Rixden Quote Builder

Description

Rixden Quote Builder is a visual quote request system for any WordPress site selling services, products, or both. Clients browse your catalogue with beautiful cards, add items to their quote, and submit a detailed request — all without leaving your page. No more generic contact forms or “request a quote” links that go nowhere.

Built for trades, agencies, caterers, consultants, event planners, rental businesses, studios, fitness coaches, cleaning services, beauty salons, photographers — any business where pricing depends on what the client actually wants.

Mobile Front-end Video Demo

https://youtube.com/shorts/VQ1AKXzMn3k

How it works

1. Add categories for your offerings (e.g. Services, Packages, Products)
2. Add items to each category with title, description, price, unit label, and image
3. Optional: enable a flat delivery fee and set a free-delivery threshold in Settings
4. Paste the [rixden_quote_builder] shortcode onto any page
5. Clients browse, tap to add items with a quantity, and submit their quote
6. You receive a notification email; the client receives a confirmation

Features

• Visual, Uber Eats style product browsing
• Unlimited categories and products
• Horizontal category filter pills with drag-to-scroll and fade edges
• Grid view and list view toggle on desktop and tablet
• Two-column grid on mobile for compact browsing
• Product detail modal with image, description, and quantity selector
• Floating quote summary panel (sticky on desktop, slide-up drawer on mobile)
• Live count badges on cards showing what’s in the quote
• Quote persists across accidental page refresh (cleared when tab closes)
• Optional flat delivery fee with configurable label (Delivery Fee, Shipping, Service Fee, etc.)
• Free delivery threshold — fee is automatically waived when quote subtotal reaches a configurable amount
• Product sorting by price or name
• Quote request form with name, email, phone, and notes
• Spam protection via honeypot
• HTML confirmation email to the client, branded with your accent colour
• HTML notification email to admin with full quote breakdown
• Admin dashboard with Dashboard, Categories, Products, Quote Requests, and Settings tabs
• Admin product search and category filter
• Quote status management — New, Reviewing, Quote Sent, Closed
• Mobile hamburger navigation in admin
• Fully responsive across desktop, tablet, and mobile
• Inherits your theme’s font family
• Customisable accent colour, currency symbol, page title, and thank you message
• Built-in support and documentation tab
• WordPress.org compliant — no tracking, no third-party scripts, no data collection

Shortcodes

• [rixden_quote_builder] — full shortcode
• [rixden_qb] — short alias with identical behaviour

Pro Version

Rixden Quote Builder Pro adds the complete quote-to-paid workflow on top of the free plugin:

• Send official branded PDF quotes directly from your dashboard
• Clients accept or decline via a secure hosted link — no login required
• Auto-generated invoices when you mark a quote as paid
• Edit quotes — adjust line items, prices, add discounts and markups
• Discount and markup lines (fixed or percentage) on quotes, PDFs, and emails
• Quote and invoice reference numbers (Q-2026-0001 / INV-2026-0001 format)
• Quote request reference numbers (QR-2026-0001) generated on submission
• Configurable quote expiry dates with automatic expiry notification email
• Two automated follow-up reminder emails with customisable timing and templates
• Customisable email templates for every client touchpoint with merge tags
• Email branding — logo, custom footer, full colour theming
• Full business profile on PDFs — address, VAT number, company registration
• Tax support — VAT, GST, Sales Tax, or any custom label and rate
• Payment URL (Stripe, PayPal, etc.) or written bank transfer instructions per quote
• Adaptive post-acceptance messaging based on your payment configuration
• Per-quote payment URL override for exact-amount payment links
• Internal admin notes per quote (not visible to clients)
• Min and max quantity limits per product (enforced on the frontend)
• Sent Quotes dashboard with clickable status filter cards
• Invoice dashboard with revenue stat cards — Total, This Year, This Month, Last 30 Days
• Create and send custom quotes directly from your admin dashboard
• Seamless upgrade from free — all data preserved automatically
• Priority email support

External Services

This plugin does not connect to or rely on any third-party or external services. All data is stored locally in your WordPress database. No data is transmitted to external servers.