Client ability to use online form to "build" quote?

This topic contains 2 replies, has 2 voices, and was last updated by  Guust 5 years, 1 month ago.

We have moved to a support ticketing system and our forums are now closed.

Open Support Ticket
  • Author
    Posts
  • #2635

    Motion Hub Administrator
    Buyer
    Post count: 11

    Hi, is it possible to create an online client facing form that will allow the client to select the options required which in turn would generate a backend quote in draft state. Then after the admin reviewing the draft quote created from the front end online form, set the draft quote as published which will send the user an official quote. After accepting the quote then the quote is automatically changed to an invoice.

    #2636

    Motion Hub Administrator
    Buyer
    Post count: 11

    I guess using contact forms 7 or gravity forms is the answer?

    #2637

    Guust
    Moderator
    Post count: 29970

    Yes, and together with the Quotes addon.
    https://wpinvoicing.com/docs/contact-form-7-addon/

    Thanks

Viewing 3 posts - 1 through 3 (of 3 total)

We have moved to a support ticketing system and our forums are now closed.

Open Support Ticket