Plugin manual

Automatic Quotation adds an “Add to quote” button to your WooCommerce store: the customer builds a quote, receives it by email as a professional PDF and pays it in one click.

1 · Plugin installation

1. Download the plugin .zip from your panel (or from the welcome email).
2. In WordPress go to Plugins → Add New → Upload Plugin, upload the .zip and press Activate.
3. An Automatic Quotation menu appears in the WordPress admin. From there you generate the license (step 2) and configure the button.

Requirements: WordPress 6.0+, WooCommerce 7.0+ and PHP 8.0+. Works with any theme; the button inherits your store styles.

2 · Free license

You don’t need to buy anything to start: inside the plugin press “Generate free license” and within seconds you have an active license on the FREE plan (15 quotes per month with every feature).

✔ License generated

License:  7F3A-9K2M-4Q8X-1B6C   (XXXX-XXXX-XXXX-XXXX format)
Domain:   mystore.com
Plan:     FREE — 15 quotes/month
Status:   Active

Domain + IP lock: the license is tied to the domain and server IP that generated it (one license = one store). The plugin sends both on every operation and they must match. Local sites (localhost, private IPs) are never locked, so you can develop freely. If you migrate servers or domains, contact us and we will move it.

3 · Quote lifecycle

1. The customer presses “Add to quote” on the products they care about (without touching the cart).
2. They review their quote, enter their name and email, and submit it.
3. They instantly receive an email with the professional PDF attached (logo, itemized detail, terms and validity). You get a copy.
4. The email and the PDF carry a one-click payment link: opening it refills the WooCommerce cart with the quoted products and drops the customer straight into your checkout, with your existing payment methods.

Each submitted quote (email + generated PDF) consumes 1 of your monthly quota. Drafts the customer never submits don’t count.

4 · Plans & quota

• · FREE: 15 quotes per calendar month, with every feature (PDF, email, one-click payment, templates).
• · PRO (USD 29/mo or USD 290/yr — 2 months free): unlimited quotes and priority support.
• · The quota resets on the 1st of each month (UTC).
• · When the quota runs out, the plugin pauses new quotes until next month or until you upgrade to PRO from the panel.

GET https://api.automaticquotation.com/api/v1/plugin/validate
X-API-Key: 7F3A-9K2M-4Q8X-1B6C
X-Site-Url: https://mystore.com

→ {
  "valid": true,
  "plan": { "code": "FREE", "monthly_quota": 15, "unlimited": false },
  "usage": { "used": 6, "remaining": 9 },
  "binding": { "domain": "mystore.com" }
}

The counter is visible in the plugin itself and in the panel; the plugin warns you when few quotes remain for the month.

5 · Panel & quick access

In your panel you manage the license, browse the quote history, the quota counter, billing and the PDF templates.

Quick access: the “Open panel” button inside the plugin takes you to your panel already authenticated with the store license — no password retyping from the WordPress admin.

6 · PDF templates

The PDF is rendered server-side with Chromium (Gotenberg): typography and layout identical to the preview you see in the panel. From Panel → Settings you customize:

• · Your brand logo and colors.
• · Commercial terms copy and footer notes.
• · Quote validity days (printed expiration date).
• · Currency, taxes and number formatting to match your store.

Template changes apply to the next quotes; already-sent quotes are never altered.

7 · Render endpoints (technical reference)

The plugin uses these endpoints automatically; they are documented for advanced integrations. Authentication uses two mandatory headers on every request:

X-API-Key: 7F3A-9K2M-4Q8X-1B6C      # your license
X-Site-Url: https://mystore.com      # domain the license is locked to

POST /api/v1/plugin/render/pdf — substitutes the {placeholders} in your template and returns the PDF (application/pdf). The PDF and email of the same quote (same quotation_ref) consume only 1 of the monthly quota; preview: true never counts.

curl -X POST https://api.automaticquotation.com/api/v1/plugin/render/pdf \
  -H "X-API-Key: $LICENSE_KEY" \
  -H "X-Site-Url: https://mystore.com" \
  -H "Content-Type: application/json" \
  --output quote-1042.pdf \
  -d '{
    "template_html": "<h1>Quote {id}</h1><p>{name}</p>{products_table}<p>Total: {total}</p>",
    "data": {
      "id": "1042",
      "name": "Ana Rojas",
      "products_table": "<table>...</table>",
      "total": "$79.70"
    },
    "quotation_ref": "quote-1042"
  }'

POST /api/v1/plugin/render/email — same contract, returns { "html": "..." } for the quote email.

GET /api/v1/plugin/validate — plan, used quota and license status (see section 4). Does not consume quota.

Always call the API from your server, never from the browser: you would expose your license. On a 429 (quota exhausted) the body tells you when your quota resets.

8 · Legal notes

“WooCommerce” and “WordPress” are trademarks of their respective owners, mentioned solely to describe compatibility. Automatic Quotation is an independent product. Each license is tied to one domain and one server IP (one license = one store), and the service is provided as-is, within the quota and availability limits of the contracted plan. You can cancel the PRO plan anytime and fall back to FREE without losing your settings.