Quotexa - Quote Estimate Invoice Builder WordPress

Quotexa is a standalone WordPress quote, estimate, and invoice workflow created for service businesses. It transforms a standard website into an interactive sales process without requiring WooCommerce.

Visitors can choose services, project scope, quantities, add-ons, delivery options, and locations while viewing a responsive live estimate. Each submission is recalculated securely on the server before being stored as a structured quote request. Administrators can review requests, customize line items, apply fixed or percentage discounts, configure tax, add internal notes, and send branded PDF quotations. Every sent quotation creates an immutable revision with a secure customer link. Customers can review the quotation, download the PDF, accept, reject, or request a revision online. Accepted quotations can be converted directly into invoices, while administrators can record external or offline payments and track paid and outstanding balances.

Quotexa includes a visual estimator builder, conditional logic, flexible pricing methods, location-based adjustments, eight starter templates, CSV exports, privacy tools, protected uploads, Gutenberg integration, shortcodes, and an optional Elementor widget.

Features

• Standalone quote-to-invoice workflow without WooCommerce
• Responsive multi-step and single-page estimators
• Visual drag-and-drop estimator builder
• Ten flexible estimator field types
• Live browser estimate with server-authoritative recalculation
• Fixed, range, per-unit, tiered, percentage, and multiplier pricing
• Conditional field visibility and conditional pricing rules
• Country, region, city, postcode, and service-zone pricing
• Exact, range, starting-at, hidden, and manual-review price modes
• Eight editable industry starter templates
• Custom quote line items, discounts, tax, notes, status, and expiry
• Branded PDF quotations and invoices with three document designs
• Immutable quotation revisions and secure signed customer links
• Online accept, reject, and revision-request actions
• Accepted quote-to-invoice conversion
• Manual and external payment tracking
• Email delivery and WhatsApp sharing
• Gutenberg block, shortcodes, and optional Elementor widget
• JSON estimator import/export and spreadsheet-safe CSV exports
• Protected uploads, honeypot, rate limiting, and optional Turnstile
• WordPress privacy exporter, eraser, consent, and retention tools
• Quote Manager role with granular WordPress capabilities
• Translation-ready POT file and responsive frontend

Requirements

• WordPress 6.5 or newer
• Tested through WordPress 7.1
• PHP 7.4 or newer
• A modern browser with JavaScript enabled
• WordPress wp_mail() or a configured SMTP service for reliable email delivery
• HTTPS is recommended for production use
• WooCommerce is not required

Instructions

1. Download and extract the complete Quotexa package.
2. Open the “Main Plugin” folder.
3. In WordPress, go to Plugins > Add New Plugin > Upload Plugin.
4. Upload quotexa.zip, install it, and activate Quotexa.
5. Open Quotexa > Settings and configure the business identity, currency, tax, email, document, and privacy settings.
6. Open Quotexa > Templates to import a starter template, or create a custom estimator.
7. Review the estimator and publish it.
8. Add the Quotexa Estimator block, Elementor widget, or shortcode to a WordPress page.
9. Submit a test request and review it under Quotexa > Quotes.
10. Customize and send the quotation, test the secure customer link and PDF, then accept and convert it into an invoice.
11. Configure a reliable SMTP service before using email delivery in production.