Quote request forms

17/04/2008

Quote request is one of the most important features for a printer’s website. The pages can be built as custom forms tailored to your specific needs using a free plugin.

cformII

cformII is a powerful and hugely popular plugin for WordPress for building forms. You simlply define your forms one at a time, field by field. It is capable of handling quote request and file upload forms.

Limitation: uploading large file onto a shared server may not work. Usually it is limited to 2MB. See our solution for large files uploading.

Quote request form

A quote request form is just another form out there. There is nothing too special about it.

The fields would include contact details, job description, finishing, stock, artwork availability, deadlines, etc. Uploading the artwork as part of the quote request is a good idea. You can build multiple forms for different types of jobs.

Do not overload the customers with fields. Keep it simple, but structured. The form is there to help the customer consider all the options and possibilities you can offer.

Configuration

The plugin must be installed before it can be configured.

Click on cformsII link in the main menu to access configuration pages.

  1. Create a new form
  2. Change existing fields to what is needed for your quote request.
  3. name the field
    • Choose its type (single line, multi-line, drop-down, check box, file, etc)
    • Choose if the field is required
    • Choose if the content of the field has to be validated
    • Repeat for all fields
  4. Add/remove fields as needed
  5. Click on Update configuration button
  6. Check the expandable options under the form builder, specially File Upload and Email options
    • Change acceptable file types or remove them to allow any type
    • Change the maximum file size
    • Check on Do not email attachements
  7. Check other options
  8. Click on Update configuration button

View full screen demo.

Tracking

All requests submitted through the form will be emailed to you immediately. They can also be recorded in the database and shown on the dashboard page.

  1. Click on Global settings in the second level menu.
  2. Check expandable options.
  3. Scroll to the bottom of the form and expand Tracking group of options.
  4. Check both boxes on and click on Update options.

A new link will be added to the second level menu – Tracking. This is where all requests will be located.

See also: