Quottum

Quottum for WordPress

Changelog

Every release of the Quottum WordPress plugin, Lite and Pro, newest first. About the plugin

1.3.9

  • The About page, search box, client profile, quote list and backup screens no longer mention features that are not in the free plugin.
  • Fixed: the default Terms & Conditions no longer include clauses for features the free plugin does not have. Terms you have already saved are not changed.
  • Fixed: the Settings page no longer contains hidden panels for features that are not in the free plugin, and an unused notice is gone.

1.3.8

  • Security: a client link can no longer accept, decline or request changes on a quote that is back in draft or already answered.
  • New: back up and restore your Quottum data as one .zip file from Settings → Data & tables.
  • New: restoring a backup now shows a progress popup — the upload percentage, then "Restoring your data…" — so a large restore no longer looks stuck.
  • Fixed: the quote page's side column no longer covers prices and dates on smaller screens.
  • If Settings → Company name is blank, quotes and emails now show your site name instead of a gap.
  • The plugin description on the Plugins screen no longer mentions PDF export.

1.3.7

  • Quotes now expire after their Valid until date. A client can no longer accept, decline or request changes after that day. Use Renew to reopen the quote.
  • An expired quote no longer offers Send; renew it first.
  • Unpublish now works on a quote the client asked to revise.
  • You can now delete a client that has no quotes.
  • "Download PDF" buttons now read "Print / Save as PDF", which is what they do.
  • The branded login page and login-as-home options are no longer part of the free plugin. If you had login-as-home on, your site's front page is visible again.
  • Corrected the on-screen hints for quote notes and terms.
  • Uninstall now removes all of the plugin's tables.

1.3.6

  • Fixed the confirmation message clients see after accepting a quote.
  • Accessibility: settings switches now have names for screen readers; the client feedback boxes are labelled and the reveal buttons announce their state.
  • Translations: refreshed the translation template and added translator notes.
  • Stability fixes on the Quotes, Clients and quote detail screens.

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 edition 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.

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.

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 an earlier "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, a quote discount, and tax.
  • 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, printable quote (print it or save it as a PDF from your browser); 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 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.