[wordpress插件] CODE MONKEYS PROPOSALS – Easily create client proposals from your WordPress admin dashboard代码猴子提案–从WordPress管理仪表板轻松创建客户提案

wordpress 插件 文章 2020-03-26 15:50 0 67 全屏看文
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描述

WHY WE BUILT THIS PLUGIN:

我们为什么要构建此插件:

The Code Monkeys proposals plugin was initially built for our own web design and development agency to help us create proposals and SOWs much more efficiently.

Code Monkeys提案插件最初是为我们自己的网站设计和开发机构开发的,旨在帮助我们更高效地创建提案和SOW。

We wanted a way to create proposal templates for our various services such as partner proposals with other web design and digital marketing agencies, direct client subscription website packages, direct client traditional website builds, SOW addendums, etc.

我们想要一种为各种服务创建提案模板的方法,例如与其他网页设计和数字营销机构的合作伙伴提案,直接客户订阅网站软件包,直接客户传统网站构建,SOW附录等。

Our concept was to then allow “placeholders” which we could populate our templated proposals with that we could then replace using simple inputs.

我们的概念是允许“占位符”,我们可以在其中填充模板化提案,然后可以使用简单的输入替换掉。

By doing this we’re able to fully customize our proposals for our prospective clients in seconds.

这样,我们可以在几秒钟内为潜在客户完全定制建议。

While placeholders are great, every proposal we send is tailored specifically for our clients and every project has it's own unique aspects that need to be called out so we also needed a way to add or change aspects of the template for each proposal we

虽然占位符很棒,但是我们发送的每个提案都是专门为客户量身定制的,每个项目都有其独特的方面需要被唤起,因此我们还需要一种为我们每个提案添加或更改模板方面的方法

create.

创建。

Basically the template and the placeholders do 90% of the initial work but we still have the ability to customize other aspects as we see fit.

基本上,模板和占位符完成了初始工作的90%,但我们仍然可以根据需要自定义其他方面。

Finally, once our proposal was complete we needed a way to convert it into a PDF file which we could save and then send to the client (or in our case upload to CudaSign for the client to sign digitally).

最后,一旦我们的提案完成,我们需要一种将其转换为PDF文件的方法,我们可以将其保存然后发送给客户端(在本例中,是上载到CudaSign以供客户端进行数字签名)。

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WHY WE RELEASED IT FOR FREE TO THE WP COMMUNITY:

为什么我们免费向WP社区发布此信息:

We have a saying here, if we want something chances are other people want it too!

我们在这里有一句话,如果我们想要一些机会,其他人也想要它!

We do a lot of “white label” development for other web design and digital marketing agencies and consultants and one thing we ALL seem to struggle with is the administration side of our businesses and ensuring we're spending more time designing or writing

我们为其他网页设计,数字营销机构和顾问进行了很多“白标”开发,而我们所有人似乎都在努力解决的一件事是企业的管理方面,并确保我们将更多的时间用于设计或写作

code and less time doing up-front busy work such as writing proposals and SOWs.

代码和更少的时间来进行前期忙碌的工作,例如编写提案和SOW。

Figuring out ways to compensate ourselves for time spent on these types of tasks can be a challenge and especially those of us that are newer to this business find ourselves spending hours on this stuff basically unpaid.

找出补偿自己花费在这类任务上的时间的方法可能是一个挑战,尤其是对于那些刚接触该行业的新手来说,发现自己花了数小时基本上没有报酬。

Sure, there are some paid services out there to help make this aspect more efficient but we’re all already nickle and dimed to death.

当然,有一些付费服务可以帮助提高这方面的效率,但是我们所有人都已经变得虚弱无力了。

Between Adobe Suite, BrowserStack, hosting accounts, project management tools, rent and utilities our overhead adds up quick and one more monthly bill is the one thing we DON’T need!

在Adobe Suite,BrowserStack,托管帐户,项目管理工具,租金和公用事业之间,我们的日常开支加起来很快,而每月账单又是我们不需要的一件事!

Since we have the chops to build what we need in house we just as well build it ourselves the way we want it and eliminate one more potential cost.

由于我们可以自行构建所需的东西,因此我们也可以按照自己的意愿自行构建并消除潜在的成本。

So then, since we figured that we were going to build this for ourselves anyway why not just release it to the WP community?

那么,既然既然我们认为我们将自己构建它,为什么不将其发布给WP社区呢?

Of course we do have a bit of an ulterior motive for releasing it, it does help push our brand recognition and there’s always the off chance that we might get a project or two from those of you that use it.

当然,发布它确实有些别有用心,这确实有助于提高我们的品牌知名度,而且总是有机会从使用它的人那里获得一两个项目。

安装步骤

    1. Upload your plugin folder to the ‘/wp-content/plugins’ directory.
    2. 将您的插件文件夹上传到“ / wp-content / plugins”目录。

    3. Activate the plugin through the ‘Plugins’ menu in WordPress.
    4. 通过WordPress中的“插件”菜单激活插件。

下载地址
https://downloads.wordpress.org/plugin/code-monkeys-proposals.1.0.1.zip
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