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[Plugin] Quotes/estimates Plugin


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Hello All .

i'm  Glade to announce the release of Quotes Plugin .

this plugin will allow you to ofer your client a quote/estimates about services , then the client can decide to accept or reject the quote , once accepted an invoice is generated .
 
The Plugin Can :
- Admins can add/edit/delete/close/re-open Quotes .
- Clients can view/download  assigned Quote.
- Cleints can accept or reject the Quote .
- Auto convertion of accepted Quote to invoice  .
- TAX support .
- search in quote subjects .
- Support PSR standard and latest blesta version (4.3.2)
- Ajax Lest Side Tabs
- Own Template Engine for PDF with support of latest TCPDF version
- Watermark for Accepted Or Rejected Quote
- Plugin Manage options to set logo, background, font, days validity, terms ...
- Widget Client Profile for staff


TODO list :
- Clients can receive the quote via email as PDF .
- Comments both for client and staff under the qoute (threaded reply/conversation).
- Devide Quote in two invoice after accept (first for prepayment ,and second after final work)
- Create Quote for non clients , they can view it with a unique url .
- Store Invoice ID related to the quote in the quotes table .
- Store Client info in the quotes for history .
 

this  plugin requiere the Pro (Silver) subscription .

Order Link

Plugin Page

as always the installtion steps is :
1 - download the file from client area .
2 - upload the qoutes folder inside plugin directory .
3 - goto plugins , and install Quotes .
4 - enjoy the free content .

NOTE: the quote link is added under billing tab .

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Thank you naja7host :)

 

I have sended you anouther PayPal litle donation :)

 

I also encourage all that will install this Plugin to do it also :)

 

If everyone makes a litle donation it will helps us all a lot ;)

 

Keep it coming naja7host :blesta:

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Thank you naja7host :)

 

I have sended you anouther PayPal litle donation :)

 

I also encourage all that will install this Plugin to do it also :)

 

If everyone makes a litle donation it will helps us all a lot ;)

 

Keep it coming naja7host :blesta:

 

Thanks Paulov for your support and donation :)

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Keep the great work ... i have some remarks

The PDf quote show invoice date instead of qoute date ?!!

This is something that i was near to opeb bug for it . and yes this is related to the template PDF components . it show invoice date in proforma and draft , normally in proforma it shouldn't show invoice date , it should show proforma date .  i'm speaking here about the label in language files .

 

if blesta staff come accross to this thread , they should correct the spelling of every type . "invoice date" , "proforma date" ,"draft date" .

 

 

is possible for client to reject a quote after he accept it ?

Normally a rejected quote is a rejected qoute :)  . i see for somecase the client can change mind . maybe in future release i will let client to re-accept a rejected qoute , but this it should be controlled from a admin settings .

 

 

the tax checkbox is disabled ?

 

already mentioned , not TAX support at the moment .

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  • 1 month later...
  • 5 months later...

Working in a new version . that will include

 

+ Tax support .

+ Redesign the client interface .

+ Send Quote on creation .

+ attach Quote to invoice .

 

any new idea i'm open to listen .

 

Nice! I think some screenshots would encourage more downloads  :blesta:

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  • 9 months later...

This seems useful to have .

Just curious to know...

Is the "Quote Estimate" plugin still being updated for the following functions ?
 

==================

- Add TAX support to the plugin .
- Clients can receive the quote via email as PDF .
- Comments both for client and staff under the qoute (threaded reply/conversation).
- Devide Quote in two invoice after accept (first for prepayment ,and second after final work)
- Create Quote for non clients , they can view it with a unique url .
- Store Invoice ID related to the quote in the quotes table .
- search in quote subjects .
- Store Client info in the quotes for history .

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5 hours ago, turner2f said:

This seems useful to have .

Just curious to know...

Is the "Quote Estimate" plugin still being updated for the following functions ?
 

==================

- Add TAX support to the plugin .
- Clients can receive the quote via email as PDF .
- Comments both for client and staff under the qoute (threaded reply/conversation).
- Devide Quote in two invoice after accept (first for prepayment ,and second after final work)
- Create Quote for non clients , they can view it with a unique url .
- Store Invoice ID related to the quote in the quotes table .
- search in quote subjects .
- Store Client info in the quotes for history .

yes , they are still in the TODO list .

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We noticed something odd.

Whenever we are NOT logged-in, and we go to http://mysubdomain.com/client/plugin/quotes/client_main/

We are able to see everybody's quotes.

===========

We even cleared the cache in our browser, and viewed the same issue on different devices.

===========

Is there a way to make it so that a person has to be logged in BEFORE they can go to http://mysubdomain.com/client/plugin/quotes/client_main/  ?

And then once they are logged-in, they are RE-directed to the "Quotes" widget ?

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2ND Issue...

When we click on "view" to see the PDF estimate, it has a big watermark on it that says, "PAID".

It does not say, "QUOTE"

============================

We went to /components/invoice_templates/html_invoice/language/en_us

and opened up " html_invoice "   and  " pdf_invoice  " .

============================

The lines of code say....

$lang['PdfInvoice.type_quote'] = "QUOTE ";

and also...

$lang['HtmlInvoice.type_quote'] = "QUOTE ";

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10 hours ago, turner2f said:

We noticed something odd.

Whenever we are NOT logged-in, and we go to http://mysubdomain.com/client/plugin/quotes/client_main/

We are able to see everybody's quotes.

===========

We even cleared the cache in our browser, and viewed the same issue on different devices.

===========

Is there a way to make it so that a person has to be logged in BEFORE they can go to http://mysubdomain.com/client/plugin/quotes/client_main/  ?

And then once they are logged-in, they are RE-directed to the "Quotes" widget ?

Good catch , fixed for next version, who need a quick fix . open quotes/controllers/client_main.php

under parent::preAction(); add

		$this->requireLogin();

 

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9 hours ago, turner2f said:

2ND Issue...

When we click on "view" to see the PDF estimate, it has a big watermark on it that says, "PAID".

It does not say, "QUOTE"

============================

We went to /components/invoice_templates/html_invoice/language/en_us

and opened up " html_invoice "   and  " pdf_invoice  " .

============================

The lines of code say....

$lang['PdfInvoice.type_quote'] = "QUOTE ";

and also...

$lang['HtmlInvoice.type_quote'] = "QUOTE ";

i can't reproduce the issue .

when i open quote i didn't see any watermark or any work PAID .

a screenshot maybe can help .

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