1
00:00:00,250 --> 00:00:03,314
A quote form is only useful if

2
00:00:03,314 --> 00:00:06,377
the right information reaches the right person.

3
00:00:06,377 --> 00:00:09,879
In this tutorial, we will configure the administrator

4
00:00:09,879 --> 00:00:13,380
notification, customer confirmation, PDF attachment, and sender name.

5
00:00:13,380 --> 00:00:17,319
Open the form, choose Form settings, and select Email.

6
00:00:18,250 --> 00:00:23,083
Open Admin email and enter the mailbox that should receive new requests.

7
00:00:23,083 --> 00:00:25,902
Replace the sample address with your own.

8
00:00:25,902 --> 00:00:29,124
Use a subject that identifies the form or

9
00:00:29,124 --> 00:00:31,944
service, such as New vehicle rental request.

10
00:00:31,944 --> 00:00:36,777
The BCC field is available when another internal recipient needs a copy.

11
00:00:37,683 --> 00:00:42,919
Customize the Email template while keeping the dynamic placeholders you need.

12
00:00:42,919 --> 00:00:45,774
The reference placeholder identifies the request.

13
00:00:45,774 --> 00:00:51,961
Information content inserts the customer’s details, and project content inserts the selected options.

14
00:00:51,961 --> 00:00:55,769
Add a short introduction, but preserve these placeholders

15
00:00:55,769 --> 00:00:59,100
so the message includes the actual submission.

16
00:01:00,017 --> 00:01:04,131
Open Customer email and enable Send email to the customer.

17
00:01:04,131 --> 00:01:08,245
Set a clear confirmation subject, then edit the customer template.

18
00:01:08,245 --> 00:01:11,537
Make sure the form contains an email field,

19
00:01:11,537 --> 00:01:14,828
and require it when a reply is essential.

20
00:01:14,828 --> 00:01:18,531
Explain what happens next, including your expected response time.

21
00:01:19,450 --> 00:01:24,459
Enable Send the order as PDF for the recipient who needs an attachment.

22
00:01:24,459 --> 00:01:28,697
The PDF has its own template, separate from the email body.

23
00:01:28,697 --> 00:01:29,853
Review both templates.

24
00:01:29,853 --> 00:01:33,706
Keep the reference, customer details, and selected options in the

25
00:01:33,706 --> 00:01:37,174
PDF so it remains useful when downloaded or forwarded.

26
00:01:38,083 --> 00:01:41,616
Open Sender and choose a recognizable sender name,

27
00:01:41,616 --> 00:01:44,708
such as your business or booking team.

28
00:01:44,708 --> 00:01:48,682
This setting changes the name shown to the recipient.

29
00:01:48,682 --> 00:01:52,657
Your WordPress mail configuration controls the actual delivery, so

30
00:01:52,657 --> 00:01:56,190
verify that separately if messages do not arrive.

31
00:01:57,117 --> 00:02:00,391
Save the form settings, then submit a

32
00:02:00,391 --> 00:02:03,664
test request using email addresses you control.

33
00:02:03,664 --> 00:02:08,809
Check the administrator message, the customer confirmation, and any PDF attachments.

34
00:02:08,809 --> 00:02:13,018
Verify the reference, contact details, selected options, and total.

35
00:02:13,018 --> 00:02:18,163
Also check the spam folder if an expected message is missing.

36
00:02:19,083 --> 00:02:22,466
Match the wording to what the form really does.

37
00:02:22,466 --> 00:02:27,352
A quote request confirmation should not promise that payment has been received or

38
00:02:27,352 --> 00:02:30,359
a booking is confirmed unless that is true.

39
00:02:30,359 --> 00:02:35,245
With accurate templates and a successful delivery test, your form can give both

40
00:02:35,245 --> 00:02:38,252
your team and your customers a useful record.