Title: WebWerk Service Quote
Author: Mohammad Loutfi
Published: <strong>September 30, 2026</strong>
Last modified: September 30, 2026

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# WebWerk Service Quote

 By [Mohammad Loutfi](https://profiles.wordpress.org/loutfimo/)

[Download](https://downloads.wordpress.org/plugin/webwerk-service-quote.0.3.2.zip)

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

 [Support](https://wordpress.org/support/plugin/webwerk-service-quote/)

## Description

A plain “Name / Email / Message” contact form forces every visitor’s request through
a phone call before you even know if it’s worth quoting. WebWerk Service Quote asks
the right questions up front instead:

 * Which service is needed (your own list, e.g. Electrical, Plumbing, Heating, Roofing…)
 * A description of the project
 * Photos of the job (a phone photo of a leaking pipe often saves a site visit just
   to look)
 * How urgent it is
 * A postcode check against the area you actually serve
 * Contact details

Submitted requests aren’t just emailed and forgotten – they land in a lightweight
CRM built into the plugin: every request is linked to a customer record, moves through
a 5-stage pipeline (New / Contacted / Quoted / Won / Lost), and can carry a deal
value, a follow-up date and internal notes for your team.

You can also email the customer straight from a request – the message is logged 
automatically, and the customer can reply from a secure link in the email without
ever needing a password or account. Every sent message and every reply shows up 
in one chronological history, right next to your team’s internal notes. No mailbox,
IMAP connection or external service required.

**Everything runs from its own frontend portal** – a dedicated page on your site
with its own login, so you and your staff can process requests without ever opening
wp-admin. Plugin configuration stays in wp-admin, reserved for the site administrator.

#### Features

 * Shortcode `[wwsq_form]` to place the request form anywhere
 * Configurable list of services
 * Photo upload (up to 3 images, size and file-type checked)
 * Service-area check by postcode list, with a live “you’re in our area” / “that’s
   outside our area” response as the visitor types
 * Customer records, auto-matched by email, with the full request history for each
   customer
 * A 5-stage pipeline (New / Contacted / Quoted / Won / Lost) with a deal value 
   per request
 * Follow-up (Wiedervorlage) dates with a “due today or overdue” list, so nothing
   falls through the cracks
 * Send emails to the customer directly from a request, with a secure reply link–
   no account needed on their side, no mailbox connection needed on yours
 * A unified history per request: internal notes, sent emails and customer replies
   in one chronological timeline
 * A frontend portal (its own page, its own login) for processing requests and customers–
   no wp-admin access needed for day-to-day work
 * A dedicated staff role, so employees can be granted portal access without becoming
   WordPress administrators
 * A mini dashboard (total requests, open pipeline value, win rate) and CSV export
   for both requests and customers
 * Email notification to your office, plus an optional confirmation email to the
   customer (itself replyable, logged in the history)
 * GDPR consent checkbox, honeypot spam traps and rate limiting throughout
 * No external services required, no tracking, nothing sent anywhere but your own
   site

#### A paid Pro version is available separately

Adds a real quote module (turn a request into a priced quote the customer can accept
online), a price calculator, a multi-step form, radius-based service-area checking
with real postcode geodata, assigning requests to specific staff, automated follow-
up emails, review requests, a referral program, payment collection for deposits,
and more.

The free version remains fully functional on its own and does not require a license
key.

## Screenshots

[⌊The request form on the frontend⌉⌊The request form on the frontend⌉[

The request form on the frontend

[⌊The frontend portal - requests pipeline⌉⌊The frontend portal - requests pipeline⌉[

The frontend portal – requests pipeline

[⌊The frontend portal - customer detail⌉⌊The frontend portal - customer detail⌉[

The frontend portal – customer detail

[⌊Settings page (wp-admin)⌉⌊Settings page (wp-admin)⌉[

Settings page (wp-admin)

## Installation

 1. Upload the plugin folder to `/wp-content/plugins/`
 2. Activate the plugin – this creates a “Service Quote Portal” page automatically
 3. As an administrator, open that page and log in to set your services and (optionally)
    your service-area postcodes under Settings in wp-admin
 4. Add the `[wwsq_form]` shortcode to any page to collect requests
 5. Grant staff the “Service Quote Staff” role (under Users in wp-admin) so they can
    process requests from the portal

## FAQ

### Where do I manage submitted requests?

In the frontend portal – the page created automatically when you activate the plugin.
Log in there to see requests, move them through the pipeline, and manage customers.
Plugin settings (services, service area, notifications) stay in wp-admin, for administrators
only.

### Can my employees use this without wp-admin access?

Yes – assign them the “Service Quote Staff” role under Users in wp-admin. They can
then log in to the frontend portal and process requests, but have no access to wp-
admin at all.

### Do I have to set a service area?

No – by default the plugin serves everywhere with no postcode check. You only need
to configure postcodes if you want to show visitors whether they’re in your service
area.

### Is there a Pro version?

Yes, an optional Pro version with additional automation and marketing features is
available separately.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“WebWerk Service Quote” is open source software. The following people have contributed
to this plugin.

Contributors

 *   [ Mohammad Loutfi ](https://profiles.wordpress.org/loutfimo/)

[Translate “WebWerk Service Quote” into your language.](https://translate.wordpress.org/projects/wp-plugins/webwerk-service-quote)

### Interested in development?

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

## Changelog

#### 0.3.2

 * Fix: the wwsq_portal_render_override filter’s output is now actually sanitized
   with wp_kses() against a fixed allowlist (post content tags plus form elements),
   instead of just being cast to a string

#### 0.3.1

 * Fix: removed bundled .po/.mo translation files (handled by translate.wordpress.
   org)
 * Fix: removed the now-unneeded load_plugin_textdomain() call
 * Fix: explicitly cast the wwsq_portal_render_override filter result to a string
   before output

#### 0.3.0

 * New: send an email to a request’s customer directly from the portal – logged 
   automatically in the request’s history
 * New: customers can reply from a secure link in the email, no account or password
   needed
 * New: a unified history per request – internal notes, sent emails and customer
   replies together in one chronological timeline
 * New: the automatic confirmation email (autoresponder) is now part of the same
   history and reply flow
 * New: staff are notified by email when a customer replies

#### 0.2.0

 * New: frontend portal with its own login – process requests and customers without
   opening wp-admin
 * New: dedicated “Service Quote Staff” role for frontend-only employee access
 * New: customer records, auto-matched by email, with full request history
 * New: 5-stage pipeline (New / Contacted / Quoted / Won / Lost) replacing the old
   New/Done status
 * New: deal value and follow-up (Wiedervorlage) date per request, with a due-today-
   or-overdue list
 * New: internal notes per request
 * New: mini dashboard (total requests, open pipeline value, win rate) and CSV export
   for requests and customers
 * New: the portal page is hidden automatically while the plugin is deactivated,
   and restored on reactivation

#### 0.1.0

 * Initial release

## Meta

 *  Version **0.3.2**
 *  Last updated **1 day ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.0 or higher **
 *  Tested up to **7.1.2**
 *  PHP version ** 7.4 or higher **
 * Tags
 * [contact form](https://wordpress.org/plugins/tags/contact-form/)[lead generation](https://wordpress.org/plugins/tags/lead-generation/)
   [quote request](https://wordpress.org/plugins/tags/quote-request/)[service area](https://wordpress.org/plugins/tags/service-area/)
 *  [Advanced View](https://wordpress.org/plugins/webwerk-service-quote/advanced/)

## Ratings

No reviews have been submitted yet.

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

[See all reviews](https://wordpress.org/support/plugin/webwerk-service-quote/reviews/)

## Contributors

 *   [ Mohammad Loutfi ](https://profiles.wordpress.org/loutfimo/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/webwerk-service-quote/)