Rixden Quote Builder is a visual quote request system for any WordPress site selling services, products, or both. Clients browse your catalogue with beautiful cards, add items to their quote, and submit a detailed request — all without leaving your page. No more generic contact forms or «request a quote» links that go nowhere.
Built for trades, agencies, caterers, consultants, event planners, rental businesses, studios, fitness coaches, cleaning services, beauty salons, photographers — any business where pricing depends on what the client actually wants.
Mobile Front-end Video Demo
https://youtube.com/shorts/VQ1AKXzMn3k
How it works
- Add categories for your offerings (e.g. Services, Packages, Products)
- Add items to each category with title, description, price, unit label, and image
- Optional: enable a flat delivery fee and set a free-delivery threshold in Settings
- Paste the
[rixden_quote_builder]shortcode onto any page - Clients browse, tap to add items with a quantity, and submit their quote
- You receive a notification email; the client receives a confirmation
Features
- Visual, Uber Eats style product browsing
- Unlimited categories and products
- Horizontal category filter pills with drag-to-scroll and fade edges
- Grid view and list view toggle on desktop and tablet
- Two-column grid on mobile for compact browsing
- Product detail modal with image, description, and quantity selector
- Floating quote summary panel (sticky on desktop, slide-up drawer on mobile)
- Live count badges on cards showing what’s in the quote
- Quote persists across accidental page refresh (cleared when tab closes)
- Optional flat delivery fee with configurable label (Delivery Fee, Shipping, Service Fee, etc.)
- Free delivery threshold — fee is automatically waived when quote subtotal reaches a configurable amount
- Product sorting by price or name
- Quote request form with name, email, phone, and notes
- Spam protection via honeypot
- HTML confirmation email to the client, branded with your accent colour
- HTML notification email to admin with full quote breakdown
- Admin dashboard with Dashboard, Categories, Products, Quote Requests, and Settings tabs
- Admin product search and category filter
- Quote status management — New, Reviewing, Quote Sent, Closed
- Mobile hamburger navigation in admin
- Fully responsive across desktop, tablet, and mobile
- Inherits your theme’s font family
- Customisable accent colour, currency symbol, page title, and thank you message
- Built-in support and documentation tab
- WordPress.org compliant — no tracking, no third-party scripts, no data collection
Shortcodes
[rixden_quote_builder]— full shortcode[rixden_qb]— short alias with identical behaviour
Pro Version
Rixden Quote Builder Pro adds the complete quote-to-paid workflow on top of the free plugin:
- Send official branded PDF quotes directly from your dashboard
- Clients accept or decline via a secure hosted link — no login required
- Auto-generated invoices when you mark a quote as paid
- Edit quotes — adjust line items, prices, add discounts and markups
- Discount and markup lines (fixed or percentage) on quotes, PDFs, and emails
- Quote and invoice reference numbers (Q-2026-0001 / INV-2026-0001 format)
- Quote request reference numbers (QR-2026-0001) generated on submission
- Configurable quote expiry dates with automatic expiry notification email
- Two automated follow-up reminder emails with customisable timing and templates
- Customisable email templates for every client touchpoint with merge tags
- Email branding — logo, custom footer, full colour theming
- Full business profile on PDFs — address, VAT number, company registration
- Tax support — VAT, GST, Sales Tax, or any custom label and rate
- Payment URL (Stripe, PayPal, etc.) or written bank transfer instructions per quote
- Adaptive post-acceptance messaging based on your payment configuration
- Per-quote payment URL override for exact-amount payment links
- Internal admin notes per quote (not visible to clients)
- Min and max quantity limits per product (enforced on the frontend)
- Sent Quotes dashboard with clickable status filter cards
- Invoice dashboard with revenue stat cards — Total, This Year, This Month, Last 30 Days
- Create and send custom quotes directly from your admin dashboard
- Seamless upgrade from free — all data preserved automatically
- Priority email support
External Services
This plugin does not connect to or rely on any third-party or external services. All data is stored locally in your WordPress database. No data is transmitted to external servers.
