People and places
Collect contact details and the event address.
- Text input
- Phone
- Address
- Notes
Contact fields and structured addresses connect the inquiry to the right customer.
Website forms and menus
Your website.
Powered by PickupDock.
Put inquiry forms, quote requests, menus, and pickup ordering on your existing website. Manage the leads, customers, and orders in PickupDock.
No detour to an unrelated form website. No copying requests into another spreadsheet.
See it on a business website
Their next step. Still on your site.
Explore six use cases in a fictional coffee cart website. These examples stay in your browser—no inquiry, booking, upload, or payment is sent.
Example website
↗ northline.example / eventsDemo
Northline CoffeeOur coffee · Events · Say hello
Good coffee. Wherever you gather.
A coffee bar for your next gathering.
Office mornings, courtyard celebrations, and the moments in between. We bring the cart, the baristas, and something worth getting together for.
Espresso & matchaThoughtful serviceYour place, our coffee
Fictional business website
Embedded experience below
Lead capturePickupDock example
Tell us about your event.
Try this example with fictional information only.
Northline Coffee · A fictional business, shown for illustration.
Inquiry Form
Collect the event details once. Each valid submission creates a lead linked to the customer record.
Customer + new leadFrom submission to follow-up
Every inquiry becomes a lead.
Customers submit the event details on your website. Your team gets a lead with the customer, requested service, date, and notes ready to review.
Follow the full workflow →- 01
A customer shares the details
Date, guest count, service, venue, and notes arrive together—not across a chain of messages.
- 02
PickupDock creates a lead
The lead links to a customer in your business. Available source and campaign details stay with the inquiry.
- 03
Your team takes the next step
Review the request and any price estimate. Prepare a quote, then collect a signature and the required payment after acceptance.
Form fields
Collect the details you need to quote.
Configure labels, descriptions, order, requirements, and supported conditions. Keep a simple coffee-cart inquiry simple, and gather more detail for a full-service event.
The service details
Ask for the date, guest count, and service requirements.
- Date
- Time
- Guest count
- Number input
- Dropdown
- Multiple choice
- Checkboxes
Use numeric bounds, required fields, field order, and conditional visibility. Event-date availability can be checked where configured.
What they want to book
Separate a preference from a priced selection.
- Product selector
- Package selector
- Menu selector
- Add-ons
Live ordering includes products and modifiers. Forms can collect named preferences through choice fields; automatically catalog-linked package, menu, and add-on form controls are not yet available.
The useful extras
Ask follow-up questions only when they matter.
- File upload
- Required fields
- Conditional fields
Published forms support validated private attachments. File uploads are intentionally disabled in this public demo. Conditions use supported rules, not arbitrary scripts.
You decide the next step
Collect an inquiry or provide a price estimate.
The same configured form can support different sales processes. An estimate is never silently treated as an accepted quote or a confirmed booking.
Inquiry only
Create a new lead for your team to qualify. Show your custom confirmation message without exposing pricing.
Internal recommendation
Calculate an estimate using your pricing rules and save it for your team to review. The customer does not see this estimate.
Customer-visible estimate
Show a non-binding estimate using your pricing rules. The customer still needs to accept a quote and meet your signature and payment requirements to book.
Embed settings
Set the branding and submission message.
Forms and menus share your business branding, but their controls differ. Here is what you can configure today—and what is not available yet.
| Setting | Available scope | What it does |
|---|---|---|
| Custom confirmation message | Forms | Set the message and submit-button label for each form. |
| Redirect after submission | Not available yet | Forms currently show an on-page confirmation. This preview does not navigate customers to another site. |
| Notification recipients | Not per-form yet | Per-form notification recipients are not available yet. A submission does not automatically send an email. |
| Lead source | Captured automatically | Retain available source, referrer, page URL, UTM parameters, and embed identity. |
| Default pipeline stage | New lead | Form submissions start as new leads. A configurable per-form default stage is not available yet. |
| Brand colors | Forms and menus | Use your business branding for forms. Menu embeds can use a separate accent color. |
| Button style | Menus | Choose solid, outline, or minimal menu controls. Forms support custom button text. |
| Border radius | Business branding | Use the configured customer-facing corner preference. |
| Font inheritance | Configured fonts | Choose a font that matches your website. Embeds do not automatically inherit the website’s fonts or styling. |
| Light / dark appearance | Menus | Menu embeds support light, dark, or device appearance. Inquiry forms currently use a light surface. |
Install on your website
Publish in PickupDock.
Place it on your site.
- Configure and publish a form in Forms, or a menu embed in Settings → Website Embeds.
- Copy the unique snippet generated in your workspace.
- Paste it into a compatible custom-code block, then check it on desktop and mobile.
Squarespace, Wix, WordPress, Webflow, Framer, or a custom HTML site—provided your plan and security settings permit scripts and iframes. No native website-builder integration is required.
<script async src="https://pickupdock.com/embed/form.js" data-platform-form="REPLACE_WITH_PUBLIC_EMBED_KEY"></script>Template only · Not connected to an account
The loader creates an isolated iframe and adjusts its height automatically. Replace the marker with the public key generated in your workspace—not a private account ID or API key.
Public embeds, limited access
Public experience.
Private business data.
Each embed has a public link to a published form or menu. That link does not grant access to your customer list, private records, or account settings.
- PickupDock hosts the form or menu inside your website.
- Your website does not receive database credentials or access to your business account.
- PickupDock checks submissions, prices, and availability before accepting a request or order.
- The embed code does not contain customer cart access tokens.
Website-builder policies and payment-provider requirements still apply. A payment step may open the supported checkout flow rather than staying inside the host page.
Before you get started
Questions, answered.
Do I have to move my website to PickupDock?
No. Forms and menus can sit inside your existing pages. Your website host must permit the required iframe or script. Some plans, plugins, or content-security policies restrict custom embeds.
Will the form use my website’s exact styling?
Choose your brand color, font, and corner style in PickupDock. Embeds do not automatically inherit your website’s styling. Menu embeds also have separate accent, button, and appearance controls.
Does a booking form reserve an appointment?
Not by itself. It captures a booking inquiry. The quote, contract, and configured reservation condition determine a confirmed booking. Real self-service appointment booking is not enabled; the scheduling page has a labeled concept.
Can I show a menu without accepting orders?
Yes. Choose display-only for a public menu or order-enabled for pickup ordering. Live ordering requires published channel-visible products, configured availability, and a connected merchant payment account to collect payment.
Do menu changes require a new website embed?
No. Update and publish the menu in PickupDock. Customers see the changes when they load or refresh the embedded menu; you do not need to edit your website code.
Can customers upload a file?
Published forms support validated private attachments when a file field is configured. This marketing preview does not accept files or submit any personal information.
Start with your business
Put your next inquiry, booking, and payment in one place.
Start Free
Create your account and set up your business workspace.