Create an invoice or quote request form using Gravity Forms. Each form entry then creates a quote (or an invoice) using the Sliced Invoices plugin.

SlicedInvoices

<p><strong><a href="http://slicedinvoices.com/demo/quote-request-gravity-forms/" 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="http://www.gravityforms.com/purchase-gravity-forms/" rel="nofollow ugc">Gravity Forms Plugin</a> (Premium)</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>Address</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>Line Items (see notes in FAQ section)</li>
</ul>
<h4>Set up the Feed</h4>
<p>With the form now set up, navigate to Form Settings –> Sliced Invoices to create a new form feed.<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>You then need to simply add the line items and pricing to the quote and it is then ready to send to the client.</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 Gravity Forms settings.</p>


Sliced Invoices & Gravity Forms

We love it :)

This integration with Gravity Forms works perfectly – just as you would expect of an official Gravity Forms add-on. This is because the developer uses exactly the same coding standards.

It’s built on top of the Gravity Forms Add-On Framework so the UI is familiar and easy to use. It also means that a great deal of security, future-proofing and compatibility with other add-ons is guaranteed.

It also supports Gravity Flow so you can generate quotes and invoices at any point in a workflow.


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