Watch a topic below, then use its related written guide
Practical video guides
English narration and captions
Build your first quote form
Start from a template, arrange the steps, edit visual choices and publish your form with a WordPress shortcode.
Build accurate dynamic prices
Combine a base price with a distance slider, keep choices exclusive and check the calculation with known values.
Create conditional customer journeys
Connect steps with selection rules, understand AND and OR conditions and test each customer route.
Configure quote emails and PDFs
Set administrator and customer emails, preserve dynamic placeholders and configure PDF attachments and the sender name.
Before you start
Open a test form beside the tutorial. The four practical guides play on this page with English narration and captions. Additional YouTube tutorials below may show an older interface; use the written guides for current labels and workflows.
Step-by-step instructions
Start with the first-form tutorial and reproduce one priced choice on your test form.
Continue with step conditions and calculations only after you can reach the final step and submit.
Configure the quote emails and PDF attachments, then test the published form using your own inboxes.
More tutorials on YouTube
Check the result
Reproduce the behavior on your own form with known inputs. Watching a tutorial does not replace testing your specific theme, fields and integrations.
If it does not work
If a video label differs, search the documentation for the task rather than the icon. Use the written guide if a video is unavailable or difficult to follow.