Hassan Ali ⚡️

Toheedhaider

Daniyal Hassan

Khalid Masood

Formulate Pricing helps you sell services, packages, and custom quotes through beautiful multi-step forms that connect directly to WooCommerce checkout.
Whether you run an agency, studio, contractor site, or any business that quotes before taking payment, this plugin gives you one clear path: your visitor picks options → sees the price build up → pays through WooCommerce — while you stay in control from the WordPress dashboard.
<h4>Perfect for</h4>
<ul>
<li>Service businesses that offer tiered packages (Basic, Standard, Premium)</li>
<li>Freelancers and agencies collecting project details before checkout</li>
<li>Local businesses quoting jobs, bookings, or add-ons</li>
<li>Anyone who wants a quote form that actually leads to payment — not just an email</li>
</ul>
<h4>How it works for you (site owner)</h4>
1. Create a form in minutes 
Open Formulate Pricing in your admin menu and click New Form. Use the visual builder to drag fields onto the canvas — text inputs, dropdowns, date pickers, card choices, and more. Split long forms into steps so visitors are never overwhelmed.
2. Set your pricing logic 
Add prices to individual options or card choices. A visitor who picks “Premium Package” or extra add-ons automatically builds the correct total. Link the form to a WooCommerce product so checkout stays familiar for your customers.
3. Style it to match your brand 
Adjust colors, buttons, progress bar, and layout presets from the builder — light or dark styles, rounded or outline cards, and spacing that fits your site. Preview the form before publishing.
4. Publish anywhere 
Copy the shortcode from the builder and paste it into any page, post, or page builder block. Your form appears on the front end as a polished, step-by-step experience.
5. Manage every submission 
All entries land in Formulate Pricing → Entries. Mark submissions as read or starred, filter by status, open a full detail view, bulk-update or delete, and export to CSV when you need a spreadsheet or client record.
6. Stay notified 
Send yourself an email when someone submits, and optionally send the visitor a confirmation message. When checkout is enabled, payment status stays tied to the entry so you can see who paid and who is still pending.
<h4>How it works for your visitors</h4>
Step 1 — They land on your form 
Your customer opens the page where you placed the form. A clean progress bar shows how many steps remain, so they know what to expect.
Step 2 — They answer questions step by step 
Instead of one long intimidating form, they move through logical sections: contact details, service choice, options, review. Required fields are clear; card-choice fields let them tap the package that fits.
Step 3 — The price updates as they choose 
When options carry prices, the total reflects their selections. They understand what they are paying for before they commit.
Step 4 — They submit or checkout 
Depending on your setup, they either submit the quote for your review or are taken straight to WooCommerce checkout to complete payment — with their choices and calculated price already applied.
Step 5 — They get confirmation 
A success message appears on the form, and they may receive a confirmation email. You receive the entry (and order, if checkout was used) ready to fulfil.
<h4>What you can build</h4>
<ul>
<li>Package pickers — three cards side by side with different prices</li>
<li>Quote request flows — collect scope, budget, and timeline across steps</li>
<li>Booking-style forms — dates, time slots, and location fields</li>
<li>Lead-to-sale funnels — capture details first, then push to checkout</li>
<li>Simple contact-plus-pricing forms — one product, a few options, one clear total</li>
</ul>
<h4>Key benefits</h4>
<ul>
<li>Higher completion rates — multi-step layouts feel shorter and easier</li>
<li>Clearer pricing — customers see options and costs before checkout</li>
<li>Less manual work — entries, orders, and exports live in one place</li>
<li>Fits your workflow — build, publish, and manage without leaving WordPress</li>
<li>Built for WooCommerce — uses the checkout your customers already trust</li>
</ul>
<h4>Requirements</h4>
<a href="https://wordpress.org/plugins/woocommerce/" rel="ugc">WooCommerce</a> must be installed and active. The plugin guides you if WooCommerce is missing.
<h4>Display a form</h4>
After saving a form, copy its shortcode from the builder (for example <code>[formulate_pricing_form id="1"]</code>) and add it to any page or post. Replace <code>1</code> with your form’s ID from Formulate Pricing → All Forms.
<h3>Privacy</h3>
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 <code>wp_mail()</code> 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.

Formulate Pricing

Turn visitors into paying customers with guided quote forms — no code required.

pinal.shah

Plugins required:
<ol>
<li>WooCommerce 4.0 or higher</li>
</ol>
Want to convert your WooCommerce store into a Quote only program? This plugin allows the admin to hide the prices and modify the Add to Cart button to ‘Request Quote’.
No payment is taken at Checkout. The prices for the product can be setup in the WooCommerce->Orders page and once a quote is finalized, the plugin will send an email to the end user notifying the same.
The users can then make the payments using the link in the email or the My Accounts page.
What will the Quotes plugin help you achieve?
<ul>
<li>Customize pricing for each order to meet individual customer needs.</li>
<li>Offer payment flexibility by not taking payment at checkout for quote requests.</li>
<li>Manage quoting process easily with one-click enable/disable option for all products.</li>
<li>Enhance customer experience and attract new customers with personalized quotes.</li>
</ul>
Unlock Advanced Features for Enhanced Quoting and Sales Management using the <a href="https://woocommerce.com/products/quotes-for-woocommerce-pro/" rel="nofollow ugc">Premium Version</a>
<ul>
<li>Enable quotes for only some products in the store.</li>
<li>Allow quote and purchasable products in a single cart.</li>
<li>Enable quotes for select variations of a product</li>
<li>Automatically enable quotes based on item quantity for each product.</li>
<li>Customize quote button display based on WordPress User Roles</li>
<li>Seamlessly process both regular orders and quote requests for all products</li>
<li>Automatically activate quoting for out-of-stock products</li>
<li>Streamline communication with automated quote emails</li>
<li>Centralize quote management on a unified page for efficiency</li>
<li>Convert quote requests to WooCommerce orders with a single click</li>
</ul>
Enable simultaneous quote requests and orders 
Enable the Request Quote form with a single click. This adds a Request Quote button on single product pages and the standard WooCommerce Add to Cart button.
With both buttons available, customers can make quotation requests and purchase products simultaneously.
Take quotations for back-ordered products 
Set up Quotes for WooCommerce Pro to automatically enable quotes for a product as soon as the stock quantity reaches zero. Reach out to the user when the product is back in stock with a quotation email.
<a href="https://woocommerce.com/products/quotes-for-woocommerce-pro/" rel="nofollow ugc">Quotes for WooCommerce Pro</a> | <a href="mailto:support@technovama.com" rel="nofollow ugc">Support Helpdesk</a>
Effortlessly manage wholesale and retail customers 
Cater to wholesale and retail customers by enabling quotations based on user roles. The extension allows you to replace the Add to Cart button with the Request Quote button based on user roles.
You can enable wholesale customer quotes while allowing retail users to place a normal WooCommerce order for the same products using WordPress user roles.

Quotes for WooCommerce

Overall it is a very good plugin.

Two simple things I think could help improve its usability, such as

1. Have an FAQ section for the plugin. It took me 15 minutes to go through the source code to find out the naming convention of the customized email template directory to put in my theme's directory. It is "/quotes-for-wc/"

2. When you click on 'Send Quote', so an invoice/quote can be sent to the customer, there is hardly any indication that it was sent (only small grey text on a gray background that shows for 2 seconds). I suggest making the sent notification much larger and more visible. Also, add to the "Order note" that the quote was sent. As it is now the only way I can confirm a quote was sent is to check my email log - using a different plugin.

Great Functionality; A little rough around the edges

This plugin allows the site admin the ability to accept quote requests for products. Prices can be hidden. No payments will be taken at Checkout.

Formulate Pricing vs Quotes for WooCommerce