Calculate the total for the client

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    Vegas_Jessica
    Asked on July 12, 2021 at 05:49 AM

    Hello, I am trying to include an invoice on my pdf contract where i can select the service and qty and it calculate the total for the client. Is this possible? I have tried playing with the tables option and i can't seem to figure it out. Essentially, i want a small interactive table that will calculate the total based on the service selected from a drop down menu in a table

    Screenshot
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    Vegas_Jessica
    Answered on July 12, 2021 at 07:14 AM

    I think I have figured out a very time consuming way to do it through the conditions - is there a way to hide the input sections on the form i send to my clients but have the information i input show up on the pdf?

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    Cecile_A
    Answered on July 12, 2021 at 08:36 AM

    Greetings,

    You may consider using Form Calculation widget in calculating your total price.

    Here's a demo:

    1626092737_60ec34c16dc95_1.gif

    In the demo above, there are no conditions involved. Only two form calculation widgets.

    1626092859_60ec353b21c8d_24.png

    1626092859_60ec353b5f325_25.png

    Feel free to clone my form to test : https://form.jotform.com/211923840780052

    Guide: How-to-clone-an-existing-form-from-a-url

     is there a way to hide the input sections on the form i send to my clients but have the information i input show up on the pdf?

    You can hide form fields if you want. Just make sure that you don't delete its equivalent field in the original PDF.

    Guide: https://www.jotform.com/help/434-how-to-hide-form-fields

    I hope this helps.

    Should you have further inquiries, kindly let us know.

    Thank you.

  • Profile Image
    Vegas_Jessica
    Answered on July 12, 2021 at 08:22 PM

    Hi,

    This does help but can you provide step by step on how to create that form? I need to replicate it with different services 5 or 6 times in the one form.

    Also, Is there a way that when i send this to my clients, they only see the output on the pdf for this part? I would like to limit access to this portion to myself in the form only but have them be able to review it on the final PDF. Is that possible?

  • Profile Image
    Cecile_A
    Answered on July 12, 2021 at 09:50 PM

    Thank you for your response.

    (1) Retain using your dropdown field for Bridal Trial. Do not forget to add calculation values.

    1626140272_60ecee700f358_8.png

    (2) Use number field for your Qty.

    1626140330_60eceeaa1ec6e_9.png

    (3) Add two form calculation widgets to your form for your Price and Total. We don't need to add any conditions. Just follow the formula below.

    1626140413_60eceefda2ac2_10.png

    1626140439_60ecef17ace01_11.png

    You may clone my form :https://form.jotform.com/211923840780052

    Guide: How-to-clone-an-existing-form-from-a-url

    Also, Is there a way that when i send this to my clients, they only see the output on the pdf for this part? I would like to limit access to this portion to myself in the form only but have them be able to review it on the final PDF. Is that possible?

    I checked your form but it does not have an autoresponder email. To clarify, do you want to fill the form yourself and send the PDF to the client?

    Looking forward to your reply.

  • Profile Image
    Vegas_Jessica
    Answered on July 12, 2021 at 11:09 PM

    Yes - I want to be able to fill in the form myself and send it to the client for them to sign. I can see pre-fill as an optio but when i do that, it doesn't calculate automatically into the other fields.

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    Richie_P
    Answered on July 13, 2021 at 08:01 AM

    I have tested the manual prefill and it does calculate.

    https://www.jotform.com/help/1806-how-to-prefill-form-fields-with-data-you-provide-with-manual-prefill

    Here is a sample link https://form.jotform.com/211933179871968/prefill/60ed804b1c30831a3e3014619b25

    Kindly give it a try and let us know how it goes.

  • Profile Image
    Vegas_Jessica
    Answered on July 13, 2021 at 08:51 AM

    Hi Richie,

    ive gone about it in a different way instead of using the calculation widget. Am I able to share my form with you so you can see what I’m talking about?

  • Profile Image
    Cecile_A
    Answered on July 13, 2021 at 10:20 AM

    Greetings,

    I cloned your form, showed the hidden fields for demo purpose, and prefilled Bridal Trial.

    1626185460_60ed9ef4820d0_15.png

    The calculation seems to work fine.

    Check these out:

    Bridal trial - Makeup Only:https://form.jotform.com/211933635603958/prefill/60ed9e9d1ee0de1f9738279197a3

    Bridal Trial - Makeup and Soft Waves:https://form.jotform.com/211933635603958/prefill/60eda043f7523c606f6cb6b16acc

    Can we please know what's happening on your end?

    You may share to us your prefilled form by copying its URL.

    Sample:

    1626185947_60eda0dbdf162_16.png

    Looking forward to your reply.


  • Profile Image
    Vegas_Jessica
    Answered on July 13, 2021 at 07:00 PM

    1626216362_60ee17aa68081_Screen Shot 202I used conditions to create my own table as seen below

    1626216441_60ee17f90d6a6_Screen Shot 202

    So when i try to pre-fill the form it won't calculate

    1626217198_60ee1aee3ef97_Screen Shot 2021626217194_60ee1aea2baba_Screen Shot 202

  • Profile Image
    Vegas_Jessica
    Answered on July 13, 2021 at 07:05 PM

    I just tried it with copy url and it works! thank you so much :)

    I just got ahead of myself and should have read your directions more carefully!

  • Profile Image
    Cecile_A
    Answered on July 13, 2021 at 08:47 PM

    Thank you for the update.

    We're glad to know that everything works now.

    Should you have any other concerns, please do not hesitate to let us know.