ezy Quotation Builder

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.