Khun Max
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Kiran
Other popular quote and invoicing plugins (for example Sliced) are able to integrate with Contact Form 7 so that a quote form can collect customer details and then automatically create a quote with that data.
To assist you with your tests, I have created a complex two column Get a Quote form on my beta site using CF7.
Please let me know if you are able to provide the code to integrate this form with your quotes add on.
Please also let me know if you require any further information.
Kind Regards
Max
This reply has been marked as private.Kiran
I have tested the latest versions and have the following suggestions for improvement:
1. The tick option for delete all data on uninstall is currently located under the Misc tab. It would better if it was located under the General tab.
2. The Due Date setting is currently located under the Email subtab. It would also be better located under the General tab
3. The wording currently used in the quote email(and view link/button) is very poor. I suggest the following to simplify and improve it:
———————————
Subject Line content: [Blog name] [Quote number] [Date]Hello [First Name]
We have completed your quote. You can view it online and accept or decline it by clicking on the link below:
[View Quote to Accept or Decline]
The details of your quote are as follows:
———————————-
4. In the first table of the quote details in the email there is the Quote Number field. This field is empty (i.e. the quote number is missing) when I generated a test quote/email.
Let me know if you need any further information regarding these issues.
I am currently testing the PayPal functionality and will post another report shortly.
Kind Regards
Max
Kiran
Thanks for your reply.
Having worked with Stiofan last night the quotations are now sending.
You can manage this text via translation. You can translate that text by using plugin .po file.
Editing a file to achieve a translation is not a very robust solution as it will be deleted upon updating the plugin. A better solution would be to add a “review and accepted or decline online” link/button in the html of the quote email, or provide a field in your plugin settings to enable user editing. Does the Notes section at the bottom of your quote form accept html or just plain text?
Have you made any progess on changing the paypal landing page. Most other plugins I use for payment via paypal take the user to the PAYPAL GUEST CHECKOUT page where they are simply asked for their credit card details to avoid confusion. See for example PayPal Shopping Cart by Scott Patterson.
Kind Regards
Max
Some more issues:
1. The quote email is confusing. Is there any way to edit the wording: Hi There, Your recent quote…
An online version is linked to the quote number, but that is not very obvious as there is no wording to that effect. Why does the quote email have to include the actual details of the quote. Why does it not just say: We have provided you with our quote. Here is the link to view it online where you will be able to accept it or decline it.2. In my test site the plugin adds checkout link (and other pages as sublinks)into the primary menu. Even if I go into appearance>menu and delete these links from the menu they reappear after saving.
Kind Regards
Max
Stiofan
Can I have the links to download your updated beta so I can test it.
Another issue: Your plugin now has the delete data on uninstall option but even if checked the orphaned data from the quote addon is not removed.
Kind Regards
Max
Stiofan
I have installed a plugin on the test site which I am currently using in my new development (Auto Login New User After Registration) It serves to streamline the login process by allowing a user to enter their password upon registration (thereby by passing the email verification process).
However, when running alongside your plugin there are the following issues.
1. When creating a new quote, with a new user, upon saving (with save on send selected) you (as the admin) are logged out of the site and the logged back in as the new customer.
2. The quote fails to be saved or to send.
3. A user account is created for the new customer but there is no password.Kind Regards
Max
Stiofan
The quote email is now sending out.
1. I have reviewed the sent invoice in the fake customer accounts. There does not appear to be any link in the invoice to accept or decline it. Am I missing something.
Kind Regards
Max
Stiofan.
Naming fixed.
I note that when you activate the plugin you are jumped straight to the settings page. That needs fixing as well.
Let me know what else you need.
Kind Regards
Max
This reply has been marked as private.I have posted an updated report here:
https://wordpress.org/support/topic/quotes-add-on-not-sending-email/#post-9490718
All previously reported bugs are not resolved.
Kind Regards
Max
Kiran
I have extensively tested your new beta versions of the plugin and addon.
The quote related bugs are not fixed and still exactly the same as before.
My report is here:
https://wordpress.org/support/topic/quotes-add-on-not-sending-email/#post-9486559
Kind Regards
Max
Kiran (and Paolo)
I have just posted another lengthy report here:
https://wordpress.org/support/topic/quotes-add-on-not-sending-email/#post-9481397
Kind Regards
Max
Kiran
Thanks for your reply.
I have just posted an update here:
https://wordpress.org/support/topic/quotes-add-on-not-sending-email/#post-9480052
1. Please let me know how we can move forward to resolve the bugs.
2. Please let me know where I can find the residual data left by your plugin (and its addon) upon uninstall so that I can go in and delete it manually.Kind Regards
Max
Sorry not able to provide you with access to the back end due to non disclosure agreement.
Two screens shots attached.
I can confirm that:
1. No problems sending emails from the site. Invoices are sent fine by your invoicing plugin. But not the quote plugin.
2. It is not due to plugin conflict. Bug remains even if I deactivate all other plugins accept for your invoicing and your quote plugins.
3. I have just found another bug. After trying so create and send a new quote. I received a ADMIN BCC copy of an INVOICE sent to the client (not a quote).
Let me know if you need any additiional information.
Kind Regards
Max
