QuoteForge documentation
Ask a few questions, show a price before anyone picks up the phone.
Before you start
- WordPress 6.0 or newer, PHP 7.4 or newer
- No WooCommerce and no page builder required — it runs on plain WordPress
- A price list you are willing to publish: the wizard can only show a number you have decided on
What it does not do
- It does not take payment. It produces a quote and a lead; turning that into an order is a separate conversation, which for most trades is the point.
- It does not decide your prices. Every figure it shows is one you entered.
- It is not a general form builder. There are no file uploads, no signature fields and no image-button options; the wizard exists to arrive at a number.
- It does not produce a PDF. The quote goes out as a plain email with the total; the answers stay in the lead record on your site.
- It does not hide the running total. The visitor sees the estimate from the first step; the contact details are asked for at the end, not as a gate.
What is in the download
A WordPress plugin ZIP with the wizard builder, the formula engine and the lead pipeline. No external service is involved: the quotes and the leads are rows in your own database.
GPL source, so the emailed quote template is yours to rewrite in your own words and your own letterhead.
Installing it
Plugins → Add New → Upload Plugin, activate, and paste the licence key from your purchase email.
Nothing else has to be installed first. If you also run WooCommerce it will not interfere; QuoteForge does not touch the cart.
Building a wizard
Create a wizard under QuoteForge → Add New, or load the ready-made renovation example from the QuoteForge menu and edit that — it already has steps, priced options, a formula and a conditional rule.
Add steps, then fields to each step. Field types: number, slider, select, radio, checkbox, date and text. Give every field a short id (area, grade, addons); the formula refers to them by that id.
Price the options. A select or radio field contributes the price of the chosen option; a checkbox field adds up every option ticked; number and slider fields contribute their value. Date and text fields are recorded with the lead but carry no price.
Write the formula once per wizard, for example area * grade + addons. Arithmetic, brackets, comparisons and and/or are accepted; anything else is rejected before it runs.
Add a rule to show a field only when it applies: if grade > 10, show warranty. A field without a rule is always shown.
Publish, then paste the shortcode from the edit screen — [quote_form id="123"] — on any page. Submissions appear under QuoteForge → Submissions with their state and export to CSV from there.
Designing a wizard people finish
Ask the fewest questions that produce a defensible number. Every extra step loses people, and a quote that is roughly right and instant beats an exact one that arrives in two days.
Put the questions in the order the customer thinks in, not the order your spreadsheet is in. Size first, quality second, extras last is the sequence most trades converge on.
Use conditional fields rather than one long form. An option that only appears when it is relevant makes the wizard feel shorter than it is, and the total updates as the visitor moves.
Licence, updates and support
- One licence covers 1 WordPress site.
- 1 year of updates, from the date of purchase.
- 1 year of email support.
- Instant download + licence key by email
- 30-day money-back guarantee
Questions this page does not answer go to support@webkoding.com. If you bought from us and cannot find your licence key, look it up here.
Common questions
Can a visitor tamper with the price?
No. The running total in the browser is for the visitor’s benefit; the total is recomputed on the server before anything is saved, so the figure you honour is one your own settings produced.
Is the formula engine safe?
There is no eval in it. Formulas are tokenised and evaluated, which means a string typed into the editor can never become code that executes on your server.
How do I define the price?
Two places. Each option on a select, radio or checkbox field carries a price; number and slider fields pass their value through. Then one formula per wizard combines the field ids, for example area * grade + addons, with the usual arithmetic, comparisons and brackets.
Can I hide the total until the visitor leaves their contact details?
No. The estimate is shown from the first step and updates as they answer; name and email are asked for on the last step before the quote is saved. Showing the number early is what keeps people in the wizard, so there is no setting to withhold it.
How do I put the form on a page?
With the shortcode: [quote_form id="123"], where the id is the wizard’s post id, shown on its edit screen. It works in any editor that accepts shortcodes. There is no dedicated block.
How many forms can I build?
As many as you need on one site. Each wizard is its own entry with its own shortcode and its own formula.
Does it send a PDF quote?
No. When email is enabled the visitor gets a plain-text message with the estimated total, and the admin address gets the name, email and total. The full set of answers is stored with the lead and exports to CSV.
What happens to a submission?
It becomes a lead with a state: new, quoted, won or lost. Every answer and the server-side total are stored with it, and the whole pipeline exports to CSV.
Does it need WooCommerce?
No. QuoteForge is not selling anything at the moment the form is submitted; it is quoting. Plain WordPress is enough.