Enquiries — a public form that becomes a quote

Work can arrive on its own. Every workspace has a public request form — a page a stranger can fill in with what they want, how many, when by, who they are and a photo of the thing they mean — and what they send lands under Enquiries as something to triage rather than an email to retype.

Switching it on

It is off until you turn it on: a public form nobody asked for is a spam inbox. Under Company Settings → Request form, tick Take requests through the public form, and the link to share is shown beneath — put it on your website, your Instagram bio, the back of a business card. Two sentences are yours to write: what the page says above the fields, and what it says after a request is sent. Both take {{org.name}}.

While the form is off, the link is simply not found. Nothing about it is discoverable until you say so.

What a visitor sees

A short form on a page carrying your workspace's name and nothing of OrderDen's: name, email, phone and business (both optional), what they are after, how many and by when (both optional), and up to two files — photos or PDFs, 10 MB each. A small arithmetic question stands between a bot and the send button; there is no third-party captcha script.

After sending, they see your thank-you sentence. It should say a person will reply. It must not read as a price or a promise, and the built-in wording is careful to say so.

What stops the spam

Three things, on by default and not switchable:

• a hidden field that people never see and bots fill in — a tripped one gets the thank-you page and files nothing;
• a signed arithmetic question, issued per page and good for twenty minutes;
• a rate limit: a few requests an hour per email address and per connection, and past that the form says to wait.

Files come in through the same path as every other upload — the 10 MB cap, the image downscale and your workspace's hourly upload counter all apply — so a stranger cannot use the form to fill your storage.

Triage

Enquiries (in the sidebar, under Sales) lists what is waiting, newest first, with Quoted and Closed tabs for what became of the rest. Every member gets a bell notification when one arrives, and an email if they have that on under Personal Settings → Notifications (New enquiry).

Open one and you see what they wrote, the files they sent, and two things to do with it:

• Create quote. A draft quote with their request as its one line at no price — you price it on the quote form, where the pricing help is. The client is matched by email address first (one person, one inbox), then by name; if nobody on the books matches, a new client is created carrying the name, business, email and phone they typed. You can also pick any client by hand. Nothing is retyped, and nothing is duplicated for the merge tool to clean up later.
• Close without a quote, with a note for the record. A closed enquiry can be reopened.

An enquiry that became a quote links to it, and the quote's history says which enquiry it started from.

On the API

GET /api/v1/enquiries (filter status), GET /api/v1/enquiries/{id}, GET /api/v1/enquiries/{id}/files, and POST /api/v1/enquiries/{id}/convert, /close and /reopen. The form's switch and its two sentences are enquiryFormEnabled, enquiryFormIntro and enquiryFormThanks on /settings/templates. See the API reference.