Order Form (Global)
Pro Feature
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Pro Feature
Last updated
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The Order Form tab of the Global Settings is divided into two sections:
In this section, you can change WordPress's default mail sender. Use the Preview button to see how it looks.
Sender Email - write the email address that email messages are going out
Sender Name - write the name of the sender that emails are going out
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".
This section includes the Apply to All Calculators button, which applies the settings to all calculators on your platform.
To check the manual about the Order Form in Calculator Settings, refer to this documentation:
Now let's see the settings of the Order Form Global one by one.
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.
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
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.
