Public inquiry form
Structured fields, required-field checks and optional images or documents capture the customer’s requirements directly from the website.
PROJECT / BAUVERIS Flow
BAUVERIS Flow — from first inquiry to confirmed order.
BAUVERIS Flow connects the first inquiry with client records, quotes and orders. A coherent workflow for service businesses: the team organises the work internally, while clients review quotes, documents and decisions in their own portal.
German & English · Customisable
Turn an inquiry into an organised client workflow
Every inquiry should arrive with context and an owner. Flow connects that information with a client record, supports quote preparation and records the decision through to a linked order.
The complete feature overview
Client records and association
Link inquiries with clients and keep contact details and activities available in context.
List and Kanban pipeline
Review incoming and active inquiries with search, filters and status-based organisation.
Ownership and next actions
Assign an owner, tags, next tasks and due dates so the team can see who handles each step.
Internal notes and activity history
Keep additional information with the record and follow changes and processing steps in the activity history.
Itemised quote editor
Enter services, quantities and unit prices. Line totals, tax and the final amount are calculated in the editor.
PDF quotes and versioning
Export quotes as PDF and retain traceable revisions. Shared quotes remain linked to the relevant inquiry.
Protected client portal
Clients sign in to their own view and access the information and quotes shared with them.
Documents and messages
Keep images and documents with the relevant record. Protected downloads and contextual messages support the exchange.
Online quote decisions
Clients accept or decline a quote, with the decision and its timestamp recorded.
Linked order creation
An accepted quote creates a corresponding order. Repeated actions are handled to prevent duplicate orders.
Dashboard with separate values
Quoted value and confirmed orders are shown separately, alongside inquiry, quote and order activity.
Backend, database and access separation
Node.js and SQLite provide the data foundation. Server-side checks separate client accounts and protect shared files.
English, German and mobile layouts
Responsive views support the workflow on desktop and narrow screens, with English and German interface options.
Business notification setup
The production setup configures and checks your email provider, sender identity and agreed notification workflow.
Design & interaction
Forest-green navigation, light surfaces and clear typography keep longer records readable. Lists, Kanban, quotes and the client portal remain part of the same connected workflow.
Product planning, interface and backend development, database modelling, access checks, quote output and agreed setup come from one direct provider.
Tools used
The day-to-day workflow
A customer submits an inquiry and relevant documents. The team reviews it, assigns ownership and prepares a quote. The client opens the quote in the portal and decides online. Acceptance creates a linked order, while the activity history and dashboard support the next stage.
PRODUCT WALKTHROUGH
Watch project walkthrough
Explore the views, features and connected workflow.
The workflow in eleven steps
These English images explain the sample workflow and supporting views.
BAUVERIS / SOFTWARE
Discuss your project ↗What should your system make easier?
Describe your current workflow and the next step you need. BAUVERIS works with you to define scope, technical requirements and an appropriate implementation.