Quottum — Quotes & Client Approvals

Quottum turns WordPress into the home for your sales quotes. Build an estimate from a reusable line-item library, send the client a secure link, and let them accept, decline, or request a revision — no account or login required for them. Free features

• Quote builder — line items with quantity, unit price, description, and drag-to-reorder, with a live preview.
• Reusable line-item library — save services once and drop them into any quote, organised by editable categories and service groups.
• Client approval pages — a tokenized public quote page where clients accept, decline, or request a revision; feedback is captured on the quote.
• Quote PDF — a clean, downloadable quotation document.
• Clients directory — keep company and contact details alongside your quotes.

Quottum stores its data in its own relational tables (not custom post types) because quoting data is financial and reporting-heavy. Quottum Pro (separate upgrade) adds contracts with TCV/MRR/ARR roll-ups, an automated renewal engine with reminders, coupons, webhooks and integrations, file attachments, a client portal, branded PDF themes, and white-label.

1. Upload the plugin to /wp-content/plugins/quottum, or install it from the WordPress Plugins screen.
2. Activate it through the Plugins screen.
3. Open Quottum in the admin menu to build your first quote.

No account or external service is required to use the free features.

1.0.0

• First public release on WordPress.org.
• Quote builder with live preview, per-line discount, tax, and multi-currency.
• Reusable line-item library organised by editable categories and service groups.
• Tokenized client pages — accept, decline, or request a revision; feedback captured on the quote.
• Clean, downloadable quote PDF; renew an expired quote with a fresh link.
• Clients directory with company and contact details.

0.28.0

• New "Branding" settings tab: set your company name and contact details, and upload a logo by drag-and-drop. The logo appears on client quote/contract pages and PDFs.
• Client-facing logos now display on their own at their natural aspect ratio — square or wide/horizontal both work.
• Quotes now have a dedicated "Revision requested" status when a client asks for changes, with its own filter tab and status chip.
• Added an "Expired" filter tab to the Quotes list.
• Fixed the Settings "Save settings" button, which did not submit due to invalid nested-form markup.
• WordPress.org readiness: full internationalization, output escaping, and input-sanitization hardening.

0.27.0

• Editable lifecycle phases (add / rename / recolour / delete), with an optional "no phase" and a configurable default.
• Refined admin theme.

0.26.0

• Initial public release: quote builder, line-item library, client approval pages, quote PDF, and clients directory.