Jun 16

Quickly Add a Cost Estimation and Payment Form to WordPress

Tue, 06/16/2015 - 05:02 — julie

Few things have a bigger impact on your business than your prices. Just why are prices so fundamentally important, though? Well, here are a few reasons for starters:

  • Prices impact your bottom line directly — in terms of revenue per item, and total number of sales.
  • Prices determine how competitive you are within your industry — will other businesses undercut your prices?
  • Prices determine how your customers perceive you – are you on the premium or budget end of the spectrum?

This should give you an idea of how critical it is that you get your pricing strategy right. Unfortunately, however, pricing your products and services isn’t always black and white. This is especially true when what you’re selling isn’t homogenous.

icon_wordpress.fwThis tutorial has been published in conjunction with our ‘Turn Your WordPress Site Into a Business‘ event. Throughout this week, we’ll be publishing free tutorials and offering heavily discounted WordPress plugins that will help you grow and run your business like a pro.

Take, for example, web design. If you’re in the web design business, does a one-price-fits-all approach work? I hope the answer is obvious — no. This is because no two websites are the same, and different clients will ask for different things.

Remember: When you charge a flat price, you’re potentially leaving money on the table — never a good idea if you’re looking to maximize profits.

Instead of one fixed price, I recommend that you provide customers with a quote or an estimated price, depending on their needs. You can do this directly from your website — collect the details you need, then calculate a ballpark price.

If you use WordPress, one solution stands head and shoulders above the rest: the WP Estimation & Payment Forms Builder plugin.

WP Estimation and Payment Forms Builder

Today, I want to show you how you can use the WP Estimation & Payment Forms Builder plugin – abbreviated to WP Estimation from here on – to add project estimation functionality to your website.

Introducing the WP Estimation Plugin

So what can WP Estimation do?

In short, it allows you to add price estimation functionality to your WordPress website. This is achieved via beautiful, responsive, cost estimation forms — visitors fill in the form, then receive an estimated price based on their selections.

The plugin utilizes sophisticated conditional logic, too, so visitors will only see options based on their previous selections. This prevents visitors from being taken through irrelevant steps, which can cause a lot of confusion. As an added bonus, you can integrate the plugin with PayPal, to collect payments directly.

To get a better idea of what the plugin can do, check out the plugin demo.

Getting Started with WP Estimation

Now, the WP Estimation plugin uses a beautiful, interactive UI to build, manage, and visualize each step in your form. This is accessed by navigating to the E&P Form Builder item in the WordPress menu.

The form builder UI includes a visual Steps Manager – because your forms can get fairly complex, you’ll appreciate the visual overview of your form. From the Steps Manager you can add new steps, as well as interlinking them using the drag-and-drop interface.

Want to see an example? If you’re offering writing and editing services, this is how your form might look.

Visualize

As I’ve already mentioned, the plugin also supports powerful conditional logic. You can configure the conditional logic by clicking on any of the interlinks.

Conditional Logic

Building Your Estimation Forms

With the basic framework of your form configured, you can start to build up each step — click on a step you want to edit, then click Add New Item.

These ‘items’ allow you to display all of the different options available to your customers.

There are a number of fields on the Item options screen, allowing you to fully configure the item in question. This includes giving each item a name, a short description, and a price (we’ll get to pricing shortly). If you’ve installed WooCommerce on your website, you can also pull WooCommerce products through as an item.

Edit item

Items are split into three separate types. Allow me to go through each in turn, so I can share a screenshot of each one.

The first choice is my favorite: Picture. This allows you to select an image or icon from your WordPress media library to help visitors make a selection.

Images

The next option is Checkbox – although this is more of a radio box in my opinion. If you don’t want to display an image, the Checkbox style is a great alternative.

Checkbox

Finally, you can use Textfield. This gives your visitors the space to provide more details about their project.

Textfield

You can organize your items in rows or columns, too, and choose whether each item is automatically selected by default – this is a proven way to upsell customers to more expensive items.

Configuring Prices

As a project pricing plugin, WP Estimation allows you to assign a price to each item. This is controlled from the right-side of the Item Options screen.

Using the price and calculation fields, you can control how each item impacts the overall price. For example, an item could increase the overall price by a fixed amount or a percentage.

Pricing

Depending on a visitor’s selections and your default settings, certain items could also reduce the overall price.

Customization and Settings

With your form built, you can then start playing around with the plugin’s many settings and customization capabilities. On the main screen, scroll to the bottom of the page, and you’ll see the Form Settings section, split into four tabs.

Now, to ensure your forms fit in with the rest of your website’s design, WP Estimation supports extensive customization options.

You can configure how the text appears for each part of your form from the General tab — this tab also allows you to set a starting price for an enquiry. To write the text for the very last step, click on the dedicated Last Step tab.

Confirguration

From the Design tab, you can customize your form’s main, secondary, and text colors, as well as the size of your images. This allows you to build a form that looks stylish and fits with your color scheme.

New color scheme

Finally, there’s the Email tab, which lets you set where the plugin sends the details from completed forms.

Final Thoughts

To add cost estimation forms to WordPress, you won’t find a better plugin than WP Estimations — it’s got loads of customization options, it’s really easy to use, and it produces great looking forms.

So stop leaving money on the table, and starting earning more!

Have you used the WP Estimations & Payments Form Builder plugin? Share your thoughts in the comments section below!

Grab the WP Estimations WordPress plugin!

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