{"id":255911,"date":"2025-10-23T15:47:27","date_gmt":"2025-10-23T15:47:27","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/quoteo-invoice-crm\/"},"modified":"2026-09-14T08:37:24","modified_gmt":"2026-09-14T08:37:24","slug":"quoteo-invoice-crm","status":"publish","type":"plugin","link":"https:\/\/ko.wordpress.org\/plugins\/quoteo-invoice-crm\/","author":23380859,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.1.0","stable_tag":"1.1.0","tested":"7.1.1","requires":"5.3","requires_php":"7.4","requires_plugins":null,"header_name":"Quoteo - Invoice & CRM","header_author":"Quoteo","header_description":"Sync your WooCommerce orders and customers with Quoteo CRM.","assets_banners_color":"ffde59","last_updated":"2026-09-14 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a WooCommerce store and tired of entering order details into your invoicing software?<\/p>\n\n<p><strong>Quoteo connects your WordPress or WooCommerce site to your Quoteo account<\/strong>, helping you centralize customer information and generate invoices without re-entering order data.<\/p>\n\n<p>Designed for freelancers, French auto-entrepreneurs and micro-businesses, Quoteo brings invoicing and customer management together.<\/p>\n\n<h4>Features<\/h4>\n\n<ul>\n<li>Sync WooCommerce customers and orders to your Quoteo account.<\/li>\n<li>Automatically generate and send invoices from Quoteo.<\/li>\n<li>Keep your Quoteo customer database updated with synchronized customer details.<\/li>\n<li>Trigger a manual synchronization from the plugin settings.<\/li>\n<li>View synchronization logs directly in your WordPress dashboard.<\/li>\n<li>Track invoice synchronization and invoice references in the WooCommerce order list and order details.<\/li>\n<li>Synchronize individual orders or selected orders with per-order error reporting.<\/li>\n<li>Send an existing Quoteo invoice electronically from its WooCommerce order when electronic invoicing is activated in Quoteo.<\/li>\n<li>Open the Quoteo activation page from an explanatory dialog when electronic invoicing is not activated.<\/li>\n<li>Compatible with WooCommerce legacy order storage and High-Performance Order Storage (HPOS).<\/li>\n<\/ul>\n\n<h4>Getting started<\/h4>\n\n<ol>\n<li>Create a Quoteo account or sign in to your existing account.<\/li>\n<li>Install and activate this plugin.<\/li>\n<li>Enter your Quoteo API credentials in the plugin settings.<\/li>\n<li>Enable WooCommerce synchronization and test an order.<\/li>\n<\/ol>\n\n<p><a href=\"https:\/\/www.quoteo.fr\/features\/extension-wordpress-woocommerce\/\">Learn more about the WooCommerce integration<\/a><\/p>\n\n<p><a href=\"https:\/\/www.quoteo.fr\/pricing\/\">View Quoteo plans and pricing<\/a><\/p>\n\n<h4>Quoteo account and external service<\/h4>\n\n<p>This plugin requires a <strong>Quoteo account<\/strong> and connects your website to the external Quoteo invoicing and CRM service.<\/p>\n\n<p>Quoteo offers a free plan and paid subscriptions. Visit the pricing page for current features and limits.<\/p>\n\n<p>Quoteo is operated by <strong>Digitalworks<\/strong>, an independent company based in France.<\/p>\n\n<p>This plugin is not affiliated with Automattic or WooCommerce.<\/p>\n\n<h4>Data sent to Quoteo<\/h4>\n\n<p>Depending on your configuration, the plugin may send:<\/p>\n\n<ul>\n<li>Customer name, company, email address and phone number.<\/li>\n<li>Billing and shipping addresses.<\/li>\n<li>Order reference, amount and payment status.<\/li>\n<li>Your WordPress site URL and plugin version for diagnostic purposes.<\/li>\n<\/ul>\n\n<h4>When data is sent<\/h4>\n\n<ul>\n<li>When a WooCommerce order is placed through classic or Blocks checkout, if automatic order synchronization is enabled.<\/li>\n<li>When a user registers, if contact synchronization is enabled.<\/li>\n<li>When you trigger a manual synchronization from the plugin settings or WooCommerce orders.<\/li>\n<li>When you click Send electronically, the plugin checks account availability and sends the linked Quoteo invoice ID to Quoteo. Quoteo handles electronic transmission through its Pennylane integration.<\/li>\n<\/ul>\n\n<h4>Consent and privacy<\/h4>\n\n<p>You are responsible for informing your users about these data transfers in your privacy policy.<\/p>\n\n<p>The plugin does not track users or send data without explicit configuration or consent.<\/p>\n\n<p>Privacy policy: https:\/\/www.quoteo.fr\/politique-de-confidentialite<\/p>\n\n<p>Terms of service: https:\/\/www.quoteo.fr\/conditions-generales<\/p>\n\n<h3>Privacy<\/h3>\n\n<p>This plugin connects to the external service <strong>Quoteo<\/strong> to send order and customer data.<\/p>\n\n<p>No data is collected by Digitalworks beyond what is required for synchronization.<\/p>\n\n<p>When deactivated, the plugin stops all data transfers. When uninstalled, local plugin settings are deleted. Invoice references and synchronization history stored on WooCommerce orders are retained.<\/p>\n\n<h3>License<\/h3>\n\n<p>This plugin is licensed under the GPLv2 or later.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Install the plugin from the WordPress Plugins screen or upload its ZIP file.<\/li>\n<li>Activate the plugin.<\/li>\n<li>Go to <strong>Settings \u2192 Quoteo Connector<\/strong>.<\/li>\n<li>Enter your API credentials, available in your Quoteo account.<\/li>\n<li>Enable WooCommerce synchronization.<\/li>\n<li>Test an order and check the synchronization logs.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"do%20i%20need%20a%20quoteo%20account%3F\"><h3>Do I need a Quoteo account?<\/h3><\/dt>\n<dd><p>Yes. A Quoteo account is required to connect your website and use the invoicing service.<\/p><\/dd>\n<dt id=\"does%20this%20plugin%20generate%20invoices%20independently%3F\"><h3>Does this plugin generate invoices independently?<\/h3><\/dt>\n<dd><p>No. The plugin connects WordPress or WooCommerce to Quoteo. Invoice generation and sending are handled by Quoteo.<\/p><\/dd>\n<dt id=\"does%20quoteo%20offer%20a%20free%20plan%3F\"><h3>Does Quoteo offer a free plan?<\/h3><\/dt>\n<dd><p>Yes. Quoteo offers a free plan and paid subscriptions. Visit https:\/\/www.quoteo.fr\/pricing\/ for current features and usage limits.<\/p><\/dd>\n<dt id=\"which%20woocommerce%20data%20is%20synchronized%3F\"><h3>Which WooCommerce data is synchronized?<\/h3><\/dt>\n<dd><p>Depending on your configuration, the plugin sends customer and order information, including contact details, addresses, order references, amounts and payment statuses.<\/p><\/dd>\n<dt id=\"can%20i%20synchronize%20data%20manually%3F\"><h3>Can I synchronize data manually?<\/h3><\/dt>\n<dd><p>Yes. You can trigger a manual synchronization from the plugin settings and view synchronization logs in your WordPress dashboard.<\/p><\/dd>\n<dt id=\"does%20this%20plugin%20track%20my%20users%3F\"><h3>Does this plugin track my users?<\/h3><\/dt>\n<dd><p>No. It only sends the data you configure, with user consent.<\/p><\/dd>\n<dt id=\"can%20i%20disable%20synchronization%3F\"><h3>Can I disable synchronization?<\/h3><\/dt>\n<dd><p>Yes. Disable synchronization in the plugin settings or deactivate the plugin.<\/p><\/dd>\n<dt id=\"where%20can%20i%20get%20support%3F\"><h3>Where can I get support?<\/h3><\/dt>\n<dd><p>Visit https:\/\/www.quoteo.fr or contact support@quoteo.fr.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.1.0<\/h4>\n\n<ul>\n<li>Added invoice synchronization status, references and actions to WooCommerce orders.<\/li>\n<li>Added synchronization of selected orders and individual retry actions.<\/li>\n<li>Added electronic invoice sending with account activation checks and an activation dialog.<\/li>\n<li>Added legacy order screen and HPOS support.<\/li>\n<li>Protected synchronization actions with permission and nonce checks.<\/li>\n<li>Added order locks, remote invoice checks and protection against uncertain electronic retransmissions.<\/li>\n<li>Fixed disabled order synchronization, customer registration callback and API error handling.<\/li>\n<li>Limited scripts to relevant admin screens and removed API credentials from JavaScript.<\/li>\n<li>Stopped writing customer payloads to public log files.<\/li>\n<li>Added French translations for order and electronic invoicing controls.<\/li>\n<\/ul>\n\n<h4>1.0.1<\/h4>\n\n<ul>\n<li>Fixed manual synchronization.<\/li>\n<li>Fixed an undefined get_billing_email error.<\/li>\n<\/ul>\n\n<h4>1.0.0<\/h4>\n\n<ul>\n<li>Added screenshots and visual assets.<\/li>\n<li>Initial release.<\/li>\n<\/ul>","raw_excerpt":"Sync WooCommerce orders and customers with Quoteo to automatically generate and send invoices from your Quoteo account.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/255911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=255911"}],"author":[{"embeddable":true,"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/maxdigitalworks"}],"wp:attachment":[{"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=255911"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=255911"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=255911"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=255911"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=255911"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/ko.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=255911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}