¿Cómo permitir a los clientes calcular su presupuesto con un formulario de Jotform?

  • Laboral_es
    Fecha de consulta 25 de agosto de 2024, 5:43

    Hola

    Me gustaría que los potenciales clientes pudieran calcular y obtener su presupuesto mediante un formulario de jotform

    Es posible ?


    Podemos poner campos desplegables, etc...y al final que se les muestre un precio por los servicios escogidos y lo reciban en su buzón de mail

    Tenéis alguna herramienta para hacer esto ?? Es para que los potenciales clientes tengan autonomía y obtengan ellos mismo su presupuesto

  • Lara Jotform Support
    Fecha de respuesta 25 de agosto de 2024, 8:28

    Hi Laboral_es,

    Our Spanish Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, this possible using the Form Calculation widget. Let me show you how:

    First, let's add the dropdown fields to your form:

    1. In the Form Builder, click Add Form Elements and drag the Dropdown field to your form.
    2. Click the gear icon next to the dropdown field to open its Properties.
    3. Under the Options tab, type in the choices you want your users to select.
    4. Repeat these steps to add as many dropdown fields as you need.

    ¿Cómo permitir a los clientes calcular su presupuesto con un formulario de Jotform? Image 1 Screenshot 50Next, let’s assign a specific value to each option in your dropdown by enabling Calculation Values.

    ¿Cómo permitir a los clientes calcular su presupuesto con un formulario de Jotform? Image 2 Screenshot 61Lastly, let's add a Form Calculation widget to your form and set up a formula to compute the total price of the selected options that your users choose. Here's how:

    1. In the Form Builder, go to Add Form Elements and under Widgets, drag the Form Calculation widget onto your form.
    2. Click the widget’s wand icon to open its Settings.
    3. In the Formula area, click on the fields you want to include in your calculation.
    4. Click Save. That's it!

    ¿Cómo permitir a los clientes calcular su presupuesto con un formulario de Jotform? Image 3 Screenshot 72Check out the screencast below to see how the form works after setting everything up.
    ¿Cómo permitir a los clientes calcular su presupuesto con un formulario de Jotform? Image 4 Screenshot 83 You can test my demo form here or clone it to copy the settings. Or, you can also check our complete guide about How to Perform Calculations Using a Widget.

    Give it a try and let us know if you need any other help.

  • Laboral_es
    Fecha de respuesta 25 de agosto de 2024, 13:10
    Muchas gracias
    ¿Podemos hacer que la simulación que hace el potencial cliente en el formulario…al final se vuelque en un documento PDF y le llegue por Mail para que al final tengas los importes y todo el texto o cláusulas que añadimos en todos los presupuestos ?
    Best regards
    Juan José Domínguez
    El 25 ago 2024, a las 14:28, Jotform <noreply> escribió:
    
    [Jotform] <https:>
    [Autoresponder]
    There’s a new response on your question:
    Widget - Calcula tu presupuesto
    Hi Laboral_es,
    Our Spanish Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, it might take a while until they're available again.
    Now, coming back to your question, this possible using the Form Calculation<https:> widget. Let me show you how:
    First, let's add the dropdown fields to your form:
    1. In the Form Builder, click Add Form Elements and drag the Dropdown field to your form.
    2. Click the gear icon next to the dropdown field to open its Properties.
    3. Under the Options tab, type in the choices you want your users to select.
    4. Repeat these steps to add as many dropdown fields as you need.
    [https://www.jotform.com/uploads/forum/Lara_F/1724587974_66cb1fc613212_]Next, let’s assign a specific value to each option in your dropdown by enabling Calculation Values.
    [https://www.jotform.com/uploads/forum/Lara_F/1724588323_66cb212303e05_]Lastly, let's add a Form Calculation widget to your form and set up a formula to compute the total price of the selected options that your users choose. Here's how:
    1. In the Form Builder, go to Add Form Elements and under Widgets, drag the Form Calculation widget onto your form.
    2. Click the widget’s wand icon to open its Settings.
    3. In the Formula area, click on the fields you want to include in your calculation.
    4. Click Save. That's it!
    [https://www.jotform.com/uploads/forum/Lara_F/1724588538_66cb21fa3ac9b_]Check out the screencast below to see how the form works after setting everything up.
    [https://www.jotform.com/uploads/forum/Lara_F/1724588735_66cb22bf818a8_]You can test my demo form here<https:> or clone<https: /> it to copy the settings. Or, you can also check our complete guide about How to Perform Calculations Using a Widget<https: />.
    Give it a try and let us know if you need any other help.
    [Autoresponder]
    Answered by
    Lara
    View this thread<https:>
    [Jotform Team]
    4 Embarcadero Center, Suite 780, San Francisco CA 94111
    24/7 Support<https:>
    Unsubscribe Thread<https:>
    </https:></https:></https:></https:></https:></https:></noreply>...
  • Ericson_B Jotform Support
    Fecha de respuesta 25 de agosto de 2024, 15:25

    Hi Laboral_es,

    Attaching your submissions as PDF files to your Autoresponder Emails is easy. Let me walk you through it:

    1. In Form Builder, in the orange navigation bar, click on the Settings tab in the orange navigation bar at the top of the page.
    2. In the menu on the left side of the page, click on Emails.
    3. Hover your mouse over the Autoresponder and click on the Pencil icon.
    4. Under the Advanced tab, toggle Attach PDF to the On position, and select the PDF file you created.
    5. Now, scroll down, click on Save, and you're done.

    ¿Cómo permitir a los clientes calcular su presupuesto con un formulario de Jotform? Image 1 Screenshot 20
    You can also customize the PDF that you want to attach to the email. We have a guide about How to Customize Your PDF Submission Report that you can check out.

    Give it a try and let us know if you need any more help.

  • Laboral_es
    Fecha de respuesta 25 de agosto de 2024, 15:35
    Gracias
    Y podemos habilitar al potencial cliente un chat con nosotros para que aclare sus dudas en ese preciso momento ? Hay algún widget que genere un canal de chat entre ellos y nosotros ?
    De esa forma podemos aclarar dudas en línea … y es mejor para todos.

    Best regards
    El 25 ago 2024, a las 21:25, Jotform <noreply> escribió:
    
    [Jotform] <https:>
    [Autoresponder]
    There’s a new response on your question:
    ¿Cómo permitir a los clientes calcular su presupuesto con un formulario de Jotform?
    Hi Laboral_es,
    Attaching your submissions as PDF files to your Autoresponder Emails is easy. Let me walk you through it:
    1. In Form Builder, in the orange navigation bar, click on the Settings tab in the orange navigation bar at the top of the page.
    2. In the menu on the left side of the page, click on Emails.
    3. Hover your mouse over the Autoresponder and click on the Pencil icon.
    4. Under the Advanced tab, toggle Attach PDF to the On position, and select the PDF file you created.
    5. Now, scroll down, click on Save, and you're done.
    [https://www.jotform.com/uploads/forum/Ericson_B/1724613869_66cb84ed99e3f_JotformTestGif.gif]
    You can also customize the PDF that you want to attach to the email. We have a guide about How to Customize Your PDF Submission Report<https: /> that you can check out.
    Give it a try and let us know if you need any more help.
    [Autoresponder]
    Answered by
    Ericson_B
    View this thread<https:>
    [Jotform Team]
    4 Embarcadero Center, Suite 780, San Francisco CA 94111
    24/7 Support<https:>
    Unsubscribe Thread<https:>
    </https:></https:></https:></https:></noreply>...
  • Ericson_B Jotform Support
    Fecha de respuesta 25 de agosto de 2024, 15:44

    Hi Laboral_es,

    I answered your other question on a new thread. You can go ahead and check that out here.

    Let us know if you have any other questions.