Automatic Email to You
Sent immediately when client clicks “Accept Offer” and completes the form.
Email details:
From: Your WordPress site email
To: Notification email (Company Data settings) or WordPress admin email
Subject: [Your Company] Offer Accepted: OF/251126-01
Email body:
Good news! Your offer has been accepted.
Offer Details:
- Offer No: OF/251126-01
- Title: Staircase Project for John Smith
Accepted by:
- Name: John Smith
- Date: 2025-11-26 14:30:05
- Location: New York, USA
- IP: 192.168.1.100
Client Comment:
"Can we start installation on December 15th?"
View offers list:
https://yoursite.com/wp-admin/edit.php?post_type=oferta
Email includes:
- ✅ Offer number and title
- ✅ Client full name
- ✅ Acceptance date/time (exact timestamp)
- ✅ Client location (city, country from IP geolocation)
- ✅ Client IP address (for verification/security)
- ✅ Client comment (if provided, Premium only)
- ✅ Direct link to your admin offers list
Configuring Notification Email
Go to: Quotes → Company Data
Find: “Notification Email” field
Options:
- Leave empty → Uses WordPress admin email (default)
- Enter specific email → Notifications sent to this address
- Use shared mailbox → E.g.,
sales@yourcompany.com,quotes@yourcompany.com
Best practices:
- Use team email for shared visibility
- Set up email forwarding to multiple people
- Add to CRM via email integration (e.g., Zapier)
- Test by accepting a test offer yourself
