Website enquiry to quote workflow
How a public website enquiry becomes a lead, then a priced quote the customer can accept online before it turns into a job and an invoice.
Available · Last updated 18 July 2026
The business problem
Website enquiries often arrive as an email or a generic contact form message with no structure, so staff have to manually chase details, retype them into a quoting tool, and track acceptance and follow-up themselves.
Business situation
Custom or project-based businesses cannot publish a fixed price, because the price depends on the customer's specific job. They need a way to capture enquiry details from the website, then follow up with a properly priced quote.
How KookaCRM solves it
KookaCRM's website enquiry form captures the enquiry as a structured intake submission and lead, which staff work directly into a quote. The customer accepts the quote online, and acceptance carries through to job creation and invoicing without re-entering details.
Recommended KookaCRM setup
Publish a website enquiry form (embedded or linked) for services priced with the quote-to-invoice model. Configure quote line item templates for common job types so staff can build quotes quickly from the enquiry details.
Entry point and pricing model
Customer entry point: Website enquiry form — a public form on the tenant's website where the customer describes the job and leaves contact details.
Service pricing model: Quote-to-invoice: there is no published price. Staff assess the enquiry and issue a itemised quote, which the customer accepts before work proceeds.
Suitable business types
- Cabinet makers and custom installers
- Agencies and web developers
- Renovation and project-based trades
- Any business that cannot publish a fixed price for enquiries
How it works
Customer submits the website enquiry form with job details and contact information, then
KookaCRM creates an intake submission and a lead from the enquiry, then
Staff review the lead and qualify it, then
Staff build a quote with itemised pricing based on the enquiry details (and any follow-up questions), then
Quote is sent to the customer for review, then
Customer accepts (or declines) the quote online, then
An accepted quote converts into a job where fulfilment work is required, then
Staff issue an invoice against the accepted quote once work is scheduled or completed, then
Customer pays the invoice and a receipt is recorded
Customer experience
- Fills in the website enquiry form describing the job, with optional photos where the form supports it
- Receives a follow-up from staff and, in due course, a quote to review
- Reviews itemised pricing and accepts or declines online
- Receives an invoice once work is scheduled or completed, and pays it
Staff actions
- Review new leads from the enquiry inbox
- Qualify the enquiry and contact the customer if more information is needed
- Build an itemised quote against the lead
- Send the quote and follow up on outstanding quotes
- Convert an accepted quote into a job
- Raise and send the invoice, then reconcile payment
What KookaCRM creates
- Intake submission
- Lead
- Quote (with line items)
- Job (once fulfilment work is scheduled)
- Invoice
Payment flow
No payment is requested at enquiry stage. Once the customer accepts the quote, staff raise an invoice; the customer pays through whatever payment method the tenant has configured, including online payment if Stripe Connect is connected.
Setup requirements
- Enable and publish the website enquiry form entry point
- Configure at least one service using the quote-to-invoice pricing model
- Set up quote line item templates for common job types
- Connect a payment method (for example Stripe Connect) if you want customers to pay invoices online
Related guides
- Customer Entry Points
Website Enquiry Forms
A tenant-specific enquiry form that captures new work from your website and turns every submission into a lead and intake record your team can action.
- Pricing and Sales Workflows
Quotes and Customer Acceptance
Build itemised quotes, send them for the customer to review and accept online, collect a deposit if required, and continue straight into a job or invoice.
Relevant business solutions
- Business Solutions
Agencies and web development businesses
How digital agencies and web development businesses use KookaCRM to capture enquiries through their website, quote project work, invoice it, and offer retainer packages to ongoing clients.
- Business Solutions
Cabinet makers and custom installers
How cabinet makers and custom installation businesses use KookaCRM to run a project from first enquiry through measuring, quoting, deposit, manufacturing and installation to the final invoice.