Can I just send a quotes using these payment integrations?

  • Jolene
    Asked on January 25, 2023 at 6:30 PM

    Can I just send a quotes using this app?
    But NOT an invoice to make payment?

  • Gilbert JotForm Support
    Replied on January 25, 2023 at 11:56 PM

    Hi Jolene,

    Thanks for reaching out to Jotform Support. Once you integrate a payment processor on your form, it's expected to collect the payment directly after submission. But if you only want to collect the orders of your form users without requiring payment, you can use the Purchase Order tool. You can check this guide for more details on creating a form with Purchase Order. Then, once you have the submission data which contains their orders, you can then include the quotes on the autoresponder email that the user will receive after the submission.

    You can also check our templates for Quote Forms here. Feel free to use and modify any of them.

    Let us know if you have any other questions.