[WordPress] 外掛分享： Quotely Estimates for WooCommerce

內容簡介

Quotely Estimates for WooCommerce 是一款專為 WooCommerce 設計的外掛，提供前端介面讓顧客搜尋產品、添加數量至工作表並下載 PDF 報價。所有提交的報價都會儲存在 WordPress 中，方便後續管理與下載。

【主要功能】
• 前端產品搜尋，支援各類型產品
• 數量控制與即時總金額顯示
• 客戶聯絡表單，支援國際電話驗證
• 可儲存與恢復的報價功能
• 完全自訂的 PDF 匯出，包括公司標誌
• 管理員通知與提交列表功能

外掛標籤

開發者團隊

原文外掛簡介

Quotely Estimates for WooCommerce adds a frontend interface where customers can search your catalog, add products and quantities to a worksheet, and download a PDF estimate. Submissions are stored in WordPress so you can review, restore, or permanently delete them later, and you can re-download the PDF for any submission from the admin.
Features

Frontend product search bound to your WooCommerce catalog (simple, variable, grouped and external products)
Quantity controls, suggested products, and a live running total in the active currency
Lead capture form with international phone validation (intl-tel-input — 70+ countries)
Save & resume — customers email themselves a link to come back later
Fully branded PDF export (TCPDF): company logo, name, tagline, footer note, store locations, PDF metadata — all editable from the admin
Admin notifications: customer confirmation emails, HTML email body with token replacement, multiple admin recipients, From name/email, optional PDF attachment
Admin submissions list with search, sort, workflow status (new / contacted / quoted / won / lost), trash, restore, bulk actions, CSV export, PDF re-download
Admin dashboard widget with 30-day stats and top products
[estitofo_form] shortcode and a matching Elementor widget
WooCommerce HPOS and Cart/Checkout Blocks compatible

How to use

Configure your branding under Estimations → Settings.
Drop the [estitofo_form] shortcode onto any page, or use the Elementor widget Estimation Tool.
Customers fill the form and receive a PDF; you receive the submission in Estimations → Submissions.

Premium add-on (optional)
The free plugin is a complete estimation / quotation tool — every feature listed above is fully usable without paying anything.
If your business needs more, Quotely Estimates for WooCommerce — Pro is a separately-sold add-on that extends the free plugin with:

Quote acceptance links — customers accept or decline a quote with one click from their email; accepted quotes are marked won and can automatically become WooCommerce orders.
Admin quote editing & counter-offers — adjust line prices/quantities, add custom lines, and email the customer an updated quote with a fresh PDF and accept button.
Automated follow-ups & expiry reminders — email leads that went quiet and warn customers before their quote expires, on autopilot.
10 designed PDF templates — Classic, Modern, Minimal, Elegant, Bold, Emerald, Corporate, Sunset, Mono and Airy, with live previews and an optional Terms & Conditions page.
5 designed customer email templates — with live previews and one-click apply.
“My Quotes” in My Account — logged-in customers see their quote history, PDFs and accept buttons.
Role-based pricing — show different prices per user role (wholesale, VIP, guest…).
Discount codes — percent or fixed codes with expiry dates, validated live on the form.
Convert estimations to WooCommerce orders — manually from the admin list, on acceptance, or automatically on submission.
File uploads on the customer form — let customers attach drawings, spec sheets or photos. Configurable max size and allowed extensions.
Stripe deposit collection — let customers lock in a quote by paying a configurable deposit via Stripe Checkout.
Quote expiration — auto-stamped expiry dates with admin status pills.
Multi-step form wizard — break the form into steps with a progress bar.
Conditional custom fields — extra form fields that show/hide based on other answers.
Webhooks / Zapier — JSON webhooks on quote submitted / accepted / declined / deposit paid.
Google reCAPTCHA v3 — score-based spam filtering on form submissions.
Discount / tax / shipping fields — extra pricing fields directly on the customer form.
30-day analytics dashboard — submission funnel, won/lost values, time-series chart.
White-label mode — strip the plugin author credit from PDFs.

The free plugin works fully on its own and never expires or limits functionality.
Third-Party Libraries

TCPDF — LGPL-3.0 — https://tcpdf.org
intl-tel-input — MIT — https://github.com/jackocnr/intl-tel-input