Title: Quottum — Quotes &amp; Client Approvals
Author: Gaviso Digital Marketing
Published: <strong>25. juni, 2026</strong>
Last modified: 18. august, 2026

---

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# Quottum — Quotes & Client Approvals

 Av [Gaviso Digital Marketing](https://profiles.wordpress.org/gaviso/)

[Last ned](https://downloads.wordpress.org/plugin/quottum.1.3.5.zip)

 * [Detaljer](https://nb.wordpress.org/plugins/quottum/#description)
 * [Omtaler](https://nb.wordpress.org/plugins/quottum/#reviews)
 *  [Installering](https://nb.wordpress.org/plugins/quottum/#installation)
 * [Utvikling](https://nb.wordpress.org/plugins/quottum/#developers)

 [Brukerstøtte](https://wordpress.org/support/plugin/quottum/)

## Beskrivelse

Quottum turns WordPress into the home for your sales quotes. Build an estimate from
a reusable line-item library, send the client a secure link, and let them accept,
decline, or request a revision — no account or login required for them.

**Free features**

 * **Quote builder** — line items with quantity, unit price, description, and drag-
   to-reorder, with a live preview.
 * **Reusable line-item library** — save services once and drop them into any quote,
   organised by editable categories and service groups.
 * **Client approval pages** — a tokenized public quote page where clients accept,
   decline, or request a revision; feedback is captured on the quote.
 * **Quote PDF** — a clean, downloadable quotation document.
 * **Clients directory** — keep company and contact details alongside your quotes.

Quottum stores its data in its own relational tables (not custom post types) because
quoting data is financial and reporting-heavy.

### Credits

This plugin bundles the Quill rich text editor (v2.0.3) for the Terms & conditions
editor. Quill is distributed under the BSD 3-Clause license. Source and full license:
https://github.com/slab/quill (tag v2.0.3). A copy of the license ships in admin/
js/vendor/quill.LICENSE.txt.

## Skjermbilder

[⌊The quote builder with a live preview.⌉⌊The quote builder with a live preview.⌉[

The quote builder with a live preview.

[⌊The client-facing approve / decline / revise page.⌉⌊The client-facing approve /
decline / revise page.⌉[

The client-facing approve / decline / revise page.

[⌊The clients directory.⌉⌊The clients directory.⌉[

The clients directory.

[⌊Settings — the line-item and Service Group libraries.⌉⌊Settings — the line-item
and Service Group libraries.⌉[

Settings — the line-item and Service Group libraries.

## Installasjon

 1. Upload the plugin to `/wp-content/plugins/quottum`, or install it from the WordPress
    Plugins screen.
 2. Activate it through the **Plugins** screen.
 3. Open **Quottum** in the admin menu to build your first quote.

No account or external service is required to use the free features.

## Ofte stilte spørsmål

### Do my clients need an account to approve a quote?

No. Clients open a secure tokenized link and can accept, decline, or request a revision
without logging in.

### Where is my data stored?

In your own WordPress database, in dedicated `quottum_*` tables. Nothing is sent
to a third party by the free plugin.

### Is the plugin translation-ready?

Yes. All strings use the `quottum` text domain and a template is included in `/languages`.

## Vurderinger

Det er ingen omtaler av denne utvidelsen.

## Bidragsytere og utviklere

«Quottum — Quotes & Client Approvals» er programvare med åpen kildekode. Følgende
personer har bidratt til denne utvidelsen:

Bidragsytere

 *   [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/)

[Oversett «Quottum — Quotes & Client Approvals» til ditt språk.](https://translate.wordpress.org/projects/wp-plugins/quottum)

### Interessert i utvikling?

[Bla gjennom koden](https://plugins.trac.wordpress.org/browser/quottum/), sjekk 
ut [SVN-repositoriet](https://plugins.svn.wordpress.org/quottum/), eller abonner
på [utviklingsloggen](https://plugins.trac.wordpress.org/log/quottum/) med [RSS](https://plugins.trac.wordpress.org/log/quottum/?limit=100&mode=stop_on_copy&format=rss).

## Endringslogg

#### 1.3.5

 * Maintenance and internal cleanup (no user-facing changes): deduplicated admin-
   panel permission checks, deduplicated database-table helpers across internal 
   classes, removed unused code, and fixed a stale internal doc reference.

#### 1.3.4

 * Verified compatible with WordPress 7.1.

#### 1.3.3

 * Admin appearance now defaults to «System» (follows your operating system’s light
   or dark setting) on new installs.
 * Accessibility: improved the light-theme contrast of the highlighted menu item,
   the PRO badge, and the active appearance option so the green text is easy to 
   read.

#### 1.3.2

 * Maintenance and internal cleanup.

#### 1.3.1

 * Security hardening: the webhook «Test» button now uses WordPress’s SSRF-protected
   HTTP client, matching the live webhook sends.
 * Pro: client portal and contract links now expire (default 180 days, sliding —
   the window refreshes each time the client opens the link) instead of being permanent
   bearer links. Added a «Reset link» button on the client profile to revoke a shared
   portal link immediately. Existing links are given a bounded expiry on upgrade.

#### 1.3.0

 * Terms & conditions is now a single rich-text editor with a formatting toolbar(
   bold, italic, strikethrough, headings, lists, quotes, inline code, links, undo/
   redo) in place of the separate clause rows. Your existing terms carry over automatically,
   and they still render at the bottom of every quote PDF.
 * Pro: set a «Deposit due now (%)» on any quote to show clients a clear «Due now/
   Due on completion» breakdown on the quote page and PDF.
 * Pro: new «Payment terms note» under Settings  Terms & conditions — add a short
   note, an optional «Update payment method» portal link, and a default deposit 
   percentage for new quotes.

#### 1.2.0

 * Email notifications now work: get an email when a quote is sent, accepted, declined,
   or a client requests a revision. New Settings  Email notifications panel with
   a master switch, recipients, and per-event toggles. (This feature previously 
   appeared in the docs but never actually sent.)
 * Editable email message templates per event, with merge fields like {client_name},{
   number}, and {amount} — plus a «Send test email» button under each template that
   previews it with sample data, sent to you (never your team list).
 * New «Test connection» button on the Email (SMTP) panel — verifies your server,
   port, encryption, and credentials before you save, without sending an email. «
   Send test email» now shows its result inline instead of reloading the page.
 * Appearance toggle: choose Light, Dark, or System (follows your OS) from the toolbar.
 * Client profile: the Activity feed moved below the Account note with more room
   and pagination; the header Email button and the Engaged services card were removed.
 * Send-quote dialog: recipients are now the client’s primary and secondary contacts(
   both pre-selected), with «send me a copy» as before.
 * A «Lite» badge next to the logo shows which edition is running.
 * The line-items column header now correctly reads «Name» (the description expands
   beneath each item).

#### 1.1.0

 * Reworked the quote line-item builder: add items by searching your library, or
   create a one-off custom item in a focused dialog. Click any item name or description
   to edit it inline.
 * The line-item table no longer scrolls sideways — columns are sized to fit, and
   the item name and its description get room to read.
 * Term length is now editable for every billing period, and shows as N/A for one-
   time engagements.
 * «Equivalent MRR» is no longer shown for one-time quotes (they have no recurring
   value).
 * New «About» page in the Quottum menu, with a link to quottum.io and a support
   contact.
 * The «Declined» status now uses a distinct red instead of looking like an accepted
   quote.
 * Accepting or declining a quote is the client’s decision via their secure link—
   the admin-side accept/decline shortcuts were removed.
 * Dark-mode fix: the billing-period and other dropdowns now show their selected
   value clearly.
 * Security hardening: executable/script file uploads are always rejected regardless
   of the configured allow-list; imported settings are sanitised on restore; and
   several input-handling and output-escaping paths were tightened.

#### 1.0.1

 * Removed all references to the discontinued «Quottum Pro» tier from the plugin
   description, dashboard upsell card, and accept-quote button.
 * Cleaned up admin copy so it reflects the actual Lite feature set.

#### 1.0.0

 * First public release on WordPress.org.
 * Quote builder with live preview, per-line discount, tax, and multi-currency.
 * Reusable line-item library organised by editable categories and service groups.
 * Tokenized client pages — accept, decline, or request a revision; feedback captured
   on the quote.
 * Clean, downloadable quote PDF; renew an expired quote with a fresh link.
 * Clients directory with company and contact details.

#### 0.28.0

 * New «Branding» settings tab: set your company name and contact details, and upload
   a logo by drag-and-drop. The logo appears on client quote/contract pages and 
   PDFs.
 * Client-facing logos now display on their own at their natural aspect ratio — 
   square or wide/horizontal both work.
 * Quotes now have a dedicated «Revision requested» status when a client asks for
   changes, with its own filter tab and status chip.
 * Added an «Expired» filter tab to the Quotes list.
 * Fixed the Settings «Save settings» button, which did not submit due to invalid
   nested-form markup.
 * WordPress.org readiness: full internationalization, output escaping, and input-
   sanitization hardening.

#### 0.27.0

 * Editable lifecycle phases (add / rename / recolour / delete), with an optional«
   no phase» and a configurable default.
 * Refined admin theme.

#### 0.26.0

 * Initial public release: quote builder, line-item library, client approval pages,
   quote PDF, and clients directory.

## Meta

 *  Versjon **1.3.5**
 *  Sist oppdatert **17 timer siden**
 *  Aktive installasjoner **Færre enn 10**
 *  WordPress-versjon ** 6.2 eller nyere **
 *  Testet opp til **7.1**
 *  PHP-versjon ** 8.0 eller nyere **
 *  Språk
 * [English (US)](https://wordpress.org/plugins/quottum/)
 * Stikkord
 * [clients](https://nb.wordpress.org/plugins/tags/clients/)[estimates](https://nb.wordpress.org/plugins/tags/estimates/)
   [pdf](https://nb.wordpress.org/plugins/tags/pdf/)[proposals](https://nb.wordpress.org/plugins/tags/proposals/)
   [quotes](https://nb.wordpress.org/plugins/tags/quotes/)
 *  [Avansert visning](https://nb.wordpress.org/plugins/quottum/advanced/)

## Vurderinger

No reviews have been submitted yet.

[Din omtale](https://wordpress.org/support/plugin/quottum/reviews/#new-post)

[Se alle omtalene](https://wordpress.org/support/plugin/quottum/reviews/)

## Bidragsytere

 *   [ Gaviso Digital Marketing ](https://profiles.wordpress.org/gaviso/)

## Brukerstøtte

Har du noe å si? Trenger du hjelp?

 [Vis brukerstøtteforumet](https://wordpress.org/support/plugin/quottum/)