Public inquiry form
Structured fields, required-field checks and optional images or documents capture the customer’s requirements directly from the website.
CUSTOM SOFTWARE / BAUVERIS Flow
From the first inquiry to a traceable order.
Organise the journey from inquiry to confirmed work in one connected system. BAUVERIS Flow combines forms, client records, processing, quotes and client decisions. Fields, stages, calculation rules and integrations are adapted to your business.
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.
Scope for your business
- Adapt inquiry fields, files and client association to your business
- Configure the pipeline, stages, ownership, tasks and deadlines
- Tailor line items, calculation rules, PDF output and quote versions
- Connect the client portal, documents and online decisions to your workflow
- Configure hosting, sender identity and external email delivery
- Agree data imports, required APIs, handover and ongoing support
Clear scope. Understandable costs.
Data models, user roles, calculation rules and integrations determine the scope. Hosting, external services and ongoing support are identified separately. Functions and acceptance criteria are agreed before development.
Packages & pricing scope ↗How the solution fits your daily workflow
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.
Your Flow installation is configured with your inquiry fields, stages, ownership rules and quote calculations. The existing application includes a backend, SQLite database and client authentication. Hosting and external email delivery are configured for production use; additional CRM or other integrations are specified in your proposal.
Explore the project ↗- 01
Understand
Clarify workflows, user groups and existing data.
- 02
Plan
Define functions, access controls and acceptance criteria.
- 03
Build
Develop the interface and agreed technology in a preview.
- 04
Review & hand over
Check sample workflows and document operation and handover.
Common questions
Can an inquiry become a client-management record?
Yes. We define form fields, client association and the next processing step so the workflow starts with a structured inquiry rather than an isolated message.
How does a quote become an order?
The client reviews the shared quote in the portal and accepts or declines it. Acceptance creates a linked order, with a recorded timestamp and activity history.
How are notifications configured?
Your installation is configured with the agreed provider, sender and notifications. The development version uses local email previews; external delivery is connected during production setup.
Can my existing website remain?
Flow can run as a separate application connected to a public form. We review your website and APIs and agree how the entry point, records and client portal fit together.
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.