Create your first WordPress quote form

Before you start

Install and activate the plugin. Prepare one service, two options and the email address that should receive requests. Start with a quote-only form so you can check the calculation before connecting payment.

Step-by-step instructions

1. 01

   Create a form and give it a recognizable name, such as “Website quote”. If you start from a template, review its existing steps and prices before editing.

2. 02

   Create a service step and mark it as the starting step. Add a priced choice for a 500 base package and an optional 100 add-on. Put mutually exclusive choices in the same radio group.

3. 03

   Connect any additional steps in the Steps manager. Open the Last step and add the contact fields you need. Set the email field’s Type of information to Email and make it required.

4. 04

   In Form settings, choose the currency, review Summary and Email, and enter the administrator recipient. Save your changes, then use Preview.

5. 05

   Select the base package: expect 500. Add the option: expect 600. Go back, remove it and check that the total returns to 500. Submit using your own test address.

6. 06

   Copy the form’s Shortcode into a WordPress Shortcode block. Publish the page and repeat the test while logged out and on a phone.

If it does not work

If Next does nothing, inspect required fields and step links. If the total is wrong, test each priced item separately. If no email arrives, use the email and SMTP guide.