Tag: Quote Builder

  • CQPIM Venture Administration – Envato Add-On (Add-ons)

    CQPIM Venture Administration – Envato Add-On (Add-ons)

    CQPIM ENVATO ADD ON

    This is an add-on plugin for the core CQPIM Project Management Plugin.

    The CQPIM Envato Add-On allows Envato Authors to manage support tickets / tasks / development from buyers who have purchased any of their items. It uses the Envato API to check purchase codes & Support Entitlement, ensuring that the information is always up to date each time a support ticket is raised.

    QUICK LAUNCH

    1. Download and install CQPIM (2.8.5+)
    2. Download and install the CQPIM Envato Add On
    3. Navigate in the CQPIM Menu to “Envato Settings”
    4. Fill in your Envato API details, and add all items that you want to support through the system.
    5. That’s it, you’re ready to go

    HOW IT WORKS

    You’ll notice that after installing the Add On, there are new metaboxes in the clients and support tickets sections of CQPIM. There is also a new link on the login page that allows buyers to register with their purchase codes.

    Once a buyer registers, they will be able to log in to the CQPIM Client Dashboard and raise support tickets, request quotes for custom work etc.

    When a buyer raises a support ticket, they have to choose which product they are having issues with. When the product is chosen, their support entitlement is updated and displayed to them. You can choose whether or not members with expired support can continue to raise a ticket.

    Once the ticket is raised, you can see the most up to date support information in the ticket, so you’ll always know if the buyer is entitled to support.

    The buyer can also add multiple product codes if they have purchased multiple products from you, but each product code can only be registered on the system once.

    REQUIREMENTS

    PHP 5.3+
    Apache or Nginx
    Working WP-Cron
    cURL (Installed and Working)
    WordPress 4+
    CQPIM 2.8.5+

  • CQPIM WordPress Venture Administration Plugin (Utilities)

    CQPIM WordPress Venture Administration Plugin (Utilities)

    If you’re working on projects and run a WordPress site, then CQPIM can literally take all of the tools that you use and combine your processes into a single application.

    CQPIM is a fully featured WordPress Project Management Plugin, that allows you to manage Clients, Quotes, Projects, Invoices, Support Tickets & Teams quickly, efficiently and professionally.

    Keep your clients in the loop with the CQPIM Client Dashboard, where they can view and accept quotes, sign contract, view invoice status’, keep up to date on projects in real time and raise/manage support tickets.

    The backend features an easy to use quote builder, which allows you to create awesome quotes in minutes, and send them to your clients in a single click.

    Working with teams has never been easier. Simply create team members in the backend and you’re off. You can assign team members to projects, and the CQPIM Role/Permissions system ensures that they can only see/do exactly what you want them to. Or, of course, you can use the plugin as an individual.

    This is Project Management made simple, and is ideal for freelancers and small agencies who want to add a bit of simplicity to their client and team collaboration processes. Why use half a dozen different platforms when all you need is right here?