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Formulate Pricing

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Formulate Pricing

by Daniyal Hassan

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Description

Formulate Pricing — Multi-Step Quotes & Checkout

Build multi-step pricing and quote forms for WordPress and WooCommerce. Collect submissions, sync payment status with WooCommerce, send email notifications, and export entries to CSV — all from a drag-and-drop admin builder.

Features

  • Visual drag-and-drop form builder
  • Card-choice fields with optional per-option pricing
  • Multi-step progress UI
  • WooCommerce checkout integration (custom cart line price)
  • Entry list with read/star/trash status and payment badges
  • Admin email and submitter email notifications
  • CSV export per form

Requirements

  • WooCommerce 7.0 or higher must be installed and active.

Display a form

Use the shortcode [formulate_pricing_form id="1"] where 1 is the form ID from Formulate Pricing All Forms.

Bundled libraries (included in this plugin, not loaded from a CDN)

  • Select2 4.1.0 — MIT License (admin form builder only)
  • SortableJS 1.15.7 — MIT License (admin form builder only)
  • Hugeicons stroke icon font — bundled for admin UI icons; see assets/vendor/README.txt for license details.

Compatible with WooCommerce 7.0+ (tested up to 9.4). Uses classic checkout redirect; cart/checkout blocks are not required.

Privacy

This plugin stores form submission data (field values, timestamps, user agent) in your site database. When WooCommerce checkout is enabled, orders may be created and linked to entries.

Email notifications use WordPress wp_mail() and only send data you configure in the form notification settings.

No data is sent to external servers by this plugin. Checkout and email behavior runs entirely on your site via WordPress and WooCommerce.

Site owners are responsible for privacy notices and consent required in their jurisdiction.

  1. Upload the formulate-pricing folder to /wp-content/plugins/.
  2. Activate the plugin through the Plugins screen in WordPress.
  3. Install and activate WooCommerce if you have not already.
  4. Open Formulate Pricing in the admin menu to create your first form.
  5. Place [formulate_pricing_form id="YOUR_FORM_ID"] on any page or post.
Does this plugin require WooCommerce?

Yes. Checkout and cart pricing require WooCommerce. The plugin will not load its features until WooCommerce is active.

Where is my data stored?

Form definitions and entries are stored in custom database tables created on activation (wp_formulate_pricing_forms, wp_formulate_pricing_entries). WooCommerce orders are linked to entries when checkout is used.

Can I export entries?

Yes. On Formulate Pricing Entries, choose a form and click Export CSV.

2.0.0

  • Initial release as Formulate Pricing — Multi-Step Quotes & Checkout.
  • Multi-step form builder with card-choice and priced options.
  • WooCommerce checkout integration and entry payment sync.
  • CSV export, bundled admin assets (no CDN).
  • Security hardening and WordPress coding standards compliance.
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