LideraCotiza

LideraCotiza helps small businesses and professionals create, share, and track quotations directly from WordPress without relying on spreadsheets.

The plugin provides a front-end workspace at /cotiza-panel/. Site owners can create individual team accounts and assign the LideraCotiza Manager role. Managers can work with clients and quotations without accessing the WordPress administration area.

Quotation recipients do not need a WordPress account. Each quotation can be shared through a non-sequential public link where the recipient can review the proposal and submit a response.

Main features:

• Client management.
• Quotation creation with line items, taxes, discounts, validity dates, notes, and terms.
• Front-end workspace for authorized team members.
• Public quotation links that remain private while a quotation is a draft.
• Explicit link activation and WhatsApp sharing without requiring an email address.
• Accept, request changes, or reject responses.
• Quotation status and activity history.
• Company branding and currency settings.
• Role and capability separation for internal users.
• HMAC-signed public responses, rate limiting, and authenticated administrative actions.

The current user interface is provided in Spanish. The WordPress.org readme is written in English to comply with directory metadata requirements.

Security

• Dedicated WordPress capabilities for internal users.
• Nonce verification for authenticated state-changing actions.
• Sanitization, validation, and escaping of request and output data.
• Non-sequential public quotation links with hashed verification data.
• HMAC signatures for public quotation responses.
• Basic rate limiting for public responses.
• No-index, no-cache, and anti-framing headers on the public quotation and front-end workspace views.