A bit confused… but hope for improvement

Ok, I thought I could give the manufacturers a new chance after a few years of production and tested the plugin in a fresh WordPress installation.

Unfortunately, you can’t say that it comes across as particularly “professional”, because the most important requirements and features are still not available after years. Unfortunately, the plugin is not recommended for users from Germany, as the necessary data protection is not taken into account and the GDPR regulations have been disregarded (see “cons”).

The plugin itself is quick to get up and running, but if you speak a different language, there was probably no one here in the community who had taken care of the individual phrases and you have to create your own translation using Loco-Translate. This is a bit surprising for such a production period – as of today there are only up to 6%, 2 languages started – Italian and German. I would like to do it myself, but since the version offered is simply too rudimentary and I don’t use it any further… sorry guys/gals

After the installation I felt like I had installed the Divi-Builder because of the design and the colors. This is nothing negative, the settings interface looks very tidy and neat. Unfortunately, some things in the “Design” and “Misc” areas are too jumbled up for my taste and some of them don’t seem to have any effect. In any case, you have to do something manually and here you can include CSS in a special field.

But let’s take a look at the functions

Pros:

• Sending and receiving notifications
• Monitoring proposal views and tracking
• Offers look quite ok online

Cons:

• Not GDPR compliant – icons and fonts are loaded onto the page via CDN. I see no way to bypass this without direct intervention via code
• No editor for the description and content fields of the sections
• No possibility to save sections for later use (global / project-related)
• It is not possible to set markers for print sections, e.g. to force a page break.
• Prices cannot be adapted to specific countries – engl. $5,000.00 / ger. 5.000,00 €
• VAT is completely missing, so the plugin cannot be used at all for many countries (it should also be possible to set different taxes for individual price details)
• No possibility to give a discount on a pricing item
• No description possible for individual price points. Individual price details must be described in detail in some cases.
• It is not possible to create one or more additional complete price sections. From time to time there are additional prices which do not fit into the main section.
• No possibility to set prices as with different features:
  • Fixed
  • Recurring -> second dropdown: Per year, Per month, Per week, Per day, Per hour…
  • Per -> second dropdown: Per item, Year, Month, Day, Hour, Cycle, Item, Person… and here also a QTY. option
• Digital signing not possible. This also makes it problematic. You should at least have a checkbox in the section for accepting the offer, which is clicked on by the offeree and possibly something like “I, the contractor, agree that by actively accepting the offer – here online, by entering my name and pressing the button – the offer is legally valid and binding.” -> Add another checkbox “I, the contractor, agree that by actively accepting the offer – here online, by entering my name and pressing the button – the offer is legally valid and binding”. -> Plus another checkbox “I have read the GTC and agree to them”.
• No possibility to make the customer information more detailed. Individual fields would be great here -> Company name, contact person, telephone, email, street & number, postcode/postbox number, town/city, country
• Customer information is not displayed in the header of the offer.
• Background image is missing on printout
• There is only one name field for accepting the offer, here it would be great if you could display the name of the acceptor directly next to the field (optional) and also add further signatories (also optional).
• When page-password set, its not automatically fill this in side the email message

Tipps:

• A change of design for the creation interface of offers would be great – table of content on the left side, so that you are led more quickly to the relevant sections and don’t scroll through the wolf.
• Digital signing would really enhance the plugin. I know that certain requirements have to be met here and the whole thing has to be legally prepared, but there are now many sources of information and other tools that you can learn from – Approve me (which I use in parallel for my contracts)
• Take the “cons” to heart and then this plugin will certainly work for you in the future.

Final feedback:

I’m not sure what has been done here for 4 years and whether I’m the only person here who probably has slightly more demands, but for productive use for an honest business, the plugin is unfortunately still a long way off.

The Pro version has been advertised for some time now. Unfortunately, there is no more detailed information on the website.

Your website (main and product page) also lacks too much information for a professional agency.

• Name and that you are an LCC – OK – but no address details, which is unfortunately considered very bad business practice here in Europe if this is missing.
• No imprint and data protection notice, which also contains contact information
• No special information on the GDPR
• Detailed documentation is missing

If you are interested in your production and would also like to generate customers for the Pro version… please do it better. You can also write to me via PM if you have questions about individual points, would like to improve them and would like me to test them again.

Cheers, Dennis