This custom WordPress plugin connects Formidable Forms with an e-signature solution to automate quotation creation, approval, and signing workflows.

Business Value

The solution accelerates sales cycles, reduces paperwork, and improves customer experience through fully digital quotation and signing processes.

Key Features

• Quotation Field Mapping: Dynamic form-to-quotation data mapping

• Automated Quotation Creation: Generate quotations directly from form submissions

• Email Notifications: Send quotation view and signing links

• E-Signature Workflow: Secure digital signing process

• System Logging: Full audit trail and troubleshooting support