內容簡介
Quoteo 是一款專為 WooCommerce 商店設計的外掛，能夠將訂單資料自動同步至 Quoteo 帳戶，簡化發票生成與客戶管理流程，特別適合自由工作者及小型企業使用。
【主要功能】
• 同步 WooCommerce 客戶及訂單至 Quoteo 帳戶
• 自動生成並發送發票
• 更新 Quoteo 客戶資料庫的同步資訊
• 手動觸發同步功能
• 在 WordPress 控制台查看同步日誌
• 支援電子發票的發送功能
外掛標籤
開發者團隊
原文外掛簡介
Running a WooCommerce store and tired of entering order details into your invoicing software?
Quoteo connects your WordPress or WooCommerce site to your Quoteo account, helping you centralize customer information and generate invoices without re-entering order data.
Designed for freelancers, French auto-entrepreneurs and micro-businesses, Quoteo brings invoicing and customer management together.
Features
Sync WooCommerce customers and orders to your Quoteo account.
Automatically generate and send invoices from Quoteo.
Keep your Quoteo customer database updated with synchronized customer details.
Trigger a manual synchronization from the plugin settings.
View synchronization logs directly in your WordPress dashboard.
Track invoice synchronization and invoice references in the WooCommerce order list and order details.
Synchronize individual orders or selected orders with per-order error reporting.
Send an existing Quoteo invoice electronically from its WooCommerce order when electronic invoicing is activated in Quoteo.
Open the Quoteo activation page from an explanatory dialog when electronic invoicing is not activated.
Compatible with WooCommerce legacy order storage and High-Performance Order Storage (HPOS).
Getting started
Create a Quoteo account or sign in to your existing account.
Install and activate this plugin.
Enter your Quoteo API credentials in the plugin settings.
Enable WooCommerce synchronization and test an order.
Learn more about the WooCommerce integration
View Quoteo plans and pricing
Quoteo account and external service
This plugin requires a Quoteo account and connects your website to the external Quoteo invoicing and CRM service.
Quoteo offers a free plan and paid subscriptions. Visit the pricing page for current features and limits.
Quoteo is operated by Digitalworks, an independent company based in France.
This plugin is not affiliated with Automattic or WooCommerce.
Data sent to Quoteo
Depending on your configuration, the plugin may send:
Customer name, company, email address and phone number.
Billing and shipping addresses.
Order reference, amount and payment status.
Your WordPress site URL and plugin version for diagnostic purposes.
When data is sent
When a WooCommerce order is placed through classic or Blocks checkout, if automatic order synchronization is enabled.
When a user registers, if contact synchronization is enabled.
When you trigger a manual synchronization from the plugin settings or WooCommerce orders.
When you click Send electronically, the plugin checks account availability and sends the linked Quoteo invoice ID to Quoteo. Quoteo handles electronic transmission through its Pennylane integration.
Consent and privacy
You are responsible for informing your users about these data transfers in your privacy policy.
The plugin does not track users or send data without explicit configuration or consent.
Privacy policy: https://www.quoteo.fr/politique-de-confidentialite
Terms of service: https://www.quoteo.fr/conditions-generales
Privacy
This plugin connects to the external service Quoteo to send order and customer data.
No data is collected by Digitalworks beyond what is required for synchronization.
When deactivated, the plugin stops all data transfers. When uninstalled, local plugin settings are deleted. Invoice references and synchronization history stored on WooCommerce orders are retained.
License
This plugin is licensed under the GPLv2 or later.
