Sanctabase SurveyQuotation Connector
| 开发者 | sanctabase |
|---|---|
| 更新时间 | 2026年4月29日 04:11 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 6.9 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
SurveyQuotation is a hosted quote tool for surveying businesses that want to give website visitors instant survey and valuation quotes. It guides clients towards the right service so they can make a more informed decision, while reducing routine quote-handling admin for your office team.
The SurveyQuotation dashboard also includes an office-side quote tool that can use your preset pricing structure. That helps staff produce more consistent quotes, even when different team members have different levels of surveying or pricing experience.
Sanctabase SurveyQuotation Connector connects your WordPress site to your SurveyQuotation workspace. It publishes your live SurveyQuotation quote page on your website while keeping your pricing, settings, enquiries, and lead dashboard in SurveyQuotation.
Use it to:
- connect WordPress to your SurveyQuotation account
- add instant survey and valuation quotes to a normal WordPress page
- guide visitors towards the most suitable survey or valuation service
- keep your WordPress theme header and footer around the quote page
- place the quote tool with the SurveyQuotation block or shortcode
- refresh the connection when your hosted quote page settings change
安装:
- In WordPress admin, go to Plugins > Add New.
- Search for
Sanctabase SurveyQuotation Connector. - Click Install Now, then Activate.
- Open the new SurveyQuotation menu item in WordPress admin.
- Click Sign in or Create account to connect your SurveyQuotation workspace.
- Return to WordPress automatically after signing in.
- Create the SurveyQuotation page automatically, or add the SurveyQuotation block or shortcode to a page manually.
- Open the page on your website and check the quote tool displays as expected.
常见问题:
Which shortcode should I use?
Use these if you prefer the classic editor or a page builder:
[surveyquotation]renders the hosted quote page in an iframe[surveyquotation_iframe]also renders the hosted quote page in an iframe
Does this replace my SurveyQuotation account?
No. WordPress is only the connection and placement layer. Your pricing, branding, quote page, billing, compliance details, and enquiries stay in SurveyQuotation.
Where do enquiries go?
Completed quote requests and enquiries go to your SurveyQuotation dashboard. The WordPress plugin displays the hosted quote tool, but enquiry management happens in SurveyQuotation.
Does the plugin calculate prices inside WordPress?
No. Pricing rules and quote logic stay in SurveyQuotation. This keeps the WordPress plugin lightweight and means your hosted page, embeds, and WordPress page all use the same settings.
Does this plugin rely on a third-party service?
Yes. The plugin relies on the hosted SurveyQuotation platform to provide the quote page, lead handling, and connected workspace settings. You can review the service here:
- Service URL: https://surveyquotation.com
- Terms: https://surveyquotation.com/terms
- Privacy policy: https://surveyquotation.com/privacy
Can I place the quote tool inside a page?
Yes. The plugin can create a WordPress page for you, or you can place the quote tool manually with the SurveyQuotation block or shortcode. The hosted quote page is loaded inside the WordPress page and resizes as the customer moves through the quote journey.
Can the plugin create the WordPress page for me?
Yes. Once your account is connected, the plugin can create or update a normal published WordPress page using the saved page title and slug. Your theme keeps the site header and footer while the quote tool appears in the page body.
What happens if my quote page is not live yet?
If the hosted quote page is not live yet, WordPress keeps your placement settings. Visitors will see the current hosted-page status from SurveyQuotation while you finish setup.
更新日志:
1.4.2
- Updated the WordPress.org listing copy and installation steps to better explain the SurveyQuotation product and current plugin-directory install flow
- Fixed the WordPress connection return so it uses the plugin's signed
sq_stateverifier instead of failing on a WordPress nonce during the hosted sign-in round trip
- Renamed the WordPress.org plugin package to
Sanctabase SurveyQuotation Connector - Added WordPress nonce verification to the SurveyQuotation connection return flow alongside the existing signed state check
- Rotated the stored connection return state after a successful connection refresh
- Cleaned up the plugin debug log and stored return state during uninstall
- Restored the WordPress plugin page top-offset handling for sticky headers, but only on initial page layout and browser resize so quote-step changes do not add extra empty space above the hosted quote page
- Removed the experimental plugin-page top-offset logic and added WordPress admin guidance to use Container Style: Normal and Container Style: Unboxed when a page builder clips the hosted quote page at the top
- Switched the auto-created WordPress plugin page top offset to use embed margin so full-width page templates also keep the hosted quote-page heading clear of sticky theme headers
- Added dedicated top spacing for the auto-created WordPress plugin page so hosted quote-page headings no longer sit underneath sticky theme headers
- Updated WordPress plugin metadata, service links, and defaults to use the live
surveyquotation.comdomain
- Added a WordPress
Sign outaction that unlinks this site from the connected SurveyQuotation account without deactivating the plugin - Show the connected firm name in the plugin settings screen so it is always clear which SurveyQuotation firm is linked
- Persist the connected firm name through the WordPress connection return flow and settings saves
- Restored the clean embed surface for WordPress iframe output so the plugin no longer shows the full hosted-page chrome inside the iframe
- Made WordPress embeds use the canonical hosted heading and pricing settings while still rendering the compact embed view
- Rotate the WordPress sync token on every connection refresh so stale tokens stop causing hosted-setting sync failures
- Improved sync error messages and increased the default bottom spacing beneath the auto-created WordPress page
- Made the WordPress iframe use the real hosted quote page URL so the hosted heading and hosted pricing settings now affect what visitors actually see
- Increased the default bottom spacing beneath the auto-created page iframe before the WordPress theme footer begins
- Made the hosted-setting sync read the submitted sync credentials as well as the stored values for more reliable WordPress-side saving
- Added synced hosted-page controls for the hosted heading and hosted pricing information so WordPress can update the canonical SurveyQuotation settings
- Added WordPress-side bottom spacing beneath the auto-created iframe page before the active theme footer begins
- Switched the iframe output back to the real hosted quote page URL so WordPress uses the same hosted heading and pricing behaviour as SurveyQuotation itself
- Added clearer WordPress.org third-party service and privacy disclosures in the plugin metadata
- Added plugin privacy-policy guidance text for site owners inside WordPress
- Simplified the WordPress plugin around the iframe-led setup path instead of the older button-versus-iframe split
- Removed the extra WordPress-generated heading shell so the hosted quote-page heading inside the iframe is the only heading shown on the auto-created page
- Kept the plugin page creator and block/shortcode flow aligned with the live hosted quote experience
- Refreshed the plugin copy to match the current SurveyQuotation product and its focus on UK surveying businesses
- Updated the WordPress admin inactive-state wording so it reflects a quote page that is connected but not yet live, rather than assuming a billing-only problem
- Kept the hosted quote page as the public source of truth whenever a quote URL is already saved, so WordPress placements no longer try to send visitors to the SurveyQuotation dashboard
- Prepared matching WordPress.org listing assets for the plugin store release
- Added a branded SurveyQuotation heading/layout for the auto-created WordPress page instead of relying on the raw theme page title
- Hide the standard WordPress page title on the auto-created page where the active theme uses common title wrappers
- Keep iframe output flat so the auto-created page and shortcode embeds do not add a second framed shell around the hosted quote card
- Let the WordPress iframe shrink as well as grow after the initial loading height, so shorter quote steps do not leave a large empty white panel
- Removed the extra outer iframe styling so embedded SurveyQuotation pages do not sit inside a second framed box
- Added a one-click WordPress page creator that publishes or updates a standard page using the existing iframe shortcode
- Added page title and slug settings for that automatic page
- Added open/edit links for the created page in plugin admin
- Added a compact embed mode for iframe installs so the hosted quote page hides the standalone header and intro
- Added automatic iframe resizing on WordPress front-end pages so embeds can grow with the quote journey without internal scrolling
- Replaced the editable account-status dropdown with a read-only connection-state summary
- Moved the debug log under a quieter troubleshooting section
- Moved the
sq_stateverifier out of the nested callback URL and carried it separately through the SurveyQuotation connect route - Reattached that verifier on the final return to WordPress so the callback can validate reliably
- Kept the built-in debug log for diagnosing callback/save issues
- Added a dedicated WordPress admin callback for the account connection return flow
- First MVP release
- Admin-first connection settings
- Hosted quote page iframe output
- Shortcodes for iframe placement
- Gutenberg block for iframe placement