Title: Quote Product Flow Author: Close·technology Published: June 18, 2026 Last modified: June 18, 2026 --- Search plugins ![](https://ps.w.org/quote-product-flow/assets/banner-772x250.jpg?rev=3577033) ![](https://ps.w.org/quote-product-flow/assets/icon-256x256.png?rev=3577012) # Quote Product Flow By [Close·technology](https://profiles.wordpress.org/closetechnology/) [Download](https://downloads.wordpress.org/plugin/quote-product-flow.2.0.0.zip) * [Details](https://wordpress.org/plugins/quote-product-flow/#description) * [Reviews](https://wordpress.org/plugins/quote-product-flow/#reviews) * [Installation](https://wordpress.org/plugins/quote-product-flow/#installation) * [Development](https://wordpress.org/plugins/quote-product-flow/#developers) [Support](https://wordpress.org/support/plugin/quote-product-flow/) ## 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](https://close.technology/wordpress-plugins/quote-product-flow/): * **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 [⌊Configurator front-end — step-by-step phase selection⌉⌊Configurator front-end — step-by-step phase selection⌉[ Configurator front-end — step-by-step phase selection [⌊Variation editor — fields, pricing, dependencies⌉⌊Variation editor — fields, pricing, dependencies⌉[ Variation editor — fields, pricing, dependencies [⌊Phase editor — settings and direct input options⌉⌊Phase editor — settings and direct input options⌉[ Phase editor — settings and direct input options ## Installation 1. Upload the `quote-product-flow` folder to `/wp-content/plugins/` or install via** Plugins > Add New**. 2. Activate the plugin from the **Plugins** page. 3. Go to **QuoteProduct** in the admin menu to configure settings. 4. 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 * [ Close·technology ](https://profiles.wordpress.org/closetechnology/) * [ David Perez ](https://profiles.wordpress.org/davidperez/) * [ Alejandro Castellón Martínez ](https://profiles.wordpress.org/alexcm13/) [Translate “Quote Product Flow” into your language.](https://translate.wordpress.org/projects/wp-plugins/quote-product-flow) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/quote-product-flow/), check out the [SVN repository](https://plugins.svn.wordpress.org/quote-product-flow/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/quote-product-flow/) by [RSS](https://plugins.trac.wordpress.org/log/quote-product-flow/?limit=100&mode=stop_on_copy&format=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 in `is_multiple_products()` to avoid `stdClass::$publish` notice. #### 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. ## Meta * Version **2.0.0** * Last updated **10 hours ago** * Active installations **Fewer than 10** * WordPress version ** 5.0 or higher ** * Tested up to **7.0** * PHP version ** 7.4 or higher ** * Tags * [budget](https://wordpress.org/plugins/tags/budget/)[calculator](https://wordpress.org/plugins/tags/calculator/) [configurator](https://wordpress.org/plugins/tags/configurator/)[pricing](https://wordpress.org/plugins/tags/pricing/) [product](https://wordpress.org/plugins/tags/product/) * [Advanced View](https://wordpress.org/plugins/quote-product-flow/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/quote-product-flow/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/quote-product-flow/reviews/) ## Contributors * [ Close·technology ](https://profiles.wordpress.org/closetechnology/) * [ David Perez ](https://profiles.wordpress.org/davidperez/) * [ Alejandro Castellón Martínez ](https://profiles.wordpress.org/alexcm13/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/quote-product-flow/)