ezy Quotation Builder makes creating and sending professional quotations effortless. Build your client list, maintain a product/service catalogue, and fire off a branded PDF quotation by email in just a few clicks.
Key Features
- Client Management – Store unlimited clients with name, company, email, phone, address and notes. Quick-search autocomplete when creating quotations.
- Product/Service Catalogue – Maintain a product list with price and description for fast quotation building.
- Smart Quotation Builder – Select a client, add line items with quantity and unit price, and watch the totals update live. Supports discount, tax and service charge.
- PDF Generation – Every quotation is rendered as a professionally styled PDF using FPDF – no third-party SaaS required.
- Automatic Email Delivery – The moment you click Create & Send, the client receives a branded HTML email with the PDF attached.
- Quotation Management – List, filter, resend, mark as accepted/rejected, download or delete quotations from a clean admin table.
- Flexible Settings – Configure company branding, quotation prefix & numbering, validity period, terms & conditions, tax label & rate, service charge, discount toggle, currency, email sender details, CC/BCC and custom footer notes.
- Status Tracking – Track quotations through Draft, Sent, Accepted, Rejected and Expired states.
Use Cases
- Freelancers and consultants quoting for services
- Small businesses issuing sales quotations
- Agencies needing a simple quotation module for proposals
Languages
Ready for translation (.pot file included). All strings are wrapped in __() / esc_html__() with the ezy-quotation-builder text domain.
Screenshots
Dashboard – Quick-glance stats: total quotations, accepted value, active clients and products.
Settings – Company Details – Enter your brand name, logo, address and registration numbers.
Settings – Quotation Config – Quotation prefix, numbering, currency and validity period.
Settings – Tax & Charges – Enable/disable tax, service charge and discount with custom labels and rates.
Settings – Email Settings – Sender name, address, subject, body template and CC/BCC.