Flowbyte Cart Quote Manager for WooCommerce

Description

Flowbyte Cart Quote Manager for WooCommerce adds two powerful capabilities to your WooCommerce store:

PDF Quotes — A “Download Quote” button on the cart page opens a modal where customers enter their details and instantly receive a professionally formatted PDF. Each quote is stored in the database with a unique reference number and a secure restore-cart link so the customer can pick up where they left off.

Cart Tracking — Every WooCommerce cart is automatically saved in real time. Carts that go idle for more than 30 minutes are flagged as abandoned. When a cart converts to an order it is marked as converted. A WordPress Dashboard widget gives you a quick glance at open, abandoned, converted and quoted activity.

Admin Dashboard — A unified list of all carts and quotes with sorting, filtering, a detail view with product table, customer info, custom field data, and technical details (IP address, browser). From any entry you can compose an email or download a PDF.

Automated Reminders — Uses WooCommerce Action Scheduler to automatically email customers about abandoned carts or outstanding quotes after a configurable number of days.

Key Features

• One-click PDF quote generation with customisable header, accent colour and logo
• Auto-save every WooCommerce cart in real time
• Abandoned cart detection (30-minute idle threshold)
• Automated email reminders via Action Scheduler
• Admin email composer with WooCommerce-styled templates
• Single detail page per cart/quote with product images, totals and customer data
• Dashboard widget with Open / Abandoned / Converted / Quotes stats
• Customisable form fields — add unlimited custom fields (text, email, tel, textarea, select, checkbox, number)
• Built-in fields for Name, Email, Phone, Company and Notes — each set to Required, Visible or Hidden
• Fully customisable button, modal and PDF styling from settings
• Secure cart-restore links with nonce protection
• Quote and cart reference number offset for sequential numbering
• Records customer IP address and browser for every entry
• Works for both logged-in and guest customers

Configuration

General Tab

• Auto-save carts — Toggle real-time cart tracking on or off.
• Enable Quote Button — Show or hide the “Download Quote” button on the cart page.
• Admin List Default View — Choose whether the admin list shows both carts and quotes, or only one type.
• Quote/Cart Number Offset — Add an offset to reference numbers (e.g. set 1000 so the first quote is Q-01001).

Fields Tab

• Configure visibility (Required / Visible / Hidden) for each of the 5 built-in fields: Full Name, Email, Phone, Company, Notes.
• Add unlimited custom fields with a label, field type, required flag and options list (for select fields).
• Reorder fields with up/down buttons — the order is reflected in both the frontend modal and the PDF.

Style Tab

• Button — Background colour, text colour, border radius, button wording.
• Modal — Background colour, text colour, border radius, submit button colours.
• PDF — Header colour, accent colour, logo image (uploaded via Media Library).

Email Tab

• Cart Reminder — Subject and body template for abandoned cart emails.
• Quote Reminder — Subject and body template for quote follow-up emails.
• Auto-Reminders — Enable/disable and set the number of days before a reminder is sent.
• Templates support placeholders: {customer_name}, {restore_url}, {cart_total}, {items_list}, {site_name}, {quote_ref}.