Custom quote builder form

  • Gina
    Asked on September 18, 2024 at 7:39 AM

    Hi team,

    We're looking for a quote building form for our clients to build their own custom camper van/bus

    We have been doing a manual quoting process for over 3 years and are ready to automate this massive time taking task 

    We have over 100 options for our clients to choose from, and we would like them to be able to 'build their camper', with a price (and timeline if possible to add working hours) spat out at the end? 

    Would your forms accommodate something like this? Is there an example I may see?

    And is there an integration with Xero quotes/invoices available?

    Thank you team!

  • Kris Ann JotForm Support
    Replied on September 18, 2024 at 9:14 AM

    Hi Gina,

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can. As for your other question, I've moved that to a new thread. You can check that out here.

    Thanks for your patience and understanding, we appreciate it.

  • Kris Ann JotForm Support
    Replied on September 19, 2024 at 4:42 AM

    Hi Gina,

    We created a form that we think meet your requirements. What we did is set the price as the calculation value for each option. And then "Total price" just adds all the fields together. To do hours at the same time, conditions are needed, each product option now has a hidden number field. So conditions just do "IF option x is selected, put 5 into hours". And also a "Total hours" to add together all the hours fields. Check out the screencast below to see how the form works:

    Custom quote builder form Image 1 Screenshot 20

    You can check and test out the sample form to see if it meets your requirement. If you want to clone it to inspect how we set the fields and conditions, you can easily do that. This Guide will show you how to do that. I also recommend that you subscribe to a paid plan based on the requirements you mentioned for your form.

    You can visit our Pricing Page to see the plans that we offer and it's features and limits and select which will suit your needs. When you start creating your form and if you have any questions, or you need assistance, you can create a forum thread from the Contact Us page. We’ll be happy to help.

    Give it a try and reach out again if you have any other questions.

Your Answer