| Build and publish | Eight Free enquiry templates, visual builder, block and shortcode | Eight advanced starters and guided setup |
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| Edit safely | Private drafts, explicit publishing, conflicting-save protection and ten-design history | Included; operational settings stay outside design history |
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| Manage entries | Search, filter, star, assignment, status and CSV | Named stages, notes, due-date queues, personal saved views and change history |
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| See earlier enquiries | Inbox search | Access-checked earlier entries using a selected submitted email |
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| Export review work | Wide and long entry CSV | Filtered CSV with current stage, UTC due date, outcome and assignee |
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| Control staff access | Existing entry capabilities | Form/assignee scopes across entries, files, exports and delivery |
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| Guide the conversation | Basic conditional fields | Multi-step forms, nested AND/OR, safe forward branching and conditional actions |
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| Estimate calculations | — | Quantity × unit-price rows, fixed extras, currency, itemisation and print summary |
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| Advanced pricing | — | Pricing tiers, base/minimum charges, examples and pricing-change review |
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| Generate documents | — | Private local estimate/application PDFs and optional delivery attachment |
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| Private uploads | Retained-file access and privacy controls | PDF/PNG/JPEG/TXT uploads with configurable validated, host-aware limits |
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| Save an application | — | Encrypted visitor drafts, retained unfinished attachments and private resume links |
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| Send practical email | Staff and separately requested visitor email, validated Reply-To, retries and guarded resend | Conditional staff routing, message text and bounded unread follow-ups |
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| Newsletter actions | Basic Brevo/MailerLite subscription with separate optional consent | Included |
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| Integrations | — | HubSpot, Slack and signed webhooks; mapping, conditions and retries |
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| Storage and privacy | Retention, deletion/export and storage health for entries, files and drafts | Included, with advanced workflow data |
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| Count responses | Local submitted-entry counts | Current outcome reports, completed-period comparisons and optional visitor-consented measurement |
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| Reuse forms | Sanitised configurations, no entries/secrets/live destinations by default | Environment checks and a client handover summary |
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| Repeatable ordinary questions | Included · bounded rows | Included through Free |
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