{"id":320607,"date":"2026-06-05T07:17:18","date_gmt":"2026-06-05T07:17:18","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/smart-pricing-forms\/"},"modified":"2026-06-05T07:29:01","modified_gmt":"2026-06-05T07:29:01","slug":"formulate-pricing","status":"publish","type":"plugin","link":"https:\/\/zh-hk.wordpress.org\/plugins\/formulate-pricing\/","author":23306647,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"2.0.0","stable_tag":"2.0.0","tested":"7.0","requires":"6.2","requires_php":"7.4","requires_plugins":null,"header_name":"Formulate Pricing","header_author":"Daniyal Hassan","header_description":"Multi-Step Quotes & Checkout \u2014 build pricing and quote forms with card-choice fields, dynamic pricing, and WooCommerce checkout. 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Create a form in minutes<\/strong>\nOpen <strong>Formulate Pricing<\/strong> in your admin menu and click <strong>New Form<\/strong>. Use the visual builder to drag fields onto the canvas \u2014 text inputs, dropdowns, date pickers, card choices, and more. Split long forms into steps so visitors are never overwhelmed.<\/p>\n\n<p><strong>2. Set your pricing logic<\/strong>\nAdd prices to individual options or card choices. A visitor who picks \u201cPremium Package\u201d or extra add-ons automatically builds the correct total. Link the form to a WooCommerce product so checkout stays familiar for your customers.<\/p>\n\n<p><strong>3. Style it to match your brand<\/strong>\nAdjust colors, buttons, progress bar, and layout presets from the builder \u2014 light or dark styles, rounded or outline cards, and spacing that fits your site. Preview the form before publishing.<\/p>\n\n<p><strong>4. Publish anywhere<\/strong>\nCopy 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.<\/p>\n\n<p><strong>5. Manage every submission<\/strong>\nAll entries land in <strong>Formulate Pricing \u2192 Entries<\/strong>. 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.<\/p>\n\n<p><strong>6. Stay notified<\/strong>\nSend 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.<\/p>\n\n<h4>How it works for your visitors<\/h4>\n\n<p><strong>Step 1 \u2014 They land on your form<\/strong>\nYour customer opens the page where you placed the form. A clean progress bar shows how many steps remain, so they know what to expect.<\/p>\n\n<p><strong>Step 2 \u2014 They answer questions step by step<\/strong>\nInstead 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.<\/p>\n\n<p><strong>Step 3 \u2014 The price updates as they choose<\/strong>\nWhen options carry prices, the total reflects their selections. They understand what they are paying for before they commit.<\/p>\n\n<p><strong>Step 4 \u2014 They submit or checkout<\/strong>\nDepending on your setup, they either submit the quote for your review or are taken straight to WooCommerce checkout to complete payment \u2014 with their choices and calculated price already applied.<\/p>\n\n<p><strong>Step 5 \u2014 They get confirmation<\/strong>\nA 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.<\/p>\n\n<h4>What you can build<\/h4>\n\n<ul>\n<li><strong>Package pickers<\/strong> \u2014 three cards side by side with different prices<\/li>\n<li><strong>Quote request flows<\/strong> \u2014 collect scope, budget, and timeline across steps<\/li>\n<li><strong>Booking-style forms<\/strong> \u2014 dates, time slots, and location fields<\/li>\n<li><strong>Lead-to-sale funnels<\/strong> \u2014 capture details first, then push to checkout<\/li>\n<li><strong>Simple contact-plus-pricing forms<\/strong> \u2014 one product, a few options, one clear total<\/li>\n<\/ul>\n\n<h4>Key benefits<\/h4>\n\n<ul>\n<li><strong>Higher completion rates<\/strong> \u2014 multi-step layouts feel shorter and easier<\/li>\n<li><strong>Clearer pricing<\/strong> \u2014 customers see options and costs before checkout<\/li>\n<li><strong>Less manual work<\/strong> \u2014 entries, orders, and exports live in one place<\/li>\n<li><strong>Fits your workflow<\/strong> \u2014 build, publish, and manage without leaving WordPress<\/li>\n<li><strong>Built for WooCommerce<\/strong> \u2014 uses the checkout your customers already trust<\/li>\n<\/ul>\n\n<h4>Requirements<\/h4>\n\n<p><a href=\"https:\/\/wordpress.org\/plugins\/woocommerce\/\">WooCommerce<\/a> must be installed and active. The plugin guides you if WooCommerce is missing.<\/p>\n\n<h4>Display a form<\/h4>\n\n<p>After saving a form, copy its shortcode from the builder (for example <code>[formulate_pricing_form id=\"1\"]<\/code>) and add it to any page or post. Replace <code>1<\/code> with your form\u2019s ID from <strong>Formulate Pricing \u2192 All Forms<\/strong>.<\/p>\n\n<h3>Privacy<\/h3>\n\n<p>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.<\/p>\n\n<p>Email notifications use WordPress <code>wp_mail()<\/code> and only send data you configure in the form notification settings.<\/p>\n\n<p>No data is sent to external servers by this plugin. Checkout and email behavior runs entirely on your site via WordPress and WooCommerce.<\/p>\n\n<p>Site owners are responsible for privacy notices and consent required in their jurisdiction.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the <code>formulate-pricing<\/code> folder to <code>\/wp-content\/plugins\/<\/code>.<\/li>\n<li>Activate the plugin through the <strong>Plugins<\/strong> screen in WordPress.<\/li>\n<li>Install and activate <strong>WooCommerce<\/strong> if you have not already.<\/li>\n<li>Open <strong>Formulate Pricing<\/strong> in the admin menu to create your first form.<\/li>\n<li>Place <code>[formulate_pricing_form id=\"YOUR_FORM_ID\"]<\/code> on any page or post.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"does%20this%20plugin%20require%20woocommerce%3F\"><h3>Does this plugin require WooCommerce?<\/h3><\/dt>\n<dd><p>Yes. Checkout and cart pricing require WooCommerce. The plugin will not load its features until WooCommerce is active.<\/p><\/dd>\n<dt id=\"where%20is%20my%20data%20stored%3F\"><h3>Where is my data stored?<\/h3><\/dt>\n<dd><p>All form submissions are saved on your own WordPress site. You can view, export, and delete them from the Entries screen. If a customer checks out through WooCommerce, their order is linked to the matching entry so you can track payment in one place.<\/p><\/dd>\n<dt id=\"can%20i%20export%20entries%3F\"><h3>Can I export entries?<\/h3><\/dt>\n<dd><p>Yes. On <strong>Formulate Pricing \u2192 Entries<\/strong>, choose a form and click <strong>Export CSV<\/strong>.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>2.0.0<\/h4>\n\n<ul>\n<li>Initial release as Formulate Pricing \u2014 Multi-Step Quotes &amp; Checkout.<\/li>\n<li>Multi-step form builder with card-choice and priced options.<\/li>\n<li>WooCommerce checkout integration and entry payment sync.<\/li>\n<li>CSV export, bundled admin assets (no CDN).<\/li>\n<li>Security hardening and WordPress coding standards compliance.<\/li>\n<\/ul>","raw_excerpt":"Turn visitors into paying customers with guided quote forms \u2014 no code required.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/320607","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=320607"}],"author":[{"embeddable":true,"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/daniyaldotdev"}],"wp:attachment":[{"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=320607"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=320607"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=320607"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=320607"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=320607"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/zh-hk.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=320607"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}