Order Form

Global Settings

You can set up the Order form in the Contact form section of the Global Settings. This section has the following fields:

Apply for all calculators- Enable this if you want all calculators to take these settings by default.

Order Notification Email - Enter the email address to receive an email notification when someone fills in and submits the order form.

Enable Terms & Conditions Agreement - It turns on the Terms and Conditions checkbox.

Subject - The subject of the email.

Button Text - The text of the button your customers will click for submitting your form.

Sender Email - Email address used to send quotes or emails to your customers.

Sender Name - Enter the name from which your customers will get the email.

Settings in Calculator

You can set up the default Order form by going to Individual Settings of the calculator in the Order Form section.

Order Notification Email - Enter the email address to receive an email notification when someone fills in and submits the order form.

Subject - The subject of the email.

Open Form Button Text - The text for the button to open and fill in the form.

Button Text - The text of the button your customers will click for submitting your form.

Enable Terms & Conditions Agreement - It turns on the Terms and Conditions checkbox.

When "Apply for all calculators" is enabled in the Global settings, it will be applied for all created calculators, and there will be a notice when you edit the individual settings of the certain calculator.

Adding Terms and Conditions Agreement Checkbox

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 next to the checkbox. Limit: 40 symbols.

  • Choose Page to Link: Select the terms page from the dropdown.

  • Linked Page Title: Enter text for the terms link. Limit: 20 symbols.

This is how it will look for your users

Hiding a Formula element in the Order Form

You can set up the order to hide one or some Total fields(Formula elements) in the orders and the email a customer will get after filling in the contact form or making an order.

You can choose one formula to be shown on the orders and the emails as an example below:

That is how it will look in the Orders section:

Adding Captcha to Prevent Bots

You can enable Captcha by Google to prevent bots. To add Captcha forms for submitting the form, add the Recaptcha key to Global settings.

Adding Payment Options to the Order Form

You can enable Payment Gateways for the order form. Don’t forget to turn each payment on before enabling Payment Gateways.

After your message has been successfully sent, under the total summary Payment Methods menu will appear to make a payment. You can choose your preferred type of payment and proceed with the payment process

If you choose to pay with PayPal or WooCommerce, you will be redirected to the corresponding pages. Please check how to set up the respective tabs like Stripe, PayPal, WooCommerce. Only set-up payment methods will be shown in the settings.

As an example, let's see how to make a payment with Stripe. When you choose the Credit Card option, there will appear blank spaces for your Credit Card details

Fill in these blank spaces with your Credit Card details

After you click the Purchase button, you will receive a confirming message that your payment has been received:

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.

  • 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.

Example for the Order Form

Let's see the example below with the explanation:

The visitors will first calculate the price of the service or product when they click Submit, and then the Send Form will appear after clicking the Submit button. The result will be sent to the email you set in the Type Email field.

Press the submit button, you will see the contact form for sending your message.

Let's fill in the name, email, phone, and message sections:

After that, you will see the confirmed success message about sending data:

Let's check how this message will be sent to the client and to the admin of the website.

The result of the message sent to the client:

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.

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