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Request a quote
In this article
Overview
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.
Choosing form plugin
This feature requires an additional form plugin, like Contact Form 7, WP Forms, Fluent Forms, Gravity Forms or Ninja Forms.
If you are using a different form plugin which is not supported yet, feel free to reach out so we can add support for your desired form plugin.
Prepare the form
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:
- Configuration: full configuration data in text format
- Configuration URL: link to generated configuration file
- Configuration PDF: link to generated configuration PDF file
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.
Use form in configuration
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.
