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LideraCotiza

开发者 wespinozab
更新时间 2026年8月27日 02:58
PHP版本: 8.1 及以上
WordPress版本: 7.0
版权: GPLv2 or later
版权网址: 版权信息

标签

sales quotes clients quotations proposals

下载

0.4.2 0.5.0 0.6.0

详情介绍:

LideraCotiza helps small businesses and professionals create, share, and track quotations directly from WordPress without relying on spreadsheets. The plugin provides a front-end workspace at /cotiza-panel/. Site owners can create individual team accounts and assign the LideraCotiza Manager role. Managers can work with clients and quotations without accessing the WordPress administration area. Quotation recipients do not need a WordPress account. Each quotation can be shared through a non-sequential public link where the recipient can review the proposal and submit a response. Main features: The current user interface is provided in Spanish. The WordPress.org readme is written in English to comply with directory metadata requirements.

安装:

  1. Upload the plugin ZIP from Plugins > Add New > Upload Plugin, or copy the lideracotiza folder to /wp-content/plugins/.
  2. Activate LideraCotiza.
  3. Open LideraCotiza > Settings and enter the company information.
  4. Create a client and then create a quotation.
  5. Administrators can manage the team from /cotiza-panel/?view=team.
  6. Team members receive the standard WordPress account notification to set their own password.
  7. Share the public quotation link with the client from the quotation detail screen.

常见问题:

Does a client need a WordPress account?

No. A client can open the secure public quotation link and respond without creating an account.

Can team members access wp-admin?

The LideraCotiza Manager role is designed to work from the front-end workspace. The plugin redirects manager-only accounts away from the WordPress administration area.

Does LideraCotiza store plain-text passwords?

No. User passwords are handled by WordPress. LideraCotiza relies on the standard WordPress password setup and notification flow.

What happens to data when the plugin is removed?

By default, LideraCotiza preserves its data on uninstall. Full data removal only occurs when LIDERACOTIZA_REMOVE_DATA is explicitly defined as true before uninstalling.

更新日志:

0.6.0 0.5.0 0.4.2 0.4.1 0.4.0 0.3.1 0.2.0 0.1.0