GetPaid Gravity Forms

The plugin turns Gravity Forms submissions into quote or invoice requests in GetPaid. Create a feed in your Gravity Form settings and map form fields to the corresponding GetPaid fields. A customer email address is required, and a new customer profile can be created when a submission uses an email that is not already associated with a customer.

You can map customer details such as name, business name, address, and phone number. After a request arrives, an administrator can add items to the quote or invoice and send it to the customer for approval or payment. This setup suits WordPress sites that use Gravity Forms to gather customer inquiries and GetPaid to manage billing.

Features

• Quote and invoice requests: Let visitors submit quote or invoice requests through Gravity Forms, then pass the submitted information into GetPaid for follow-up.
• Form feed field mapping: Create a GetPaid feed in your Gravity Form settings and map form fields to the corresponding invoice or quote fields.
• Customer profile creation: Use the submitted email address to create a customer profile when a new email is provided.
• Customer detail fields: Map optional customer information, including name, business name, address, and phone number, from your form.
• Admin quote and invoice editing: Administrators can add items to submitted quotes or invoices, then send them to customers for approval or payment.
• GetPaid ecosystem compatibility: Connect Gravity Forms with the GetPaid plugin and its Quote add-on to handle quote and invoice requests.

Best for

• WordPress sites using Gravity Forms
• Businesses handling quote requests
• Teams managing invoices through GetPaid