Gravity Forms Freshbooks Addon v2.8 GPL

Gravity Forms FreshBooks Addon GPL Overview

The Gravity Forms FreshBooks Addon allows you to seamlessly integrate your Gravity Forms with FreshBooks, a cloud-based accounting and invoicing service. With this addon, you can automatically create clients, invoices, and estimates in FreshBooks based on form submissions, simplifying your business workflows and saving you time.

Key Features:

1. Create and Update Client Records
   • Automatically create or update client records in FreshBooks when a form is submitted. This ensures that your client information is always up to date.
2. Create Invoices
   • Instantly generate invoices in FreshBooks based on form data, streamlining the billing process and reducing manual data entry.
3. Create Estimates
   • Easily create estimates using the data submitted through your forms, enabling you to send potential clients cost projections quickly.
4. Seamless Integration with Gravity Forms
   • Integrate your forms with FreshBooks effortlessly, so when users submit a form, their information is automatically used to generate client records, invoices, and estimates.
5. Automate Workflows
   • Automate your business processes by linking your forms with FreshBooks, saving time on administrative tasks and allowing you to focus more on serving your clients.

Benefits:

• Time-Saving:
  • The Gravity Forms FreshBooks Addon eliminates the need for manual entry of client, invoice, and estimate data into FreshBooks, automating your workflows.
• Improved Accuracy:
  • With automatic data transfer from forms to FreshBooks, you reduce the chances of errors and ensure that your client records and invoices are always accurate.
• Enhanced Efficiency:
  • By automating the creation of client records, invoices, and estimates, you can focus on growing your business rather than spending time on administrative tasks.
• Streamlined Client Management:
  • Easily manage clients and their associated invoices or estimates in one place, making it easier to track your financials and client interactions.

Use Cases:

1. Freelancers & Service Providers:
   • Automatically generate invoices and estimates for clients after they submit a contact or service request form, streamlining the billing process.
2. Consultants:
   • Use forms to capture client information and generate estimates for projects or consultations, making it easy to send professional proposals.
3. Small Businesses:
   • Manage client data, invoices, and estimates in FreshBooks without manual input, improving business efficiency and client management.
4. Online Stores:
   • Create invoices for customers who submit purchase orders or inquiries through Gravity Forms, integrating seamlessly with your FreshBooks account.

The Gravity Forms FreshBooks Addon is an essential tool for businesses looking to streamline their accounting and invoicing processes. By automating client record creation, invoice generation, and estimate creation directly from Gravity Forms submissions, this addon saves time, reduces errors, and improves overall business efficiency.