GresQuote – Quote Automation

GresQuote is the WordPress plugin of the GresQuote quotation service (wpquotepro.nl). It automates your quotation process, from the request on your website to a calculated quotation, follow-up and acceptance.

A customer fills in the quote form you already have on your site. GresQuote calculates the price with your own products and pricing rules, creates a PDF quotation in your house style and emails it to the customer, usually within a minute. The customer can accept the quotation online through a link in that email. If it stays quiet, reminders go out automatically.

What you set up once

• Connect the form you already use: WPForms, Contact Form 7, Gravity Forms or Ninja Forms.
• Add your products and pricing rules: a fixed price, an amount per unit or per m², a surcharge or discount for a certain answer, a tiered discount, several VAT rates on one quotation.
• Or start from a ready-made template for your trade and only change the amounts. Free templates are available right away; more templates per trade are sold on wpquotepro.nl and then appear in the plugin.
• Add your logo, colour, company details and an opening line for the quotation.

What then happens by itself

• Every form submission becomes a calculated quotation with a quotation number and an expiry date.
• The PDF is stored on your own site and the email to your customer is sent from your own site.
• Your customer accepts or declines online, without an account. You both get a confirmation.
• Reminders go out after 7 and 14 days and shortly before the quotation expires.
• An overview in WordPress shows how many requests came in, how many quotations were sent and accepted, and their value.
• Optional: an accepted quotation becomes a customer and an invoice in e-Boekhouden.nl (Pro plan and up).

Language

The plugin follows the language of your site: English, with a Dutch translation included. In the settings you choose the language, currency (euro, pound or dollar) and country of your quotations; the VAT or sales tax rates you can pick on a pricing rule are the rates of your account. Templates in the library are filled in for that language, country and currency.

A service is required

The calculation, the PDF and the follow-up run on the GresQuote service. You need an account there. You can start a free trial from the plugin: 14 days and up to 25 quotations, without payment details. After that, plans start at €29 per month excluding VAT. See the prices. Without an account the plugin does not create quotations.

External services

This plugin connects to the GresQuote service at https://app.wpquotepro.nl, run by Gresnich Consulting B.V. in the Netherlands. The service calculates quotations, creates the PDF and handles reminders and online acceptance. Nothing is sent before you start a trial or connect an account in the plugin’s settings, with one exception: when you open the template library, the plugin fetches the list of available templates.

What is sent, and when:

• When you start a trial or connect an account: your company name and email address, the site name, the site URL and the admin URL, and a one-time proof that you control the site. This creates or links your account.
• When a visitor submits a connected form: the answers from that form, including the customer’s name, email address and any other details the form asks for, together with your API key and site URL. The service uses them to calculate the quotation and create the PDF. The PDF is then stored on your own site, and the service asks your site to email it to the customer.
• When your customer opens, accepts or declines a quotation through the link in the email: the quotation reference and the customer’s choice.
• To check your plan and usage: your API key and site URL, when you open the plugin’s settings, once a day, and at most every 5 minutes while your site is visited.
• When you open the template library or install a template: the list of templates is fetched for the language, country and currency of your quotations, and with an account also which template you installed.
• When you change settings that the service needs (company details, acceptance flow, accounting connection): those settings, with your API key.
• When an error occurs while the plugin talks to the service: the error, with your API key, site URL, plugin version, PHP version and WordPress version. This only happens once your site is connected.

When you connect accounting, the service also sends accepted quotations to e-Boekhouden.nl with the API token you enter: see the e-Boekhouden.nl website for their terms.

• Terms of service: https://www.wpquotepro.nl/algemene-voorwaarden/
• Privacy policy: https://www.wpquotepro.nl/privacy/