WP Proposals
WP Proposals
Description
WP Proposals lets you create stunning professional proposals that will help you and your sales team land dream deals.
NEW PLUGIN!
WP Proposals is a brand new plugin by WP Codeus. We’re excited to keep bringing you new features and a soon to be release pro-version which will include even more awesome features! Give it a try and let us know your thoughts!
Professional Online Proposals
WP Proposals revolutionizes your ability to create stunning online proposals directly from your WordPress dashboard. Giving you the competitive edge allowing your sales team to streamline the proposal and invoicing process all within your current WordPress install.
CUSTOMIZE TO MATCH YOUR BRAND AND STYLE
We know how important your companies brand and image is to you. That’s why when we built WP Proposals we made sure to give you the ability to completely brand and style your proposals to your needs.
Gone are the days of spending hours and hours in Photoshop or Indesign. WP Proposals allows any team member to add your own branding and content in minutes. Unlike other proposal software on the market, you no longer need to pay extra to add your own logo or domain.
MONITOR PROPOSAL VIEWS AND FOLLOW UP
Waiting to hear back after you send a proposal can be agony. WP Proposals allows you to keep track of how many times your client views your proposals, and most importantly notifies you when they have accepted it!
View counts are also a great way to determine when and if you should send a follow up email. Follow up emails are a great way to show your clients that you care and most important to not allow them to forget about you.
SEND AND RECIEVE PROPOSAL NOTIFICATIONS
WP Proposals allows you to send branded and templated emails to your client to view their proposal online. This is just another tool to give you and your business a competitive edge over your competition.
WP Proposals will also notify you when a proposal has been approved by whom, when, and for how much. Want your whole sales team to be notified? Not a problem there is an option for that too.
Installation
Using this plugin is very simple. All you have to do is:
- Upload the wp-proposals folder to the /wp-content/plugins/ directory
- Activate the plugin through the Plugins menu in WordPress
- Configure settings by going to WP Proposals and Settings
Screenshots

Proposal Cover Image and Introduction

Proposal Timeline Table

Proposal Investment Table and Approval Form

WP Proposals General Settings

WP Proposals Design Settings

WP Proposals Misc Settings

Send Proposal

Send Proposal Email Template

Approval Form Confirmation Message

Proposal Approved Email Template

WP Proposals Services Metabox

WP Proposals Pricing Metabox
Faq
In the case that you need help with WP Proposals, you can submit a support ticket on our support page. We will make sure to get back to you as soon as we possibly can. Most likely the same day during our business hours.
Not yet, we hope to work on that in the future.
Yes you can! WP proposals can be used by any page builder that supports custom post types. Please refer to your page builders online documentation for setup . Feel free to reach out to us for any other page builder suggestions.
Reviews
A bit confused... but hope for improvement
By tenserd on April 26, 2024
Ok, I thought I could give the manufacturers a new chance after a few years of production and tested the plugin in a fresh WordPress installation.
Unfortunately, you can't say that it comes across as particularly “professional”, because the most important requirements and features are still not available after years. Unfortunately, the plugin is not recommended for users from Germany, as the necessary data protection is not taken into account and the GDPR regulations have been disregarded (see "cons").
The plugin itself is quick to get up and running, but if you speak a different language, there was probably no one here in the community who had taken care of the individual phrases and you have to create your own translation using Loco-Translate. This is a bit surprising for such a production period - as of today there are only up to 6%, 2 languages started - Italian and German. I would like to do it myself, but since the version offered is simply too rudimentary and I don't use it any further… sorry guys/gals
After the installation I felt like I had installed the Divi-Builder because of the design and the colors. This is nothing negative, the settings interface looks very tidy and neat. Unfortunately, some things in the “Design” and “Misc” areas are too jumbled up for my taste and some of them don't seem to have any effect. In any case, you have to do something manually and here you can include CSS in a special field.
But let's take a look at the functions
Pros:
- Sending and receiving notifications
- Monitoring proposal views and tracking
- Offers look quite ok online
Cons:
- Not GDPR compliant - icons and fonts are loaded onto the page via CDN. I see no way to bypass this without direct intervention via code
- No editor for the description and content fields of the sections
- No possibility to save sections for later use (global / project-related)
- It is not possible to set markers for print sections, e.g. to force a page break.
- Prices cannot be adapted to specific countries - engl. $5,000.00 / ger. 5.000,00 €
- VAT is completely missing, so the plugin cannot be used at all for many countries (it should also be possible to set different taxes for individual price details)
- No possibility to give a discount on a pricing item
- No description possible for individual price points. Individual price details must be described in detail in some cases.
- It is not possible to create one or more additional complete price sections. From time to time there are additional prices which do not fit into the main section.
- No possibility to set prices as with different features:
- Fixed
- Recurring -> second dropdown: Per year, Per month, Per week, Per day, Per hour…
- Per -> second dropdown: Per item, Year, Month, Day, Hour, Cycle, Item, Person… and here also a QTY. option
- Digital signing not possible. This also makes it problematic. You should at least have a checkbox in the section for accepting the offer, which is clicked on by the offeree and possibly something like “I, the contractor, agree that by actively accepting the offer - here online, by entering my name and pressing the button - the offer is legally valid and binding.” -> Add another checkbox “I, the contractor, agree that by actively accepting the offer - here online, by entering my name and pressing the button - the offer is legally valid and binding”. -> Plus another checkbox “I have read the GTC and agree to them”.
- No possibility to make the customer information more detailed. Individual fields would be great here -> Company name, contact person, telephone, email, street & number, postcode/postbox number, town/city, country
- Customer information is not displayed in the header of the offer.
- Background image is missing on printout
- There is only one name field for accepting the offer, here it would be great if you could display the name of the acceptor directly next to the field (optional) and also add further signatories (also optional).
- When page-password set, its not automatically fill this in side the email message
Tipps:
- A change of design for the creation interface of offers would be great - table of content on the left side, so that you are led more quickly to the relevant sections and don't scroll through the wolf.
- Digital signing would really enhance the plugin. I know that certain requirements have to be met here and the whole thing has to be legally prepared, but there are now many sources of information and other tools that you can learn from - Approve me (which I use in parallel for my contracts)
- Take the “cons” to heart and then this plugin will certainly work for you in the future.
Final feedback:
I'm not sure what has been done here for 4 years and whether I'm the only person here who probably has slightly more demands, but for productive use for an honest business, the plugin is unfortunately still a long way off.
The Pro version has been advertised for some time now. Unfortunately, there is no more detailed information on the website.
Your website (main and product page) also lacks too much information for a professional agency.
- Name and that you are an LCC - OK - but no address details, which is unfortunately considered very bad business practice here in Europe if this is missing.
- No imprint and data protection notice, which also contains contact information
- No special information on the GDPR
- Detailed documentation is missing
If you are interested in your production and would also like to generate customers for the Pro version… please do it better. You can also write to me via PM if you have questions about individual points, would like to improve them and would like me to test them again.
Cheers, Dennis
Translation
By diegomaxim on December 12, 2023
Hello, I really liked the plugin. Congratulations to the developers.
Would it be possible for me to apply translation into other languages?
Great Plugin
By kabirfarhad on January 7, 2021
Seriously READ THIS
By benjamin007 on August 24, 2020
Awesome plugin
By w3ds on June 18, 2020
Perfect plugin fills that gap in the market
By ashb291286 on February 20, 2020
Looking Forward To Pro Version
By keywordguy on February 18, 2020
Excellent Plugin
By Elsa Soares (bemvestir) on February 5, 2020
Great Plugin Great Support
By humblehuman on December 14, 2019
Nice Plugin
By Amrod (amrod1) on October 31, 2019
Changelog
2.3
- Updated: Ready for WordPress 6.3
- Fix: View count only applies to proposal post type
2.2
- Updated: Ready for WordPress 5.5
- Fix: Password protection now hides all proposal elements.
- Fix: Modified jQuery.noConflict to help with optimization.
2.1
- Fix: Fix approval invoice URL redirection
2.0
- Fix: Error with WordPress 5.3.1 not saving repeater information
- Fix: Single Proposal meta data
1.9
- Modified: CSS for single proposal layout
1.8
- Modified: Removed function that removed the_content if no content was entered. More compatible with Elementor.
- New: Hide print proposal section option.
- New: Hide share proposal section option.
1.7
- Fix: Default currency value
- Fix: Share proposal element default background color
- New: Hide currency symbol option
1.6
- Fix: Email format conflict
1.5
- Fix: Send proposal email template punctuation
- Fix: Get plugin version conflict
- Fix: Delete WPP Default Options that was causing an error message
1.4
- Fix: Footer display issue.
1.3
- Fix: Email spelling error.
- New: Send Proposals to clients from backend.
- New: Added custom meta fields for Clients.
- New: Instructions and tips on how to use WP Proposals.
- New: Default styling for all themes for compatibility. Option to switch to theme default text styling in settings.
- New: Control what currency prices are listed on proposals.
- New: Share proposal with colleagues.
1.2
- Fix: Flush permalink misconfiguration.
- New: Hide footer by default option.
- New: UI Improvements.
1.1
- Fix: wp_kses triggering HTTP 500 error.
1.0
- Initial Release!