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presales Can GF do order forms, quote generation?

  1. Biking
    Member

    Sorry if this has been answered already, but all 'similar topics' are off-limits for me!

    I am thinking about using GF, but wonder if it will suit my purpose.

    I need to make a part of a site:
    - Logged in users can see an order form
    - in the order form, their known fields (email adress, name etc) are already filled out
    - They can choose the products they want to buy and the number of each of them and the location to send them
    - Products will have different prices depending on location
    - The form shows a total immediately, before submitting
    - I all is well, the form will be submitted, an order confirmation/quote/invoice with the order details, company info etc will be emailed to the client as well as bcc'd to us.

    No payment is needed (the invoice will be paid through transfer).

    Can CF do this?

    Posted 13 years ago on Wednesday March 23, 2011 | Permalink
  2. - Logged in users can see an order form

    - in the order form, their known fields (email adress, name etc) are already filled out

    Both of these items require a small bit of customization. Sample code is available in the support forums for license holders.

    - Products will have different prices depending on location

    This can be configured manually using the GF product fields.

    - They can choose the products they want to buy and the number of each of them and the location to send them
    - The form shows a total immediately, before submitting
    - I all is well, the form will be submitted, an order confirmation/quote/invoice with the order details, company info etc will be emailed to the client as well as bcc'd to us.

    These are all possible with default Gravity Forms functionality.

    Posted 13 years ago on Wednesday March 23, 2011 | Permalink
  3. Biking
    Member

    Thanks for the quick reply.

    >>> (me) in the order form, their known fields (email adress, name etc) are already filled out

    > (you) Both of these items require a small bit of customization. Sample code is available in the support forums for license holders.

    Just to be sure: if a logged in user accesses a form that has fields that are already in his profile (email address, name), these would be populated automagically? (after doing the aforementioned customizations)

    We just want to make repeat purchases as easy as possible, so that after logging in, only the amounts need to be chosen for a full order.

    Is there any profile plugin that adds extra profile fields (especially address fields) that works best with the GF fields and that you would prefer/recommend to use?

    Many thanks!

    Posted 13 years ago on Thursday March 24, 2011 | Permalink
  4. Hi Biking,

    http://www.gravityhelp.com/forums/topic/right-parameter-names-to-pre-populate-the-names-fields#post-14044

    Once you're purchased a license, this post should be accessible to you and contains the code snippet require to populate any user meta into a Gravity Form field.

    I'm not familiar with any plugins that do this (though I am sure they exist) but if you're feeling adventurous, you can dive into this tutorial which explains how to add these manually:

    http://justintadlock.com/archives/2009/09/10/adding-and-using-custom-user-profile-fields

    Posted 13 years ago on Thursday March 24, 2011 | Permalink