Documentation
Build, publish and manage your WordPress forms
Practical guides for WP Cost Estimation & Payment Forms Builder: installation, quote calculations, conditional steps, payments, bookings and troubleshooting.
Get started4
Create your first WordPress quote form
Build a simple cost estimation form, add priced choices and contact fields, check the total, and publish it with a WordPress shortcode.
Install or update WP Cost Estimation
Install the WordPress plugin from its ZIP file, activate it, and update an existing site while preserving your forms and settings.
Activate a license and manage your account
Find your purchase details, activate the paid plugin on the correct site, and resolve common license or site-limit problems.
Video tutorials and written learning paths
Watch four practical English video guides: build a quote form, calculate dynamic prices, create conditional steps, and configure emails and PDFs.
Build your form8
Create, preview and organize forms
Find your way around the forms list: create a form, preview it, duplicate a working setup, retrieve its shortcode and inspect its orders.
Build a multi-step form with the steps manager
Create and connect form steps, choose the starting step and understand the final step before adding conditional branches.
Edit a step and arrange its fields
Use the step editor to add components, organize columns, edit step settings and check the layout on small screens.
Configure fields, choices, prices and quantities
Choose a component type, define required fields and exclusive choices, and configure fixed or calculated prices without double-counting quantity.
Show fields and steps with conditional logic
Use field visibility, step visibility and conditional links to build branching quote forms, with a test matrix for every route.
Set currency, summary and form behavior
Find the form settings for text, currency, final step, tax, coupons, summary and redirects, with links to payment and email setup.
Style forms and check mobile layouts
Use the form designer and appearance settings to match your brand while keeping quote forms readable, responsive and keyboard accessible.
Generate and refine forms with the AI tools
Connect an AI provider, describe your quote form, review the generated structure and use targeted edits, content and calculation assistance.
Calculate a price3
Calculate prices and quantities with formulas
Create price formulas with the value picker, arithmetic and conditions. Understand unit prices and test quantity, rounding and branch changes.
Reuse values with custom variables
Create integer, decimal or text variables, update them from components and display them in calculations, content or email templates.
Calculate distance-based delivery or travel prices
Configure address fields and Google Maps settings, insert a distance value and test travel-based pricing with known routes.
Publish & connect6
Embed a form in WordPress or open it in a popup
Copy the correct shortcode, embed a form in a page or page builder, and configure popup, fullscreen or a custom starting step.
Set up payments, deposits and subscriptions
Configure Stripe, PayPal or Razorpay, separate the quote total from the amount charged, and verify payment outcomes before going live.
Send quote emails and create PDF summaries
Configure administrator and customer emails, insert dynamic values, customize PDF summaries and diagnose delivery with SMTP.
Send configured products to a WooCommerce cart
Link priced form items to WooCommerce products, enable the cart handoff and verify unit prices, quantities and checkout totals.
Create booking forms and manage calendars
Create a calendar, define available days and hours, connect date fields and verify that submitted bookings create the intended events.
Connect forms to n8n, Make, Zapier and email lists
Configure form webhooks and contact-list integrations, map named values and test the actual payload received by your workflow.
Manage & troubleshoot6
Save progress and recover abandoned estimates
Distinguish browser save-for-later from consent-based server drafts, configure retention and reminders, and test a private resume link.
Find submissions, inspect orders and read statistics
Find a form submission by reference, inspect its details and status, export the records you need and interpret estimated versus paid totals.
Manage customer details and account access
Identify contact fields, inspect customer records and configure the customer account page and related email links.
Configure global settings, SMTP and retention
Manage plugin-wide customer accounts, mail transport, database options and order retention without confusing them with individual form settings.
Export, back up and move a form between sites
Move one form with a single-form ZIP, understand how full imports replace existing data, and validate the new shortcode and integrations.
Troubleshoot forms, calculations and submission errors
Diagnose missing forms, blocked Next buttons, incorrect totals, email failures and integration errors with a repeatable WordPress test.