Questions on how I can automate the process?

  • Profile Image
    Tramatizesound
    Asked on February 12, 2021 at 05:17 PM

    I'm selling digital service(s). I want the client to fill out a questionnaire form (on my website or when I email the client the form) when done - click the submit button. I want automation to transfer the items, quantities and some data on the questionnaire into a quote, which I can then price the service(s) and email the client a quote for the service(s) the client asked about in the questionnaire.

    The client sees the quote when they open the email. The Client can click a button to Accept & Pay. When clicking the Accept & Pay button it will direct them to a checkout page on my website. 

    All the client has to do is enter the method of payment with required fields. The total amount will be the price I quoted the client. After payment verification, I want client to be redirected to a “submit files form” on a different page on my website. 

    The Client can submit files later if they want to. A reminder “submit files form” will automatically be emailed to the client if they don’t submit files after payment.


    Can you tell me ways of accomplishing this? Ok

  • Profile Image
    Jed_C
    Answered on February 12, 2021 at 10:51 PM

    1). The client sees the quote when they open the email. — You can send them the form URL via email https://www.jotform.com/help/401-Where-to-Find-My-Form-URL

    2). The Client can click a button to Accept & Pay. — You can use the payment integration here https://www.jotform.com/help/323-mastering-payment-form-integrations-with-jotform

    3). When clicking the Accept & Pay button it will direct them to a checkout page on my website. — You can use the redirect thank you page method here https://www.jotform.com/help/38-redirecting-users-to-a-different-page

    4). After payment verification, I want client to be redirected to a “submit files form” on a different page on my website. — Same with #3, you can just redirect them to your site's thank you page.

    5). The Client can submit files later if they want to. A reminder “submit files form” will automatically be emailed to the client if they don’t submit files after payment. — This feature isn't supported by Jotform, it doesn't have a way to remind them that their form is missing a file upload. You might be able to do this externally on your site using a custom code. If you want to incorporate it with Jotform, you can download your form source and create your own script.

    Guide: https://www.jotform.com/help/104-How-to-get-the-Full-Source-Code-of-your-Form