內容簡介
想像一下有一個表單可以讓您的訪客為您創建報價！
他們提交表單後，您所需做的就是閱讀他們需要的工作描述，然後設置報價定價。所有用戶數據已經被捕獲並添加到報價中。
需求
Sliced Invoices 插件（免費）
Contact Form 7 插件（免費）
初始設置
一旦您安裝並啟用了兩個插件，您只需要創建您的報價或發票請求表單，其中包含以下字段：
必填字段
sliced_client_name - 客戶名稱
sliced_client_email - 客戶電子郵件
sliced_title - 成為報價/發票標題
sliced_quote_or_invoice - 應為“Quote”來創建報價，或者應為“Invoice”來創建發票。例如：
[hidden sliced_quote_or_invoice "invoice"]
如果表單中未包含sliced_quote_or_invoice，則默認情況下將假定為“quote”。
可選字段
您還可以添加以下可選字段，這些字段將映射到報價的其他Sliced Invoices字段：
sliced_client_business - 客戶企業名稱-建議
sliced_client_address - 客戶地址
sliced_client_extra - 客戶額外信息字段
sliced_description - 成為報價/發票描述-建議
項目行：
對於行項目，可以使用以下標記。只需將 {X} 替換為數字即可。例如 sliced_line_item_1_title、sliced_line_item_2_title 等等。
sliced_line_item_{X}_qty - 第 { X } 項目的數量
sliced_line_item_{X}_title - 第 { X } 項目的標題
sliced_line_item_{X}_desc - 第 { X } 項目的描述
sliced_line_item_{X}_amt - 第 { X } 項目的金額
其他字段：
sliced_invoice_status - 允許您設置發票的狀態（未支付，已支付等）。默認為'draft'。
sliced_quote_status - 允許您設置報價的狀態（接受，拒絕等）。默認為'draft'。
注意：字段名必須完全匹配
以下是示例表單。
您還可以像通常一樣在 Contact Form 7 表單設置中設置確認和通知。但是，如果您想自動發送報價或發票，請將以下標記添加到您的表單中：
[hidden sliced_quote_send "true"]
（對於報價）
或
[hidden sliced_invoice_send "true"]
（對於發票）
設置好表單並映射字段後，您只需要將表單短碼添加到其中一個頁面中即可。當客戶填寫您的報價請求表單時，將自動創建一份包含所有詳細信息的新報價。
然後您只需要添加項目行和價格到報價中並發送給客戶。
如果客戶填寫的電子郵件地址尚未與客戶聯繫，則插件將自動使用此電子郵件創建一個新客戶。（不要擔心，如果提供的電子郵件地址與現有客戶/用戶的地址匹配，出於安全原因，它將不會被修改。）
示例
外掛標籤
開發者團隊
② 後台搜尋「Sliced Invoices & Contact Form 7」→ 直接安裝（推薦）
原文外掛簡介
Imagine having a form on your website that allows your visitors to basically create their own quotes for you!
All you need to do once they have submitted the form is read the description of work they require and then set your pricing. All of their client data has already been captured and added to the quote.
Requirements
Sliced Invoices Plugin (free)
Contact Form 7 Plugin (free)
Initial Setup
Once you have both plugins installed and activated, you simply need to create your Quote or Invoice Request form that contains the following fields:
Required Fields
sliced_client_name – the Client Name
sliced_client_email – the Client Email
sliced_title – becomes the Quote/Invoice title
sliced_quote_or_invoice – should be “quote” to create a quote, or “invoice” to create an invoice. For example:
[hidden sliced_quote_or_invoice “invoice”]
If sliced_quote_or_invoice is not included in the form, then “quote” will be assumed by default.
Optional Fields
You can also add the following optional fields that will map to other Sliced Invoices fields for the quote:
sliced_client_business – the Client Business Name – recommended
sliced_client_address – the Client Address
sliced_client_extra – the Client Extra Info field
sliced_description – becomes the Quote/Invoice description – recommended
Line Items:
For line items, you can use the following tags. Just replace {X} with a number. For example sliced_line_item_1_title, sliced_line_item_2_title, etc.
sliced_line_item_{X}_qty – the quantity for line item #{X}
sliced_line_item_{X}_title – the title for line item #{X}
sliced_line_item_{X}_desc – the description for line item #{X}
sliced_line_item_{X}_amt – the amount for line item #{X}
Other Fields:
sliced_invoice_status – allows you to set the status of the invoice (unpaid, paid, etc.). Default is ‘draft’.
sliced_quote_status – allows you to set the status of the quote (accepted, declined, etc.). Default is ‘draft’.
NOTE: the names of the fields must match exactly as shown
See below for an example form.
You can also set up confirmations and notifications as per normal in the Contact Form 7 form settings. However if you want to send the quote or invoice automatically, add the following tag to your form:
[hidden sliced_quote_send "true"]
(for quotes)
or
[hidden sliced_invoice_send "true"]
(for invoices)
With the form setup and the fields mapped, you simply need to add the form shortcode to one of your pages. When a client fills in your Quote Request form, a new quote will automatically be created with all of their details added to the quote.
You then need to simply add the line items and pricing to the quote and send to the client.
If the email address that the client fills in is not already linked to a client, the plugin will automatically create a new client with this email. (Don’t worry, if the email address provided matches an existing client/user, it will not be modified for security reasons.)
An example form:
Your Name (required)
[text* sliced_client_name]
Your Email (required)
[email* sliced_client_email]
Website (required)
[url* sliced_client_website]
Business Name (required)
[text* sliced_client_business]
Address
[textarea sliced_client_address]
Any extra Business info
[textarea sliced_client_extra]
Overview of work required (required)
[text* sliced_title]
Description of work required (required)
[textarea* sliced_description]
[submit "Send"]
