Quote Wizard

描述

Quote Wizard is a powerful WordPress plugin designed to streamline the quote management and customer approval process. This plugin helps businesses create, manage, and track quotes while facilitating customer approvals.

Features

  • Create and manage customer quotes
  • Restrict quote functionality to user roles
  • Customizable quote Email templates
  • Customer approval workflow
  • Email notifications
  • Quote status tracking
  • Admin dashboard for quote management
  • Custom Pricing & Discounts rules

Benefits

  • Streamline your quote process
  • Improve customer communication
  • Track quote status easily
  • Professional quote presentation
  • Time-saving automation

Additional Information

For support, feature requests, or bug reports, please contact us at support@webdeskinc.com.

屏幕截图

  • Quote creation form
  • Quote management dashboard
  • Customer approval interface
  • Email Settings page

安装

  1. Install WooCommerce plugin
  2. Upload the quote-wizard folder to the /wp-content/plugins/ directory
  3. Activate the plugin through the ‘Plugins’ menu in WordPress
  4. Configure the plugin settings under the Quote Wizard menu in your WordPress admin panel

常见问题

How do I create a new quote?

Navigate to the frontend product and click on request a quote button, fill form and waiting for admin approvals.

Can I customize the quote template?

Yes, the plugin includes customizable templates that can be modified to match your business branding.

How do add discount and custom pricing for request quote?

Navigate to the Admin Dashboard > Request a Quote > Custom Pricing.

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更新日志

1.0.0

  • Initial release of Quote Wizard plugin.

1.0.1

  • Minor bugs fixed