mmurillo64

<p>TiQety Quotes adds a complete quote workflow to WordPress for businesses that need to prepare, send, track, and manage customer quotes from the admin area.</p>
<p>The plugin creates a dedicated Quotes admin area where staff can build quotes, add line items, calculate totals, manage quote statuses, and send customer-facing quote links.</p>
<p>Customers can open a secure public quote page to review the quote details, approve or decline the quote, and complete configured payment steps when enabled.</p>
<h4>Core features</h4>
<ul>
<li>Custom Quotes admin area in WordPress.</li>
<li>Quote detail editing with customer and company information.</li>
<li>Line items, subtotal, tax, and total calculations.</li>
<li>Customer-facing public quote pages.</li>
<li>Approve and decline workflow.</li>
<li>Quote status tracking, including sent, viewed, approved, declined, paid, draft, and expired states.</li>
<li>Admin filters, sortable columns, and quote list management tools.</li>
<li>Configurable branding settings such as logo, company name, accent color, and footer text.</li>
<li>Email sending workflow for quote delivery.</li>
<li>Optional payment workflow support when payment methods are enabled.</li>
</ul>
<h4>Typical use cases</h4>
<ul>
<li>Service businesses sending formal quotes or proposals.</li>
<li>IT providers sending customer pricing and approval requests.</li>
<li>Consultants who need branded customer-facing quote pages.</li>
<li>Teams that want quote status visibility inside WordPress.</li>
</ul>


TiQety Quotes

Create, send, and manage professional customer quotes in WordPress with public approval, decline, and optional payment workflows.

Rikus Rossouw

<p><strong>Rixden Quote Builder</strong> is a visual quote request system for any WordPress site selling services, products, or both. Clients browse your catalogue with beautiful cards, add items to their quote, and submit a detailed request — all without leaving your page. No more generic contact forms or “request a quote” links that go nowhere.</p>
<p>Built for trades, agencies, caterers, consultants, event planners, rental businesses, studios, fitness coaches, cleaning services, beauty salons, photographers, landscapers, moving companies — any business where pricing depends on what the client actually wants.</p>
<h3>Live Demo</h3>
<p>Try the plugin yourself before installing — browse the menu, add items to a quote, and see exactly what your clients will experience.</p>
<p><strong>Live demo:</strong> <a href="https://rixden.com/quote-builder-demo/" rel="nofollow ugc">rixden.com/quote-builder-demo</a></p>
<h4>How it works</h4>
<ol>
<li>Add categories for your offerings (e.g. <em>Services</em>, <em>Packages</em>, <em>Products</em>)</li>
<li>Add items to each category with title, description, price, unit label, and image</li>
<li>Optional: enable a flat delivery fee and set a free-delivery threshold in Settings</li>
<li>Paste the <code>[rixden_quote_builder]</code> shortcode onto any page</li>
<li>Clients browse, tap to add items with a quantity, and submit their quote</li>
<li>You receive a notification email; the client receives a confirmation</li>
</ol>
<h4>Features</h4>
<ul>
<li>Visual, Uber Eats style product browsing</li>
<li>Unlimited categories and products</li>
<li>Horizontal category filter pills with drag-to-scroll and fade edges</li>
<li>Grid view and list view toggle on desktop and tablet</li>
<li>Two-column grid on mobile for compact browsing</li>
<li>Product detail modal with image, description, and quantity selector</li>
<li>Floating quote summary panel (sticky on desktop, slide-up drawer on mobile)</li>
<li>Live count badges on cards showing what’s in the quote</li>
<li>Quote persists across accidental page refresh (cleared when tab closes)</li>
<li>Optional flat delivery fee with configurable label (Delivery Fee, Shipping, Service Fee, etc.)</li>
<li>Free delivery threshold — fee is automatically waived when quote subtotal reaches a configurable amount</li>
<li>Product sorting by price or name</li>
<li>Quote request form with name, email, phone, and notes</li>
<li>Spam protection via honeypot</li>
<li>HTML confirmation email to the client, branded with your accent colour</li>
<li>HTML notification email to admin with full quote breakdown</li>
<li>Admin dashboard with Dashboard, Categories, Products, Quote Requests, and Settings tabs</li>
<li>Admin product search and category filter</li>
<li>Quote status management — New, Reviewing, Quote Sent, Closed</li>
<li>Mobile hamburger navigation in admin</li>
<li>Fully responsive across desktop, tablet, and mobile</li>
<li>Inherits your theme’s font family</li>
<li>Customisable accent colour, currency symbol, page title, and thank you message</li>
<li>Built-in support and documentation tab</li>
<li>WordPress.org compliant — no tracking, no third-party scripts, no data collection</li>
</ul>
<h4>Shortcodes</h4>
<ul>
<li><code>[rixden_quote_builder]</code> — full shortcode</li>
<li><code>[rixden_qb]</code> — short alias with identical behaviour</li>
</ul>
<h4>Pro Version</h4>
<p><strong>Rixden Quote Builder Pro</strong> adds the complete quote-to-paid workflow on top of the free plugin:</p>
<ul>
<li>Send official branded PDF quotes directly from your dashboard</li>
<li>Clients accept or decline via a secure hosted link — no login required</li>
<li>Auto-generated invoices when you mark a quote as paid</li>
<li>Edit quotes — adjust line items, prices, add discounts and markups</li>
<li>Discount and markup lines (fixed or percentage) on quotes, PDFs, and emails</li>
<li>Quote and invoice reference numbers (Q-2026-0001 / INV-2026-0001 format)</li>
<li>Quote request reference numbers (QR-2026-0001) generated on submission</li>
<li>Configurable quote expiry dates with automatic expiry notification email</li>
<li>Two automated follow-up reminder emails with customisable timing and templates</li>
<li>Customisable email templates for every client touchpoint with merge tags</li>
<li>Email branding — logo, custom footer, full colour theming</li>
<li>Full business profile on PDFs — address, VAT number, company registration</li>
<li>Tax support — VAT, GST, Sales Tax, or any custom label and rate</li>
<li>Payment URL (Stripe, PayPal, etc.) or written bank transfer instructions per quote</li>
<li>Adaptive post-acceptance messaging based on your payment configuration</li>
<li>Per-quote payment URL override for exact-amount payment links</li>
<li>Internal admin notes per quote (not visible to clients)</li>
<li>Min and max quantity limits per product (enforced on the frontend)</li>
<li>Sent Quotes dashboard with clickable status filter cards</li>
<li>Invoice dashboard with revenue stat cards — Total, This Year, This Month, Last 30 Days</li>
<li>Create and send custom quotes directly from your admin dashboard</li>
<li>Seamless upgrade from free — all data preserved automatically</li>
<li>Priority email support</li>
</ul>
<h3>External Services</h3>
<p>This plugin does not connect to or rely on any third-party or external services. All data is stored locally in your WordPress database. No data is transmitted to external servers.</p>


Rixden Quote Builder


Tested this out after the developer shared it, and the concept just clicks. Instead of the usual back-and-forth emails to nail down a quote, clients build their own from a visual product grid and submit — almost like an online shopping cart, but for services.



Ran through the demo and submitted a sample quote in under a minute. The flow is intuitive and works really well on mobile, which is usually where these tools fall apart. The one-click branded PDF and the "accept online without login" step are smart touches — every removed click matters for conversion.



Great fit for agencies, freelancers, and any service business that sends quotes regularly. Clean, no bloat, and the developer is responsive on the support forum. Looking forward to seeing where this goes. Nice work.


Refreshingly simple approach to service quoting

Visual, Uber Eats style quote builder for any business selling services or products. Clients browse, build a quote, and submit a request.

TiQety Quotes vs Rixden Quote Builder