Title: Quottum — Quotes &amp; Client Approvals
Author: Gaviso Digital Marketing
Published: <strong>June 25, 2026</strong>
Last modified: June 25, 2026

---

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# Quottum — Quotes & Client Approvals

 By [Gaviso Digital Marketing](https://profiles.wordpress.org/gaviso/)

[Download](https://downloads.wordpress.org/plugin/quottum.1.0.0.zip)

 * [Details](https://wordpress.org/plugins/quottum/#description)
 * [Reviews](https://wordpress.org/plugins/quottum/#reviews)
 *  [Installation](https://wordpress.org/plugins/quottum/#installation)
 * [Development](https://wordpress.org/plugins/quottum/#developers)

 [Support](https://wordpress.org/support/plugin/quottum/)

## 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

[⌊The quote builder with a live preview.⌉⌊The quote builder with a live preview.⌉[

The quote builder with a live preview.

[⌊The client-facing approve / decline / revise page.⌉⌊The client-facing approve /
decline / revise page.⌉[

The client-facing approve / decline / revise page.

[⌊The clients directory.⌉⌊The clients directory.⌉[

The clients directory.

[⌊Settings — the line-item and Service Group libraries.⌉⌊Settings — the line-item
and Service Group libraries.⌉[

Settings — the line-item and Service Group libraries.

## Installation

 1. Upload the plugin to `/wp-content/plugins/quottum`, or install it from the WordPress
    Plugins screen.
 2. Activate it through the **Plugins** screen.
 3. Open **Quottum** in the admin menu to build your first quote.

No account or external service is required to use the free features.

## FAQ

### Do my clients need an account to approve a quote?

No. Clients open a secure tokenized link and can accept, decline, or request a revision
without logging in.

### Where is my data stored?

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?

Yes. All strings use the `quottum` text domain and a template is included in `/languages`.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Quottum — Quotes & Client Approvals” is open source software. The following people
have contributed to this plugin.

Contributors

 *   [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/)

[Translate “Quottum — Quotes & Client Approvals” into your language.](https://translate.wordpress.org/projects/wp-plugins/quottum)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/quottum/), check out
the [SVN repository](https://plugins.svn.wordpress.org/quottum/), or subscribe to
the [development log](https://plugins.trac.wordpress.org/log/quottum/) by [RSS](https://plugins.trac.wordpress.org/log/quottum/?limit=100&mode=stop_on_copy&format=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.

## Meta

 *  Version **1.0.0**
 *  Last updated **19 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.2 or higher **
 *  Tested up to **7.0**
 *  PHP version ** 8.0 or higher **
 * Tags
 * [clients](https://wordpress.org/plugins/tags/clients/)[estimates](https://wordpress.org/plugins/tags/estimates/)
   [pdf](https://wordpress.org/plugins/tags/pdf/)[proposals](https://wordpress.org/plugins/tags/proposals/)
   [quotes](https://wordpress.org/plugins/tags/quotes/)
 *  [Advanced View](https://wordpress.org/plugins/quottum/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/quottum/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/quottum/reviews/)

## Contributors

 *   [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/quottum/)