Rixden Quote Builder

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, landscapers, moving companies — any business where pricing depends on what the client actually wants.

Live Demo

Try the plugin yourself before installing — browse the menu, add items to a quote, and see exactly what your clients will experience.

com/quote-builder-demo

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.