Formulate Pricing

描述

Formulate Pricing helps you sell services, packages, and custom quotes through beautiful multi-step forms that connect directly to WooCommerce checkout.

Whether you run an agency, studio, contractor site, or any business that quotes before taking payment, this plugin gives you one clear path: your visitor picks options → sees the price build up → pays through WooCommerce — while you stay in control from the WordPress dashboard.

Perfect for

• Service businesses that offer tiered packages (Basic, Standard, Premium)
• Freelancers and agencies collecting project details before checkout
• Local businesses quoting jobs, bookings, or add-ons
• Anyone who wants a quote form that actually leads to payment — not just an email

How it works for you (site owner)

1. Create a form in minutes
Open Formulate Pricing in your admin menu and click New Form. Use the visual builder to drag fields onto the canvas — text inputs, dropdowns, date pickers, card choices, and more. Split long forms into steps so visitors are never overwhelmed.

2. Set your pricing logic
Add prices to individual options or card choices. A visitor who picks “Premium Package” or extra add-ons automatically builds the correct total. Link the form to a WooCommerce product so checkout stays familiar for your customers.

3. Style it to match your brand
Adjust colors, buttons, progress bar, and layout presets from the builder — light or dark styles, rounded or outline cards, and spacing that fits your site. Preview the form before publishing.

4. Publish anywhere
Copy the shortcode from the builder and paste it into any page, post, or page builder block. Your form appears on the front end as a polished, step-by-step experience.

5. Manage every submission
All entries land in Formulate Pricing → Entries. Mark submissions as read or starred, filter by status, open a full detail view, bulk-update or delete, and export to CSV when you need a spreadsheet or client record.

6. Stay notified
Send yourself an email when someone submits, and optionally send the visitor a confirmation message. When checkout is enabled, payment status stays tied to the entry so you can see who paid and who is still pending.

How it works for your visitors

Step 1 — They land on your form
Your customer opens the page where you placed the form. A clean progress bar shows how many steps remain, so they know what to expect.

Step 2 — They answer questions step by step
Instead of one long intimidating form, they move through logical sections: contact details, service choice, options, review. Required fields are clear; card-choice fields let them tap the package that fits.

Step 3 — The price updates as they choose
When options carry prices, the total reflects their selections. They understand what they are paying for before they commit.

Step 4 — They submit or checkout
Depending on your setup, they either submit the quote for your review or are taken straight to WooCommerce checkout to complete payment — with their choices and calculated price already applied.

Step 5 — They get confirmation
A success message appears on the form, and they may receive a confirmation email. You receive the entry (and order, if checkout was used) ready to fulfil.

What you can build

• Package pickers — three cards side by side with different prices
• Quote request flows — collect scope, budget, and timeline across steps
• Booking-style forms — dates, time slots, and location fields
• Lead-to-sale funnels — capture details first, then push to checkout
• Simple contact-plus-pricing forms — one product, a few options, one clear total

Key benefits

• Higher completion rates — multi-step layouts feel shorter and easier
• Clearer pricing — customers see options and costs before checkout
• Less manual work — entries, orders, and exports live in one place
• Fits your workflow — build, publish, and manage without leaving WordPress
• Built for WooCommerce — uses the checkout your customers already trust

Requirements

WooCommerce must be installed and active. The plugin guides you if WooCommerce is missing.

Display a form

After saving a form, copy its shortcode from the builder (for example [formulate_pricing_form id="1"]) and add it to any page or post. Replace 1 with your form’s ID from Formulate Pricing → All Forms.

Privacy

This plugin stores form submission data (field values, timestamps, user agent) in your site database. When WooCommerce checkout is enabled, orders may be created and linked to entries.

Email notifications use WordPress wp_mail() and only send data you configure in the form notification settings.

No data is sent to external servers by this plugin. Checkout and email behavior runs entirely on your site via WordPress and WooCommerce.

Site owners are responsible for privacy notices and consent required in their jurisdiction.