1
00:00:00,250 --> 00:00:02,869
Build a quote form that guides customers

2
00:00:02,869 --> 00:00:05,487
from a choice to a clear estimate.

3
00:00:05,487 --> 00:00:10,351
In this tutorial, we will start with a template, organize the steps, customize

4
00:00:10,351 --> 00:00:13,343
the fields, and embed the form in WordPress.

5
00:00:13,343 --> 00:00:17,084
The vehicle example shown here already has its own styling.

6
00:00:18,017 --> 00:00:21,807
Open E and P Forms, then choose Browse templates.

7
00:00:21,807 --> 00:00:27,282
Select a template close to your service, such as Vehicle rental, and click

8
00:00:27,282 --> 00:00:30,651
Use this template to create your starting form.

9
00:00:30,651 --> 00:00:35,283
Replace the sample content with your own products, questions, and prices.

10
00:00:36,217 --> 00:00:39,234
In Steps manager, each circle represents a

11
00:00:39,234 --> 00:00:42,252
step, and the lines define the route.

12
00:00:42,252 --> 00:00:47,857
Our example separates the vehicle, journey distance, pickup location, date, and booking details.

13
00:00:47,857 --> 00:00:51,306
Keep related questions together so the customer can

14
00:00:51,306 --> 00:00:54,323
focus on one decision at a time.

15
00:00:55,250 --> 00:00:58,375
Open a step with its pencil icon, then

16
00:00:58,375 --> 00:01:01,110
edit a component in the visual builder.

17
00:01:01,110 --> 00:01:04,235
Use a short title and a useful description.

18
00:01:04,235 --> 00:01:08,532
For a vehicle, describe the passenger capacity or the main benefit.

19
00:01:08,532 --> 00:01:12,047
Choose the image that belongs to that specific option.

20
00:01:12,950 --> 00:01:17,676
When choices must be exclusive, give them the same Radio group name.

21
00:01:17,676 --> 00:01:21,615
Here, all three vehicle cards belong to the vehicle group.

22
00:01:21,615 --> 00:01:24,372
Selecting another car replaces the previous selection.

23
00:01:24,372 --> 00:01:27,523
Use this pattern for packages, service levels, and

24
00:01:27,523 --> 00:01:30,674
other choices where only one answer is valid.

25
00:01:31,583 --> 00:01:35,580
Open Form settings to review the customer-facing text, appearance, and summary.

26
00:01:35,580 --> 00:01:40,304
Check the wording of the final step and the information you ask for.

27
00:01:40,304 --> 00:01:43,937
If you need to reply to the customer, include an

28
00:01:43,937 --> 00:01:47,207
email field and make the necessary contact fields required.

29
00:01:48,117 --> 00:01:52,080
Click Shortcode and copy the code generated for this form.

30
00:01:52,080 --> 00:01:55,251
Add a Shortcode block to a WordPress page,

31
00:01:55,251 --> 00:01:58,026
paste the code, and preview the page.

32
00:01:58,026 --> 00:02:00,007
Use your own form identifier.

33
00:02:00,007 --> 00:02:02,782
The display option controls how the form

34
00:02:02,782 --> 00:02:05,556
appears, including the full-screen mode shown here.

35
00:02:06,483 --> 00:02:10,033
Before publishing, complete the entire form as a visitor.

36
00:02:10,033 --> 00:02:14,371
Change a choice, go back, and check the summary and total.

37
00:02:14,371 --> 00:02:17,132
Repeat the journey on a phone-sized screen.

38
00:02:17,132 --> 00:02:20,681
Your goal is a form that is easy to

39
00:02:20,681 --> 00:02:23,837
complete, with clear questions and a predictable result.