Share Quote Form

Pro Feature

The Share Quote Form feature allows customers to email their calculated quotes (in a .pdf format) to others. This feature requires the PDF Entries functionality to work. Share Quote Form Feature can be enabled from the Global Settings of the calculator:

WP Dashboard > Cost Calculator > Global Settings

Below are the available settings for configuring the Share Quote Form:

• Enable Share Quote Button - toggle this option to enable or disable the Share Quote functionality.

  • Open Form Button Text - customize the text displayed on the button that opens the Share Quote form.

  • Submit Button Text - set the text for the button customers click to submit their quote via email.

  • Close Form Button Text - define the text for the button that closes the Share Quote form.

  • Share Quote Success Text - specify the message displayed when the quote email is successfully sent.

  • Share Quote Error Text - set the error message to be displayed if the form submission fails due to missing or incorrect information.

To make the email-sending feature work, ensure you have set up SMTP settings on your website.

Sharing Quotes as a User

The Share Quote Form appears on the calculator page after payment if the Show Summary with Calculations after Adding Contact Info option is disabled. If enabled, you can configure when the button should appear in the settings. Additionally, if the Confirmation Page is enabled, you need to activate the Button to Share the Receipt setting.

Now, let's review the flow from the client’s perspective:

1

Fill out the calculator field according to your needs and make the payment, choose the payment method and pay the price:

2

Based on the status of the Confirmation Page, you will see the order confirmation message or Confirmation Page. In both cases there will be a Send Quote button:

In Calculator

Confirmation Page is disabled.

Confirmation Page

Confirmation Page is enabled.

3

Next, a pop-up modal form will appear. Fill it out and click the Send button:

4

A success message will confirm that the email has been delivered.

5

Here is the received email message with a .pdf invoice attached:

To learn about PDF Entries, refer to this manual:

PDF Entries