# Order Form (Global)

The **Order Form** tab of the [**Global Settings**](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/global-settings) is divided into two sections:

* [**Change WordPress Default Mail Sender**](#change-wordpress-default-mail-sender)
* [**Order Form**](#order-form-global)

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FBwgQdmqiDTkFsHeeHsBL%2Fimage.png?alt=media&#x26;token=dc0ed72c-5ba3-43c5-9149-b8c65c2fa6e1" alt=""><figcaption><p>Cost Calculator > Global Settings</p></figcaption></figure>

## Change WordPress Default Mail Sender

In this section, you can change WordPress's default mail sender. Use the **Preview** button to see how it looks.

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FsbVh1OdRnCX8tkCGXqUH%2Fimage.png?alt=media&#x26;token=fa3af204-7936-492e-98db-6686c3793abc" alt=""><figcaption></figcaption></figure>

* **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

## Order Form (Global)

### 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".

{% tabs %}
{% tab title="Order Form ENABLED" %}

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FyFtpbFluQh1f07MidZMU%2Fimage.png?alt=media&#x26;token=7a743aa6-7c4e-4c77-93fe-3b0e45b73c06" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Order Form DISABLED" %}
**Order Form** and [**Payments**](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/calculator-settings/payments) are <mark style="color:red;">**disabled**</mark>

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2F0rlas8U9Awuja7G8v14F%2Fimage.png?alt=media&#x26;token=5d550787-dd61-47c7-b115-79f5e2417a85" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
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.
{% endhint %}
{% endtab %}

{% tab title="Order Form DISABLED\*" %}
**Order Form** is <mark style="color:red;">**disabled**</mark>, but [payments](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/calculator-settings/payments) are <mark style="color:green;">**enabled**</mark>.

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FoIHEvNaj87Op1MxiXIpm%2Fimage.png?alt=media&#x26;token=ff0b6735-3f94-4691-a7d4-0e5e93b57dcf" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
In this case calculator accepts orders and payments. However, you have to choose [**the form for payments**](https://docs.stylemixthemes.com/cost-calculator-builder/payments/settings#form-for-payments) in the payments tab to accept payments.&#x20;
{% endhint %}
{% endtab %}
{% endtabs %}

This section includes the **Apply to All Calculators** button, which applies the settings to all calculators on your platform.

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FuJKHUaeUzqkmAmRln1tx%2Fimage.png?alt=media&#x26;token=59d4dd9f-419c-4f9e-b7c7-39090f513e1f" alt=""><figcaption></figcaption></figure>

To check the manual about the **Order Form** in [**Calculator Settings**](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/calculator-settings), refer to this documentation:

{% content-ref url="../calculator-settings/order-form" %}
[order-form](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/calculator-settings/order-form)
{% endcontent-ref %}

Now let's see the settings of the **Order Form Global** one by one.

### Button Texts

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2Fx6tMKZmMZHp9dov1l2JA%2Fimage.png?alt=media&#x26;token=c24b63e3-8dca-4548-bd75-55355c4559e1" alt=""><figcaption></figcaption></figure>

* **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.&#x20;

{% tabs %}
{% tab title="Open Form Button Text" %}

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FijhrKWQ75W1WjWR29uRR%2Fimage.png?alt=media&#x26;token=8a090aba-ac18-4e1b-928e-cb185ac857c1" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Submit Button Text" %}

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FUPx9qBrEqB8ejIFNfA6T%2Fimage.png?alt=media&#x26;token=9bd1a31d-9d8c-4225-a0a5-cbcd127122d9" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### Order Notification Email&#x20;

In this section, you can manage the email settings that will be sent once the order is created.&#x20;

{% hint style="warning" %}
To make the **email-sending feature** work, ensure you have set up [**SMTP settings**](https://www.wpbeginner.com/plugins/how-to-set-up-wp-mail-smtp-with-any-host-ultimate-guide/) on your website.
{% endhint %}

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FuzlsZtv0FKm5CRbbWpjL%2Fimage.png?alt=media&#x26;token=87e706ea-1473-4506-89c2-be4f4e8595ff" alt=""><figcaption></figcaption></figure>

* **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 :heavy\_multiplication\_x: 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

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FK8EWJzZJA0g5UYGEXi37%2Fimage.png?alt=media&#x26;token=724b2e8a-2b37-4414-a870-4d79bf30b458" alt=""><figcaption><p>Sample Email Message in Gmail</p></figcaption></figure>

### **Show Summary with calculations after adding contact info**

{% embed url="<https://youtu.be/MUnr5ulKKEs>" %}

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.

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2F9F2ij04lTKxPhwW1NaLu%2Fimage.png?alt=media&#x26;token=09f44648-502b-4ec4-8295-369251dfc9bd" alt=""><figcaption></figcaption></figure>

* **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

{% tabs %}
{% tab title="Send a quote and invoice to the customer's email" %}

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FjFwLZpr0ZEnzXPGQ0ApW%2FUntitled%20Project.gif?alt=media&#x26;token=919f48b1-7bf6-4cc0-ba95-37d5f50f352c" alt=""><figcaption><p>The process of ordering when 'Send a quote and invoice to the customer's email' is enabled</p></figcaption></figure>
{% endtab %}

{% tab title="Show calculations on Summary block" %}

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FWE4AK8DewzYW1xctbezR%2FUntitled%20Project%202.gif?alt=media&#x26;token=6bf71c93-f376-4fd2-ac4b-6ef11b41e421" alt=""><figcaption><p>The process of ordering when 'Show calculations on Summary block' is enabled</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% hint style="info" %}
To make the **"Send a Quote and Invoice to the Customer's Email"** setting work, ensure you have set up [**SMTP Settings**](https://www.wpbeginner.com/plugins/how-to-set-up-wp-mail-smtp-with-any-host-ultimate-guide/) on your website.
{% endhint %}

### 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.

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FZ1WiDvi4jp6lRCuKFg81%2Fimage.png?alt=media&#x26;token=30546c31-9b0a-4c97-a4c4-ba064c97fab4" alt=""><figcaption></figcaption></figure>

* **Checkbox Label -** enter text that will notify the user about reviewing Terms & Conditions next to the checkbox. Limit: **40** symbol&#x73;**.** For exampl&#x65;**: "***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 symbol&#x73;**.** This title will be inserted at the end of the **Checkbox Label**.

This is how it will look for your users

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FcPfCqAurAu8pH1bkRYX9%2Fterms%20and%20conditions%208.jpg?alt=media&#x26;token=be6adf95-c2db-44b7-a868-38297eed2a3e" alt=""><figcaption></figcaption></figure>