Gravity Forms Extension
Create a quote request form using Gravity Forms. Each form entry automatically creates a quote or invoice.
This is a free plugin available at wordpress.org/plugins/sliced-invoices-gravity-forms/
Imagine having a form on your website that allows your visitors to basically create their own quotes and invoices!
All you need to do once they have submitted the form is to edit the quote, read the description of work they require and then set your pricing. All of their client data has already been captured and added to the quote.
How It Works
You simply need to create your Quote (or Invoice) Request form that contains the following fields:
- Client Name
- Client Email
- Business Name
- Work Required(brief description) – this becomes the Quote title
- Work Required (detailed description) – this becomes the Quote description
With the form now set up, navigate to Form Settings –> Sliced Invoices to create a new form feed. Now simply choose whether the form will create an invoice or quote and map each of the field names to the fields you have just set up in the form.
You can also set up confirmations and notifications as per normal in the Gravity Forms settings.
With the form setup and the fields mapped, you simply need to add the form shortcode to one of your pages as you would normally do. When a client fills in your Quote Request form, a new quote (or invoice) will automatically be created with all of their details added to the quote.
You then need to simply add the line items and pricing to the quote and send to the client.
If the email address that the client fills in is not already linked to a client, the plugin will automatically create a new client with this email.