From your site to a signed contract
You have a simple site and something to sell. This is the whole path, once.
This article is for the person who sells directly: one site, a contact form, a product or a service. You do it once. After that the form on your site feeds the pipeline, and every deal follows the same track.
Create the capture key
- 1 Open Integrations, under Lead capture, and create a key. Name it after the page it lives on.
- 2 The key is publishable: it lives in your HTML, it only creates leads and it never reads anything back.
- 3 Fill in the redirect address if you have a thank-you page. Empty, the visitor sees a plain confirmation.
Paste the form into your site
The panel hands you the finished HTML, with your key already in the action. Paste it where your contact form is today. This is the only step that happens outside Qnexyx.
<form action="https://api.qnexyx.com/api/v1/public/leads/qnx_pub_…" method="POST">
<input name="name" required placeholder="Nome">
<input name="email" type="email" placeholder="E-mail">
<input name="phone" placeholder="Telefone">
<textarea name="message" placeholder="Como podemos ajudar?"></textarea>
<input name="website" tabindex="-1" autocomplete="off" aria-hidden="true"
style="position:absolute;left:-9999px">
<button type="submit">Enviar</button>
</form>- WordPress: a Custom HTML block, or the HTML widget of your builder.
- Wix: Embed, then Embed HTML code.
- Squarespace: a Code block.
- Webflow: an Embed element.
No form of your own? The same key takes Typeform, RD Station and Google Ads Lead Forms by webhook. The addresses are on the key card, and the recipe is in Integrations and API.
The lead arrives
Send your own form once to see the whole thing work. The lead shows up in Leads with a score and the source it came from. Triage turns it into a deal, with the contact and the company already linked, on the first open stage of your pipeline.
The sales agent starts on copilot: it drafts the first reply and waits for you. Fill in what your company sells, on the Agent page, and the draft stops being generic. Raise the dial to autopilot when the drafts start sounding like you.
From the deal to the contract
- 1 Set the proposal template once: your logo, your color, your numbering. Every document from here on carries it.
- 2 Build the proposal inside the deal. Items, quantities and discounts in decimal, currency always explicit.
- 3 Send it. Delivery goes through Qsendyx, and the client opens it on a public link, no account needed.
- 4 The client signs on Qsignyx. The signed envelope comes back, the proposal is marked accepted and the deal goes to your won stage.
The checklist on the pipeline page follows this same path, step by step, reading the facts from your own data. It disappears when the cycle closes.