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    How to create a quote form?

    Asked by Tom Heaton  on June 21, 2016 at 06:57 PM

    When someone submits an order how can I get this as a quote, final proposal, down payment and final payment? Do I have an account with you. I need to talk to someone on what I have? What I want is a quote form that handles custom orders that will start out as a bid and probably have some changes - then become the final contract/order. Then I want the option for a down payment and balance payment using Paypal. This will need to calculate CA tax from my origin to same state delivery to no tax on out of state.

    Tom Heaton - 714) 595-1507

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    JotForm Support

    Answered by Kevin_G on June 21, 2016 at 08:50 PM

    I'm not sure about the workflow you need, I think you're trying to show products, allow your users to make their order and then if they want to edit something they will be able. 

    I think this will be possible, for example, they can submit the form with a total amount to pay, then they can edit their submission, this will be achieved by following this guide: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    Once this is finished and the order is approved it can be sent to another form where your users will pay, you can send the data via the URL, although there is a guide that will help you with that if you need help doing this, only ask and we will be glad to help. 

    Here is also a guide that will help you to add all the calculations to your form: How-to-Perform-Calculation-in-the-Form

    Basically you will need to create the first form where you will show your products and you will process all your calculations to get the total amount, if this is approved then it will be sent to a second form where your user will pay the order. 

    Hope this helps.