RedConic Quote Manager ProFeatures & Changelog

RedConic Quote Manager Pro v0.9.8

Release Date: November 10, 2026

Release Type: Feature Update, Improvements, Bug Fixes & Compatibility

Version 0.9.8 introduces major improvements to quotation management, customer workflows, WooCommerce integration, email notifications, PDF documents, page builder compatibility, and overall performance.

This release also introduces five optional advanced modules, improves quotation-to-checkout workflows, and provides a more streamlined WordPress administration experience.

1. New Advanced Features

Five optional advanced modules have been introduced, allowing store owners to enable additional functionality based on their business requirements.

- My Quotations: Customers can access their quotations and inquiry history through their account area.

- Cart to Inquiry: An optional workflow allows customers to turn selected WooCommerce cart products into an inquiry.

- Automatic Quotations: Introduces automated quotation preparation and configurable processing. Quotations requiring unresolved physical-product shipping or tax calculations remain subject to staff review.

- Advanced PDF Layout: Provides additional customization options for quotation document presentation.

- Quote Payment Gateway Selection: Adds options for controlling eligible WooCommerce payment gateways during quotation checkout.

All five advanced modules are optional and disabled by default, allowing existing stores to maintain their current workflows.

2. Quotation Management Improvements

Expanded the quotation management system to simplify administrative work and improve the handling of customer requests.

- Improved manual quotation creation and editing.

- Enhanced product search and product selection.

- Improved support for WooCommerce variable products and variations.

- Improved product quantity editing within quotations.

- Added more flexible quantity-unit selection.

- Enhanced individual quotation line-item discounts.

- Improved quotation calculations and item summaries.

- Enhanced quotation status handling.

- Improved quotation filtering, searching and pagination.

- Improved quotation detail screens and administrative controls.

- Enhanced quotation revision and customer response workflows.

- Improved handling of product information and stock availability.

- Improved quotation editing layouts with expandable sections.

- Improved the usability of draft and existing quotation screens.

3. Quote Orders & WooCommerce Checkout

Expanded the integration between accepted quotations and WooCommerce orders.

- Enhanced the customer quotation acceptance workflow.

- Improved conversion of accepted quotations into WooCommerce orders.

- Improved the customer redirect to the WooCommerce payment page.

- Expanded Quote Orders management and order tracking.

- Improved quotation and WooCommerce order status synchronization.

- Added improved activity timelines for quotation and order events.

- Enhanced filtering and management of quotation-related orders.

- Improved compatibility with WooCommerce High-Performance Order Storage (HPOS).

- Improved handling of existing orders to reduce duplicate order creation.

- Added additional checks around payment readiness.

- Improved WooCommerce stock verification during checkout.

- Added safeguards when stock-managing products are missing or unavailable.

- Improved compatibility handling for WooCommerce local pickup and checkout components.

The existing quotation acceptance and checkout conversion feature remains optional and configurable.

4. Premium Email Center

Expanded the email management system with more flexible notification customization and better control over quotation communication.

- Expanded premium HTML email template support.

- Added and improved quotation lifecycle email templates.

- Enhanced customer quotation acceptance notifications.

- Enhanced quotation decline notifications.

- Improved staff alerts for customer quotation decisions.

- Improved checkout-ready and order-related communication.

- Added improved payment reminder functionality.

- Enhanced individual email template enable/disable controls.

- Improved email subject and message customization.

- Improved company logo integration in branded emails.

- Enhanced editable company signatures.

- Improved desktop and mobile email previews.

- Improved test-email functionality.

- Enhanced email delivery history and retry visibility.

- Improved integration with existing WordPress and WooCommerce email workflows.

- Improved controls to avoid duplicate notifications.

- Added clearer handling for customized WooCommerce order emails.

WooCommerce's native order emails remain managed by WooCommerce. Disabling a RedConic customization overlay restores the standard WooCommerce email rather than disabling the underlying notification.

5. Email Logs Improvements & Fixes

Improved the reliability, navigation and error handling of the Email Logs system.

- Fixed navigation problems when opening Email Logs from Email Settings.

- Updated Email Logs links to use the correct WordPress administration route.

- Improved navigation between Email Settings and Email Logs.

- Fixed issues related to embedded settings-panel navigation.

- Improved error handling when email log database tables are missing or incomplete.

- Added administrator-controlled email log storage repair functionality.

- Improved handling of failed email log database queries.

- Improved the presentation of empty email log records.

- Enhanced filtering of logs associated with individual inquiries.

- Improved access to email delivery attempts and retry information.

- Reduced unnecessary email content loading in the log listing.

- Preserved existing email records during storage repair operations.

Email Logs location:

`/wp-admin/admin.php?page=rdci-inquiries&workspace=email-logs`

6. Customer Account & Quotation Portal

Expanded customer-facing quotation management functionality.

- Introduced the My Quotations advanced module.

- Improved access to previous quotations through customer accounts.

- Enhanced customer quotation detail views.

- Added improved quotation history navigation.

- Improved quotation reference searching.

- Enhanced PDF quotation access and downloads.

- Added repeat-inquiry functionality.

- Improved customer account quotation layouts.

- Enhanced mobile responsiveness.

- Improved customer-specific access controls for quotation information.

7. Page Builder Compatibility

Expanded compatibility with popular WordPress website builders.

- Introduced three native Gutenberg blocks.

- Introduced three native Elementor widgets.

- Introduced three native Bricks Builder elements.

- Improved Divi integration and compatibility handling.

- Improved shortcode integration for other supported page builders.

- Enhanced inquiry component rendering within builder layouts.

- Improved WooCommerce product-page integration.

- Improved compatibility with custom product templates.

- Improved support for product variations in inquiry workflows.

- Enhanced WooCommerce Cart Blocks integration.

- Improved handling of builder-specific scripts and styles.

- Improved responsive behavior of inquiry components.

Breakdance, Beaver Builder and Oxygen continue to use shortcode-based integration rather than dedicated native components.

8. PDF Designer & Quotation Documents

Enhanced quotation document customization and reliability.

- Introduced additional Advanced PDF Layout capabilities.

- Improved quotation PDF styling and presentation.

- Enhanced company branding in quotation documents.

- Improved handling of quotation items and totals.

- Improved document layout and content organization.

- Fixed PDF preview-related errors.

- Improved quotation PDF generation reliability.

- Enhanced PDF access from quotation details and customer accounts.

- Improved compatibility with existing quotation documents.

9. WordPress Admin UI/UX Improvements

Refined the plugin administration interface to improve navigation, readability and usability.

- Improved the All Inquiries management screen.

- Enhanced quotation list controls and pagination.

- Improved manual quotation product selection.

- Enhanced quotation editing layouts and expandable sections.

- Improved settings organization.

- Refined admin navigation and tab interactions.

- Improved the visual consistency of buttons, cards and form controls.

- Improved loading and error-state feedback.

- Enhanced desktop, tablet and mobile layouts.

- Improved Email Center navigation.

- Improved responsive behavior of admin forms.

- Improved the overall consistency of the RedConic administration interface.

RedConic Admin Banner

Added three new quick-access buttons to the existing branded administration banner:

- Support: Opens the official RedConic Support page.

- Help: Opens the plugin's WordPress Help Center.

- Suggestion: Opens the RedConic Support page for feedback and feature suggestions.

Support and Suggestion open in a new browser tab. Help opens within WordPress administration.

10. Automation & Notification Processing

Improved the reliability of automated quotation activities and scheduled notifications.

- Enhanced quotation automation processing.

- Improved notification queue handling.

- Improved scheduled payment reminder processing.

- Enhanced email retry management.

- Improved delivery event tracking.

- Improved notification processing safeguards.

- Added indexed notification-processing fields for better database organization.

- Improved compatibility with WordPress scheduled tasks.

- Enhanced handling of unresolved quotation totals during automated processing.

Automatic quotation sending continues to respect tax and shipping safety checks.

11. Security & Data Protection Improvements

Introduced additional reliability and protection improvements across sensitive workflows.

- Improved quotation checkout validation.

- Strengthened handling of unavailable or missing WooCommerce products.

- Improved safeguards against incorrect payment-readiness states.

- Enhanced customer quotation access controls.

- Improved administrator-only storage repair actions.

- Improved database query failure handling.

- Enhanced protection against duplicate order processing.

- Improved handling of quotation-related customer information.

- Preserved existing licensing and activation functionality.

- Improved diagnostic visibility for important plugin requirements.

12. Performance & Reliability

Improved several administrative and background-processing operations.

- Reduced unnecessary data loading in Email Logs.

- Improved indexed notification processing.

- Improved administrative query handling.

- Enhanced error handling for missing database structures.

- Improved compatibility safeguards for optional WooCommerce functionality.

- Reduced the distributed plugin package size compared with v0.9.7.

- Improved release readiness diagnostics.

- Enhanced handling of unexpected checkout and email-processing conditions.

13. Bug Fixes

Resolved or improved multiple issues reported during the v0.9.8 beta development cycle.

- Fixed Email Logs navigation problems.

- Fixed embedded Email Logs routing issues.

- Fixed PHP error conditions involving incomplete email log data.

- Fixed compatibility issues involving unavailable WooCommerce helper methods.

- Fixed an edge case involving missing stock-managing products.

- Corrected checkout readiness diagnostics when checkout conversion is disabled.

- Improved handling of quotation product-search problems.

- Improved quotation quantity editing behavior.

- Improved SMTP configuration and test-email workflows.

- Fixed PDF document preview issues.

- Improved notification processing and email delivery logging.

- Improved administrative navigation and settings interactions.

- Enhanced compatibility handling for WooCommerce checkout workflows.

14. Compatibility & Technical Updates

- Declared minimum WordPress version: 6.2.

- Declared minimum WooCommerce version: 7.0.

- Declared minimum PHP version: 7.4.

- Expanded Gutenberg, Elementor, Bricks and Divi integration.

- Improved WooCommerce HPOS compatibility.

- Enhanced WooCommerce Cart Blocks integration.

- Preserved existing plugin folder and technical identifiers for upgrades.

- Preserved existing quotation data, settings and licensing configuration.

- Updated database schema version from 0.8.1 to 0.8.2.

- Added notification-processing database fields and indexes.

- Updated internal release documentation and changelog files.

- Removed the beta suffix from the published v0.9.8 version.

15. Upgrade Information

Version 0.9.8 is designed to replace v0.9.7 and earlier supported installations without requiring users to uninstall the plugin.

- Existing inquiries and quotations are preserved.

- Existing plugin settings remain available.

- Existing license activation information is preserved.

- Existing email templates and configuration are retained.

- Existing customer quotation records remain available.

- New advanced modules are disabled by default.

- Database schema changes are handled through the plugin's upgrade process.

A full website and database backup is recommended before updating.

Important Notes

- Automatic quotations involving unresolved physical-product shipping or tax charges require staff review.

- Some page builders use shortcode integration instead of native widgets.

- Native WooCommerce order-email delivery remains controlled by WooCommerce.

- WooCommerce Blocks compatibility may vary with future WooCommerce releases.

- Store owners should verify checkout, payment gateways, email delivery and builder layouts after updating.

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RedConic Quote Manager Pro v0.9.8 delivers a more complete quotation management experience, with expanded customer features, WooCommerce integration, improved notifications, additional page builder support and a cleaner administration interface.

RedConic Quote Manager Pro – v0.9.7

Release notes and complete feature overview

01. Storefront inquiries and quote cart (10 features)

Single-product inquiry button — Add an inquiry action to individual WooCommerce product pages.

Product grid inquiry buttons — Show inquiry actions on shop, category, and archive pages.

Variable product selection — Show Select Options in product grids and enable the inquiry action after a valid variation is selected.

Add to Cart controls — Run inquiry actions alongside WooCommerce purchasing or replace Add to Cart where supported.

Placement controls — Position the inquiry action around native product controls and use the product’s quantity selector where available.

Multi-product inquiry cart — Let customers collect several products in one request.

Editable quantities — Adjust each cart line while keeping the correct product and variation attached.

Product-specific notes — Let customers add optional instructions to individual items.

Configurable side drawer — Set drawer position, width, colors, overlay, animation, and automatic opening.

Submission recovery — Keep the customer’s cart and form details available when submission fails.

02. Button design and page builders (10 features)

Menu inquiry icon — Add a cart shortcut to a supported WordPress menu location.

Floating inquiry shortcut — Place a configurable cart icon on the storefront.

Cart badge and visibility — Show item counts, control mobile visibility, and optionally hide the menu icon when the cart is empty.

Separate button designs — Style single-product, product-grid, and variable-product buttons individually.

Button layout controls — Configure width, alignment, spacing, typography, and corner radius.

Visual icon picker — Choose built-in icons or use a sanitized custom SVG where supported.

Global color palette — Set primary, secondary, light, and dark colors with text-contrast controls and per-button overrides.

Design previews and presets — Preview changes and save reusable button designs.

Native Divi button integration — Connect a Divi Button to the inquiry flow through the current product permalink and rdci-inquiry-link class.

Shortcodes and builder guides — Place inquiry buttons, cart triggers, and forms in supported layouts, with guides for Divi, Elementor, Bricks, Breakdance, Beaver Builder, Oxygen, and the WordPress Block Editor.

03. Form Builder and submissions (10 features)

Multiple inquiry forms — Create separate forms for different storefront needs.

Default form selection — Choose which published form opens from the inquiry drawer.

Drag-and-drop field ordering — Arrange fields in the order customers should complete them.

Field editing dialog — Edit field type, label, description, placeholder, and width in one place.

Required-field controls — Choose which supported fields require an answer while keeping the primary email field required.

Phone and date presets — Use built-in phone formats and native, day-first, or month-first date formats.

Conditional questions — Show, hide, clear, or make supported fields read-only based on other answers.

File upload fields — Accept attachments using configured file types and size limits.

Drafts, publishing, and revisions — Preview drafts, duplicate forms, and restore earlier revisions for review before publishing.

Submission confirmation — Customize the success heading and message, with an optional thank-you-page redirect.

04. Inquiry management (10 features)

Quote Manager dashboard — View recent activity, open work queues, and access quick controls.

WordPress Dashboard widget — Jump to new inquiries, work in progress, failed emails, or quotations awaiting customers.

Search and filters — Find inquiries by reference or customer details and narrow the list by status or date.

Consolidated inquiry records — Review products, variations, quantities, notes, form answers, and attachments together.

Customer detail editing — Correct contact details from the inquiry record.

Staff assignment — Assign inquiries to team members and update their status.

Internal notes — Record staff comments separately from customer communications.

Customer replies — Send a templated reply directly from the inquiry.

Bulk actions and CSV export — Work with selected records and export inquiry data using the available filters.

Activity history — Review recorded status changes, staff activity, and related workflow events.

05. Staff quotation workspace (10 features)

Quote from an inquiry — Turn a saved customer request into a priced quotation.

Create a standalone quote — Start a quotation without waiting for a storefront inquiry.

Catalog product search — Search WooCommerce products and select exact variations.

Customer selection — Choose an existing WooCommerce customer or enter guest contact details.

Custom products and services — Add physical or virtual quote items without creating catalog products.

Large staff-entered quantities — Quote bulk quantities and add unit labels, subject to applicable WooCommerce product restrictions.

Catalog price prefilling — Start from the selected product or variation price, including an active sale price.

Reviewed price refresh — Preview catalog price changes and preserve manually edited lines unless you choose to replace them.

Drafts and saved pricing revisions — Prepare quotes privately and preserve the exact amounts in each saved revision.

Duplicate Quote — Copy editable content into a new draft with its own reference.

06. Pricing, taxes, shipping, and documents (10 features)

Quotation currency — Choose a different currency and enter reviewed amounts in that currency.

Percentage line discounts — Apply a percentage discount to individual quote lines.

Fixed line discounts — Deduct a fixed amount once from the whole line.

Discount breakdown — Keep original prices, show savings and discounted totals, and add an optional discount reason.

Alternative tax scopes — Choose no tax, per-item tax, or tax on the product subtotal.

Fixed or percentage tax — Enter a fixed charge or rate for the selected tax scope.

Shipping and quote notes — Add an optional shipping charge and separate tax, shipping, or quotation notes.

Quotation PDF — Preview, print, or attach a PDF of the saved quotation revision.

Document branding — Customize logos, colors, rich headers and footers, alignment, layouts, and PDF page numbers.

Shared company profile and signature — Reuse business details and a rich email signature across supported communications.

07. Quote acceptance and WooCommerce checkout (10 features)

Customer email preview — Review the saved quotation email before sending it.

Explicit quote sending — Send a priced revision with a private review link and optional PDF attachment.

Copy Quote Link — Copy an existing valid customer review link from the quotation workspace.

Customer accept or decline — Let the customer record a decision through the private, unexpired review page.

Staff-recorded acceptance — Record acceptance received by phone, email, or another channel with supporting evidence.

Supersede an accepted quote — Revoke the prior offer and request fresh acceptance for revised pricing or terms.

One-order conversion — Convert an accepted revision into a linked unpaid WooCommerce order and guard against duplicate conversion.

Customer address confirmation — Collect or confirm billing and shipping details for the accepted quotation.

Staff approval before payment — Require review of tax and shipping before releasing an order for payment.

Native WooCommerce payment — Use WooCommerce order-pay with eligible gateways, display linked order status, and retry failed payments on the same eligible order.

08. Email and follow-up automation (10 features)

Inquiry notifications — Send admin notifications and customer confirmations through WordPress mail.

Workflow email templates — Configure staff assignment, status update, customer reply, and quotation messages.

Rich email editing — Customize subjects, headings, body content, and branded email layouts.

Dynamic email fields — Insert customer details, inquiry references, product lists, and form answers.

Email addressing controls — Configure recipients, CC, BCC, sender identity, and Reply-To.

Email preview and test send — Review sample output and send a saved template to a test address.

Optional plugin SMTP — Route RedConic messages through a configured SMTP server with encrypted credential storage.

Email logs and reviewed retries — Inspect transport results and retry eligible attempts using the saved message and recipients.

Unanswered-inquiry follow-up — Schedule one optional customer courtesy update after a configured delay.

Staff response alerts — Alert staff when an unanswered inquiry passes the configured response deadline.

09. Rules, integrations, and reporting (10 features)

Conditional quote rules — Target products, categories, tags, and customer audiences.

Independent rule actions — Control price display, purchase availability, and inquiry-button visibility.

Rule priority and testing — Order rules and simulate a product and audience before applying changes.

Global and per-product price visibility — Hide WooCommerce prices, add replacement text, and override visibility on individual products.

Product-based email routing — Send consolidated admin notifications to configured product recipients with a global fallback.

Spam protection choices — Configure Google reCAPTCHA v3, Cloudflare Turnstile, or hCaptcha.

Signed webhooks — Send selected inquiry, quote, and order events to a configured HTTPS endpoint with HMAC signatures.

Webhook testing and delivery logs — Test receivers, review delivery attempts, and retry eligible events. A configured receiver can relay events to Zapier.

WPML and Polylang support — Translate supported buttons, forms, email content, and quotation text.

Workflow reports — Track inquiry volume, response times, overdue requests, conversion rates, and quotation subtotals by currency.

10. Privacy, maintenance, and licensing (10 features)

Protected attachment storage — Store supported uploads privately and serve them through permission-checked download actions.

Personal data export and erasure — Integrate inquiry data with WordPress privacy tools.

Configurable retention — Set cleanup periods for inquiry records and email logs.

Settings backup and restore — Export and import supported plugin configuration as JSON.

Uninstall data policy — Preserve records by default, with a separate opt-in option for plugin data removal.

Searchable Help Center — Find built-in setup, builder, and troubleshooting guides from the Quote Manager sidebar.

Permission-protected REST API — List and read inquiries or update inquiry status through authenticated WordPress integrations.

Business Hub license management — Activate, verify, reconnect, or deactivate a website using encrypted installation credentials.

License status and expiry display — View activation usage, last verification, dated expiry, and Lifetime license when confirmed.

Release discovery and portal downloads — See newer published versions in WordPress and download eligible ZIPs from the RedConic customer portal for manual installation.

RedConic Quote Manager Pro – v0.9.5

Release notes and complete feature overview

01. Storefront inquiries and quote cart (10 features)

Single-product inquiry button — Add an inquiry action to individual WooCommerce product pages.

Product grid inquiry buttons — Show inquiry actions on shop, category, and archive pages.

Variable product selection — Show Select Options in product grids and enable the inquiry action after a valid variation is selected.

Add to Cart controls — Run inquiry actions alongside WooCommerce purchasing or replace Add to Cart where supported.

Placement controls — Position the inquiry action around native product controls and use the product’s quantity selector where available.

Multi-product inquiry cart — Let customers collect several products in one request.

Editable quantities — Adjust each cart line while keeping the correct product and variation attached.

Product-specific notes — Let customers add optional instructions to individual items.

Configurable side drawer — Set drawer position, width, colors, overlay, animation, and automatic opening.

Submission recovery — Keep the customer’s cart and form details available when submission fails.

02. Button design and page builders (10 features)

Menu inquiry icon — Add a cart shortcut to a supported WordPress menu location.

Floating inquiry shortcut — Place a configurable cart icon on the storefront.

Cart badge and visibility — Show item counts, control mobile visibility, and optionally hide the menu icon when the cart is empty.

Separate button designs — Style single-product, product-grid, and variable-product buttons individually.

Button layout controls — Configure width, alignment, spacing, typography, and corner radius.

Visual icon picker — Choose built-in icons or use a sanitized custom SVG where supported.

Global color palette — Set primary, secondary, light, and dark colors with text-contrast controls and per-button overrides.

Design previews and presets — Preview changes and save reusable button designs.

Native Divi button integration — Connect a Divi Button to the inquiry flow through the current product permalink and rdci-inquiry-link class.

Shortcodes and builder guides — Place inquiry buttons, cart triggers, and forms in supported layouts, with guides for Divi, Elementor, Bricks, Breakdance, Beaver Builder, Oxygen, and the WordPress Block Editor.

03. Form Builder and submissions (10 features)

Multiple inquiry forms — Create separate forms for different storefront needs.

Default form selection — Choose which published form opens from the inquiry drawer.

Drag-and-drop field ordering — Arrange fields in the order customers should complete them.

Field editing dialog — Edit field type, label, description, placeholder, and width in one place.

Required-field controls — Choose which supported fields require an answer while keeping the primary email field required.

Phone and date presets — Use built-in phone formats and native, day-first, or month-first date formats.

Conditional questions — Show, hide, clear, or make supported fields read-only based on other answers.

File upload fields — Accept attachments using configured file types and size limits.

Drafts, publishing, and revisions — Preview drafts, duplicate forms, and restore earlier revisions for review before publishing.

Submission confirmation — Customize the success heading and message, with an optional thank-you-page redirect.

04. Inquiry management (10 features)

Quote Manager dashboard — View recent activity, open work queues, and access quick controls.

WordPress Dashboard widget — Jump to new inquiries, work in progress, failed emails, or quotations awaiting customers.

Search and filters — Find inquiries by reference or customer details and narrow the list by status or date.

Consolidated inquiry records — Review products, variations, quantities, notes, form answers, and attachments together.

Customer detail editing — Correct contact details from the inquiry record.

Staff assignment — Assign inquiries to team members and update their status.

Internal notes — Record staff comments separately from customer communications.

Customer replies — Send a templated reply directly from the inquiry.

Bulk actions and CSV export — Work with selected records and export inquiry data using the available filters.

Activity history — Review recorded status changes, staff activity, and related workflow events.

05. Staff quotation workspace (10 features)

Quote from an inquiry — Turn a saved customer request into a priced quotation.

Create a standalone quote — Start a quotation without waiting for a storefront inquiry.

Catalog product search — Search WooCommerce products and select exact variations.

Customer selection — Choose an existing WooCommerce customer or enter guest contact details.

Custom products and services — Add physical or virtual quote items without creating catalog products.

Large staff-entered quantities — Quote bulk quantities and add unit labels, subject to applicable WooCommerce product restrictions.

Catalog price prefilling — Start from the selected product or variation price, including an active sale price.

Reviewed price refresh — Preview catalog price changes and preserve manually edited lines unless you choose to replace them.

Drafts and saved pricing revisions — Prepare quotes privately and preserve the exact amounts in each saved revision.

Duplicate Quote — Copy editable content into a new draft with its own reference.

06. Pricing, taxes, shipping, and documents (10 features)

Quotation currency — Choose a different currency and enter reviewed amounts in that currency.

Percentage line discounts — Apply a percentage discount to individual quote lines.

Fixed line discounts — Deduct a fixed amount once from the whole line.

Discount breakdown — Keep original prices, show savings and discounted totals, and add an optional discount reason.

Alternative tax scopes — Choose no tax, per-item tax, or tax on the product subtotal.

Fixed or percentage tax — Enter a fixed charge or rate for the selected tax scope.

Shipping and quote notes — Add an optional shipping charge and separate tax, shipping, or quotation notes.

Quotation PDF — Preview, print, or attach a PDF of the saved quotation revision.

Document branding — Customize logos, colors, rich headers and footers, alignment, layouts, and PDF page numbers.

Shared company profile and signature — Reuse business details and a rich email signature across supported communications.

07. Quote acceptance and WooCommerce checkout (10 features)

Customer email preview — Review the saved quotation email before sending it.

Explicit quote sending — Send a priced revision with a private review link and optional PDF attachment.

Copy Quote Link — Copy an existing valid customer review link from the quotation workspace.

Customer accept or decline — Let the customer record a decision through the private, unexpired review page.

Staff-recorded acceptance — Record acceptance received by phone, email, or another channel with supporting evidence.

Supersede an accepted quote — Revoke the prior offer and request fresh acceptance for revised pricing or terms.

One-order conversion — Convert an accepted revision into a linked unpaid WooCommerce order and guard against duplicate conversion.

Customer address confirmation — Collect or confirm billing and shipping details for the accepted quotation.

Staff approval before payment — Require review of tax and shipping before releasing an order for payment.

Native WooCommerce payment — Use WooCommerce order-pay with eligible gateways, display linked order status, and retry failed payments on the same eligible order.

08. Email and follow-up automation (10 features)

Inquiry notifications — Send admin notifications and customer confirmations through WordPress mail.

Workflow email templates — Configure staff assignment, status update, customer reply, and quotation messages.

Rich email editing — Customize subjects, headings, body content, and branded email layouts.

Dynamic email fields — Insert customer details, inquiry references, product lists, and form answers.

Email addressing controls — Configure recipients, CC, BCC, sender identity, and Reply-To.

Email preview and test send — Review sample output and send a saved template to a test address.

Optional plugin SMTP — Route RedConic messages through a configured SMTP server with encrypted credential storage.

Email logs and reviewed retries — Inspect transport results and retry eligible attempts using the saved message and recipients.

Unanswered-inquiry follow-up — Schedule one optional customer courtesy update after a configured delay.

Staff response alerts — Alert staff when an unanswered inquiry passes the configured response deadline.

09. Rules, integrations, and reporting (10 features)

Conditional quote rules — Target products, categories, tags, and customer audiences.

Independent rule actions — Control price display, purchase availability, and inquiry-button visibility.

Rule priority and testing — Order rules and simulate a product and audience before applying changes.

Global and per-product price visibility — Hide WooCommerce prices, add replacement text, and override visibility on individual products.

Product-based email routing — Send consolidated admin notifications to configured product recipients with a global fallback.

Spam protection choices — Configure Google reCAPTCHA v3, Cloudflare Turnstile, or hCaptcha.

Signed webhooks — Send selected inquiry, quote, and order events to a configured HTTPS endpoint with HMAC signatures.

Webhook testing and delivery logs — Test receivers, review delivery attempts, and retry eligible events. A configured receiver can relay events to Zapier.

WPML and Polylang support — Translate supported buttons, forms, email content, and quotation text.

Workflow reports — Track inquiry volume, response times, overdue requests, conversion rates, and quotation subtotals by currency.

10. Privacy, maintenance, and licensing (10 features)

Protected attachment storage — Store supported uploads privately and serve them through permission-checked download actions.

Personal data export and erasure — Integrate inquiry data with WordPress privacy tools.

Configurable retention — Set cleanup periods for inquiry records and email logs.

Settings backup and restore — Export and import supported plugin configuration as JSON.

Uninstall data policy — Preserve records by default, with a separate opt-in option for plugin data removal.

Searchable Help Center — Find built-in setup, builder, and troubleshooting guides from the Quote Manager sidebar.

Permission-protected REST API — List and read inquiries or update inquiry status through authenticated WordPress integrations.

Business Hub license management — Activate, verify, reconnect, or deactivate a website using encrypted installation credentials.

License status and expiry display — View activation usage, last verification, dated expiry, and Lifetime license when confirmed.

Release discovery and portal downloads — See newer published versions in WordPress and download eligible ZIPs from the RedConic customer portal for manual installation.