Send professional quotes from your WordPress site, get online approvals, and capture payment methods—all without adding another SaaS tool.
The IT Geeks Customer Quotes system is ideal for:
Items like:
Easy to set up in WordPress
Clean, customer‑friendly quote pages
Works with your existing workflows
Create the quote in WordPress
Add customer details, line items, tax, and terms inside your WordPress admin.
Send a secure quote link
The customer gets a branded email with a unique link to view their quote—no login required.
Customer reviews and approves online
They see the full scope of work, totals, and can approve or decline with a short form.
Capture their payment method
After approval, they choose how they want to pay (ACH, check, or online card payment if enabled).
You’re notified and can start work
You receive an email when a quote is approved or declined, so you can schedule the job or follow up.
Branded quote pages and emails that match your business, not a generic third‑party tool.
Make it easy for customers to say “yes” with clear pricing and one place to approve.
See statuses like Sent, Viewed, Approved, Paid, or Declined at a glance.
No extra logins or subscriptions—quotes live alongside your existing content and data.
If you’re a consultant, freelancer, or small business owner who starts work with “I’ll send you a quote,” this is built for you. Add Customer Quotes to your site and give clients a smooth, professional experience from estimate to approval.
No. Each quote uses a secure, unique link. Your customer just clicks the link in their email to see the quote.
You can support both. Out of the box, Customer Quotes lets clients choose offline methods like ACH or check. If you also enable the Stripe integration with the installed add-on, approved quotes can send customers straight into a secure Stripe checkout page to pay by card online or bank account.
Yes. The quote page uses your site’s branding—logo, colors, and company name—so it feels like a natural part of your website.
Absolutely. It’s designed for solo consultants and small teams, whether you send two quotes a month or twenty.
Yes. Customer Quotes runs inside your existing WordPress admin; you don’t need a separate account or new website.
It works well for consultants, web developers, designers, IT pros, marketing freelancers, and local service businesses that send project‑based quotes.
Each quote has its own link. You can resend a quote at any time so clients can refer back to it or approve it later.
The quote status updates to Approved, you get an email notification, and your client is prompted to choose a payment method if you’ve enabled that.
Yes. You can let clients choose offline methods like ACH or check so your team knows how they plan to pay.
Something isn’t Clear?
Feel free to contact us, and we will be more than happy to answer all of your questions.
