Beschrijving
Quoteo – Invoice & CRM
Beschrijving
Quoteo – Invoice & CRM ** allows you to link your WordPress or WooCommerce store with **Quoteo, a SaaS platform for invoicing and CRM management (https://www.quoteo.fr).
With this plugin, you can:
– Sync WooCommerce customers and orders to your Quoteo account.
– Generate and send invoices automatically from Quoteo.
– Keep your customer database up to date between both platforms.
– View synchronization logs directly from your WordPress admin.
Important: This plugin connects to an external service (Quoteo).
Quoteo is operated by Digitalworks, an independent company based in France.
This plugin is not affiliated with Automattic or WooCommerce.
Data sent to Quoteo
Depending on your configuration, the plugin may send the following data to Quoteo:
– Customer name, company, email, phone
– Billing and shipping address
– Order reference, amount, and payment status
– Your WordPress site URL and plugin version (diagnostic only)
When data is sent
- When a WooCommerce order is created or updated
- When a customer registers or updates their profile
- When you trigger a manual sync from the plugin settings
Consent and privacy
You are responsible for informing your users about this data transfer in your privacy policy.
The plugin does not track users or send data without explicit configuration or consent.
Privacy policy of Quoteo: https://www.quoteo.fr/politique-de-confidentialite
Terms of service: https://www.quoteo.fr/conditions-generales
Privacy
This plugin connects to the external service Quoteo to send order and customer data.
No data is collected by Digitalworks beyond what is required for synchronization.
When deactivated, the plugin stops any data transfer. When uninstalled, all local settings are deleted.
License
This plugin is licensed under the GPLv2 or later.
Schermafbeeldingen
screenshot-1.jpg
screenshot-2.jpg
screenshot-3.jpg
Installatie
- Upload the plugin files to the
/wp-content/plugins/digitalworks-quoteo-connectordirectory, or install directly from the WordPress plugins screen. - Activate the plugin through the ‘Plugins’ menu.
- Go to Settings Quoteo Connector and enter your API credentials (found in your Quoteo account).
- Optionally enable WooCommerce synchronization and test an order.
FAQ
Do I need a Quoteo account?
Yes. You need a Quoteo account to connect and use the plugin.
Is Quoteo free?
Quoteo offers a free plan with basic invoicing and CRM features. Some advanced options require a paid subscription.
Does this plugin track my users?
No. It only sends data that you configure and with user consent.
Can I disable the synchronization?
Yes. You can disable the sync at any time in the plugin settings or by deactivating the plugin.
Where can I get support?
Visit https://www.quoteo.fr or contact support@quoteo.fr.
Beoordelingen
Er zijn geen beoordelingen voor deze plugin.
Bijdragers & ontwikkelaars
“Quoteo – Invoice & CRM” is open source software. De volgende personen hebben bijgedragen aan deze plugin.
Bijdragers
Vertaal “Quoteo – Invoice & CRM” in je eigen taal.
Interesse in ontwikkeling?
Bekijk de code, haal de SVN repository op, of abonneer je op het ontwikkellog via RSS.
Changelog
1.0.1
- Fix manually sync
- Fix get_billing_email undefined
1.0.0
- Add Screenshot and assets
- Initial release
