How can I create a quote form that automatically sends an email to the end consumer with pricing?

  • Profile Image
    spaindustries
    Asked on October 23, 2017 at 02:29 AM

    Hi guys,

    I'd like to put a form together that allows customers to allocate a set of "options" that they want on their product without showing cost, but at the end of the process, they have a quote automatically emailed to them with a price allocated.

    Can you please provide some directions for this?

    Thanks

  • Profile Image
    Chriistian
    Answered on October 23, 2017 at 05:23 AM

    Base from what I understand, you would like the form to not show the costs when the user selects an option but the costs will display on the Email they will receive? If yes, then please follow the instructions below:

    1. You can try adding the product with no price.

    15087499432017-10-23_1712.png

    If you want to remove the Free text on the products, you can remove it by injecting custom CSS, for example:

    .form-payment-total b > span > span > span,

    .form-product-details b > span > span {

        visibility: hidden;

    }

    Guide: How to Inject Custom CSS Codes.

    15087501422017-10-23_1714.png

     

    2. Add an Autoresponder Email on your form that includes the costs.

    Guide: Setting up an Autoresponder Email.

    15087503132017-10-23_1717.png

    3. Add an Email Condition on your form that will send an Autoresponder Email to the users that correspond to the product they have chosen.

    Guide: How to Send Email Based on User s Answer.

    15087504002017-10-23_1709.png

    Here's my demo form: https://form.jotform.com/72952336033959. You can clone it to see how it was set up.

  • Profile Image
    spaindustries
    Answered on October 23, 2017 at 08:45 PM

    Hi there,

    This is really helpful, but not exactly what I want. I would need the form to have certain conditions and prices associated with those conditions, but I would need the auto-respond email to do two things differently:

    1. send a notification to my email, but make the auto-respond go to the customer as well.

    2. I would need the auto-respond that goes to the customer to show the total of all of the options, not the individual prices of each part.

    Could you please assist with this?

    Thanks

  • Profile Image
    John_Benson
    Answered on October 23, 2017 at 11:43 PM

    1. Send a notification to my email, but make the auto-respond go to the customer as well.

    To create a notification email, please follow this guide: https://www.jotform.com/help/25-Setting-up-Email-Notifications

    To create an autoresponder email, please follow this guide: https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email

    2. I would need the auto-respond that goes to the customer to show the total of all of the options, not the individual prices of each part.

    You need to edit/customized the Email content of the Autoresponder email to achieve it. Here's a screen animation sample of what I am referring to:

    1508816416autores_econtent.gif

    In the screen animation sample, the autoresponder email content will only show the email address. It can be anything you prefer like the Total amount of the options. 

    I hope this information helps. If you have any questions, please contact us again. Thank you.

  • Profile Image
    spaindustries
    Answered on October 24, 2017 at 12:16 AM

    Sorry I'm not sure I'm making myself clear, let me give you an example.


    Customers will choose a dropdown bar of what type of the product they want (either an Inset bath, a free standing bath or a spa bath). Then they will choose a model (Aliza, Cazbar or a Rose) for example. 

    Once they've chosen this, they will choose 3 or 4 more options until their bath is built. Every single option has a price associated to it. Idon't want the prices to be shown on the website until they recieve an email with the total amount of all of the options they have chosen.

    I want this email to be automated so that they receive an email giving them a total cost for everything they have selected previously.


    Is this possible? How would I go about it from start to finish?


    Thanks 

  • Profile Image
    Chriistian
    Answered on October 24, 2017 at 03:53 AM

    Every single option has a price associated to it.


    You can add a special pricing per option for every product that you will add on your order form.

    15088314212017-10-24_1549.png


    I don't want the prices to be shown on the website until they receive an email with the total amount of all of the options they have chosen.


    You can hide the products price and total using custom CSS like the following:


    .form-payment-total b > span > span > span, .form-product-details b > span > span {

        visibility: hidden;

    }

    .form-product-details, .form-payment-price {

        visibility: hidden;

    }

    15088309992017-10-24_1542.png


    I want this email to be automated so that they receive an email giving them a total cost for everything they have selected previously.

    If this is the case, you don't need to add an Email Condition. Setting up Notification Email will let you receive an Email alert of their order once they submit your form. Setting up an Autoresponder Email will let them receive their order with price and the total cost.

    15088310982017-10-24_1544.png

    Here's an example Autoresponder Email that your users will receive when they submit your form.

    15088315712017-10-24_1548.png

    Hope that helps.


  • Profile Image
    spaindustries
    Answered on October 24, 2017 at 05:54 PM

    Can you please send me a copy of the form you created so I can replicate it?


    Thanks for your help

  • Profile Image
    Kevin_G
    Answered on October 24, 2017 at 08:32 PM

    I think this is the form my colleague created: http://www.jotformpro.com/form/72962096486975 

    Please clone his example following the steps on this guide: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

    Let us know if you have any questions.