Hi I hope you enjoy my plugin and it brings you much success. If you have problem with the template pages for the frontend loading you might need to refresh your permalinks. Other than that it works beautifully.
Where can I find the documentation.. and is there a shortcode to insert into a page?
Hi NolanD626 You are cool can we JV?
Like i need a plugin developer too!
Let me know thanks
contact skype: ali.chaudary2
Sorry haven’t written a better documentation as of yet.
No shortcodes at this point either, might be easier to do a widget than a shortcode, but I haven’t really found a need for one.
All the pages needed to run the plugin are created using custom post types, the custom post type for the single template files for all the necessary pages are called within the script.
You might need to add the myAccount page to your primary navigation menu, or refresh your permalinks to a custom “/%postname%” format. This should have been done during plugin activation but in case it doesn’t work it’s usually a permalink problem.
Basically here is how it works:
Create a client, fill in the fields (username and password are a must), Click Publish.
Create a proposal or invoice, fill in as many of the fields as you need.
Select the client you choose in the first step. Click Publish.
Verify the page by going to yourwebsite.com/myaccount
Sign in with the username and password you created.
Verify the document and login is satisfactory before sending your client a link with the username and password.
If you still have trouble email me @ firstname.lastname@example.org
Please add all further support inqueries to a new topic with your error as the title. Thank You!
How do I manage the page the invoice and proposal post to? I need to deactivate sidebars, etc…
Also – how can I roll a proposal into an invoice?
The pages the invoices and proposals post to are generated using the single-invoice and single-proposal files within the themefiles folder. Feel free to mod to your needs.
The single post pages are designed to work as a full width template.
The template should only load your themes header and footer, if your theme does not include a footer.php and a header.php file, you might have issues with this plugin looking it’s best within your theme.
You might need to deactivate sidebars or something within your theme. Could even be another plugin interfering with something.
Also I’ve been using the post type switcher plugin to convert proposals to invoices.
Can anyone else use quotations in their proposals?
Whenever I try in the item description and save it erases everything from the quotation marks on.
We use Quickbooks to send out estimates, but we have a growing salesforce and want them to send out their own proposals. So we are giving your plugin a go. So far it isn’t so bad. But being in construction “quotation” marks are used a lot in measurements.
Also you should add an option in the settings to change the word proposal to estimate.
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