Koalab Quote – Quote Builder for WooCommerce
| 开发者 |
koalabtech
freemius |
|---|---|
| 更新时间 | 2026年11月10日 07:38 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- Quote from the cart or by search. Pull the products from the cart or search by name or SKU. Change quantities and unit prices, and apply a discount to the total as a percentage or a fixed amount. The real cart and the product prices are never touched.
- Taxes from WooCommerce. Each line uses the product's tax class and your store's tax rates. If your shop shows prices including tax (the usual for VAT/IVA in Latin America), the quote shows the tax those prices contain. If it shows prices excluding tax, the tax is added on top. Products with a zero rate are marked as exempt.
- A branded document. Your logo, colors, tax ID (NIT, RFC, CUIT, RUT, RUC…), address and contact. The document also lists the customer, the sales advisor, the products, the totals, your terms and an optional warranty or payment block.
- Export and share. Download a Letter-size PDF or a PNG image. On phones, the image opens the share sheet, so you can send it straight to WhatsApp. On desktop, "Copy image" copies the quote so you can paste it into WhatsApp Web or an email.
- Numbered history. Every quote gets a consecutive number (QT-0001, QT-0002…). You can reopen, search or duplicate it from the panel or from the dashboard.
- Works with any theme. The panel is self-contained and does not depend on your theme.
- Ready for Latin America. The labels and phone formats adapt to the store's country, and every text is translatable.
- Up to 3 brands per site (unlimited on the Agency plan), each with its own logo, colors, tax ID and numbering
- Two more templates: Modern and Minimal
- Custom templates: start from Classic, Modern or Minimal and adjust the typeface, logo size, spacing, table style, visible parts and texts, with a live preview. Up to 3 per site (unlimited on the Agency plan)
- Turning a quote into a "Pending payment" order, with a payment link to send by WhatsApp or email
- A private customer link where the customer sees the quote, downloads the PDF and accepts or declines it online
- Quote statuses (not sent, sent, accepted, declined, order created, expired) and expiry reminders
- Sales advisors to pick from on each quote, plus a quotes-only account for external sellers
- Reports per advisor (amount quoted, acceptance, orders and paid) and CSV export
- Agency plan: white label, unlimited brands and custom templates, and custom CSS per template
安装:
- Install and activate WooCommerce.
- Install Koalab Quote from Plugins → Add New, or upload the zip, then activate it.
- Go to Quotes → Settings and fill in your company data, logo and colors.
- Open your store while logged in as an administrator or shop manager, then click Create quote.
屏幕截图:
常见问题:
Can my customers see the quote button?
No. The button and its files are only printed for logged-in users who can manage WooCommerce.
Does it change my prices or the customer's cart?
No. A quote is a separate record. The cart and the product prices stay as they are.
How are taxes calculated?
Taxes come from WooCommerce: the product's tax class and the rates for your store's base location. The setting WooCommerce → Settings → Tax → "Display prices in the shop" decides whether quoted prices include tax or not.
Where is the PDF generated?
In the browser of the person who exports it. No files are sent to external servers.
Can a developer build a template in code?
Yes, in every version. Add the template's name with the klbq_templates filter and register its layout in JavaScript as KoalabQuoteDoc.templates['my-template'] = function ( vm, U ) { … }, in a script that depends on klbq-doc, enqueued on the klbq_enqueue_panel action. With the premium version, also add its handle with the klbq_doc_script_handles filter (and your stylesheet with klbq_doc_style_handles) so the customer link draws it too. The vm object carries the quote ready to print and U the shared pieces (U.h, U.itemsTable, U.totalsBlock…) used by the bundled templates.
Does it work with my theme or page builder?
Yes. The panel and the document use their own scoped styles and do not depend on the theme.
更新日志:
- Mobile: the New, Duplicate and Log out buttons in the panel header were invisible on screens up to 640px wide. They now show as icon buttons, and the title chips wrap instead of covering them.
- Mobile: the footer buttons (Save, Copy image, Image, PDF) could run past the right edge on narrow screens, hiding PDF. They now wrap to a second row when they do not fit.
- Premium version: with a Spanish language pack from WordPress.org installed, the premium features showed their texts in English. The bundled Spanish now loads first and the pack only fills what it lacks.
- First public release.