Description
Quote Product Flow lets you build an interactive, multi-step product configurator on your WordPress site. Customers walk through phases, pick variations, and receive a detailed budget — all without leaving the page.
Features
- Step-by-step wizard — guide users through configurable phases
- Multiple selection per phase — allow checkbox-style multi-variation selection
- Dynamic pricing — per-variation prices summed in real time
- Custom input fields — attach a textarea to any variation (“Other / specify”)
- Direct phase inputs — add text, textarea, or number inputs directly to a phase (no variations needed)
- Question mode — convert a variation into a numeric/text question; answer feeds into dependencies
- Dependencies — show or hide variations based on previous selections
- Image preview — real-time visual preview of selected options
- PDF budget generation — create and email a professional PDF budget
- Email notifications — send configuration details to the client and admin
- Support contact buttons — sticky phone and email buttons throughout the configurator
- WhatsApp & email sharing — share the budget PDF link via WhatsApp or attach it to an email
- Import / Export — CSV import and export of phases and variations
- Recommended configurations — one-click auto-fill based on first-phase selection
- Price visibility control — show or hide prices per user role
- Custom colors, header, and footer — style the configurator to match your brand
- Admin budget editor — manually create or edit budget lines in the enquiry post type
- SVG support — upload SVG files as variation icons
Pro Features
Unlock additional power with Quote Product Flow Pro:
- Role-based discounts — different prices and price visibility per WordPress user role
- PDF branding — custom logo, header, footer, odd-row color, and total-row color in generated PDFs
- Custom primary color — override the configurator accent color from the settings panel
- Recommended configurations — define multiple recommendation sets with one-click auto-fill and dependency validation
- Import / Export — CSV import and export of phases and variations, with dependencies and images preserved as slugs
- Enquiries — budgets saved as a dedicated post type with a full line editor in admin
- Admin budget editor — add or edit budget lines manually or from the variation catalog, supporting question, quantity, fixed price, and multiple-selection line types
- Shareable configuration link — generate a URL that restores a specific configurator session
- WhatsApp & email sharing — share the budget PDF link via WhatsApp or attach it to an email from the configurator
- Support contact buttons — sticky phone and email buttons displayed throughout the configurator
- Bulk price updater — update prices across all variations from a single admin screen
- Custom admin notification emails — override the recipient address(es) per configurator
- Priority support — direct access to the development team
Screenshots
Installation
- Upload the
quote-product-flowfolder to/wp-content/plugins/or install via Plugins > Add New. - Activate the plugin from the Plugins page.
- Go to QuoteProduct in the admin menu to configure settings.
- Add the shortcode
[quote-product-flow]to any page to display the configurator.
FAQ
-
How do I add the configurator to a page?
-
Add the shortcode
[quote-product-flow]to any page or post content. -
Can users select more than one option per step?
-
Yes. Edit a phase and enable Allow Multiple Selections to let users check multiple variations.
-
How do I attach a free-text field to a variation?
-
Edit the variation and enable Show custom input field. A textarea will appear below all variations when that specific one is selected.
-
How do I add an input field directly to a phase?
-
Edit the phase and enable Show direct input field. Choose from Textarea, Text, or Number input types.
-
Does it support dependencies between variations?
-
Yes. In the variation editor, use the Depends of section to show a variation only when specific other variations are selected.
-
Where are budgets saved?
-
Budgets are saved as enquiry posts (Pro) and PDF files in
/wp-content/uploads/quote-product-flow/.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“Quote Product Flow” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Quote Product Flow” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
2.0.0
- Refactored: Major code refactor for improved performance, maintainability, and extensibility to publish in the WordPress plugin directory.
- Performance: Preload variation posts, meta and taxonomy terms in batch before render loop, eliminating N+1 queries per variation (200+ plugin queries reduced to 3).
- Fixed: PHP session lock released immediately after
session_start()to prevent REST API timeouts. - Fixed: Safe access to
wp_count_posts()result inis_multiple_products()to avoidstdClass::$publishnotice.
1.5.2
- Changed: WhatsApp share sends the budget PDF link; share-by-email attaches the PDF (filters
pbc_share_email_pdf_*,qpfw_whatsapp_share_pdf_message). - Improved: Configurator choice cards — max 4 per row with consistent cell width; mobile 2 columns.
- Improved: Step navigation — 6 steps per row on desktop, better text contrast; PDF row text color on colored backgrounds.
- Improved: PDF — centered logo; financial summary hidden when prices are off or subtotal is zero; filter
pbc_pdf_show_financial_summary. - Improved: Calculate step — no empty preview column when there is no product image; share buttons spacing.
- Fixed: List padding in entry content for configurator pages.
1.5.1
- Added: Full budget line editor in admin (enquiry) — add rows manually or from catalog.
- Added: Support for question, quantity, fixed price, and multiple-selection line types when building budgets in admin.
- Added: Classic editor for enquiry post type so budget metabox saves reliably.
- Improved: Presupuestos show phase name and line type metadata consistent with frontend submissions.
1.5.0
- Added: Custom input fields for variations — show textarea when specific variation is selected.
- Added: Direct input fields for phases — show input directly without variations.
- Added: Three input types for phases: Textarea, Text, and Number (with / increment buttons).
- Added: Multiple selection support per phase with checkboxes.
- Added: Real-time AJAX updates for multiple checkbox selections.
- Added: Recommended configurations system with one-click auto-fill.
- Added: Support contact buttons (phone and email) always visible in configurator.
- Added: WhatsApp and email sharing of the budget.
- Added: Variations count column in Phases admin list.
- Added: Phase filter in Variations admin list.
- Fixed: Form no longer auto-skips steps when direct input fields are present.
- Fixed: Nonce validation issues in AJAX requests.
- Improved: Modern button styling with flexbox layout and consistent ordering.
1.4.1
- Fixed: PDF generation and email sending.
- Fixed: Dependencies and phase handling.
1.4.0
- Added: Hierarchical products (parent-child).
- Added: Quantity selection per product.
- Added: PDF saving and client data capture.
- Added: Role-based price discounts.
- Added: Price visibility toggle.
- Removed: Template page option (use shortcode
[quote-product-flow]). - Fixed: Dependencies and phase handling; image alpha/WebP.
1.3.1
- Included internal libraries.
1.3.0
- Option to print PDF.
1.2.0
- Added subtitle option.
- Fixed: email without VAT info and total.
- Fixed: clean session on first step.
1.1.0
- Coding standards pass.
- Added option to show prices.
- Save budgets in /uploads/pbc/.
- Added options for header and footer.
- Added image preview width option.
- Added variation sections.
- Bulk price updater.
- Fixed: option with space not working.
1.0
- First release.