Order Form
Pro Feature
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Pro Feature
Last updated
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An Order Form in the Cost Calculator Builder is a feature that allows users to create a form integrated with the calculator for collecting detailed customer information and streamlining the order process. It typically works as part of a cost estimation workflow, where potential customers calculate the cost of a service or product and then proceed to place an order directly through the form.
In short "Order form is a section in the callculator where the client info (name, email, phone etc) will be taken".
All actions related to the order creation process (such as sending emails, reCAPTCHA, and more) are configured in the Order Form tab.
Here is the overview of the enabled Order Form tab:
Form Provider - choose the Order Form provider:
Cost Calculator - you can use the powerful native form builder of Cost Calculator
Contact Form - by integrating with the Contact Form 7 plugin, you can use CF7 forms as an order form. However, please note that in this case, the button texts will be managed by CF7, and the corresponding settings for button texts on this page will disappear.
Forms - choose one of the forms in the form provider
Open Form Button Text - write down the text that opens the order form
Submit Button Text - write down the text that submits the order. It will be done after filling out the order form by the user.
Refer to this manual to get more info about Form Manager:
In this section, you can manage the email settings that will be sent once the order is created.
To make the email-sending feature work, ensure you have set up SMTP settings on your website.
Subject - enter the subject of the email
Add an Order ID to the subject line - add the unique Order ID to the email subject
Enter your email - provide the email address
Description - This field is just for you, it will not be included in the email message. It helps to mark who owns the email address.
Add New Adress - use the button to add a new email address
This feature lets you collect customers' contact details before showing them the price summary. When enabled, an order is created after the customer fills out the contact form, allowing you to get their info even if they don't make a payment. This way, if a customer isn't satisfied with the price, you can reach out to negotiate and encourage them to use your service. It helps you gather leads and turn them into clients.
Contact info form title - put a title to the contact form
Submit button text - put a text to the submit button
Action options after submitting the form - indicate the action that needs to be performed after submitting the contact form
Send a quote and invoice to the customer's email - with this option, order details and the invoice are sent to the customer's email. If payment methods are enabled, the customer will need to check their email for the payment amount, as these details won't be visible in the calculator.
Show calculations on Summary block - with this option, customers can see the calculations and order details on the same page immediately after filling in their contact info
To make the "Send a Quote and Invoice to the Customer's Email" setting work, ensure you have set up SMTP settings on your website.
You can add the Terms and Conditions agreement checkbox within your calculator. To do that, enable the Terms and Conditions agreement.
Checkbox Label - enter text that will notify the user about reviewing Terms & Conditions next to the checkbox. Limit: 40 symbols. For example: "By clicking this box, I agree to your". At the end of this text, the Linked Page Title will be inserted.
Choose Page to Link - select the terms page from the dropdown.
Linked Page Title - enter text for the terms link. Limit: 20 symbols. This title will be inserted at the end of the Checkbox Label.
This is how it will look for your users
You can enable reCAPTCHA by Google to prevent bots. Just enable the toggle to apply reCAPTCHA to this calculator.
Google reCAPTCHA credentials should be provided in the Global Settings of the plugin.
In this section, you can choose which formula elements will be shown in Orders and Email as total formulas. You can select one or more formula fields. Unselected formula fields will be shown as ordinary calculator elements.
We have selected Total Description and Formula 2 in our setting. That's why they have been displayed differently than other calculator elements. We have not selected Formula 1, in the picture you can see it is among other calculator elements.
Note that, the last Total (which is $537.50), is the total cost of our order, the amount that has been charged. It will be set in the Payments tab, that is why it does not belong to our setting.
You can enable Payment Gateways for the order form in this section. The payment gateway's credentials should be configured beforehand in the Payments tab.
Here is how payment gateways look on the calculator:
Refer to this article to get more information about payments:
Let's see the example below with the explanation. Order Form and Payment Gateways are enabled.
After entering the required info into the form, users will click the Make Order button:
In this step, the user will fill out the opened Order Form and proceed by clicking the Submit button
Choose the convenient payment method and continue by clicking the Make Payment button:
Some payment methods may open a new tab to do the checkout, like PayPal or WooCommerce.
If you enabled the Confirmation Page, this message confirms the successful order:
Admin of the website will see the order in the Orders Page of the plugin, and be notified via email:
Sometimes, there will be an issue in sending an email process which we will discuss below:
If your customer fills all the form fields correctly after clicking the submit button and you set up Send Form Settings properly, they do not get the Confirmation page about sending data. In this situation, you should address your hosting since wp_mail() was not working on the server.
In the next probable situation, your customer gets the confirmed success message about sending data but they will not see that email in their mailbox. This means that your plugin sending option is working correctly. However, it is because your email is sent to the spam messages block. To resolve this issue, please address your personal email service (Gmail, Windows Outlook and etc.) spam folders. If you cannot find that message in your spam folder, please check the spam settings of your Email Server. If it does not help too, you can refer to the Support Team of your Web Hosting.
Anyway, double check your email-sending feature is working and SMTP settings are configured on your website accordingly.
Send Email to Address - indicate the email address that will receive the email once the new order is created. The content of the email will be the same for all recipients. Use the button to remove the email address from the list.
