Solution for sending proposals
I'm building a website for a window tinting business, and we are using Fluent CRM to track customer information, especially after they fill out the form on the website.
I'm wondering if my customer can send proposals to their customers through Fluent Cart. I realize that FluentCart is really only for e-commerce, but I know that with WooCommerce, there are plugins for doing proposals. I was hoping FluentCart might have something similar, or if someone already knew of a use case that would match our needs.
Just so there's no confusion, the specific functionality we need is the ability to create an invoice in advance with custom line items. Each invoice would be a custom price because the window tinting solution they are selling is done per customer. They would then send the proposal to the customer's email address where the customer could click accept and pay. Or, if they don't want to accept it, they could submit their questions.
nice idea...
I tell clients to use a dedicated tool for this. I recommend Zoho.
But if you want to do it for n Wordpress, you can add a proposal CPT and add all the necessary details, hash the slug and send it to the client. Depending on what you actually need, the client could add remarks or sign the post directly within WordPress. If you still insist of using WordPress for invoicing, you can utilize FluentCart custom products. Check the dev docs for this.
WordPress is bot made for this. Just because you could do, doesn’t mean it’s the best way to do.
I use the custom products to sell access to some single posts. So it works for posts. In your use-case, you need to think about it like virtual post types since the content does not exist in the website but as a service being delivered.
So, yes, it would work that way.