Quottum — Quotes & Client Approvals
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Build professional quotes in WordPress, send clients a branded approve / decline / revise link, and keep your client list in one place.
Quottum turns WordPress into the home for your sales quotes. Build an estimate from a reusable line-item library, send the client a secure link, and let them accept, decline, or request a revision — no account or login required for them.
Free features
- Quote builder — line items with quantity, unit price, description, and drag-to-reorder, with a live preview.
- Reusable line-item library — save services once and drop them into any quote, organised by editable categories and service groups.
- Client approval pages — a tokenized public quote page where clients accept, decline, or request a revision; feedback is captured on the quote.
- Quote PDF — a clean, downloadable quotation document.
- Clients directory — keep company and contact details alongside your quotes.
Quottum stores its data in its own relational tables (not custom post types) because quoting data is financial and reporting-heavy.
Quottum Pro (separate upgrade) adds contracts with TCV/MRR/ARR roll-ups, an automated renewal engine with reminders, coupons, webhooks and integrations, file attachments, a client portal, branded PDF themes, and white-label.