HULO Quotations

HULO Quotations turns “can you send me a quote?” into a tidy, trackable workflow on any WordPress site: customers ask, you price the quote and e-mail it from your site, they accept it online, and with HULO Payments they pay straight away.

Customers ask for a quote

• A “Quote request form” block, or the [hulo_quote_request] shortcode, on any page. [hulo_quote_request item="ID"] asks about one saved catalogue item.
• Each request lands under HULO → Quotations as a requested quote, with known items already priced. You get an e-mail with the details, and the customer gets an acknowledgement with their reference (your own wording; at most one a day per address, and nothing the requester typed is copied into it).
• A hidden honeypot field and a limit of 10 requests an hour per visitor address and per e-mail address keep bots and floods out. Behind a proxy or CDN, list it in HULO_TRUSTED_PROXIES (see the FAQ).
• Works on cached pages: visitors who are not signed in need no expiring WordPress nonce to send the form.

Build and price quotes

• Quote builder with free-text lines and your own saved catalogue items (name, SKU, price, tax rate), quantities, per-line discounts, a quote-level percent or fixed discount, VAT, validity, notes, terms and internal notes. Prices can be typed as 1,850.00 or 1.850,00.
• Quote in another currency when you need to: each quote keeps its amounts in its own currency (nothing is converted), and the figures and reports show each currency’s total on its own line.
• Link a quote to a WordPress user (find any account by name, e-mail address or username), and choose the member of staff the quote is “prepared by”.
• Safe sequential numbering (prefix-year-number, never issued twice, even under load).

Send, accept, track

• “Send to customer” e-mails the quote from your site: your own subject and text, a button to the customer’s quote page, and the branded PDF attached. It is sent as the member of staff who prepared the quote (their name on the From line, replies to them). “Test send” shows you the e-mail and PDF exactly as the customer will see them.
• Prefer to send it yourself? “Mark as sent” opens the quote for the customer’s response; then share the PDF or the customer link however you like, or let “Write the e-mail in your mail app” open a ready-written message in your own e-mail program.
• Preview the customer’s page and the e-mail before you send. Your own visits while signed in are never counted as the customer opening the quote.
• The customer’s quote page shows the lines and totals, prints cleanly, offers the PDF, and lets them accept with a typed-name signature or decline. You are e-mailed the response.
• Reminders, checked every hour: one reminder for a quote the customer has not opened after a number of days you choose, and one shortly before a quote expires. Each goes out at most once per quote.
• Every step lands in the quote’s activity trail: created, sent, opened, reminded, accepted or declined, paid, expired, comments. Optional “first opened” e-mail to you.
• Each quote is valid for a number of days from the day it is sent; it expires on its own at the end, and you can extend or revive it in one click. Duplicate a quote, or revise it (the original is superseded so only one version can be accepted).
• Take payment with HULO Payments, our own payments plugin: when the customer accepts, a pay link is created at exactly the quoted total and they go straight to the payment page. Prefer to check first? Switch that off and create the pay link from the quote, then e-mail it to the customer in one click. When the payment succeeds, the quote is marked paid.

My quotes and reports

• The “My quotes” block or [hulo_my_quotes] lists the quotes linked to the signed-in user’s account (picked in the builder, or requested while signed in) with view, PDF and pay links.
• The Quotes list has status views, search and figures (requests waiting, open pipeline, 30-day win rate and value won, average response time). Reports show quotes by status and the last 12 months.

With WooCommerce

• Quote your products and variations in the builder (they take the place of saved catalogue items), and pick existing customers.
• A request panel on product pages, on the classic cart and below the Cart block; basket requests copy the shopper’s cart.
• My Account → Quotes. Money uses your shop’s currency and format, and e-mails go through the shop’s mailer in its e-mail template.
• Compatible with HPOS (custom order tables) and the Cart and Checkout blocks.

Quotations Pro

Everything above is free, with no limits. HULO Quotations Pro is a separate add-on from huloglobal.com that adds deposits with a separate balance payment, discount approval before quotes go out, quote templates, follow-up e-mail sequences, webhooks with Slack and Teams alerts, sales reports per member of staff with CSV export, a weekly e-mail report and, on WooCommerce shops, shop orders from accepted quotes.

External services

This plugin does not connect to any external service and sends no data to HULO Global or any third party. Everything happens on your own site:

• E-mail is sent by your site through wp_mail() (on a shop, through its mailer), so your own mail or SMTP setup applies: quotes, reminders, request acknowledgements and payment links to your customers, and new requests, responses and the optional “first opened” notice to you.
• Pay links are created by the HULO Payments plugin, if you install it, on your own site; it connects to the payment provider you set up there (see its own readme).
• PDFs are generated on your server; no conversion service is used.
• The quote page, the request form and the admin screens load only this plugin’s own files and WordPress’s bundled scripts.
• If you enter a logo URL in Settings, the quote page and e-mails show the image from the address you entered.