Adding a Payment Link to the Email

With InstantQuote AI you can insert a payment link directly into the quote email. This allows your customers to pay for the quote in just one click. You can either use the shortcode [payment_link] inside your email template, or generate a checkout link using the buttons available in the quote editor.

Requirements

  • WooCommerce or Easy Digital Downloads installed and active.
  • At least one payment gateway configured (e.g. Stripe or PayPal).

Option 1 — Use the [payment_link] shortcode

Inside the quote email body, use the shortcode [payment_link]:

Click [payment_link]here[/payment_link] to pay for your quote.

When the email is sent, the content of the shortcode will be replaced by a link to the checkout associated with that quote.

Option 2 — Use the Quote Editor Buttons

On the quote editing page, you will see two buttons:

  • Create Product — Creates a WooCommerce or EDD product associated with the quote total.
  • Get Checkout Link — Generates a checkout URL for the created product. If the product doesn’t exist yet, it will be created.
InstantQuote | Get checkout link for paying the quote

Click on one of the buttons. If you click on“Get Checkout Link”, InstantQuote will automatically create a product and generate a checkout link. If you click on “Create Product”, InstantQuote will create the product and also display the corresponding checkout link.

Once the product and checkout link are generated, you can insert the link into the text of your email.

Example Email Template

Hi [client_name],

Thank you for your request! We’ve received your message and will get back to you shortly.

Here’s a summary of your request:

Request: [client_request]
Submitted on: [date] at [time]

Click [payment_link]here[/payment_link] to pay for your quote.


If you have any questions, just reply to this email.

Best regards,
[seller_name]
[seller_address]

How It Works

  • If WooCommerce is active, InstantQuote AI will use WooCommerce to create the product and checkout link.
  • If Easy Digital Downloads is active, it will use EDD instead.

Integrations

Once you have WooCommerce or Easy Digital Downloads installed, you can take advantage of all their available integrations, such as PDF Invoices & Packing Slips, WooCommerce Subscriptions, and more. The products created by InstantQuote will not appear in your shop catalog, but you will still have access to all the functionalities provided by WooCommerce, Easy Digital Downloads, and their add-ons.

For example, you can offer payment in installments simply by installing a WooCommerce or Easy Digital Downloads add-on, and then editing the product associated with the quote.

Troubleshooting

  • Payment link does not appear: Make sure [payment_link] is present exactly in the email body.
  • Buttons disabled: Ensure WooCommerce or EDD is installed and active. Be sure you didn’t delete the product associated with the quote.

Best Practices

  • Always test the email and checkout link before sending to customers.
  • If you duplicate a quote, regenerate its checkout link to avoid mismatches.
  • Taxes, coupons, and shipping are handled by your ecommerce plugin during checkout.