Estimate form with calculation

Step-by-step guide on creating estimate forms with Logic & Payment.

Updated over a week ago

How to create an estimate form

First, identify the scope of work to be completed and break it down into manageable components. Then, determine the materials, labor, and additional costs required for each piece and research prices to ensure an accurate estimate.

Now all you have to do is to organize these components into a professional-looking estimate form for your clients. And here is where we can help you create it in a few simple steps.

1- Log in to your Formaloo dashboard

To start creating your estimate form, open your dashboard. Then, start a form from scratch or use our free estimate template and customize it to match your needs.
If you still have no Formaloo account, sign-up for free and start building forms, surveys, quizzes, and much more with no code.

2- Set up your formaloo’s fields and logic

Create the fields you want to include with a simple drag-and-drop interface. Then, add the questions you should ask your clients to estimate the service total cost.

In our template, we added various types of fields such as “text,” “email,” and “phone number” to collect clients’ personal information. Then, we included a few “number” fields asking for additional details about the required service.

We added a “number” field for customers to tell us how many employees they need when asking for employee count. We can add all the extra charges to the total price.

To calculate the total price, open the “Logic” tab and set up a fee for each type of service. Then create your conditions.

For example: If the “type of service” is “Cleaning,” then “add 15” to the “price” variable field.

Add a “section” field to the end of your form and use the answer piping feature to display the total price.

All you have to do is to put {{price}} in the description of your “section” field, and it will automatically display the calculated price.

3- Add your payment method

Your form can now calculate the final price of your service and accept payment directly.

Firstly, enable the “Form with payment” option from your form editor’s “Settings” tab.

Then, go to the “Calculator” tab to choose your currency.

Now, to create a new payment method, click on the profile icon at the top menu of your dashboard. Then select “Payment methods” and choose your payment gateway. Finally, go back to the formaloo editor and select the payment method you just created on the “setting” tab.

Learn more about how to connect your payment method to your formaloo.

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