{"id":310094,"date":"2026-05-19T20:46:59","date_gmt":"2026-05-19T20:46:59","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/rixden-quote-builder\/"},"modified":"2026-05-19T20:46:25","modified_gmt":"2026-05-19T20:46:25","slug":"rixden-quote-builder","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/rixden-quote-builder\/","author":22015648,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.0","stable_tag":"1.0.0","tested":"6.9.4","requires":"5.6","requires_php":"7.4","requires_plugins":null,"header_name":"Rixden Quote Builder","header_author":"Rixden","header_description":"Visual, Uber Eats style quote builder for any business selling services or products. 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Clients browse your catalogue with beautiful cards, add items to their quote, and submit a detailed request \u2014 all without leaving your page. No more generic contact forms or \"request a quote\" links that go nowhere.<\/p>\n\n<p>Built for trades, agencies, caterers, consultants, event planners, rental businesses, studios, fitness coaches, cleaning services, beauty salons, photographers \u2014 any business where pricing depends on what the client actually wants.<\/p>\n\n<h3>Mobile Front-end Video Demo<\/h3>\n\n<p>https:\/\/youtube.com\/shorts\/VQ1AKXzMn3k<\/p>\n\n<h4>How it works<\/h4>\n\n<ol>\n<li>Add categories for your offerings (e.g. <em>Services<\/em>, <em>Packages<\/em>, <em>Products<\/em>)<\/li>\n<li>Add items to each category with title, description, price, unit label, and image<\/li>\n<li>Optional: enable a flat delivery fee and set a free-delivery threshold in Settings<\/li>\n<li>Paste the <code>[rixden_quote_builder]<\/code> shortcode onto any page<\/li>\n<li>Clients browse, tap to add items with a quantity, and submit their quote<\/li>\n<li>You receive a notification email; the client receives a confirmation<\/li>\n<\/ol>\n\n<h4>Features<\/h4>\n\n<ul>\n<li>Visual, Uber Eats style product browsing<\/li>\n<li>Unlimited categories and products<\/li>\n<li>Horizontal category filter pills with drag-to-scroll and fade edges<\/li>\n<li>Grid view and list view toggle on desktop and tablet<\/li>\n<li>Two-column grid on mobile for compact browsing<\/li>\n<li>Product detail modal with image, description, and quantity selector<\/li>\n<li>Floating quote summary panel (sticky on desktop, slide-up drawer on mobile)<\/li>\n<li>Live count badges on cards showing what's in the quote<\/li>\n<li>Quote persists across accidental page refresh (cleared when tab closes)<\/li>\n<li>Optional flat delivery fee with configurable label (Delivery Fee, Shipping, Service Fee, etc.)<\/li>\n<li>Free delivery threshold \u2014 fee is automatically waived when quote subtotal reaches a configurable amount<\/li>\n<li>Product sorting by price or name<\/li>\n<li>Quote request form with name, email, phone, and notes<\/li>\n<li>Spam protection via honeypot<\/li>\n<li>HTML confirmation email to the client, branded with your accent colour<\/li>\n<li>HTML notification email to admin with full quote breakdown<\/li>\n<li>Admin dashboard with Dashboard, Categories, Products, Quote Requests, and Settings tabs<\/li>\n<li>Admin product search and category filter<\/li>\n<li>Quote status management \u2014 New, Reviewing, Quote Sent, Closed<\/li>\n<li>Mobile hamburger navigation in admin<\/li>\n<li>Fully responsive across desktop, tablet, and mobile<\/li>\n<li>Inherits your theme's font family<\/li>\n<li>Customisable accent colour, currency symbol, page title, and thank you message<\/li>\n<li>Built-in support and documentation tab<\/li>\n<li>WordPress.org compliant \u2014 no tracking, no third-party scripts, no data collection<\/li>\n<\/ul>\n\n<h4>Shortcodes<\/h4>\n\n<ul>\n<li><code>[rixden_quote_builder]<\/code> \u2014 full shortcode<\/li>\n<li><code>[rixden_qb]<\/code> \u2014 short alias with identical behaviour<\/li>\n<\/ul>\n\n<h4>Pro Version<\/h4>\n\n<p><strong>Rixden Quote Builder Pro<\/strong> adds the complete quote-to-paid workflow on top of the free plugin:<\/p>\n\n<ul>\n<li>Send official branded PDF quotes directly from your dashboard<\/li>\n<li>Clients accept or decline via a secure hosted link \u2014 no login required<\/li>\n<li>Auto-generated invoices when you mark a quote as paid<\/li>\n<li>Edit quotes \u2014 adjust line items, prices, add discounts and markups<\/li>\n<li>Discount and markup lines (fixed or percentage) on quotes, PDFs, and emails<\/li>\n<li>Quote and invoice reference numbers (Q-2026-0001 \/ INV-2026-0001 format)<\/li>\n<li>Quote request reference numbers (QR-2026-0001) generated on submission<\/li>\n<li>Configurable quote expiry dates with automatic expiry notification email<\/li>\n<li>Two automated follow-up reminder emails with customisable timing and templates<\/li>\n<li>Customisable email templates for every client touchpoint with merge tags<\/li>\n<li>Email branding \u2014 logo, custom footer, full colour theming<\/li>\n<li>Full business profile on PDFs \u2014 address, VAT number, company registration<\/li>\n<li>Tax support \u2014 VAT, GST, Sales Tax, or any custom label and rate<\/li>\n<li>Payment URL (Stripe, PayPal, etc.) or written bank transfer instructions per quote<\/li>\n<li>Adaptive post-acceptance messaging based on your payment configuration<\/li>\n<li>Per-quote payment URL override for exact-amount payment links<\/li>\n<li>Internal admin notes per quote (not visible to clients)<\/li>\n<li>Min and max quantity limits per product (enforced on the frontend)<\/li>\n<li>Sent Quotes dashboard with clickable status filter cards<\/li>\n<li>Invoice dashboard with revenue stat cards \u2014 Total, This Year, This Month, Last 30 Days<\/li>\n<li>Create and send custom quotes directly from your admin dashboard<\/li>\n<li>Seamless upgrade from free \u2014 all data preserved automatically<\/li>\n<li>Priority email support<\/li>\n<\/ul>\n\n<h3>External Services<\/h3>\n\n<p>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.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the plugin files to <code>\/wp-content\/plugins\/rixden-quote-builder<\/code>, or install through the WordPress Plugins screen<\/li>\n<li>Activate the plugin from the Plugins menu<\/li>\n<li>Navigate to <strong>Quote Builder<\/strong> in the WordPress admin sidebar<\/li>\n<li>Create your categories on the Categories tab<\/li>\n<li>Add your products or services on the Products tab<\/li>\n<li>Paste <code>[rixden_quote_builder]<\/code> on any page or post where you want the builder to appear<\/li>\n<\/ol>\n\n<p>The plugin also includes a Support tab in the admin with step-by-step setup help and common questions.<\/p>\n\n<!--section=faq-->\n<dl>\n<dt id=\"does%20this%20require%20woocommerce%20or%20any%20other%20plugin%3F\"><h3>Does this require WooCommerce or any other plugin?<\/h3><\/dt>\n<dd><p>No. Rixden Quote Builder is completely standalone. No WooCommerce, no page builder, no dependencies.<\/p><\/dd>\n<dt id=\"can%20i%20use%20this%20for%20physical%20products%2C%20not%20just%20services%3F\"><h3>Can I use this for physical products, not just services?<\/h3><\/dt>\n<dd><p>Yes. The builder works for any priced item \u2014 services, products, packages, rental gear, catering menus, consulting hours, event bookings. Whatever you sell, list it as a product.<\/p><\/dd>\n<dt id=\"what%20happens%20if%20a%20client%20refreshes%20the%20page%20mid-quote%3F\"><h3>What happens if a client refreshes the page mid-quote?<\/h3><\/dt>\n<dd><p>Their selections are preserved in the browser session, so an accidental refresh won't wipe their quote. The quote clears when they close the browser tab.<\/p><\/dd>\n<dt id=\"how%20do%20i%20add%20a%20delivery%20or%20shipping%20fee%3F\"><h3>How do I add a delivery or shipping fee?<\/h3><\/dt>\n<dd><p>Go to Quote Builder \u2192 Settings, scroll down to the Delivery Fee section, enable the toggle, and enter your flat fee. You can also set a free-delivery threshold so the fee is waived when the quote subtotal reaches a certain amount. The label is fully customisable \u2014 use \"Delivery Fee\", \"Shipping\", \"Service Fee\", or anything that fits your business.<\/p><\/dd>\n<dt id=\"can%20i%20use%20my%20own%20currency%3F\"><h3>Can I use my own currency?<\/h3><\/dt>\n<dd><p>Yes. Go to Quote Builder \u2192 Settings and enter any currency symbol you want.<\/p><\/dd>\n<dt id=\"how%20do%20clients%20receive%20confirmation%3F\"><h3>How do clients receive confirmation?<\/h3><\/dt>\n<dd><p>Immediately after submitting, they receive a clean HTML email with their full quote summary, branded with your accent colour and company name.<\/p><\/dd>\n<dt id=\"where%20do%20quote%20requests%20go%3F\"><h3>Where do quote requests go?<\/h3><\/dt>\n<dd><p>All quote requests appear in the Quote Requests admin tab with full client details, items, quantities, totals, and a status dropdown so you can track progress.<\/p><\/dd>\n<dt id=\"is%20the%20shortcode%20safe%20to%20use%20in%20gutenberg%20%2F%20elementor%20%2F%20divi%20%2F%20classic%20editor%3F\"><h3>Is the shortcode safe to use in Gutenberg \/ Elementor \/ Divi \/ Classic Editor?<\/h3><\/dt>\n<dd><p>Yes. The shortcode works anywhere standard WordPress shortcodes work, including Gutenberg shortcode blocks, Classic Editor, and all major page builders.<\/p><\/dd>\n<dt id=\"where%20can%20i%20upgrade%20to%20pro%3F\"><h3>Where can I upgrade to Pro?<\/h3><\/dt>\n<dd><p>See the Pro Features tab in the admin dashboard for a full feature list and upgrade link.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.0<\/h4>\n\n<ul>\n<li>Initial release<\/li>\n<\/ul>","raw_excerpt":"Visual, Uber Eats style quote builder for any business selling services or products. 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