GetPaid Gravity Forms

Many sites collect inquiries through a contact form and then copy the details by hand into a billing tool. GetPaid Gravity Forms removes that step. From the Gravity Forms settings you create a feed that maps your form fields to GetPaid invoice or quote fields, so a submission becomes a quote or invoice request without retyping.

Setup needs very little: a customer email address is the only required field. When a new email comes in, the plugin registers a customer automatically. Administrators can then add items to the quote or invoice after submission and send it to the customer for approval or payment. It works with the GetPaid plugin and its Quote add-on.

Features

• Quote and invoice requests: Visitors can request a quote or an invoice directly from a Gravity Forms form, so you do not need a separate request tool on the page.
• Form feed creation: Create GetPaid Gravity Form feeds from your Gravity Form settings, then map form fields to GetPaid's predefined invoice or quote fields for structured data transfer.
• Automatic customer creation: When someone submits a unique email address, the plugin registers a new customer for you, which cuts manual data entry and keeps records accurate.
• Flexible field mapping: Map optional fields such as Customer Name, Business Name, Address and Phone, so the billing record carries the customer details you collected in the form.
• Admin control after submission: Administrators can add items to a quote or invoice once it is submitted, then send it to the customer for approval or payment.
• Works with GetPaid and Quotes: The plugin is compatible with the GetPaid plugin and its Quote add-on, so requests flow into the same invoicing and quoting setup.
• Simple initial setup: Only a few fields are needed to begin, and the customer email is the single must-have, which keeps the first feed quick to configure.
• Mapping for promo codes: You can map a form field to a promo code in the feed, so a code entered by the visitor carries into the quote or invoice.

Best for

• WordPress sites already using Gravity Forms for inquiries
• Service businesses that send quotes before invoicing
• Agencies building billing workflows for several client sites