Description
LideraCotiza helps small businesses and professionals create, share, and track quotations directly from WordPress without relying on spreadsheets.
The plugin provides a front-end workspace at /cotiza-panel/. Site owners can create individual team accounts and assign the LideraCotiza Manager role. Managers can work with clients and quotations without accessing the WordPress administration area.
Quotation recipients do not need a WordPress account. Each quotation can be shared through a non-sequential public link where the recipient can review the proposal and submit a response.
Main features:
- Client management.
- Quotation creation with line items, taxes, discounts, validity dates, notes, and terms.
- Front-end workspace for authorized team members.
- Public quotation links for clients.
- Accept, request changes, or reject responses.
- Quotation status and activity history.
- Company branding and currency settings.
- Role and capability separation for internal users.
- HMAC-signed public responses, rate limiting, and authenticated administrative actions.
The current user interface is provided in Spanish. The WordPress.org readme is written in English to comply with directory metadata requirements.
Security
- Dedicated WordPress capabilities for internal users.
- Nonce verification for authenticated state-changing actions.
- Sanitization, validation, and escaping of request and output data.
- Non-sequential public quotation links with hashed verification data.
- HMAC signatures for public quotation responses.
- Basic rate limiting for public responses.
- No-index, no-cache, and anti-framing headers on the public quotation and front-end workspace views.
Screenshots
Installation
- Upload the plugin ZIP from Plugins > Add New > Upload Plugin, or copy the
lideracotizafolder to/wp-content/plugins/. - Activate LideraCotiza.
- Open LideraCotiza > Settings and enter the company information.
- Create a client and then create a quotation.
- Administrators can manage the team from
/cotiza-panel/?view=team. - Team members receive the standard WordPress account notification to set their own password.
- Share the public quotation link with the client from the quotation detail screen.
FAQ
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Does a client need a WordPress account?
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No. A client can open the secure public quotation link and respond without creating an account.
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Can team members access wp-admin?
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The LideraCotiza Manager role is designed to work from the front-end workspace. The plugin redirects manager-only accounts away from the WordPress administration area.
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Does LideraCotiza store plain-text passwords?
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No. User passwords are handled by WordPress. LideraCotiza relies on the standard WordPress password setup and notification flow.
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What happens to data when the plugin is removed?
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By default, LideraCotiza preserves its data on uninstall. Full data removal only occurs when
LIDERACOTIZA_REMOVE_DATAis explicitly defined astruebefore uninstalling.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“LideraCotiza” is open source software. The following people have contributed to this plugin.
Contributors
Translate “LideraCotiza” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
0.4.2
- Uses WordPress enqueue APIs for standalone error and access-denied page styles.
- Replaces the short response-rate transient prefix with the unique
lideracotiza_namespace. - Improves translation readiness for standalone views and JavaScript interface strings.
- Unslashes and sanitizes quotation item arrays before they reach the service layer.
- Removes direct inline style attributes from bundled templates where practical.
0.4.1
- Adds neutral public-quote extension hooks so add-ons can enqueue and print quote-specific presentation assets without depending on the active theme.
- Expands the existing public branding contract with optional brand name, logo, intro text, and body classes while preserving all Core defaults when no extension is active.
- Keeps the standalone public quote, response workflow, routing, security headers, data model, and free visual design unchanged when LideraCotiza runs by itself.
0.4.0
- Added the Team module to the front-end workspace.
- Added individual LideraCotiza Manager accounts with restricted capabilities.
- Added WordPress-based invitation and password setup workflow.
- Added the
lideracotiza_manage_teamcapability for team administration. - Added account activation and deactivation controls for team managers.
- Prevented disabled managers from retaining active LideraCotiza access.
- Improved request normalization, output handling, and uninstall safety.
- Moved the administrative menu lower in the WordPress menu hierarchy.
- Removed demo-only functionality from the distributed core plugin.
- Improved compatibility with WordPress.org Plugin Check requirements.
0.3.1
- Separated demo tooling from the distributable core plugin.
- Added extension hooks for demo environments and integrations.
- Kept the front-end workspace and secure public quotation view in the core plugin.
0.2.0
- Added the
/cotiza-panel/front-end workspace. - Added the LideraCotiza Manager role with limited capabilities.
- Added quotation search and status filters.
- Added media-library company logo selection.
- Added redesigned public quotation views and response rate limiting.
- Added upgrade routines for capabilities and rewrite rules.
0.1.0
- Initial MVP with clients, quotations, line items, public links, statuses, responses, email delivery, and history.