# Share Quote Form

The **Share Quote Form** feature allows customers to email their calculated quotes (in a `.pdf` format) to others. This feature requires the[ **PDF Entries**](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/global-settings/pdf-entries) functionality to work. **Share Quote Form Feature** can be enabled from the [**Global Settings**](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/global-settings) of the calculator:

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FGWqzRUA2VtCYTlP4TPwf%2Fimage.png?alt=media&#x26;token=53b310df-6305-44e0-87aa-beb3598159fa" alt=""><figcaption><p>WP Dashboard > Cost Calculator > Global Settings</p></figcaption></figure>

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

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2F7J5hQ5YKIygf5Aj6iwTn%2Fimage.png?alt=media&#x26;token=9291cdfa-ff3a-4103-a963-90d7388035e3" alt=""><figcaption></figcaption></figure>

* **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.

{% hint style="warning" %}
To make the **email-sending feature** work, ensure you have set up [**SMTP settings**](https://docs.stylemixthemes.com/f-a-q/smtp-settings) on your website.
{% endhint %}

## 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**](https://docs.stylemixthemes.com/cost-calculator-builder/calculator-settings/order-form#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:

{% stepper %}
{% step %}
Fill out the calculator field according to your needs and make the payment, choose the payment method and pay the price:

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FY4Aw9OA2ndncavCit6GD%2Fimage.png?alt=media&#x26;token=de585fe5-303b-4a51-af46-7c63c75c2058" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Based on the status of the [**Confirmation Page**](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/calculator-settings/confirmation-page), you will see the order confirmation message or [**Confirmation Page**](https://docs.stylemixthemes.com/cost-calculator-builder/cost-calculator-settings/calculator-settings/confirmation-page). In both cases there will be a **Send Quote** button:

{% tabs %}
{% tab title="In Calculator" %}
**Confirmation Page** is <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%2FvywmZHcaQgkggtWrOBdr%2Fimage.png?alt=media&#x26;token=9617cf14-1b49-4301-9298-e3e23ad47b18" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Confirmation Page" %}
**Confirmation Page** is <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%2F4vj8hzPhb0mR0lHyzy7K%2Fimage.png?alt=media&#x26;token=8dae5ac9-14af-49ed-8620-9cd5880c6680" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}
{% endstep %}

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

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2Fab3JFmO6oFzIIzCwyQR5%2Fimage.png?alt=media&#x26;token=e5c4d9a4-8ad3-4770-b323-30e8725f2a9e" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
A success message will **confirm** that the email has been delivered.

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FAZ8ykNxr8bxxgytXrhaI%2Fimage.png?alt=media&#x26;token=f004ec37-d79e-4cf9-8d15-df7903defb1a" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Here is the received email message with a `.pdf` invoice attached:

<figure><img src="https://834137925-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDTO7zmTA5-HpvK8JDA%2Fuploads%2FwfWtyBt5t3FQ3Bgswr51%2Fimage.png?alt=media&#x26;token=e76288de-22a3-4d74-83c0-659dd7e60240" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

To learn about **PDF Entries,** refer to this manual:

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