Salesforce Quotes represent proposed pricing for a product or service and are linked to Opportunities in your sales pipeline. Capturing Quote requests from WordPress forms lets prospects kick off the quoting process directly from your site — with no manual handoff.
Just select the Quote fields to include, add your shortcode, publish. Use the form interface to setup instantly. Also works with Elementor.
Trusted by 200+ of the world’s biggest organizations
Quotes close deals faster when they start with the buyer's intent. Sawfish connects your WordPress pricing or quote request forms to the Salesforce Quote object, so prospect requests land directly in your CRM as Quote records — linked to their Opportunity and ready for your sales team to action.
Practical scenarios for capturing Quote data from your WordPress site directly into Salesforce.
Sales Team
Let prospects submit a quote request on your WordPress site and have it appear as a Quote in Salesforce — linked to the Opportunity and ready for your sales team to price up.
Download Now →B2B Sales
When a business fills in a pricing inquiry form on WordPress, Sawfish creates a Salesforce Quote automatically — saving your team from manual entry and speeding up the sales cycle.
Download Now →Operations
Let existing customers request contract renewals through a WordPress form and have them appear as Quotes in Salesforce so your team can action them without leaving the CRM.
Download Now →Quote forms are Just the Beginning
Display real-time Salesforce data anywhere on your site — forms, tables, directories, calendars, and more. One plugin, unlimited possibilities.
Works with custom forms and Elementor form builder!
Sawfish gave us the ability to publish all our jobs in Salesforce onto our website in real-time, dramatically increasing the number of job applicants, candidates, and placements with our clients. Upon go-live, we saw immediate traction on published jobs, applications, candidate presentations, and overall job placements. Allen is amazing — very experienced, professional, responsive, and efficient — and the connection works like a charm!
Frankie Farrar-Helm
Director of Marketing
Western Healthcare, LLC
We represent over 75,000 public service workers and care providers in Oregon. Our leadership rosters were manually updated and always out of date. Sawfish plugin makes Salesforce data, like leadership rosters and steward lists, available on our public website. Members can find and contact union representatives without calling the Member Assistance Center.
Sarah Schneider
Service Employees International Union (SEIU) Local 503
Save thousands on development costs — one flat fee for your whole team. Trusted by 200+ organizations.
Annual
per month · paid annually
Can be used by everyone in your team!
✓ Create Unlimited pages with Cards, Tables, Calendars using Salesforce data
✓ Custom layouts with images, links, YouTube URLs
✓ WordPress-Salesforce logins for unlimited users
✓ Real-time info from Salesforce
✓ Connect to ANY form
✓ Update and Create Salesforce records
✓ Connect Elementor Pro forms
✓ Real-time Charts & Dashboards
✓ Dedicated Support & Installation Assistance
✓ Latest Feature Updates
2-Year Plan
per month · paid every 2 years
Can be used by everyone in your team!
✓ Create Unlimited pages with Cards, Tables, Calendars using Salesforce data
✓ Custom layouts with images, links, YouTube URLs
✓ WordPress-Salesforce logins for unlimited users
✓ Real-time info from Salesforce
✓ Connect to ANY form
✓ Update and Create Salesforce records
✓ Connect Elementor Pro forms
✓ Real-time Charts & Dashboards
✓ Dedicated Support & Installation Assistance
✓ Latest Feature Updates
Fewer errors, less manual data entry. Keep your own design. No add-ons or extra costs.
| Sawfish Plugin | SF Dynamic Forms | SF Screenflow | Formstack | FormAssembly | |
|---|---|---|---|---|---|
| Where do forms live? | Your WordPress website | Salesforce UI | Salesforce UI | Formstack server | FormAssembly server |
| Who can submit? | Anyone on your website | Salesforce users only | Salesforce users only | Accessible via link | Accessible via link |
| Form styling? | Matches your site exactly | Salesforce UI | Salesforce UI | Formstack builder | FormAssembly builder |
| Submissions | Unlimited | Unlimited | Unlimited | 500–2,000/mo | Unlimited |
| Price | $19 per month — whole org |
No extra cost | No extra cost | $400+ /month |
$83+ /month/user |
Common questions about creating Salesforce Quote forms in WordPress.
Yes — OpportunityId is a required field on the Quote object. You can pass it as a hidden field pre-filled with the relevant Opportunity ID, or let the user enter it if your flow supports it.
Quote line items (QuoteLineItem) are a separate object linked to a Quote. Create the Quote first, then use a separate Sawfish form or Salesforce automation to add line items using the resulting Quote ID.
Yes — trigger a Salesforce Flow on Quote creation that generates a Quote PDF and emails it to the customer automatically. Sawfish creates the record; Salesforce handles the downstream automation.
Yes — Sawfish submits data via the Salesforce API so all standard and custom validation rules on the Quote object are enforced before the record is created.
Yes — Quotes created through the form behave like normal Salesforce records, so your flows, approval processes, and other automation can run as usual. Add a hidden field to tag web-sourced Quotes and branch your automation accordingly.
Sawfish requires API access, available on Enterprise, Unlimited, and Developer editions. It does not work on Contact, Group, or Professional editions. Check our docs to verify your edition →
Sawfish is $19/month billed annually — one flat fee covering your entire organization. Unlimited users, unlimited form submissions, no per-seat pricing. See full pricing →
No coding. No expensive add-ons. Works with your existing WordPress forms and themes.
We have sent you the payment confirmation to your email. We will reach out to you shortly with the installation file of the latest version.
If you would like to receive the download to another id, send us a quick email to
You can also read the installation steps and guide here.
Click the Gear icon on the top-right to open Setup and type in 'Company Information', then check the Organisation Edition field.
