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manifest / forms / smartinquiry

SmartInquiry

WordPress plugin: step-by-step quote request form in a popup, with a server-generated PDF brief. WPML ready.

by GG · github.com/gglias/smartinquiry · website

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/gglias/smartinquiry/archive/refs/heads/main.zip
Updates itself. It ships its own updater, so new versions appear under Dashboard → Updates.
Readme github.com/gglias/smartinquiry ↗
SmartInquiry — turn visitors into project requests

SmartInquiry

A step-by-step quote request form in a popup for WordPress. Visitors pick a service, answer a few questions and download their request as a PDF. You get every request in the admin and by email. WPML ready.

[!NOTE] Built for the Smartup website. This plugin was made for Smartup's own website (smartupweb.com), so it ships with Smartup defaults. These include the default PDF logo, the pre-filled list of agency services and budgets, the #smartup-inquiry link trigger and the SU reference prefix. Some of these can be changed in the settings. Others may not be changeable from the admin.

Need a white-label version? Send me a message or email me at gglias.pro@gmail.com and tell me what you need.

Features

  • Multi-step form in a popup.

    1. Pick a service.
    2. Answer that service's questions: single choice, multiple choice, "other" or free text.
    3. Choose a budget and timeline.
    4. Leave contact details and a preferred contact method.

    A live summary builds up as the visitor answers.

  • PDF brief. Each request becomes a PDF with your logo, company details and footer. It is made on the server (GD + FreeType), with a browser fallback. The visitor can download it, it is attached to your notification email, and you can download it from the admin.

  • Request inbox in wp-admin. Track status, add notes, use bulk actions, export to CSV, and get desktop notifications with sound when a new request arrives.

  • Your services and questions. Edit the services, questions, texts and colors from the settings.

  • Roles. Two extra roles, "Requests" and "Requests & settings", for team members who should only see the inbox.

  • Spam protection and privacy.

    • Optional Cloudflare Turnstile.
    • Signed tokens and rate limiting on the REST endpoints.
    • Integration with WordPress's personal data export and erase tools.
    • Automatic clean-up of old requests.

  • WPML. Greek and English included.

Opening the form

Link to #smartup-inquiry from any button or menu item, or add the class js-inquiry to any element. You can also turn on the floating "Start a project" button in the settings.

Requirements

  • WordPress 6.1 or newer
  • PHP 7.4 or newer
  • The GD extension with FreeType, for server-side PDFs. Without it, the browser fallback is used.
  • An SMTP plugin is recommended, so email notifications are delivered reliably.

Installation

  1. Download the latest smartinquiry.zip from Releases.
  2. In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and click Install Now.
  3. Activate SmartInquiry and set your services, company details and colors in its settings.

Or clone this repository into wp-content/plugins/smartinquiry.

[!IMPORTANT] The plugin doesn't update itself from WordPress.org. To update, download the new release and upload it again.

Credits

  • Inter font by Rasmus Andersson. SIL Open Font License 1.1, see assets/fonts/Inter-LICENSE.txt.
  • Notification sound from Kenney Interface Sounds. CC0, see assets/sounds/Kenney-LICENSE.txt.

License

GPL-2.0-or-later. Bundled assets keep their own licenses, listed above.

Made by GG · Greg Glias