Quottum — Quotes & Client Approvals
| 开发者 | gaviso |
|---|---|
| 更新时间 | 2026年7月15日 05:51 |
| PHP版本: | 8.0 及以上 |
| WordPress版本: | 7.0 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
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.
安装:
- Upload the plugin to
/wp-content/plugins/quottum, or install it from the WordPress Plugins screen. - Activate it through the Plugins screen.
- Open Quottum in the admin menu to build your first quote.
屏幕截图:
常见问题:
Do my clients need an account to approve a quote?
No. Clients open a secure tokenized link and can accept, decline, or request a revision without logging in.
Where is my data stored?
In your own WordPress database, in dedicated quottum_* tables. Nothing is sent to a third party by the free plugin.
Is the plugin translation-ready?
Yes. All strings use the quottum text domain and a template is included in /languages.
更新日志:
1.3.1
- Security hardening: the webhook "Test" button now uses WordPress's SSRF-protected HTTP client, matching the live webhook sends.
- Pro: client portal and contract links now expire (default 180 days, sliding — the window refreshes each time the client opens the link) instead of being permanent bearer links. Added a "Reset link" button on the client profile to revoke a shared portal link immediately. Existing links are given a bounded expiry on upgrade.
- Terms & conditions is now a single rich-text editor with a formatting toolbar (bold, italic, strikethrough, headings, lists, quotes, inline code, links, undo/redo) in place of the separate clause rows. Your existing terms carry over automatically, and they still render at the bottom of every quote PDF.
- Pro: set a "Deposit due now (%)" on any quote to show clients a clear "Due now / Due on completion" breakdown on the quote page and PDF.
- Pro: new "Payment terms note" under Settings → Terms & conditions — add a short note, an optional "Update payment method" portal link, and a default deposit percentage for new quotes.
- Email notifications now work: get an email when a quote is sent, accepted, declined, or a client requests a revision. New Settings → Email notifications panel with a master switch, recipients, and per-event toggles. (This feature previously appeared in the docs but never actually sent.)
- Editable email message templates per event, with merge fields like {client_name}, {number}, and {amount} — plus a "Send test email" button under each template that previews it with sample data, sent to you (never your team list).
- New "Test connection" button on the Email (SMTP) panel — verifies your server, port, encryption, and credentials before you save, without sending an email. "Send test email" now shows its result inline instead of reloading the page.
- Appearance toggle: choose Light, Dark, or System (follows your OS) from the toolbar.
- Client profile: the Activity feed moved below the Account note with more room and pagination; the header Email button and the Engaged services card were removed.
- Send-quote dialog: recipients are now the client's primary and secondary contacts (both pre-selected), with "send me a copy" as before.
- A "Lite" badge next to the logo shows which edition is running.
- The line-items column header now correctly reads "Name" (the description expands beneath each item).
- Reworked the quote line-item builder: add items by searching your library, or create a one-off custom item in a focused dialog. Click any item name or description to edit it inline.
- The line-item table no longer scrolls sideways — columns are sized to fit, and the item name and its description get room to read.
- Term length is now editable for every billing period, and shows as N/A for one-time engagements.
- "Equivalent MRR" is no longer shown for one-time quotes (they have no recurring value).
- New "About" page in the Quottum menu, with a link to quottum.io and a support contact.
- The "Declined" status now uses a distinct red instead of looking like an accepted quote.
- Accepting or declining a quote is the client's decision via their secure link — the admin-side accept/decline shortcuts were removed.
- Dark-mode fix: the billing-period and other dropdowns now show their selected value clearly.
- Security hardening: executable/script file uploads are always rejected regardless of the configured allow-list; imported settings are sanitised on restore; and several input-handling and output-escaping paths were tightened.
- Removed all references to the discontinued "Quottum Pro" tier from the plugin description, dashboard upsell card, and accept-quote button.
- Cleaned up admin copy so it reflects the actual Lite feature set.
- 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.
- 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.
- Editable lifecycle phases (add / rename / recolour / delete), with an optional "no phase" and a configurable default.
- Refined admin theme.
- Initial public release: quote builder, line-item library, client approval pages, quote PDF, and clients directory.