Quotr is a free and open-source PHP quotation generator that is capable of creating HTML, PDF, and DOCX quotations. It may not be the best in the world, but it is simple, fuss-free, and gives developers a quick boost with all the essentials built-in.
TABLE OF CONTENTS
DOWNLOAD & NOTES
First, here are the download links and a quick “setup guide” for the impatient folks who don’t have the patience to read through everything.
INSTALLATION & REQUIREMENTS
There is no “installation” involved, only a small hassle:
- Open
quolib/quotr.php
, change (C1) company information to your own. - That’s all – See
example.php
for a quick start.
Quotr has not been extensively tested, but it is developed and works on a WAMP8 (Apache MySQL PHP 8) server.
LICENSE & DOWNLOAD
Quotr is released under the MIT License. You are free to use it for your own personal and commercial projects, modify it as you see fit. On the condition that there the software is provided “as-is”. There are no warranties provided and “no strings attached”. Code Boxx and the authors are not liable for any claims, damages, or liabilities.
THE QUOTATION TEMPLATES
CREDITS & LIBRARIES USED
Quotr is made possible with the following open source projects:
HOW TO USE
So far so good? Let us now go through a quick crash course on how to use Quotr.
STEP 1) LOAD QUOTR LIBRARY
// (A) LOAD QUOTR
require "quolib/quotr.php";
Start by including the quolib/quotr.php
library in your own project. This will automatically create a $quotr
object.
STEP 2) FEED QUOTATION INFORMATION
// (B) SET QUOTATION DATA
// (B1) COMPANY INFORMATION
/* RECOMMENDED TO JUST PERMANENTLY CODE INTO QUOLIB/QUOTR.PHP > (C1)
$quotr->set("company", [
"http://localhost/code-boxx-logo.png",
"D:/http/code-boxx-logo.png",
"Code Boxx",
"Street Address, City, State, Zip",
"Phone: xxx-xxx-xxx | Fax: xxx-xxx-xxx",
"https://code-boxx.com",
"doge@code-boxx.com"
]); */
// (B2) QUOTATIONHEADER
$quotr->set("head", [
["QUOTATION #", "CB-123-456"],
["Valid From", "2011-11-11"],
["Valid Till", "2011-12-12"]
]);
// (B3) CUSTOMER
$quotr->set("customer", [
"Customer Name",
"Street Address",
"City, State, Zip",
"Tel, Email"
]);
// (B4) ITEMS - ADD ONE-BY-ONE
$items = [
["Rubber Hose", "5m long rubber hose", 3, "$5.50", "$16.50"],
["Rubber Duck", "Good bathtub companion", 8, "$4.20", "$33.60"],
["Rubber Band", "", 10, "$0.10", "$1.00"],
["Rubber Stamp", "", 3, "$12.30", "$36.90"],
["Rubber Shoe", "For slipping, not for running", 1, "$20.00", "$20.00"]
];
// foreach ($items as $i) { $quotr->add("items", $i); }
// (B5) ITEMS - OR SET ALL AT ONCE
$quotr->set("items", $items);
// (B6) TOTALS
$quotr->set("totals", [
["SUB-TOTAL", "$108.00"],
["DISCOUNT 10%", "-$10.80"],
["GRAND TOTAL", "$97.20"]
]);
// (B7) NOTES, IF ANY
$quotr->set("notes", [
"This quotation is not an invoice and it is non-contractual.",
"YOUR TERMS AND CONDITIONS HERE."
]);
// (B8) INCLUDE SIGN-OFF ACCEPTANCE
$quotr->set("accept", true);
This is probably the most “complicated” step, you need to use $quotr->set()
or $quotr->add()
to feed Quotr with information:
- Company logo, name, address, contact.
- Quotation information.
- Customer information.
- The items.
- Totals.
- Notes, if any.
- Include a “sign to accept”?
STEP 3) CHOOSE A TEMPLATE & OUTPUT THE QUOTATION
// (C) OUTPUT
// (C1) CHOOSE A TEMPLATE
$quotr->template("apple");
// $quotr->template("banana");
// $quotr->template("blueberry");
// $quotr->template("lime");
// $quotr->template("simple");
// $quotr->template("strawberry");
// (C2) OUTPUT IN HTML
// 1 : DISPLAY IN BROWSER (DEFAULT)
// 2 : FORCE DOWNLOAD
// 3 : SAVE ON SERVER
$quotr->outputHTML();
// $quotr->outputHTML(1);
// $quotr->outputHTML(2, "QUOTATION.html");
// $quotr->outputHTML(3, __DIR__ . DIRECTORY_SEPARATOR . "QUOTATION.html");
// (C3) OUTPUT IN PDF
// 1 : DISPLAY IN BROWSER (DEFAULT)
// 2 : FORCE DOWNLOAD
// 3 : SAVE ON SERVER
// $quotr->outputPDF();
// $quotr->outputPDF(1);
// $quotr->outputPDF(2, "QUOTATION.pdf");
// $quotr->outputPDF(3, __DIR__ . DIRECTORY_SEPARATOR . "QUOTATION.pdf");
// (C4) OUTPUT IN DOCX
// 1 : FORCE DOWNLOAD (DEFAULT)
// 2 : SAVE ON SERVER
// $quotr->outputDOCX();
// $quotr->outputDOCX(1, "QUOTATION.docx");
// $quotr->outputDOCX(2, __DIR__ . DIRECTORY_SEPARATOR . "QUOTATION.docx");
Finally, choose a template to use and output the quotation.
CUSTOM TEMPLATE
Want to build your own customized theme? It is actually pretty easy to do so… If you are unsure at any point, feel free to use the “default” simple.php template files as a reference.
STEP 1) CREATE AN EMPTY PHP FILE
Start by creating a new PHP file in the respective template folder – quolib/DOCX
, quolib/HTML
, or quolib/PDF
. For example, if we want to add a new “durian” template for HTML, we create quolib/HTML/durian.php
.
STEP 2) BUILD THE TEMPLATE
2A) ACCESSING QUOTATION INFORMATION
In the template file, we can access the various quotation information previously set with $quotr->set()
or $quotr->add()
.
- $this->company – Company logo, name, address, contact.
- $this->head- Quotation information.
- $this->customer – Customer information.
- $this->items – The items.
- $this->totals – Totals.
- $this->notes – Notes, if any.
- $this->accept – Draw acceptance section (true/false).
2B) HTML TEMPLATES
To create an HTML template, simply put all the HTML code into $this->data
. For example, we can access the items to create a list.
$this->data = "<ul>";
foreach ($this->items as $i) {
$this->data .= "<li>". $i[0] ."</li>";
}
$this->data .= "</ul>";
2C) PDF TEMPLATES
PDF generation is handled by MPDF, and it is capable of taking in HTML to generate PDF.
$this->data = "<ul>";
foreach ($this->items as $i) { $this->data .= "<li>". $i[0] ."</li>"; }
$this->data .= "</ul>";
$mpdf->WriteHTML($this->data);
Check out the official MPDF documentation if you need more information.
2D) DOCX TEMPLATES
PHPWord handles the DOCX generation, and it is the “unfriendliest” to work with… Just read through the official PHPWord documentation for more information.
$section = $pw->addSection();
$table = $section->addTable($tableStyle);
foreach ($this->items as $i) {
$table->addRow();
$cell = $table->addCell(2000, $style);
$cell->addText($i[0]);
}