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Invoicing and Emailing

Gravity Support Forums » General » Pre-Purchase Questions

  1. new2uret
    Member

    I am considering Gravity Forms for my company website but want to be sure I can use it for specific purposes for my business. Will it be possible if purchasing the Developer license to use Gravity Forms to invoice my agents for their yearly dues? Can I create this form to invoice multiple agents at specified times during the year?

    I also have another form that my agents must fill out for me to pay their commissions but after filling out the form they need to have my signature on the form before submitting it to a title company for disbursement of funds. My question on this is can I create the form...have it come to me for my signature using the signature add-on and then have the capability for my agent capture that form to email the signed form?

    Thank you for your time and help.

    Posted 12 years ago on Wednesday July 11, 2012 | Permalink

  2. David Peralty

    Gravity Forms is focused on data collection, not invoicing. You probably want something different for invoicing. As for collecting information, getting paid for a product or service, and having the agent sign the form, Gravity Forms can help with all of those things.

    You would have to be there to sign the form on their computer though, as the signature add-on doesn't let you submit a form, and then have a separate person or admin sign the form after the fact and then finally e-mail the completed form. The process doesn't flow like that.

    Let me know if you have any other questions. All my best!

    Posted 12 years ago on Wednesday July 11, 2012 | Permalink

  3. Chris Hajer
    Key Master

    Hi. I can personally recommend FreshBooks (not as a member of the Gravity Forms team but as a FreshBooks user for the past couple years) for what you want to do. It can handle clients and recurring invoices as you described. We have a FreshBooks add on which will help with some of this. And your use of the signature add on is an interesting idea. I think you could probably pull this off. But I would suggest checking into FreshBooks first to see if they can handle the invoicing and recurring invoicing as you described. Please let me know if you have any more questions.

    Posted 12 years ago on Thursday July 12, 2012 | Permalink