GetPaid Contact form 7

Many sites collect inquiries through a contact form, then rebuild the request by hand in an invoicing tool. This addon connects the two steps. A visitor fills in a Contact Form 7 form, and the request arrives as a quote or invoice inside GetPaid. If the email address is new, a customer record is created automatically, and predefined items can be added to the request.

From the WordPress dashboard, an admin can then edit the quote or invoice and send it to the customer for approval or payment. Forms are placed with shortcodes, so they can sit anywhere on the site. The addon works with the free GetPaid plugin, the GetPaid Quote addon and Contact Form 7, which suits freelancers, agencies and businesses that want quoting without a separate invoicing platform.

Features

• Contact Form 7 integration: Convert an existing Contact Form 7 form into a quote or invoice request form, so visitors can start a purchase or service inquiry from a form you already use.
• Automatic customer creation: When a visitor submits an email address that is not yet on file, the addon creates a customer profile, which keeps new leads in one place.
• Predefined item mapping: Add predefined products or services to a quote or invoice automatically. Visitors can select items, or all items can be added to their request.
• Optional customer fields: Capture details such as name, business information, address and phone number, so the quote or invoice has the information it needs.
• Admin control over documents: Add, edit and send quotes or invoices to customers for approval or payment, all from the WordPress dashboard.
• Shortcode placement: Use shortcodes to display a quote or invoice request form anywhere on your website, which gives you control over where visitors find it.
• Customizable notifications: Email alerts for quote or invoice submissions use the Contact Form 7 notification system, so you manage them the way you already manage form emails.
• Clear field mapping: Form fields map to quote and invoice data in a clear way, so setup does not call for advanced coding skills.

Best for

• Freelancers who quote client work through site forms
• Agencies managing several client websites
• Small businesses turning inquiries into invoices