描述

Quote Product Flow lets you build an interactive, multi-step product configurator on your WordPress site. Customers walk through phases, pick variations, and receive a detailed budget — all without leaving the page.

Features

Step-by-step wizard — guide users through configurable phases
Multiple selection per phase — allow checkbox-style multi-variation selection
Dynamic pricing — per-variation prices summed in real time
Custom input fields — attach a textarea to any variation (“Other / specify”)
Direct phase inputs — add text, textarea, or number inputs directly to a phase (no variations needed)
Question mode — convert a variation into a numeric/text question; answer feeds into dependencies
Dependencies — show or hide variations based on previous selections
Image preview — real-time visual preview of selected options
PDF budget generation — create and email a professional PDF budget
Email notifications — send configuration details to the client and admin
Support contact buttons — sticky phone and email buttons throughout the configurator
WhatsApp & email sharing — share the budget PDF link via WhatsApp or attach it to an email
Import / Export — CSV import and export of phases and variations
Recommended configurations — one-click auto-fill based on first-phase selection
Price visibility control — show or hide prices per user role
Custom colors, header, and footer — style the configurator to match your brand
Admin budget editor — manually create or edit budget lines in the enquiry post type
SVG support — upload SVG files as variation icons

Pro Features

Unlock additional power with Quote Product Flow Pro:

Role-based discounts — different prices and price visibility per WordPress user role
PDF branding — custom logo, header, footer, odd-row color, and total-row color in generated PDFs
Custom primary color — override the configurator accent color from the settings panel
Recommended configurations — define multiple recommendation sets with one-click auto-fill and dependency validation
Import / Export — CSV import and export of phases and variations, with dependencies and images preserved as slugs
Enquiries — budgets saved as a dedicated post type with a full line editor in admin
Admin budget editor — add or edit budget lines manually or from the variation catalog, supporting question, quantity, fixed price, and multiple-selection line types
Shareable configuration link — generate a URL that restores a specific configurator session
WhatsApp & email sharing — share the budget PDF link via WhatsApp or attach it to an email from the configurator
Support contact buttons — sticky phone and email buttons displayed throughout the configurator
Bulk price updater — update prices across all variations from a single admin screen
Custom admin notification emails — override the recipient address(es) per configurator
Priority support — direct access to the development team

屏幕截图

Configurator front-end — step-by-step phase selection

Variation editor — fields, pricing, dependencies — Configurator front-end — step-by-step phase selection

安装

Upload the quote-product-flow folder to /wp-content/plugins/ or install via Plugins > Add New.
Activate the plugin from the Plugins page.
Go to QuoteProduct in the admin menu to configure settings.
Add the shortcode [quote-product-flow] to any page to display the configurator.

常见问题

How do I add the configurator to a page?: Add the shortcode [quote-product-flow] to any page or post content.
Can users select more than one option per step?: Yes. Edit a phase and enable Allow Multiple Selections to let users check multiple variations.
How do I attach a free-text field to a variation?: Edit the variation and enable Show custom input field. A textarea will appear below all variations when that specific one is selected.
How do I add an input field directly to a phase?: Edit the phase and enable Show direct input field. Choose from Textarea, Text, or Number input types.
Does it support dependencies between variations?: Yes. In the variation editor, use the Depends of section to show a variation only when specific other variations are selected.
Where are budgets saved?: Budgets are saved as enquiry posts (Pro) and PDF files in /wp-content/uploads/quote-product-flow/.

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贡献者及开发者

「Quote Product Flow」是开源软件。以下人员对此插件做出了贡献。

帮助将「Quote Product Flow」翻译成简体中文。

对开发感兴趣吗?

您可以浏览代码，查看SVN仓库，或通过RSS订阅开发日志。

更新日志

2.0.0

Refactored: Major code refactor for improved performance, maintainability, and extensibility to publish in the WordPress plugin directory.
Performance: Preload variation posts, meta and taxonomy terms in batch before render loop, eliminating N+1 queries per variation (200+ plugin queries reduced to 3).
Fixed: PHP session lock released immediately after session_start() to prevent REST API timeouts.
Fixed: Safe access to wp_count_posts() result in is_multiple_products() to avoid stdClass::$publish notice.

1.5.2

Changed: WhatsApp share sends the budget PDF link; share-by-email attaches the PDF (filters pbc_share_email_pdf_*, qpfw_whatsapp_share_pdf_message).
Improved: Configurator choice cards — max 4 per row with consistent cell width; mobile 2 columns.
Improved: Step navigation — 6 steps per row on desktop, better text contrast; PDF row text color on colored backgrounds.
Improved: PDF — centered logo; financial summary hidden when prices are off or subtotal is zero; filter pbc_pdf_show_financial_summary.
Improved: Calculate step — no empty preview column when there is no product image; share buttons spacing.
Fixed: List padding in entry content for configurator pages.

1.5.1

Added: Full budget line editor in admin (enquiry) — add rows manually or from catalog.
Added: Support for question, quantity, fixed price, and multiple-selection line types when building budgets in admin.
Added: Classic editor for enquiry post type so budget metabox saves reliably.
Improved: Presupuestos show phase name and line type metadata consistent with frontend submissions.

1.5.0

Added: Custom input fields for variations — show textarea when specific variation is selected.
Added: Direct input fields for phases — show input directly without variations.
Added: Three input types for phases: Textarea, Text, and Number (with / increment buttons).
Added: Multiple selection support per phase with checkboxes.
Added: Real-time AJAX updates for multiple checkbox selections.
Added: Recommended configurations system with one-click auto-fill.
Added: Support contact buttons (phone and email) always visible in configurator.
Added: WhatsApp and email sharing of the budget.
Added: Variations count column in Phases admin list.
Added: Phase filter in Variations admin list.
Fixed: Form no longer auto-skips steps when direct input fields are present.
Fixed: Nonce validation issues in AJAX requests.
Improved: Modern button styling with flexbox layout and consistent ordering.

1.4.1

Fixed: PDF generation and email sending.
Fixed: Dependencies and phase handling.

1.4.0

Added: Hierarchical products (parent-child).
Added: Quantity selection per product.
Added: PDF saving and client data capture.
Added: Role-based price discounts.
Added: Price visibility toggle.
Removed: Template page option (use shortcode [quote-product-flow]).
Fixed: Dependencies and phase handling; image alpha/WebP.

1.3.1

Included internal libraries.

1.3.0

Option to print PDF.

1.2.0

Added subtitle option.
Fixed: email without VAT info and total.
Fixed: clean session on first step.

1.1.0

Coding standards pass.
Added option to show prices.
Save budgets in /uploads/pbc/.
Added options for header and footer.
Added image preview width option.
Added variation sections.
Bulk price updater.
Fixed: option with space not working.

1.0

First release.