Description

GresQuote is the WordPress plugin of the GresQuote quotation service (gresquote.com, in Dutch gresquote.nl). It automates your quotation process, from the request on your website to a calculated quotation, follow-up and acceptance.

A customer fills in the quote form you already have on your site. GresQuote calculates the price with your own products and pricing rules, creates a PDF quotation in your house style and emails it to the customer, usually within a minute. The customer can accept the quotation online through a link in that email. If it stays quiet, reminders go out automatically.

What you set up once

Connect the form you already use: WPForms, Contact Form 7, Gravity Forms or Ninja Forms.
Add your products and pricing rules: a fixed price, an amount per unit or per m², a surcharge or discount for a certain answer, a tiered discount, several VAT rates on one quotation.
Or start from a ready-made template for your trade and only change the amounts. Free templates are available right away; more templates per trade are sold on gresquote.nl and then appear in the plugin.
Add your logo, colour, company details and an opening line for the quotation.

What then happens by itself

Every form submission becomes a calculated quotation with a quotation number and an expiry date.
The PDF is stored on your own site and the email to your customer is sent from your own site.
Your customer accepts or declines online, without an account. You both get a confirmation.
Reminders go out after 7 and 14 days and shortly before the quotation expires.
An overview in WordPress shows how many requests came in, how many quotations were sent and accepted, and their value.
Optional: an accepted quotation becomes a customer and an invoice in e-Boekhouden.nl (Pro plan and up).

Language

The plugin follows the language of your site: English, with a Dutch translation included. In the settings you choose the language, currency (euro, pound or dollar) and country of your quotations; the VAT or sales tax rates you can pick on a pricing rule are the rates of your account. Templates in the library are filled in for that language, country and currency.

A service is required

The calculation, the PDF and the follow-up run on the GresQuote service. You need an account there. You can start a free trial from the plugin: 14 days and up to 25 quotations, without payment details. After that, plans start at $29 (or €29 in the Netherlands) per month excluding tax. See the prices. Without an account the plugin does not create quotations.

External services

This plugin connects to the GresQuote service at https://app.wpquotepro.nl, run by Gresnich Consulting B.V. in the Netherlands. The service calculates quotations, creates the PDF and handles reminders and online acceptance. Nothing is sent before you start a trial or connect an account in the plugin’s settings, with one exception: when you open the template library, the plugin fetches the list of available templates.

What is sent, and when:

When you start a trial or connect an account: your company name and email address, the site name, the site URL and the admin URL, and a one-time proof that you control the site. This creates or links your account.
When a visitor submits a connected form: the answers from that form, including the customer’s name, email address and any other details the form asks for, together with your API key and site URL. The service uses them to calculate the quotation and create the PDF. The PDF is then stored on your own site, and the service asks your site to email it to the customer.
When your customer opens, accepts or declines a quotation through the link in the email: the quotation reference and the customer’s choice.
To check your plan and usage: your API key and site URL, when you open the plugin’s settings, once a day, and at most every 5 minutes while your site is visited.
When you open the template library or install a template: the list of templates is fetched for the language, country and currency of your quotations, and with an account also which template you installed.
When you change settings that the service needs (company details, acceptance flow, accounting connection): those settings, with your API key.
When an error occurs while the plugin talks to the service: the error, with your API key, site URL, plugin version, PHP version and WordPress version. This only happens once your site is connected.

When you connect accounting, the service also sends accepted quotations to e-Boekhouden.nl with the API token you enter: see the e-Boekhouden.nl website for their terms.

Installation

Install the plugin through Plugins > Add New, or upload the plugin folder to /wp-content/plugins/.
Activate the plugin.
Go to GresQuote > Instellingen and start a free trial (“Gratis proef starten”), or connect an existing account with its email address.
Go to GresQuote > Nieuw offerteformulier, choose a template or your own form, and set your prices.
Test the form in the step “Testen & live” and activate it. From then on every submission becomes a quotation.

You need one of these form plugins: WPForms, Contact Form 7, Gravity Forms or Ninja Forms.

FAQ

Do I need an account?: Yes. The quotations are calculated and created by the GresQuote service. You can start a free trial from the plugin’s settings.
What does it cost?: The trial is free: 14 days and up to 25 quotations, without payment details. After that, plans start at $29 (or €29 in the Netherlands) per month excluding tax, cancellable monthly. See the prices.
Which form plugins does it work with?: WPForms, Contact Form 7, Gravity Forms and Ninja Forms.
Can my customer accept the quotation online?: Yes. The quotation email contains a link with which the customer accepts or declines, without an account. You both get a confirmation.
Where are the PDFs stored?: On your own site, in wp-content/uploads/wpquotepro-private/, which is shielded from direct access. The links in the emails carry a token that belongs to that one quotation.
What happens to my data when I delete the plugin?: By default your forms, products and settings stay, so you can reinstall without losing them. Under GresQuote > Settings, tab Subscription, you can choose to remove everything when the plugin is deleted.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“GresQuote – Quote Automation” is open source software. The following people have contributed to this plugin.

gresnichconsulting

Translate “GresQuote – Quote Automation” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.0.23

A new product in the wizard suggests the standard tax rate of your country (0% in the US) instead of always 21%.

1.0.22

Starting a free trial sends the language, currency and country of your site, so your first quotes and the welcome email are in the right language.

1.0.21

Installed twice (from WordPress.org and from gresquote.nl)? Only one copy runs, and the dashboard says which one to remove, instead of a fatal error on activation.
Links in this readme point to gresquote.com and gresquote.nl.

1.0.20

The plugin is now in English and follows the language of your site; a Dutch translation is included.
Choose the language, currency and country of your quotations in the settings.
The template library shows templates filled in for your language, country and currency.
The VAT rates on a pricing rule are the rates of your account instead of a fixed 21/9/0%.

1.0.19

Security: every form submission is sanitized centrally before it is stored or sent, including field labels taken from unmapped field names.
Security: the manual test form sanitizes keys and values right after decoding its JSON.

1.0.18

Fix: WPForms submissions reach GresQuote again. The fields were passed on by their label instead of their field name, so the customer details stayed empty.

1.0.17

The plugin screens refer to the GresQuote website instead of naming its domain.

1.0.16

The service is now called GresQuote too, on every screen and in the readme.
The template picker has a clear link to all templates on wpquotepro.nl, also when a filter finds nothing.

1.0.15

The template picker shows free templates and the templates you have. Other templates are available on wpquotepro.nl; the plugin has no purchase buttons.
Form submissions are taken only from the official hooks of WPForms, Contact Form 7, Gravity Forms and Ninja Forms, after the form plugin has validated them.
Removed the unused REST routes for sending email and uploading a PDF with WordPress credentials.
The Accounting tab shows what the service allows instead of being hidden during a trial.
The daily health check uses the hook name wpquotepro_daily_health_check.

1.0.14

The plugin is now called GresQuote (slug and text domain gresquote). WP Quote Pro remains the name of the service.

1.0.13

New plugin name (replaced in 1.0.14). WP Quote Pro remains the name of the service.
Repeat groups and question explanations work with every form, not only with paid templates.
The REST routes for sending email and uploading a PDF require an administrator.
Admin scripts and styles are loaded with wp_enqueue_script() and wp_enqueue_style().

1.0.12

Plugin URI and Author URI now point to separate pages.

1.0.11

The plugin screens call the plugin Quote Pro and the service WP Quote Pro throughout.

1.0.10

The plugin is now called Quote Pro (slug and text domain quote-pro). WP Quote Pro remains the name of the service.

1.0.9

Security: all input is sanitized and unslashed, and every database query goes through prepare(), with table names as identifiers.
The plugin no longer installs a site-wide PHP error and exception handler. WordPress shows its own critical error screen and recovery mode again when something crashes.
Log lines are only written with WP_DEBUG on, or with the filter wpquotepro_debug_log.

1.0.8

The update check of the edition from wpquotepro.nl is only loaded when that edition is installed. The edition on WordPress.org gets its updates from WordPress.org.

1.0.7

Readme in English, in the WordPress.org format, with a section on the external service.

1.0.6

The plugin no longer contacts the service before you start a trial or connect an account.
Security: output escaping, prepared database queries and WordPress file functions throughout.
PDF uploads go through wp_handle_upload().
Requires WordPress 6.2 or newer.

1.0.5

Customers can add photos to a quotation request.