Quote process - Toolset

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This thread is resolved. Here is a description of the problem and solution.

Solution:
If the form is a simple one with text fields, checkboxes, image fields, file fields, etc.. then it can be created with CRED form but if you want to do something more like calculating and auto-estimating the cost using the form then it will need some custom coding as CRED does not support it out of the box.

At moment CRED also does not support Multi-step Forms. I suggest to use WooCommerce & Request a Quote plugin and add all the items as products:
https://codecanyon.net/item/woocommerce-request-a-quote/6460218

Relevant Documentation:
Some workaround posted in our forums in the past, if you would like to do this using cred forms:
- https://toolset.com/forums/topic/how-to-do-a-quote-hotel-project/#post-396723
- https://toolset.com/forums/topic/multi-step-form/#post-462781
- https://toolset.com/forums/topic/cred-multi-steps-frontend-form-submission-and-completion/#post-511163

This support ticket is created 7 years, 5 months ago. There's a good chance that you are reading advice that it now obsolete.

This is the community support forum for Types plugin, which is part of Toolset. Toolset is a suite of plugins for developing WordPress sites without writing PHP.

Everyone can read this forum, but only Toolset clients and people who registered for Types community support can post in it.

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Supporter timezone: Asia/Karachi (GMT+05:00)

Tagged: Content-submission forms, Toolset Forms

This topic contains 2 replies, has 2 voices.

Last updated by Michael van der Steen 7 years, 5 months ago.

Assisted by: Noman.

Author

Posts

June 8, 2017 at 12:24 pm #534262

Michael van der Steen

I was wondering if you could give me some pointers on how to create a quote form. My client wants several quote pages, starting of with simple data, continuing to the next step more info in asked. I think I need to build each form seperatly, using the same custom post type (e.g. Quote). There also needs to be some kind of progress indicator. Any ideas

June 8, 2017 at 4:53 pm #534394

Noman

Supporter

Languages: English (English )

Timezone: Asia/Karachi (GMT+05:00)

Hi Michael,

Thank you for contacting Toolset Support. If the form is a simple one with text fields, checkboxes, image fields, file fields, etc.. then it can be created with CRED form but if you want to do something more like calculating and auto-estimating the cost using the form then it will need some custom coding as CRED does not support it out of the box.

At moment CRED also does not support Multi-step Forms. I suggest to use WooCommerce & Request a Quote plugin and add all the items as products:
hidden link

There are some workaround posted in our forums in the past, if you would like to do this using cred forms:
- https://toolset.com/forums/topic/how-to-do-a-quote-hotel-project/#post-396723
- https://toolset.com/forums/topic/multi-step-form/#post-462781
- https://toolset.com/forums/topic/cred-multi-steps-frontend-form-submission-and-completion/#post-511163

I hope it helps, Thank you

June 9, 2017 at 1:17 pm #534732

Michael van der Steen

Hi,

Thanks for the reply. I will have a look at the suggestions you offered. Thanks again.

Michael

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