Quotations and Public Lead Capture
Capture more business with two tools: quotations you can send to prospects, and a public lead-capture form that turns your website visitors into CRM leads automatically.
Quotations
Create a quotation for a lead or customer with items, prices, and validity. When the customer accepts, convert it into a Sales Order or Sales Invoice without re-entering anything. Quotations keep your pipeline value realistic and your follow-ups organised.
Public lead capture
Turn on public lead capture to get a secure web form you can embed on your own website or share as a link. Every submission becomes a new lead in your CRM — no manual entry.
Setting it up — step by step
- Open CRM → Settings → Public Lead Capture and enable it.
- Copy the ready-made embed snippet onto your website, or share the form link.
- New enquiries (name, organisation, phone, email, message) arrive as leads in your default open stage, tagged “Website Form”.
Built-in anti-spam
The form is rate-limited per visitor, includes a hidden honeypot to silently drop bots, and requires at least a phone or email — so you collect real enquiries, not junk.
Tips & common questions
Can I turn it off or rotate the link? Yes — disable it any time, or rotate the token to retire an old form link.
Related: Managing Leads and Opportunities, Lead Scoring and Won/Lost.