Create a custom payment approval workflow

I have my rate calculation form built. The idea is that since I cannot limit the what addresses are accepted by the Driving Distance widget, that customer would submit this form, and then once we approve of the order, that we would send them back a form that has the price estimate saved as a suggested/minimum amount. I have a feeling that there could be some potential issues doing it this way, for instance if I have a second request come in before the first has made their payment on the second form. I worry that if I change the suggested amount for the second customer, that this would update for the first customer as well.

I have added a Submission Counter to the Courier Request form. I was thinking that maybe I could make a condition that the value from that widget is passed to a number field in the Payment form, and somehow through more conditions make the value from each request form to be passed to the corresponding payment form.

I guess I just don't know what the best way to go about that would be. I'm sure there are plenty of people who have figured this out already, and was hoping you could point me in the right direciton

I am not sure if I understood correctly, but it seems like you are trying to create a form where the payment amount will be defined and approved by you, and if it is approved, you want to pass that "total to be paid" to a second form that will be integrated with a payment gateway, is that correct?

If this is correct, could you provide the two forms where you want to implement this workaround? This is something that I have not tried before, but I think that it might be possible to be accomplished if we manage to create a workaround from the combination of the following workarounds:

https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

https://www.jotform.com/help/270-How-to-Pass-a-Form-s-Calculated-Value-to-Another-Form-s-Payment-Total-Field 

Yes, this is exactly what I am trying to do.

I have also seen it recommended that people use Freshbooks integration. Would I be able to approve form 1 before requesting payment with form 2 through that?

Would I be able to approve form 1 before requesting payment with form 2 through that?

Yes. You may add the link to the second form with payment to the user only after approving from the first form by setting up the conditions as provided in this guide. 

The question was "I have also seen it recommended that people use Freshbooks integration. Would I be able to approve form 1 before requesting payment with form 2 through that?"

Can you explain what the Freshbooks feature is used for?

I have also seen it recommended that people use Freshbooks integration. Would I be able to approve form 1 before requesting payment with form 2 through that?

I think the Freshbooks integration needs the payment field to create the invoice. However, there might be a workaround to achieve your requirement if the integration is available. Though the direct integration is not available with JotForm, you may consider using Zapier to connect your form with Freshbooks.

https://zapier.com/zapbook/jotform/freshbooks-new/

Could you provide us with the forms that you are working on so that we can test it and provide you with a possible solution or workaround?

I have moved the question related to unavailability of Freshbooks integration to a separate thread and shall be addressed there shortly.

https://www.jotform.com/answers/1646477

Thanks!