your E2E flow is already in place. The one piece not yet automated is sending the customer the native “Pay for Order” link on acceptance — that’s exactly what we’re adding next. The plan is to trigger WooCommerce’s built-in order/invoice email (which contains the native Pay-for-Order button) the moment the order is created, plus an admin option to “Accept & send payment link” so you can drive the whole thing from the dashboard. I’ll follow up here as soon as that update ships. Thanks for the great suggestion — it’s exactly the direction we want the quote workflow to go. Best regards, CodeAtoZ Team
Hi @jmeclayton , Quick update — this is now live in version 1.3.0 , which we just released. Please update the plugin (Dashboard → Plugins → Updates) to get it. Here’s the full end-to-end flow you described, working out of the box: When a quote is accepted , the plugin automatically creates a native WooCommerce order in “Pending payment” status with all the line items and totals. The customer is then automatically emailed WooCommerce’s native “Pay for Order” link , so they pay through your normal checkout/gateways — no custom payment flow. You can also drive it entirely from the dashboard: open the quote and click “Accept & Send Payment Link” to create the order and send the payment email on demand. There’s a setting too — Settings → RFQ & Quotes → “Send Payment Link on Acceptance” (on by default) — if you ever want to create the order without auto-emailing the link. While we were at it, we packed a few more free features into 1.3.0 that you might find useful: Edit quote line items in the admin — change unit prices and quantities, add or remove products, and apply a discount, with totals recalculated automatically. Quick Order by SKU — add the [catoz_b2b_quick_order] shortcode to any page so buyers can enter multiple SKUs + quantities and add them all to the cart in one click. Minimum order requirements — set a store-wide minimum cart total and/or item count before checkout (Settings → Wholesale Pricing). Volume-pricing table on the product page now shows a “You Save” discount-% column for each quantity tier. That gives you the complete quote-to-payment cycle managed from the dashboard, exactly as you asked. Thanks again for the suggestion — it directly shaped this release. If anything doesn’t behave as expected after updating, just reply here and we’ll take a look. Best, mhhv