Order Form

Pro Feature

What is an Order Form?

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".

Order Form ENABLED

Order Form DISABLED

Order Form and Payments are disabled

In this case, a calculator will be used just to show the final result or relevant calculations in the Summary Block. It will not accept payments and orders.

Order Form DISABLED*

Order Form is disabled, but payments are enabled.

In this case calculator accepts orders and payments. However, you have to choose the form for payments in the payments tab to accept payments.

All actions related to the order creation process (such as sending emails, reCAPTCHA, and more) are configured in the Order Form tab.

Overview of the tab

Here is the overview of the enabled Order Form tab:

Form Provider and Button texts

Form Provider section with Cost Calculator Form Manager as a form provider

• 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.

Open Form Button Text

Submit Button Text

Refer to this manual to get more info about Form Manager:

Form Manager

Order Notification Email

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

• 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.

  • 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

Sample Email Message in Gmail

Show Summary with calculations after adding contact info

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.

'Show Summary with calculations after adding contact info' setting on the Order Form page

• 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

Send a quote and invoice to the customer's email

The process of ordering when 'Send a quote and invoice to the customer's email' is enabled

Show calculations on Summary block

The process of ordering when 'Show calculations on Summary block' is enabled

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.

Terms and Conditions Agreement

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

Captcha by Google to Prevent Bots

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.

The Result of the reCAPTCHA

Total Field Element

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.

Screenshot from Orders Tab

Payment Gateways

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:

Payments

Example for the Order Form

Let's see the example below with the explanation. Order Form and Payment Gateways are enabled.

1

After entering the required info into the form, users will click the Make Order button:

2

In this step, the user will fill out the opened Order Form and proceed by clicking the Submit button

3

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.

4

If you enabled the Confirmation Page, this message confirms the successful order:

5

Admin of the website will see the order in the Orders Page of the plugin, and be notified via email:

Orders Page

Email

Troubleshooting Email Send & Receive Issues

Sometimes, there will be an issue in sending an email process which we will discuss below:

1. 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.

2. 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.