內容簡介
LideraCotiza 是一款專為小型企業與專業人士設計的 WordPress 外掛，幫助用戶直接在網站上創建、分享及追蹤報價，無需依賴試算表。此外掛提供前端工作區，讓團隊成員能夠輕鬆管理報價與客戶。
【主要功能】
• 客戶管理功能
• 創建包含項目、稅金、折扣的報價
• 前端工作區供授權團隊成員使用
• 公開報價連結，草稿時保持私密
• WhatsApp 分享功能，無需電子郵件
• 接受、要求修改或拒絕回應
外掛標籤
開發者團隊
原文外掛簡介
LideraCotiza helps small businesses and professionals create, share, and track quotations directly from WordPress without relying on spreadsheets.
The plugin provides a front-end workspace at /cotiza-panel/. Site owners can create individual team accounts and assign the LideraCotiza Manager role. Managers can work with clients and quotations without accessing the WordPress administration area.
Quotation recipients do not need a WordPress account. Each quotation can be shared through a non-sequential public link where the recipient can review the proposal and submit a response.
Main features:
Client management.
Quotation creation with line items, taxes, discounts, validity dates, notes, and terms.
Front-end workspace for authorized team members.
Public quotation links that remain private while a quotation is a draft.
Explicit link activation and WhatsApp sharing without requiring an email address.
Accept, request changes, or reject responses.
Quotation status and activity history.
Company branding and currency settings.
Role and capability separation for internal users.
HMAC-signed public responses, rate limiting, and authenticated administrative actions.
The current user interface is provided in Spanish. The WordPress.org readme is written in English to comply with directory metadata requirements.
Security
Dedicated WordPress capabilities for internal users.
Nonce verification for authenticated state-changing actions.
Sanitization, validation, and escaping of request and output data.
Non-sequential public quotation links with hashed verification data.
HMAC signatures for public quotation responses.
Basic rate limiting for public responses.
No-index, no-cache, and anti-framing headers on the public quotation and front-end workspace views.
