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Quote Forms

Most quotes start with a "request a quote" form on your website. Without this addon, the request lands in your inbox and someone re-types the name, email and message into a quote. With it, the submission is the quote — a draft, ready to price.

What you get

• A draft quote (or invoice) per submission, opened for the client the form identifies. The client is found by email or created; the message becomes the quote's brief; when the form asks for a service and an amount, they become the first line item.
• Every field the form sent is kept on the quote, so nothing the visitor typed is lost even if it was not mapped.
• An admin email for each new request, and a "From form" marker on the quote row.
• Works with WPForms, Gravity Forms, Contact Form 7 and Fluent Forms — pick the form and map its fields; no code.

Enabling

1. Open Easy Invoice → Addons and activate Quote Forms
2. Open Quote Forms in the sidebar
3. Add a rule: choose the form builder, the form, whether a submission creates a quote or an invoice, and map its fields

The mapping targets are: email, name, company, phone, address, message, service, amount, quantity. Only email is required — it is how the client is found or created. Any number of rules can exist, one per form.

What the client sees

Nothing changes on your website: the form submits as it always did, with its own confirmation. The quote stays a draft until you open it, check the price and mark it available — the visitor is never sent an unreviewed quote.

Any other form

A form builder that is not listed can feed the addon with a single action from its own "after submit" hook:

do_action( 'easy_invoice_quote_forms_submission', [
    'email'   => '[email protected]',
    'name'    => 'Jane Doe',
    'message' => 'Three-page brochure site, launch in May.',
    'service' => 'Web design',
    'amount'  => 2400,
], [ 'builder' => 'custom', 'form' => 'brochure-request' ] );

For developers

Hook	Type	Purpose
easy_invoice_quote_forms_submission	action	Feed a submission in from any source (see above)
easy_invoice_quote_forms_fields	filter	Normalised fields before the document is built
easy_invoice_quote_forms_document_data	filter	The quote/invoice data before it is created
easy_invoice_quote_forms_notify	filter	Return false to skip the admin email
easy_invoice_quote_forms_created	action	After the quote or invoice exists ($id, $fields, $context)
easy_invoice_quote_forms_builders	filter	Register another builder for the settings screen

Two meta keys record the origin: _easy_invoice_form_source (builder and form) and _easy_invoice_form_submission (every field sent).