Title: ezy Quotation Builder Author: Mohammad Abubakar Siddique Published: August 27, 2026 Last modified: August 27, 2026 --- Search plugins ![](https://ps.w.org/ezy-quotation-builder/assets/banner-772x250.png?rev=3667957) ![](https://ps.w.org/ezy-quotation-builder/assets/icon-256x256.png?rev=3667957) # ezy Quotation Builder By [Mohammad Abubakar Siddique](https://profiles.wordpress.org/abssaiful/) [Download](https://downloads.wordpress.org/plugin/ezy-quotation-builder.1.0.1.zip) * [Details](https://wordpress.org/plugins/ezy-quotation-builder/#description) * [Reviews](https://wordpress.org/plugins/ezy-quotation-builder/#reviews) * [Installation](https://wordpress.org/plugins/ezy-quotation-builder/#installation) * [Development](https://wordpress.org/plugins/ezy-quotation-builder/#developers) [Support](https://wordpress.org/support/plugin/ezy-quotation-builder/) ## Description **ezy Quotation Builder** makes creating and sending professional quotations effortless. Build your client list, maintain a product/service catalogue, and fire off a branded PDF quotation by email in just a few clicks. #### Key Features * **Client Management** – Store unlimited clients with name, company, email, phone, address and notes. Quick-search autocomplete when creating quotations. * **Product/Service Catalogue** – Maintain a product list with price and description for fast quotation building. * **Smart Quotation Builder** – Select a client, add line items with quantity and unit price, and watch the totals update live. Supports discount, tax and service charge. * **PDF Generation** – Every quotation is rendered as a professionally styled PDF using FPDF – no third-party SaaS required. * **Automatic Email Delivery** – The moment you click _Create & Send_, the client receives a branded HTML email with the PDF attached. * **Quotation Management** – List, filter, resend, mark as accepted/rejected, download or delete quotations from a clean admin table. * **Flexible Settings** – Configure company branding, quotation prefix & numbering, validity period, terms & conditions, tax label & rate, service charge, discount toggle, currency, email sender details, CC/BCC and custom footer notes. * **Status Tracking** – Track quotations through Draft, Sent, Accepted, Rejected and Expired states. #### Use Cases * Freelancers and consultants quoting for services * Small businesses issuing sales quotations * Agencies needing a simple quotation module for proposals #### Languages Ready for translation (`.pot` file included). All strings are wrapped in `__()` /` esc_html__()` with the `ezy-quotation-builder` text domain. ## Screenshots [⌊Dashboard – Quick-glance stats: total quotations, accepted value, active clients and products.⌉⌊Dashboard – Quick-glance stats: total quotations, accepted value, active clients and products.⌉[ **Dashboard** – Quick-glance stats: total quotations, accepted value, active clients and products. [⌊Settings – Company Details – Enter your brand name, logo, address and registration numbers.⌉⌊Settings – Company Details – Enter your brand name, logo, address and registration numbers.⌉[ **Settings – Company Details** – Enter your brand name, logo, address and registration numbers. [⌊Settings – Quotation Config – Quotation prefix, numbering, currency and validity period.⌉⌊Settings – Quotation Config – Quotation prefix, numbering, currency and validity period.⌉[ **Settings – Quotation Config** – Quotation prefix, numbering, currency and validity period. [⌊Settings – Tax & Charges – Enable/disable tax, service charge and discount with custom labels and rates.⌉⌊Settings – Tax & Charges – Enable/disable tax, service charge and discount with custom labels and rates.⌉[ **Settings – Tax & Charges** – Enable/disable tax, service charge and discount with custom labels and rates. [⌊Settings – Email Settings – Sender name, address, subject, body template and CC/ BCC.⌉⌊Settings – Email Settings – Sender name, address, subject, body template and CC/BCC.⌉[ **Settings – Email Settings** – Sender name, address, subject, body template and CC/BCC. ## Installation **Automatic (recommended)** 1. Go to **Plugins Add New** in your WordPress admin. 2. Search for **ezy Quotation Builder**. 3. Click **Install Now** then **Activate**. **Manual** 1. Download the ZIP file. 2. Go to **Plugins Add New Upload Plugin**. 3. Upload the ZIP and click **Install Now**, then **Activate**. **First-Time Setup** 1. Navigate to **ezy QB Settings**. 2. Fill in your **Company Details** (name, logo, address, registration numbers). 3. Configure **Quotation Settings** (prefix, starting number, currency, validity period). 4. Set **Tax & Charges** (GST/VAT/SST rate, service charge, discount options). 5. Configure **Email Settings** (from name, from address, subject, body template). 6. Save, then add your clients and products — you’re ready to quote! ## FAQ ### How are PDFs generated? PDFs are generated server-side using the FPDF library (bundled). No external service is required. ### What email service does the plugin use? It uses WordPress’s built-in `wp_mail()` function, so it works with any SMTP plugin( e.g. WP Mail SMTP, FluentSMTP). ### Can I customise the quotation PDF design? The generator class is in `includes/class-ezyqb-pdf.php`. Developers can override this to suit their brand. ### Where are quotations stored? Quotations are stored in custom database tables created on activation. No post types are used, keeping your WordPress database clean. ### Can I resend a quotation? Yes. From **ezy QB All Quotations**, click **Resend** on any quotation row to re- email the PDF to the client. ### What happens if I uninstall the plugin? The `uninstall.php` file removes all plugin options and database tables. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “ezy Quotation Builder” is open source software. The following people have contributed to this plugin. Contributors * [ Mohammad Abubakar Siddique ](https://profiles.wordpress.org/abssaiful/) [Translate “ezy Quotation Builder” into your language.](https://translate.wordpress.org/projects/wp-plugins/ezy-quotation-builder) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/ezy-quotation-builder/), check out the [SVN repository](https://plugins.svn.wordpress.org/ezy-quotation-builder/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/ezy-quotation-builder/) by [RSS](https://plugins.trac.wordpress.org/log/ezy-quotation-builder/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.0.1 * Fixed: FPDF library loading simplified — bundled `EZYQB_FPDF` class is now loaded directly with no dependency on the global `FPDF` class, eliminating potential conflicts with other plugins. * Fixed: Removed unnecessary `class EZYQB_FPDF extends FPDF {}` alias branch from the PDF loader. #### 1.0.0 * Initial release. * Client management (add, edit, delete). * Product catalog with autocomplete. * Quotation builder with line items. * PDF generation via FPDF. * Email delivery with PDF attachment. * Quotation statuses: Draft, Sent, Accepted, Rejected, Expired. * Settings: Company info, Quotation config, Tax & charges, Email settings. * Dashboard with stats overview. * Download quotation PDF, resend quotation email, mark as accepted/rejected. ## Meta * Version **1.0.1** * Last updated **3 days ago** * Active installations **Fewer than 10** * WordPress version ** 5.8 or higher ** * Tested up to **7.1** * PHP version ** 7.4 or higher ** * Tags * [client management](https://wordpress.org/plugins/tags/client-management/)[quotation](https://wordpress.org/plugins/tags/quotation/) [quote builder](https://wordpress.org/plugins/tags/quote-builder/) * [Advanced View](https://wordpress.org/plugins/ezy-quotation-builder/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/ezy-quotation-builder/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/ezy-quotation-builder/reviews/) ## Contributors * [ Mohammad Abubakar Siddique ](https://profiles.wordpress.org/abssaiful/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/ezy-quotation-builder/) ## Donate Would you like to support the advancement of this plugin? [ Donate to this plugin ](https://ehut.tech/donate/)