內容簡介
ezy Quotation Builder 使創建和發送專業報價變得輕而易舉。用戶可以輕鬆管理客戶名單和產品/服務目錄，並在幾次點擊後通過電子郵件發送品牌化的 PDF 報價單。
【主要功能】
• 客戶管理：無限儲存客戶資料
• 產品/服務目錄：快速建立報價所需的產品清單
• 智能報價生成器：即時更新報價總額
• PDF 生成：專業樣式的 PDF 報價單
• 自動電子郵件發送：一鍵發送報價單
• 報價管理：清晰的管理介面進行報價操作
外掛標籤
開發者團隊
原文外掛簡介
ezy Quotation Builder makes creating and sending professional quotations effortless. Build your client list, maintain a product/service catalogue, and fire off a branded PDF quotation by email in just a few clicks.
Key Features
Client Management – Store unlimited clients with name, company, email, phone, address and notes. Quick-search autocomplete when creating quotations.
Product/Service Catalogue – Maintain a product list with price and description for fast quotation building.
Smart Quotation Builder – Select a client, add line items with quantity and unit price, and watch the totals update live. Supports discount, tax and service charge.
PDF Generation – Every quotation is rendered as a professionally styled PDF using FPDF – no third-party SaaS required.
Automatic Email Delivery – The moment you click Create & Send, the client receives a branded HTML email with the PDF attached.
Quotation Management – List, filter, resend, mark as accepted/rejected, download or delete quotations from a clean admin table.
Flexible Settings – Configure company branding, quotation prefix & numbering, validity period, terms & conditions, tax label & rate, service charge, discount toggle, currency, email sender details, CC/BCC and custom footer notes.
Status Tracking – Track quotations through Draft, Sent, Accepted, Rejected and Expired states.
Use Cases
Freelancers and consultants quoting for services
Small businesses issuing sales quotations
Agencies needing a simple quotation module for proposals
Languages
Ready for translation (.pot file included). All strings are wrapped in __() / esc_html__() with the ezy-quotation-builder text domain.
