Quottum — Quotes & Client Approvals

Changelog

1.2.0

• Email notifications now work: get an email when a quote is sent, accepted, declined, or a client requests a revision. New Settings → Email notifications panel with a master switch, recipients, and per-event toggles. (This feature previously appeared in the docs but never actually sent.)
• Editable email message templates per event, with merge fields like {client_name}, {number}, and {amount} — plus a «Send test email» button under each template that previews it with sample data, sent to you (never your team list).
• New «Test connection» button on the Email (SMTP) panel — verifies your server, port, encryption, and credentials before you save, without sending an email. «Send test email» now shows its result inline instead of reloading the page.
• Appearance toggle: choose Light, Dark, or System (follows your OS) from the toolbar.
• Client profile: the Activity feed moved below the Account note with more room and pagination; the header Email button and the Engaged services card were removed.
• Send-quote dialog: recipients are now the client’s primary and secondary contacts (both pre-selected), with «send me a copy» as before.
• A «Lite» badge next to the logo shows which edition is running.
• The line-items column header now correctly reads «Name» (the description expands beneath each item).

1.1.0

• Reworked the quote line-item builder: add items by searching your library, or create a one-off custom item in a focused dialog. Click any item name or description to edit it inline.
• The line-item table no longer scrolls sideways — columns are sized to fit, and the item name and its description get room to read.
• Term length is now editable for every billing period, and shows as N/A for one-time engagements.
• «Equivalent MRR» is no longer shown for one-time quotes (they have no recurring value).
• New «About» page in the Quottum menu, with a link to quottum.io and a support contact.
• The «Declined» status now uses a distinct red instead of looking like an accepted quote.
• Accepting or declining a quote is the client’s decision via their secure link — the admin-side accept/decline shortcuts were removed.
• Dark-mode fix: the billing-period and other dropdowns now show their selected value clearly.
• Security hardening: executable/script file uploads are always rejected regardless of the configured allow-list; imported settings are sanitised on restore; and several input-handling and output-escaping paths were tightened.

1.0.1

• Removed all references to the discontinued «Quottum Pro» tier from the plugin description, dashboard upsell card, and accept-quote button.
• Cleaned up admin copy so it reflects the actual Lite feature set.

1.0.0

• First public release on WordPress.org.
• Quote builder with live preview, per-line discount, tax, and multi-currency.
• Reusable line-item library organised by editable categories and service groups.
• Tokenized client pages — accept, decline, or request a revision; feedback captured on the quote.
• Clean, downloadable quote PDF; renew an expired quote with a fresh link.
• Clients directory with company and contact details.

0.28.0

• New «Branding» settings tab: set your company name and contact details, and upload a logo by drag-and-drop. The logo appears on client quote/contract pages and PDFs.
• Client-facing logos now display on their own at their natural aspect ratio — square or wide/horizontal both work.
• Quotes now have a dedicated «Revision requested» status when a client asks for changes, with its own filter tab and status chip.
• Added an «Expired» filter tab to the Quotes list.
• Fixed the Settings «Save settings» button, which did not submit due to invalid nested-form markup.
• WordPress.org readiness: full internationalization, output escaping, and input-sanitization hardening.

0.27.0

• Editable lifecycle phases (add / rename / recolour / delete), with an optional «no phase» and a configurable default.
• Refined admin theme.

0.26.0

• Initial public release: quote builder, line-item library, client approval pages, quote PDF, and clients directory.