WPQuoteCalRequirements
WPQuoteCal is built for WordPress 6.0 or later and PHP 8.0 or later. For best results, use a modern theme, HTTPS, working WordPress email delivery and administrator access to install plugins.
Install WPQuoteCal
Download the latest ZIP from the download page. In WordPress admin, open Plugins > Add New > Upload Plugin, choose the ZIP file, install it and activate WPQuoteCal. After activation, the WPQuoteCal menu appears inside wp-admin.
Create your first calculator
Go to WPQuoteCal > Calculators and create a new calculator. Add a clear name, public description, default currency, tax setting and status. Keep the first calculator focused on one conversion goal, such as website quote, cleaning estimate or travel package recommendation.
Add questions
Add questions in the order a visitor naturally thinks: service type, scope, timeline, add-ons, budget, contact details and consent. Use select fields for fixed choices, checkboxes for add-ons, ranges for quantities and text fields only when a structured option would not work.
Add pricing rules
Use fixed rules for base package fees, quantity rules for units or pages, percentage rules for tax or rush work, range rules for tiered pricing and formula rules for advanced estimates. Name every rule clearly so future administrators can understand why an amount changed.
Use conditional logic
Conditional questions make calculators shorter and smarter. Show website-specific questions only after a visitor selects website development, show cleaning frequency only for maintenance services and show budget-fit recommendations when the quote crosses a threshold.
Publish with shortcode or block
Set the calculator status to Published, then add it to a page with the Gutenberg block or shortcode: [wpquotecal id="1"]. Replace 1 with the calculator ID shown in the builder. Test the full flow on desktop and mobile before sending traffic to the page.
Manage leads
Submitted leads include contact details, consent state, estimate, recommendation, selected answers, UTM parameters and referring page. Use the leads dashboard to review new enquiries, then export CSV when sales teams need offline reporting or CRM import.
Configure PDF branding
Add company name, logo, quotation footer text, currency labels and proposal notes so exported quote records feel like a professional first response. Keep PDF language concise and make clear that estimates can be confirmed after consultation.
Set up integrations
Use email notifications for visitor and administrator follow-up. Add a WhatsApp number to open a quote summary message. Configure webhook delivery for Zapier-compatible flows and CRM handoff, then confirm that your receiving endpoint accepts the payload.
Licensing and SaaS settings
Commercial settings support licence status, plan gates, agency context and SaaS sync foundations. Use them to prepare direct annual licences, agency packages, managed updates and future payment-provider connections.
Troubleshooting
If a calculator does not appear, confirm the calculator is published and the shortcode ID is correct. If emails do not arrive, test WordPress mail delivery or use an SMTP plugin. If totals look unexpected, review active pricing rules, rule order, quantity values and conditional logic.