Four decisions that make it usable.
These are the elements to specify and verify for this type of project.
Store the submitted information, timestamp and source. Validate the fields, retain failures for review and make duplicate retries safe.
Incomplete or masked contact details need an approved review path. Do not invent contact information or bypass a platform restriction.
Build an estimate from a reviewed catalogue and clear scope. Keep customer acceptance separate from a draft or internal approval.
Create the delivery checklist from the accepted scope, with owners, dates and evidence required for completion.
What a useful review must show.
A representative enquiry must travel from the public form to the private queue without being lost. The reviewer must be able to trace an estimate to that enquiry and identify what remains open before launch.
Set the expectation in writing.
The published service range is a planning guide. Availability, integrations, data quality and the agreed acceptance checks determine the schedule and final quote.
Try the pattern before scoping the project.
Working prototypes use sample data and clearly identify what is simulated. A production engagement requires its own access, integration and acceptance checks.