Put your catalogue and your quoting engine inside your WordPress site. The customer chooses, configures and sees the price straight away; the quote lands in CotizaPrint. It takes about 15 minutes to install and there is nothing to program.
The journey in one picture
What it is
A WordPress plugin that you install on your website and that shows your CotizaPrint catalogue with real prices. It does not duplicate data: every price is asked of CotizaPrint on the spot.
What it is for
- Letting your customers quote on their own, at any hour, without ringing you.
- Getting the quote into CotizaPrint already built, with its customer and its lines.
- Saving you from typing in by hand what the customer has already written on the website.
What you need before you start
| You need | Where to get it |
|---|---|
| The WordPress module switched on | Settings → Integration. If it says Deactivated, press Request information. |
| The API KEY | Same window, under Installation details. |
| The plugin ZIP | The Download ZIP button in that window. |
| Administrator access to your WordPress | Your website. |
| Products published in your catalogue | The Products screen in CotizaPrint. |
Step 1 · Install the plugin
- In CotizaPrint, go to Settings → Integration and press WordPress.
- Press Download ZIP. Do not unzip it.
- Log in to your WordPress as an administrator.
- Go to Plugins → Add new → Upload plugin.
- Choose the ZIP and press Install now.
- Press Activate plugin.
Once it is active, Cotizador CotizaPrint appears in the WordPress side menu.
To update to a new version: download the ZIP again and repeat the same steps. WordPress will ask whether you want to replace the plugin: accept. Your settings are kept.
Step 2 · Connect to CotizaPrint
- In WordPress, go to Cotizador CotizaPrint (side menu).
- On the Connection tab, paste the API KEY you copied.
- Press Save changes.
- Press Test connection (at the top, in the status band).
If all is well you will see Connected in green and, underneath, how many products and categories it finds. If it says No connection, the message tells you what is wrong.
Careful: the API KEY is pasted in full, including the number and the underscore at the start (12_aBcDeF…). Without that part, CotizaPrint does not know which organisation the key belongs to.
Step 3 · Create the pages
The quoting engine is made up of several screens. Each one is a WordPress page with a shortcode inside it: a short tag in square brackets that the plugin replaces with the real screen.
You need three pages as a minimum:
| Page | Shortcode that goes inside | What for |
|---|---|---|
| Catalogue | [ggp_productos] | The way in: categories and products. |
| Calculator | [ggp_calculadora] | Configuring a product and seeing its price. |
| Basket | [ggp_carrito] | Reviewing the lines and leaving contact details. |
And two optional ones:
| Page | Shortcode | What for |
|---|---|---|
| Quote | [ggp_presupuesto] | Thank-you page after the quote is sent. |
| Subcategories | [ggp_categorias] | Seeing the products of a category on their own page. |
For each one:
- In WordPress, Pages → Add new.
- Give it a name (Catalogue, for example).
- Write the shortcode inside it, on its own, in a text block.
- Publish the page.
If you use Elementor or another page builder: do not paste the shortcode into an ordinary text block. Use the builder's Shortcode widget. If you paste it in the wrong place, the visitor will see the tag written out on screen instead of the quoting screen.
Step 4 · Telling the plugin where they are
- Go back to Cotizador CotizaPrint and open the Pages tab.
- The Detected on column tells you, for each screen, which page of your website it has been found on. If it says Not placed in orange, that screen is not on any page yet.
- In the Configured path column, write the address of each page (
/catalogue/, for example). - Press Save changes.
- If you have just created a page, press Detect again so that it looks for it once more.
This step matters: it is what makes the Quote now button in the catalogue lead to your calculator instead of to a broken link.
Step 5 · Adjusting the look
On the Appearance tab:
- Main colour: the colour of your buttons and labels. Set it to the same one as your website.
- Card background and Text: for cases where your website has a dark background.
- Products per row: how many fit on each row of the catalogue.
- Initial quantity: the quantity proposed when a product is opened.
- Calculator style: four presentations. Online shop is the recommended one. Changing the style does not alter the prices.
Copying your website's style automatically
The AI theme tab makes the quoting engine look like your website without setting colours by hand:
- Press Copy instruction. It already has your website address written into it.
- Paste it into Claude or ChatGPT. It will give you back a block of text that starts with
{. - Copy that, paste it into the box in step 3 and press Save changes.
The box warns you in green if the text makes sense and in red if it does not. Only colours, typefaces, corner radii and shadows are applied; everything else is ignored. If you leave it empty, what you set under Appearance is what counts.
How it looks to your customer
- They go to your catalogue page and look for what they need, or filter by category.
- They press a product and arrive at the calculator: they choose material, size, finishing and quantity. The price is recalculated on its own.
- They press Add to quote. They can carry on adding more products.
- In the basket they review the lines, adjust quantities and press Generate quote.
- They fill in their name and their email address (and their address if there is a delivery).
- They receive the quote as a PDF by email, with a link to accept it.
- When they accept it, in CotizaPrint the quote becomes a work order.
Meanwhile you see it come into your list of quotes, like any other document.
Buttons and actions — what each one is for
Plugin settings, under Cotizador CotizaPrint inside WordPress.
| Button / Control (wording on screen) | What it is for |
|---|---|
| Test connection | Asks CotizaPrint for the catalogue with whichever key you have written in and replies Connected (with the number of products) or No connection (with the reason). Use it whenever you change the key. |
| Connection (tab) | Where the API KEY is pasted and, if we tell you to, the address of the Server. |
| Pages (tab) | Shows which page each screen lives on and lets you write its path. |
| Detect again | Goes through your website again looking for the shortcodes. Use it after creating or moving a page. |
| Appearance (tab) | Colours, products per row, initial quantity and calculator style. |
| AI theme (tab) | Copies your website's style with the help of an AI. |
| Copy instruction | Copies to the clipboard the text that is pasted into Claude or ChatGPT. |
| Help (tab) | Diagram of the journey and a table of fixes for the most common problems. |
| Save changes | Saves everything from every tab. |
| Show the price breakdown | Shows the customer how the price is made up, not just the total. |
Wording you will see on screen
- Shortcode: a short tag in square brackets (
[ggp_productos]) that you write on a page and that the plugin replaces with a complete screen. - API KEY: the key that authorises your website to look up your catalogue and your prices.
- Not placed: that shortcode is not on any page of your website yet.
- Path: the part of the address after your domain (
/catalogue/). - From: the price of the minimum quantity, as a guide before configuring anything.
If something does not add up
| Symptom | Cause | Fix |
|---|---|---|
| No connection when testing | The API KEY is wrong or incomplete | Copy it again from Settings → Integration and paste it in full, with the 12_ at the start. |
| It connects but the catalogue comes up empty | There are no published products | Publish products in CotizaPrint. Test connection tells you how many it finds. |
| A product shows no price | That product has no rate set up | Check it in CotizaPrint. The plugin hides the price rather than show a misleading zero. |
I see [ggp_productos] written on the page | The shortcode is in the wrong place | With a page builder (Elementor) you have to use its Shortcode widget. |
| The buttons lead to a page not found | The paths on the Pages tab do not match | Correct them and press Save changes. |
| It stopped working from one day to the next | The API KEY was regenerated in CotizaPrint | Paste the new one on the Connection tab. |
| I changed a colour and cannot see it | Website cache | Clear the cache of your caching plugin or of your page builder. |
| The catalogue looks out of place | A clash with your theme's styling | Try bringing Products per row down to 2 or 3. |
Which plan you need
- TRY / STD / PRO / FULL: the plugin works on every plan, as long as the WordPress module is switched on in your account.
- Whoever sets it up in CotizaPrint needs the administration permission (
auto_edit). In WordPress you have to be an administrator.
Frequently asked questions
Q: How many pages do I have to create as a minimum?
A: Three: catalogue ([ggp_productos]), calculator ([ggp_calculadora]) and basket ([ggp_carrito]). The quote and subcategory ones are optional.
Q: Do I need to know how to program?
A: No. You upload the ZIP, paste the API KEY and write the shortcodes on the pages. The Pages tab warns you about anything missing.
Q: How do I know it is properly connected?
A: Press Test connection. If it says Connected in green with the number of products, it is ready. If it says No connection, the message gives you the reason.
Q: Do the prices on my website go out of date?
A: No. The plugin keeps no rates: it asks for the price on every request. Whatever you change in CotizaPrint shows up immediately.
Q: Can my costs or my margins be seen on the website?
A: No. Only the final price is sent. The cost and the margin never leave CotizaPrint.
Q: A product appears with no price. Is it broken?
A: No: that product has no rate set up. The plugin would rather hide the price than show a zero that confuses the customer. Set up its rate in CotizaPrint.
Q: Can I choose which products are published?
A: Whatever catalogue you have in CotizaPrint is what gets published. To keep a product off the website, take it out of the published catalogue.
Q: How do I update the plugin?
A: Download the ZIP again from Settings → Integration and upload it over the one you have. Your settings are kept. The installed version is shown at the top right of the plugin settings.
Q: Does the quoting engine work on a mobile?
A: Yes, the screens adapt to the width of the phone.
Q: I use Elementor and I see the shortcode written on the page. Why?
A: It is in an ordinary text block, which does not interpret it. Delete it and use Elementor's Shortcode widget, pasting the tag in there.
Q: Can I change the colours so that it matches my website?
A: Yes, on the Appearance tab. And if you want it to match without adjusting it by hand, use AI theme: you copy an instruction, paste it into Claude or ChatGPT and paste back what it gives you.
Q: What happens if a customer abandons the basket?
A: Their lines stay saved in their browser, so they find them again when they come back. Nothing reaches CotizaPrint until they press Generate quote.
Q: Does the customer who quotes get a record created?
A: Yes. When the quote is generated, their record is created or reused (identifying them by their email address) and they are marked as a prospective customer.
Q: Can I use the plugin on two different websites?
A: Yes, with the same API KEY. Both will show the same catalogue. If you regenerate the key, remember to paste the new one into both.
Q: Where is the PDF manual? I used to download it.
A: The manual is now read online with View manual, on the connector record: it opens in another tab and is always the latest version, so there is nothing to download and nothing to go out of date on your computer. The same thing you are reading now.