Create an invoice or quote request form using Formidable Forms Or Formidable Forms Pro. Each form entry then creates a quote (or an invoice) using the …

SlicedInvoices

<p><strong><a href="http://slicedinvoices.com/demo/" rel="nofollow ugc">View Live Demo</a></strong></p>
<p>Imagine having a form on your website that allows your visitors to basically create their own quotes and invoices!</p>
<h4>Requirements</h4>
<ul>
<li><a href="https://wordpress.org/plugins/sliced-invoices/" rel="ugc">Sliced Invoices Plugin</a> (free)</li>
<li><a href="https://wordpress.org/plugins/formidable/" rel="ugc">Formidable Forms Builder Plugin</a> (free or pro)</li>
</ul>
<h4>Set up the Form</h4>
<p>Once you have both plugins installed and activated, you simply need to create your Quote (or invoice) Request form that contains the following fields (required fields marked with an asterix):</p>
<ul>
<li>Client Name*</li>
<li>Client Email*</li>
<li>Business Name</li>
<li>Business Address</li>
<li>Client Website</li>
<li>Extra Client Info</li>
<li>Order Number (only shown for invoices)</li>
<li>Title* (the invoice or quote title)</li>
<li>Description (the invoice or quote description)</li>
<li>Terms & Conditions (the invoice or quote terms)</li>
<li>Tax Rate (%) (the invoice or quote tax)</li>
<li>Due Date (only shown for invoices)</li>
<li>Valid Until Date (only shown for quote)</li>
<li>Line Items (Use repeater if Formidable Forms Pro)</li>
</ul>
<h4>Set up the Settings</h4>
<p>With the form now set up, navigate to Form Settings –> Sliced Invoices.<br />
Enable to create invoice or quote on form submit.<br />
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.</p>
<h4>Add the Form to your site</h4>
<p>With the form setup and the fields mapped, you simply need to add the form shortcode to one of your pages in the usual way. 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.</p>
<p>quote (or invoice) will automatically be sent to the client if ‘send to client’ option will set be set to ‘yes’.</p>
<p>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.</p>
<p>You can also set up confirmations and notifications as per normal in the Formidable Forms Or Formidable Forms Pro settings.</p>


Sliced Invoices & Formidable Forms

This plugin is great for integrating Formidable Forms with Sliced Invoices.

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