Overview
The Offer Texts tab lets you customize all text labels and section titles that appear in your offers. This is essential for multilingual businesses or when you need specific terminology for your industry.
What You Can Customize:
- Section Titles (8 main sections: Main Title, Price Overview, Payment Terms, etc.)
- Form Labels (Customer fields: First Name, Last Name, Address, etc.)
- Table Column Headers (Description, Qty, Net Price, VAT, Gross Price, Total)
- Default Content (Opening greeting text and standard notes)
💡 Key Difference from Default Texts:
- Offer Texts = Labels and titles that appear on every offer (headers, section names)
- Default Texts = Pre-filled content for new offers (can be edited per-offer)
Section 1: Section Titles
These titles appear as headings in your offer PDF. Customize them to match your language or industry terminology.
| Field Name | Default Value | Purpose | Example Alternatives |
|---|---|---|---|
| Main Title | Stair Offer | The main heading at the top of the offer document | • Price Offer • Custom Quotation • Project Proposal • Service Quote |
| Price Section | Price Overview | Title for the pricing table section | • Cost Breakdown • Price List • Investment Summary • Pricing Details |
| Payment Terms | Payment Terms | Section title for payment conditions | • Payment Schedule • Payment Conditions • Payment Information • How to Pay |
| Delivery Time | Delivery Time | Section title for delivery timeline | • Lead Time • Production Schedule • Delivery Schedule • Timeline |
| Warranty | Warranty | Section title for warranty information | • Guarantee • Warranty Coverage • Service Guarantee • Quality Assurance |
| Notes | Notes | Section title for additional notes or terms | • Terms & Conditions • Important Notes • Additional Information • Legal Terms |
| Image Gallery | Image Gallery | Section title for the image gallery | • Photos • Product Images • Visual Examples • Reference Gallery |
| Technical Section Title | Technical Description | Main title for the technical description section | • Specification • Technical Details • Product Specification • Technical Data |
Section 2: Form Labels (Customer Information)
These labels appear in the offer form interface when creating/editing offers, and in the customer section of the PDF.
| Field Name | Default Value | Where It Appears |
|---|---|---|
| Customer Type | Customer Type | Label for the customer type selector (Individual/Company toggle) |
| Individual | Individual | Radio button option for individual/personal customers |
| Company | Company | Radio button option for business/company customers |
| Company Name | Company Name | Field label for business name (shown only when “Company” is selected) |
| First Name | First Name | Field label for customer’s first name |
| Last Name | Last Name | Field label for customer’s last name |
| Street and Number | Street and Number | Field label for street address |
| Postal Code | Postal Code | Field label for ZIP/postal code |
| City | City | Field label for city name |
| Phone | Phone | Field label for phone number |
| Field label for email address | ||
| Customer | Customer | Legacy label (displayed in PDF header for customer name) |
| Address | Address | Legacy label (displayed in PDF header for customer address) |
| Date | Date | Label for offer date field |
| Offer No. | Offer No. | Label for offer number field |
| Contact | Contact | Label for contact information section |
Section 3: Table Column Headers (Pricing Table)
These labels appear as column headers in the pricing table section of your offers.
| Field Name | Default Value | Purpose | Example Alternatives |
|---|---|---|---|
| Description Column | Description | Column header for item descriptions | • Item • Product • Service • Details |
| Quantity Column | Qty | Column header for quantity | • Quantity • Amount • Pcs • Units |
| Net Price Column | Net Price | Column header for net prices (before VAT) | • Price (Net) • Unit Price • Net Amount • Base Price |
| VAT Column | VAT | Column header for VAT/tax amount | • Tax • VAT 19% • Sales Tax • GST |
| Gross Price Column | Gross Price | Column header for gross prices (including VAT) | • Total Price • Price (Gross) • Final Price • Inc. VAT |
| Total Row | Total | Label for the total sum row in the pricing table | • Grand Total • Sum • Total Amount • Final Total |
📊 Pricing Table Structure:
┌──────────────┬─────┬───────────┬───────┬─────────────┐
│ Description │ Qty │ Net Price │ VAT │ Gross Price │
├──────────────┼─────┼───────────┼───────┼─────────────┤
│ Product 1 │ 2 │ 1,000 € │ 190 € │ 1,190 € │
│ Product 2 │ 1 │ 500 € │ 95 € │ 595 € │
├──────────────┼─────┼───────────┼───────┼─────────────┤
│ Total │ │ 1,500 € │ 285 € │ 1,785 € │
└──────────────┴─────┴───────────┴───────┴─────────────┘Section 4: Default Content
These are pre-filled text templates that appear in new offers. Unlike labels (which are fixed), default content can be edited individually for each offer.
| Field Name | Default Value | Purpose |
|---|---|---|
| Default Greeting (Textarea, multi-line) | “Dear Sir or Madam, We are pleased to present our offer for the delivery and installation of a high-quality staircase. The staircase will be manufactured according to your individual requirements and is characterized by the highest quality and modern design.” | Opening text that appears at the beginning of every new offer. Use case: Standard introduction paragraph that you send to all clients. |
| Notes Content (Textarea, multi-line) | “The goods remain the property of the contractor until full payment. The offer is valid for 30 days. Price changes are reserved in case of adjustments to the scope of services.” | Standard terms and conditions that appear in the “Notes” section of every new offer. Use case: Legal terms, validity period, payment conditions that apply to all offers. |
💡 How Default Content Works:
- New Offer Created → Default greeting and notes are automatically inserted
- Edit Individually → You can change the text for each specific offer
- Update Here → Changes apply only to future new offers (existing offers unchanged)
Multilingual Example: German Translation
If your business operates in Germany, you might translate all labels to German:
| English (Default) | German Translation |
|---|---|
| Main Title: “Stair Offer” | “Treppen-Angebot” |
| Price Section: “Price Overview” | “Preisübersicht” |
| Payment Terms: “Payment Terms” | “Zahlungsbedingungen” |
| Delivery Time: “Delivery Time” | “Lieferzeit” |
| Warranty: “Warranty” | “Garantie” |
| Customer: “Customer” | “Kunde” |
| Address: “Address” | “Adresse” |
| Net Price: “Net Price” | “Nettopreis” |
| Gross Price: “Gross Price” | “Bruttopreis” |
After translation, all offers will display German labels throughout the interface and PDFs.
Common Questions
| Question | Answer |
|---|---|
| What’s the difference between “Offer Texts” and “Default Texts”? | Offer Texts = Fixed labels/titles on every offer (section names, form labels) Default Texts = Pre-filled content for new offers (greeting, payment terms, warranty text) |
| Do I need to fill all fields? | No. If you leave a field empty, the plugin uses the English default value. Only customize what you need. |
| Can I use special characters (ä, ö, ü, é, ñ)? | Yes! The plugin fully supports Unicode characters for German, French, Spanish, Polish, and other languages. |
| What happens to existing offers when I change labels? | Existing offers keep their original labels. Label changes only affect offers created after you save the new settings. |
| Can I use HTML in these fields? | No. These are simple text labels. HTML only works in “Default Content” fields (Default Greeting, Notes Content). |
| How do I translate my offers to another language? | Change all Offer Texts fields to your desired language, then also update “Default Texts” (next settings tab) for pre-filled content. |
Best Practices
✅ Keep labels short and clear – Column headers should be concise (3-10 words max)
✅ Use consistent terminology – If you say “Client” in one place, use “Client” everywhere
✅ Test with real offers – After changing labels, create a test offer and generate PDF to verify appearance
✅ Backup before major changes – Export your current settings (WordPress export) before translating everything
✅ Consider your audience – Use formal language for B2B, friendly language for B2C
Save Changes
After customizing your offer texts:
- Scroll to bottom of page
- Click “Save Changes” button
- Confirmation message appears: “Settings saved.”
- Your custom labels are now active for all new offers