Description
Quottum turns WordPress into the home for your sales quotes. Build an estimate from a reusable line-item library, send the client a secure link, and let them accept, decline, or request a revision — no account or login required for them.
Free features
- Quote builder — line items with quantity, unit price, description, and drag-to-reorder, with a live preview.
- Reusable line-item library — save services once and drop them into any quote, organised by editable categories and service groups.
- Client approval pages — a tokenized public quote page where clients accept, decline, or request a revision; feedback is captured on the quote.
- Quote PDF — a clean, downloadable quotation document.
- Clients directory — keep company and contact details alongside your quotes.
Quottum stores its data in its own relational tables (not custom post types) because quoting data is financial and reporting-heavy.
Quottum Pro (separate upgrade) adds contracts with TCV/MRR/ARR roll-ups, an automated renewal engine with reminders, coupons, webhooks and integrations, file attachments, a client portal, branded PDF themes, and white-label.
Screenshots
Installation
- Upload the plugin to
/wp-content/plugins/quottum, or install it from the WordPress Plugins screen. - Activate it through the Plugins screen.
- Open Quottum in the admin menu to build your first quote.
No account or external service is required to use the free features.
FAQ
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Do my clients need an account to approve a quote?
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No. Clients open a secure tokenized link and can accept, decline, or request a revision without logging in.
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Where is my data stored?
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In your own WordPress database, in dedicated
quottum_*tables. Nothing is sent to a third party by the free plugin. -
Is the plugin translation-ready?
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Yes. All strings use the
quottumtext domain and a template is included in/languages.
Reviews
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Contributors & Developers
“Quottum — Quotes & Client Approvals” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Quottum — Quotes & Client Approvals” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.0
- First public release on WordPress.org.
- Quote builder with live preview, per-line discount, tax, and multi-currency.
- Reusable line-item library organised by editable categories and service groups.
- Tokenized client pages — accept, decline, or request a revision; feedback captured on the quote.
- Clean, downloadable quote PDF; renew an expired quote with a fresh link.
- Clients directory with company and contact details.
0.28.0
- New “Branding” settings tab: set your company name and contact details, and upload a logo by drag-and-drop. The logo appears on client quote/contract pages and PDFs.
- Client-facing logos now display on their own at their natural aspect ratio — square or wide/horizontal both work.
- Quotes now have a dedicated “Revision requested” status when a client asks for changes, with its own filter tab and status chip.
- Added an “Expired” filter tab to the Quotes list.
- Fixed the Settings “Save settings” button, which did not submit due to invalid nested-form markup.
- WordPress.org readiness: full internationalization, output escaping, and input-sanitization hardening.
0.27.0
- Editable lifecycle phases (add / rename / recolour / delete), with an optional “no phase” and a configurable default.
- Refined admin theme.
0.26.0
- Initial public release: quote builder, line-item library, client approval pages, quote PDF, and clients directory.