TiQety Quotes
| 开发者 | mmurillo64 |
|---|---|
| 更新时间 | 2026年7月5日 01:56 |
| 捐献地址: | 去捐款 |
| PHP版本: | 7.4 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:
TiQety Quotes adds a complete quote workflow to WordPress for businesses that need to prepare, send, track, and manage customer quotes from the admin area.
The plugin creates a dedicated Quotes admin area where staff can build quotes, add line items, calculate totals, manage quote statuses, and send customer-facing quote links.
Customers can open a secure public quote page to review the quote details, approve or decline the quote, and follow the configured next step based on your workflow.
Optional Stripe checkout support is available separately through a commercial add-on.
Core features
- Dedicated Quotes admin area in WordPress.
- Quote detail editing with customer and company information.
- Line items, subtotal, tax, and total calculations.
- Customer-facing public quote pages.
- Approve and decline workflow.
- Quote status tracking, including sent, viewed, approved, declined, paid, draft, and expired states.
- Admin filters, sortable columns, and quote list management tools.
- Configurable branding settings such as logo, company name, accent color, and footer text.
- Email sending workflow for quote delivery.
- Saved quote notes that can be included in quote emails and shown on the public quote summary.
- Payment-ready workflow support for optional extensions and payment methods.
- Service businesses sending formal quotes or proposals.
- IT providers sending customer pricing and approval requests.
- Consultants who need branded customer-facing quote pages.
- Teams that want quote status visibility inside WordPress.
安装:
- Upload the plugin files to the
/wp-content/plugins/tiqety-quotes/directory, or install the plugin through the WordPress plugins screen. - Activate the plugin through the
Pluginsscreen in WordPress. - Open
Quotesin the WordPress admin menu. - Configure the plugin under
Quotes > Settings. - Create a new quote and send it to a customer.
屏幕截图:
常见问题:
Does the plugin create a custom post type for quotes?
Yes. The plugin adds a dedicated Quotes area in the WordPress admin so quotes can be created, edited, filtered, and tracked.
Can customers approve or decline quotes online?
Yes. Customers can use the public quote page to review the quote and respond based on the workflow enabled by the site administrator.
Can I include a note with the quote email?
Yes. Staff can add a quote note when sending the quote email, and the latest saved note can also be shown in the public Quote Summary.
Can the quote page be branded?
Yes. The plugin supports branding-related settings such as logo, company name, accent color, and footer text.
Does the plugin support Stripe payments?
Stripe checkout support is available through a separate commercial add-on. The core plugin works independently without the add-on.
Where are plugin settings located?
After activation, settings are available under Quotes > Settings.
更新日志:
1.2.0
- Added a discount field and discount functionality to quote pricing.
- Improved quote total handling to support discount-aware calculations.
- Improved email settings handling for admin and customer notifications.
- Added dedicated subject and body settings for quote email templates.
- Improved email settings sanitization and settings key handling.
- Improved the Email settings page UI with cleaner grouped sections and reusable editor layouts.
- Fix: Correct AJAX field names and nonce verification for quote email in admin.
- Fixed quote note persistence when updating a quote.
- Added quote note display in the public Quote Summary.
- Improved the quote send workflow so the latest saved note remains visible when reopening a quote.
- Updated readme content to reflect the current workflow and optional Stripe add-on positioning.
- Updated plugin branding to “TiQety Quotes” with slug and text domain
tiqety-quoteseverywhere. - Fixed Plugin URI to use a valid, working URL for the plugin landing page.
- Standardized all functions, classes, globals, AJAX actions, and options to use the
tiqetyq_prefix (including legacytiqqnames), and ensured custom post type and taxonomy identifiers are prefixed. - Audited and improved security: added/verified nonces, capability checks, and strict sanitization/escaping on all admin actions and public request handlers.
- Added a floating in-plugin feedback button with a validated feedback form and email notifications to the site owner.
- Refined admin UI styling for quotes, client selection, and notices to better match WordPress core.
- Renamed plugin to TiQety Quotes with slug/text domain tiqety-quotes.
- Improved nonce and capability checks for admin and AJAX actions.
- Updated readme contributors and minor security hardening.
- Initial public release.