You can use request a quote feature to open a popup with a form that captures the configuration as text, link or pdf. The latter options are included in the form actions add-on.
This feature requires a WordPress form plugin. The form plugin will handle the form submission and notifications.
This feature requires an additional form plugin. You can use your favorite form plugin. Some examples include:
If you are using a form plugin which does not work, feel free to reach out so we can add support for your desired form plugin.
Any form plugin that allows you to set custom CSS classes for fields works with our plugin. We use class names to populate your form fields.
With your favorite form plugin installed, you need to create a form to capture the desired customer data. Finally, make sure to include either of the following fields:
This field contains the full configuration data in text format
Please make sure to add a multi line text field (textarea) to the form for best results
And add a class name to the form field of “wpcb-form-field-summary”
This field contains a link to the rendered configuration image,
You can best use a hidden field for this.
Add a class name to the form field of “wpcb-form-field-image”
This field contains the link to generated configuration file.
You can best use a hidden field for this.
Make sure you set the class name of the form field to “wpcb-form-field-url”
This field contains the link to generated configuration PDF file.
Here you can best use the hidden field type as well to simplify the form contents.
Make sure you set the class name of the form field to “wpcb-form-field-pdf”
Since the fields are embedded in the form, the link to configuration or configuration PDF will be included in the form submission
We don’t attach files to notifications. This will be included as a normal URL. If you are a developer, you can integrate this yourselves if you want to.
Finally, we need to display the form in our configuration request a quote popup.
Go over to your configuration form and open up the ‘Actions’ tab
Select ‘Request a quote’ as your configuration action. Now you will see an additional field show up.
Enter the form shortcode and paste it in the provided form shortcode field.
Save the configuration form and test the integration.
