This article was last updated on the May 7, 2018.
In this article, we’ll cover some usage examples of how you can utilize Estimation & Payment Forms within your X or Pro powered site. We’ll mainly be focusing on how to use Estimation & Payment Forms and so may skip over some finer details.
Note: This article covers only a small portion of what you can achieve with Estimation & Payment Forms, make sure you take a look at the official documentation which is linked to in the Documentation section below to explore the full possibilities of this powerful tool.
Make sure you have already installed the Estimation & Payment Forms plugin. Once you have, you should see the E&P Form Builder menu item within your WordPress Dashboard like this:
Go ahead and click on the menu item labeled E&P Form Builder and you'll then land on the main Estimation & Payment Forms plugin admin screen like this:
Here you'll see your current forms be able to add a new form, import forms, and export all forms.
Creating a New Form
Go ahead and click on Add New Form you'll then see the form builder which looks like this:
As you can see on the above there is the Steps Manager and then the Form settings. We'll explore the form settings first then take a look at the steps manager.
The complete forms settings interface looks like this:
The first tab in Form settings is General. This tab contains basic settings for your form such as the title, progress bar, currency symbol, initial price etc. Each option has a description of its functionality on hover.
The second tab in Form settings is Texts:
This tab contains options for changing all text that outputs on the front-end of your form.
The third tab in Form settings is Email:
This tab contains options for all the email settings for the form. It's worth noting these are not global settings but rather email settings for the specific form you're setting up.
In addition to being able to modify the form details sent to the admin, you can also configure an email to be sent to the user who filled in the form. Another great aspect of the email integration is you can send the contacts directly to either Mailchimp, MailPoet or GetResponse.
The fourth tab in Form settings is Last Step:
This tab contains options for the last step of your form, including calling custom URLs on close. Showing summaries, displaying a legal notice/terms and conditions and selecting payment methods. One of the great features about Estimation and Payment forms is that you can use PayPal and Stripe, set any form creation as a subscription, and also it integrates directly with WooCommerce to connect any form to a WooCommerce product to add to cart.
The fifth tab in Form settings is Design:
This tab contains all design options for your form including setting custom fonts and custom CSS rules along with setting custom colors which are used throughout your form.
The sixth and final tab in Form settings is Discount Coupons:
This tab contains options for setting discount codes on or off, if discount codes are set to On you'll then see the discount code form like above where you can add your custom discount codes and set the percentage value off.
Building Your Form
Scroll back up the page to the Steps Manager. Here is where you'll actually build your form and connect each step as required. To get started click on Add Step.
Once you've added the step, you'll see this in the steps manager area like so:
Hover over the step you've just added and you'll see the step options like this:
Clicking the Flag Icon sets that step as the first step in your form. When you first add a step, the step will be automatically selected as the first step in your form.
If you click on the Pencil Icon you'll be taken the Step Options screen where you can edit the step you just created.
Click on Add a new item and you'll then be able to configure an item for that step. The exact options available depend on what field type you select under the Type option. Field types currently supported are:
- Text field
- Number Field
- Text Area
- Select Field
- Date Picker
- File Field
- Color Picker
- Rich Text
For example, if we were setting up a form for a website build, we want to ask someone what type of website they'd like. In which case we could add a select field with multiple options like this:
Once you're happy with that specific list item, click Save. You'll then be able to add another list option to that step if you'd like. Or create a new step.
To get back to the steps manager, click the X in the corner of the Step Options screen.
Add a second step and you'll then be able to create a link to the first step. To create a link hover over the new step you've just created and click on the Link icon.
You can then link that second step to the first step when you click the link icon and then click on the first step which will link it to the second.
Add any other steps and items you want and then click save. Once you're happy with your form, go back to the main Estimation & Payments form admin screen, and you'll see a shortcode you can use like this:
Copy that shortcode and then add it to any post or page you'd like. Once you've added the shortcode to your post or page. You should see your new form on that page like this:
Congrats you've now successfully set up your first form in the Estimation & Payments form plugin.
As we mentioned further up, we're only going to cover how to use Estimation & Payments form and not every option it provides, to learn more about Estimation & Payments Form check out the official documentation here.
Users will frequently inquire about the version of Estimation & Payment Forms being utilized within X or Pro. Because of the way that we are utilizing the plugin in X or Pro, it should be noted that the version of Estimation & Payment Forms included with the theme is made intentionally for numerous reasons. The following is just a few of the reasons why we do not always utilize the latest version of the Estimation & Payment Forms plugin:
Stability – Newer versions of software do not always equal greater stability. Oftentimes there are undiscovered bugs that are introduced with certain versions and are unknown until the product has been released to the public for some time. The version of the plugin that we bundle with the theme is more or less guaranteed to work without any issues as we take a great deal of time to test all functionality thoroughly before releasing it along with the theme.
Release Cycles – While we try to include the latest version of Estimation & Payment Forms with each release, occasionally the release cycle of the plugin will prevent this from being possible. Essentially, since we have no idea when Estimation & Payment Forms will be releasing new versions of the plugin, we cannot plan our releases around this. Because of this, if we have already begun the process of finalizing our release and submitting it to ThemeForest for review while Estimation & Payment Forms is putting out a new version of the plugin, that version of the plugin will not be able to make it into the theme until the next release at the earliest.
Not Always Necessary – Some of Estimation & Payment Forms releases have only included simple "bug fixes" without any huge additions or modifications to the rest of the plugin. Because of situations like this, it is up to our discretion whether or not a new release will make it into the theme or not based on the nature of the update.
Because of these reasons (among others), there is no need to register your license for Estimation & Payment Forms if you happen to have one. In fact, doing so is discouraged in order to prevent any potential conflicts when updating, as previously mentioned. If you happen to see a notification in your WordPress admin panel asking you to register Estimation & Payment Forms upon activation, simply dismiss this notice.
Hopefully, the information provided above has helped you to gain a better understanding of what to expect from utilizing Estimation & Payment Forms within X or Pro. Ultimately, there are a few things to take away from this article:
- Estimation & Payment Forms is an extremely powerful and flexible plugin that will assist you in creating the perfect website.
- The version of Estimation & Payment Forms included with the theme is an unmodified version of the plugin.
- We do our best to ensure that the version of Estimation & Payment Forms included with X is as up-to-date as possible; however, this might not always be the case based on the reasons listed in the "Bundled Version" section above, which includes stability, release cycles, and the fact that not all updates are necessary.
- Any questions concerning the usage of an Estimation & Payment Forms feature should be directed to the online documentation referenced in the "Documentation" section above.