外掛說明
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 complete configured payment steps when enabled.
Core features
- Custom 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.
- Optional payment workflow support when payment methods are enabled.
Typical use cases
- 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.
螢幕擷圖
安裝方式
- 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.
常見問題集
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Does the plugin create a custom post type for quotes?
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Yes. The plugin adds a dedicated Quotes area in the WordPress admin so quotes can be created, edited, filtered, and tracked.
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Can customers approve or decline quotes online?
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Yes. Customers can use the public quote page to review the quote and respond based on the workflow enabled by the site administrator.
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Can the quote page be branded?
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Yes. The plugin supports branding-related settings such as logo, company name, accent color, and footer text.
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Does the plugin support payments?
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The core workflow supports payment-related settings and optional payment methods when configured by the site administrator.
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Where are plugin settings located?
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After activation, settings are available under
Quotes > Settings.
使用者評論
這個外掛目前沒有任何使用者評論。
參與者及開發者
變更記錄
1.1.0 – 2026-06-15
- 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.
1.0.1
- 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.
1.0.0
- Initial public release.