Title: Quottum — Quotes & Client Approvals Author: Gaviso Digital Marketing Published: 25 de juny de 2026 Last modified: 8 de juliol de 2026 --- Cerca extensions ![](https://ps.w.org/quottum/assets/banner-772x250.png?rev=3590865) ![](https://ps.w.org/quottum/assets/icon.svg?rev=3590865) # Quottum — Quotes & Client Approvals Per [Gaviso Digital Marketing](https://profiles.wordpress.org/gaviso/) [Baixa](https://downloads.wordpress.org/plugin/quottum.1.3.0.zip) * [Detalls](https://ca.wordpress.org/plugins/quottum/#description) * [Ressenyes](https://ca.wordpress.org/plugins/quottum/#reviews) * [Instal·lació](https://ca.wordpress.org/plugins/quottum/#installation) * [Desenvolupament](https://ca.wordpress.org/plugins/quottum/#developers) [Suport](https://wordpress.org/support/plugin/quottum/) ## Descripció 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. ### Credits This plugin bundles the Quill rich text editor (v2.0.3) for the Terms & conditions editor. Quill is distributed under the BSD 3-Clause license. Source and full license: https://github.com/slab/quill (tag v2.0.3). A copy of the license ships in admin/ js/vendor/quill.LICENSE.txt. ## Captures [⌊The quote builder with a live preview.⌉⌊The quote builder with a live preview.⌉[ The quote builder with a live preview. [⌊The client-facing approve / decline / revise page.⌉⌊The client-facing approve / decline / revise page.⌉[ The client-facing approve / decline / revise page. [⌊The clients directory.⌉⌊The clients directory.⌉[ The clients directory. [⌊Settings — the line-item and Service Group libraries.⌉⌊Settings — the line-item and Service Group libraries.⌉[ Settings — the line-item and Service Group libraries. ## Instal·lació 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. ## PMF ### 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`. ## Ressenyes No hi ha ressenyes per a aquesta extensió. ## Col·laboradors i desenvolupadors «Quottum — Quotes & Client Approvals» és programari de codi obert. La següent gent ha col·laborat en aquesta extensió. Col·laboradors * [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/) [Traduïu «Quottum — Quotes & Client Approvals» a la vostra llengua.](https://translate.wordpress.org/projects/wp-plugins/quottum) ### Interessats en el desenvolupament? [Navegueu pel codi](https://plugins.trac.wordpress.org/browser/quottum/), baixeu- vos el [repositori SVN](https://plugins.svn.wordpress.org/quottum/), o subscriviu- vos al [registre de desenvolupament](https://plugins.trac.wordpress.org/log/quottum/) per [fisl de subscripció RSS](https://plugins.trac.wordpress.org/log/quottum/?limit=100&mode=stop_on_copy&format=rss). ## Registre de canvis #### 1.3.0 * 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. #### 1.2.0 * 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). #### 1.1.0 * 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. #### 1.0.1 * 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. #### 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. ## Meta * Versió **1.3.0** * Darrera actualització **fa 3 hores** * Instal·lacions actives **Menys de 10** * Versió del WordPress ** 6.2 o posterior ** * Provada fins a **7.0** * Versió del PHP ** 8.0 o posterior ** * Idioma * [English (US)](https://wordpress.org/plugins/quottum/) * Etiquetes * [clients](https://ca.wordpress.org/plugins/tags/clients/)[estimates](https://ca.wordpress.org/plugins/tags/estimates/) [pdf](https://ca.wordpress.org/plugins/tags/pdf/)[proposals](https://ca.wordpress.org/plugins/tags/proposals/) [quotes](https://ca.wordpress.org/plugins/tags/quotes/) * [Vista avançada](https://ca.wordpress.org/plugins/quottum/advanced/) ## Valoracions Encara no s'ha enviat cap ressenya. [Your review](https://wordpress.org/support/plugin/quottum/reviews/#new-post) [Visualitzeu totes les ressenyes](https://wordpress.org/support/plugin/quottum/reviews/) ## Col·laboradors * [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/) ## Suport Teniu quelcom a dir? Necessiteu ajuda? [Visualitza els fòrums de suport](https://wordpress.org/support/plugin/quottum/)