Quoteo – Invoice & CRM

Running a WooCommerce store and tired of entering order details into your invoicing software?

Quoteo connects your WordPress or WooCommerce site to your Quoteo account, helping you centralize customer information and generate invoices without re-entering order data.

Designed for freelancers, French auto-entrepreneurs and micro-businesses, Quoteo brings invoicing and customer management together.

Features

• Sync WooCommerce customers and orders to your Quoteo account.
• Automatically generate and send invoices from Quoteo.
• Keep your Quoteo customer database updated with synchronized customer details.
• Trigger a manual synchronization from the plugin settings.
• View synchronization logs directly in your WordPress dashboard.
• Track invoice synchronization and invoice references in the WooCommerce order list and order details.
• Synchronize individual orders or selected orders with per-order error reporting.
• Send an existing Quoteo invoice electronically from its WooCommerce order when electronic invoicing is activated in Quoteo.
• Open the Quoteo activation page from an explanatory dialog when electronic invoicing is not activated.
• Compatible with WooCommerce legacy order storage and High-Performance Order Storage (HPOS).

Getting started

1. Create a Quoteo account or sign in to your existing account.
2. Install and activate this plugin.
3. Enter your Quoteo API credentials in the plugin settings.
4. Enable WooCommerce synchronization and test an order.

Learn more about the WooCommerce integration

View Quoteo plans and pricing

Quoteo account and external service

This plugin requires a Quoteo account and connects your website to the external Quoteo invoicing and CRM service.

Quoteo offers a free plan and paid subscriptions. Visit the pricing page for current features and limits.

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:

• Customer name, company, email address and phone number.
• Billing and shipping addresses.
• Order reference, amount and payment status.
• Your WordPress site URL and plugin version for diagnostic purposes.

When data is sent

• When a WooCommerce order is placed through classic or Blocks checkout, if automatic order synchronization is enabled.
• When a user registers, if contact synchronization is enabled.
• When you trigger a manual synchronization from the plugin settings or WooCommerce orders.
• 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.

Consent and privacy

You are responsible for informing your users about these data transfers in your privacy policy.

The plugin does not track users or send data without explicit configuration or consent.

Privacy policy: 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 all data transfers. When uninstalled, local plugin settings are deleted. Invoice references and synchronization history stored on WooCommerce orders are retained.

License

This plugin is licensed under the GPLv2 or later.

1. Install the plugin from the WordPress Plugins screen or upload its ZIP file.
2. Activate the plugin.
3. Go to Settings → Quoteo Connector.
4. Enter your API credentials, available in your Quoteo account.
5. Enable WooCommerce synchronization.
6. Test an order and check the synchronization logs.

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1.1.0

• Added invoice synchronization status, references and actions to WooCommerce orders.
• Added synchronization of selected orders and individual retry actions.
• Added electronic invoice sending with account activation checks and an activation dialog.
• Added legacy order screen and HPOS support.
• Protected synchronization actions with permission and nonce checks.
• Added order locks, remote invoice checks and protection against uncertain electronic retransmissions.
• Fixed disabled order synchronization, customer registration callback and API error handling.
• Limited scripts to relevant admin screens and removed API credentials from JavaScript.
• Stopped writing customer payloads to public log files.
• Added French translations for order and electronic invoicing controls.

1.0.1

• Fixed manual synchronization.
• Fixed an undefined get_billing_email error.

1.0.0

• Added screenshots and visual assets.
• Initial release.