Title: Quottum — Quotes & Client Approvals Author: Gaviso Digital Marketing Published: 25 de junio de 2026 Last modified: 2 de julio de 2026 --- Buscar plugins ![](https://ps.w.org/quottum/assets/banner-772x250.png?rev=3590865) ![](https://ps.w.org/quottum/assets/icon.svg?rev=3590865) # Quottum — Quotes & Client Approvals Por [Gaviso Digital Marketing](https://profiles.wordpress.org/gaviso/) [Descargar](https://downloads.wordpress.org/plugin/quottum.1.2.0.zip) * [Detalles](https://es-do.wordpress.org/plugins/quottum/#description) * [Valoraciones](https://es-do.wordpress.org/plugins/quottum/#reviews) * [Instalación](https://es-do.wordpress.org/plugins/quottum/#installation) * [Desarrollo](https://es-do.wordpress.org/plugins/quottum/#developers) [Soporte](https://wordpress.org/support/plugin/quottum/) ## Descripción Quottum turns WordPress into the home for your sales quotes. Build an estimate from a reusable line-item library, send the client a secure link, and let them accept, decline, or request a revision — no account or login required for them. **Free features** * **Quote builder** — line items with quantity, unit price, description, and drag- to-reorder, with a live preview. * **Reusable line-item library** — save services once and drop them into any quote, organised by editable categories and service groups. * **Client approval pages** — a tokenized public quote page where clients accept, decline, or request a revision; feedback is captured on the quote. * **Quote PDF** — a clean, downloadable quotation document. * **Clients directory** — keep company and contact details alongside your quotes. Quottum stores its data in its own relational tables (not custom post types) because quoting data is financial and reporting-heavy. ## Capturas [⌊The quote builder with a live preview.⌉⌊The quote builder with a live preview.⌉[ The quote builder with a live preview. [⌊The client-facing approve / decline / revise page.⌉⌊The client-facing approve / decline / revise page.⌉[ The client-facing approve / decline / revise page. [⌊The clients directory.⌉⌊The clients directory.⌉[ The clients directory. [⌊Settings — the line-item and Service Group libraries.⌉⌊Settings — the line-item and Service Group libraries.⌉[ Settings — the line-item and Service Group libraries. ## Instalación 1. Upload the plugin to `/wp-content/plugins/quottum`, or install it from the WordPress Plugins screen. 2. Activate it through the **Plugins** screen. 3. Open **Quottum** in the admin menu to build your first quote. No account or external service is required to use the free features. ## FAQ ### Do my clients need an account to approve a quote? No. Clients open a secure tokenized link and can accept, decline, or request a revision without logging in. ### Where is my data stored? In your own WordPress database, in dedicated `quottum_*` tables. Nothing is sent to a third party by the free plugin. ### Is the plugin translation-ready? Yes. All strings use the `quottum` text domain and a template is included in `/languages`. ## Reseñas No hay reseñas para este plugin. ## Colaboradores y desarrolladores "Quottum — Quotes & Client Approvals" es un software de código abierto. Las siguientes personas han colaborado con este plugin. Colaboradores * [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/) [Traduce "Quottum — Quotes & Client Approvals" a tu idioma.](https://translate.wordpress.org/projects/wp-plugins/quottum) ### ¿Interesado en el desarrollo? [Revisa el código](https://plugins.trac.wordpress.org/browser/quottum/) , echa un vistazo al [repositorio SVN](https://plugins.svn.wordpress.org/quottum/) o suscríbete al [registro de desarrollo](https://plugins.trac.wordpress.org/log/quottum/) por [RSS](https://plugins.trac.wordpress.org/log/quottum/?limit=100&mode=stop_on_copy&format=rss). ## Registro de cambios #### 1.2.0 * Email notifications now work: get an email when a quote is sent, accepted, declined, or a client requests a revision. New Settings Email notifications panel with a master switch, recipients, and per-event toggles. (This feature previously appeared in the docs but never actually sent.) * Editable email message templates per event, with merge fields like {client_name},{ number}, and {amount} — plus a "Send test email" button under each template that previews it with sample data, sent to you (never your team list). * New "Test connection" button on the Email (SMTP) panel — verifies your server, port, encryption, and credentials before you save, without sending an email. " Send test email" now shows its result inline instead of reloading the page. * Appearance toggle: choose Light, Dark, or System (follows your OS) from the toolbar. * Client profile: the Activity feed moved below the Account note with more room and pagination; the header Email button and the Engaged services card were removed. * Send-quote dialog: recipients are now the client’s primary and secondary contacts( both pre-selected), with "send me a copy" as before. * A "Lite" badge next to the logo shows which edition is running. * The line-items column header now correctly reads "Name" (the description expands beneath each item). #### 1.1.0 * Reworked the quote line-item builder: add items by searching your library, or create a one-off custom item in a focused dialog. Click any item name or description to edit it inline. * The line-item table no longer scrolls sideways — columns are sized to fit, and the item name and its description get room to read. * Term length is now editable for every billing period, and shows as N/A for one- time engagements. * "Equivalent MRR" is no longer shown for one-time quotes (they have no recurring value). * New "About" page in the Quottum menu, with a link to quottum.io and a support contact. * The "Declined" status now uses a distinct red instead of looking like an accepted quote. * Accepting or declining a quote is the client’s decision via their secure link— the admin-side accept/decline shortcuts were removed. * Dark-mode fix: the billing-period and other dropdowns now show their selected value clearly. * Security hardening: executable/script file uploads are always rejected regardless of the configured allow-list; imported settings are sanitised on restore; and several input-handling and output-escaping paths were tightened. #### 1.0.1 * Removed all references to the discontinued "Quottum Pro" tier from the plugin description, dashboard upsell card, and accept-quote button. * Cleaned up admin copy so it reflects the actual Lite feature set. #### 1.0.0 * First public release on WordPress.org. * Quote builder with live preview, per-line discount, tax, and multi-currency. * Reusable line-item library organised by editable categories and service groups. * Tokenized client pages — accept, decline, or request a revision; feedback captured on the quote. * Clean, downloadable quote PDF; renew an expired quote with a fresh link. * Clients directory with company and contact details. #### 0.28.0 * New "Branding" settings tab: set your company name and contact details, and upload a logo by drag-and-drop. The logo appears on client quote/contract pages and PDFs. * Client-facing logos now display on their own at their natural aspect ratio — square or wide/horizontal both work. * Quotes now have a dedicated "Revision requested" status when a client asks for changes, with its own filter tab and status chip. * Added an "Expired" filter tab to the Quotes list. * Fixed the Settings "Save settings" button, which did not submit due to invalid nested-form markup. * WordPress.org readiness: full internationalization, output escaping, and input- sanitization hardening. #### 0.27.0 * Editable lifecycle phases (add / rename / recolour / delete), with an optional" no phase" and a configurable default. * Refined admin theme. #### 0.26.0 * Initial public release: quote builder, line-item library, client approval pages, quote PDF, and clients directory. ## Meta * Version **1.2.0** * Last updated **hace 11 horas** * Active installations **Menos de 10** * WordPress version ** 6.2 o superior ** * Tested up to **7.0** * PHP version ** 8.0 o superior ** * Language * [English (US)](https://wordpress.org/plugins/quottum/) * Tags * [clients](https://es-do.wordpress.org/plugins/tags/clients/)[estimates](https://es-do.wordpress.org/plugins/tags/estimates/) [pdf](https://es-do.wordpress.org/plugins/tags/pdf/)[proposals](https://es-do.wordpress.org/plugins/tags/proposals/) [quotes](https://es-do.wordpress.org/plugins/tags/quotes/) * [Vista avanzada](https://es-do.wordpress.org/plugins/quottum/advanced/) ## Valoraciones No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/quottum/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/quottum/reviews/) ## Colaboradores * [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/) ## Soporte ¿Tienes algo que decir? ¿Necesitas ayuda? [Ver el foro de soporte](https://wordpress.org/support/plugin/quottum/)