Description
The Gravity Forms Extension by Sliced Invoices allows users to create quote request or invoice forms using Gravity Forms. When a form is submitted, the plugin automatically generates a new quote or invoice populated with the client’s submitted details. This streamlines the process by capturing all client data such as name, email, business name, address, and descriptions of work required, directly into the quote or invoice.
To set it up, users create a Gravity Forms form with required fields like client name, email, business name, address, and descriptions of the work. They then configure the form feed in the Sliced Invoices settings to map the form fields to corresponding quote or invoice fields. The form can be embedded on any page through shortcode, enabling seamless quote or invoice creation when clients submit requests.
This plugin is especially useful for businesses that want to automate the generation of quotes or invoices from client submissions. It reduces manual entry and ensures client information is accurately transferred. If an email address is new, the plugin automatically creates a new client record linked to that email.