Quoteo – Invoice & CRM

Quoteo – Invoice & CRM ** allows you to link your WordPress or WooCommerce store with **Quoteo, a SaaS platform for invoicing and CRM management (https://www.quoteo.fr).

With this plugin, you can:
– Sync WooCommerce customers and orders to your Quoteo account.
– Generate and send invoices automatically from Quoteo.
– Keep your customer database up to date between both platforms.
– View synchronization logs directly from your WordPress admin.

Important: This plugin connects to an external service (Quoteo).
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 the following data to Quoteo:
– Customer name, company, email, phone
– Billing and shipping address
– Order reference, amount, and payment status
– Your WordPress site URL and plugin version (diagnostic only)

When data is sent

• When a WooCommerce order is created or updated
• When a customer registers or updates their profile
• When you trigger a manual sync from the plugin settings

Consent and privacy

You are responsible for informing your users about this data transfer in your privacy policy.
The plugin does not track users or send data without explicit configuration or consent.

Privacy policy of Quoteo: 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 any data transfer. When uninstalled, all local settings are deleted.

License

This plugin is licensed under the GPLv2 or later.

1. Upload the plugin files to the /wp-content/plugins/digitalworks-quoteo-connector directory, or install directly from the WordPress plugins screen.
2. Activate the plugin through the ‘Plugins’ menu.
3. Go to Settings → Quoteo Connector and enter your API credentials (found in your Quoteo account).
4. Optionally enable WooCommerce synchronization and test an order.

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1.0.1

• Fix manually sync
• Fix get_billing_email undefined

1.0.0

• Add Screenshot and assets
• Initial release