Perfect Portal

Allow your customers to generate a quote, generate intake form enquiries directly from your website. Also display customer reviews directly on your website. You must be an authenticated and active customer of Perfect Portal in order for this plugin to work.
Widgets included: 
* Perfect Portal Intake Form 
* Perfect Portal Quote Calculator 
* Perfect Portal Review Widget
<h3>External / 3rd Party References</h3>
Each of the widgets are dependent on loading scripts that are externally hosted on Perfect Portal’s CDN. 
The url of the script that will be added to the page is based on the type of widget added (intake form, quote calculator, review widget) and the region that has been selected in the settings area.
Use of the service is subject to the terms and conditions set out by Perfect Portal (UK) Ltd which can be found at: 
For Australia: https://www.perfectportal.com.au/terms-conditions 
For Canada: https://www.perfectportalcanada.ca/terms-conditions 
For New Zealand: https://www.perfectportal.co.nz/terms-conditions 
For United Kingdom: https://www.perfectportal.co.uk/terms-conditions 
For United States of America: https://www.perfectportal.com/terms-conditions
Use of the service is subject to the privacy policy set out by Perfect Portal (UK) Ltd which can be found at: 
For Australia: https://www.perfectportal.com.au/privacy-policy 
For Canada: https://www.perfectportalcanada.ca/privacy-policy 
For New Zealand: https://www.perfectportal.co.nz/privacy-policy 
For United Kingdom: https://www.perfectportal.co.uk/privacy-policy 
For United States of America: https://www.perfectportal.com/privacy-policy
<h4>Intake Form</h4>
The intake form widget requires loading external scripts from the Perfect Portal CDN where the region can be any of the following au, ca, nz, uk, us. 
Therefore the possible external links/services required for the intake form widget are:
For Australia: https://cdn.perfectportal.co.uk/widgets/intake/production/au/index.js 
For Canada: https://cdn.perfectportal.co.uk/widgets/intake/production/ca/index.js 
For New Zealand: https://cdn.perfectportal.co.uk/widgets/intake/production/nz/index.js 
For United Kingdom: https://cdn.perfectportal.co.uk/widgets/intake/production/uk/index.js 
For United States of America: https://cdn.perfectportal.co.uk/widgets/intake/production/us/index.js
<h4>Quote Calculator</h4>
The quote calculator requires loading external scripts from the Perfect Portal CDN based on the region configured, the identifier of the quote calculator requested and the display type of form to render (this can either be embedded directly on the page or a floating button to be clicked).
For Australia: https://webcalc.perfectportal.com.au/apps/webcalc/v2.0/ 
For Canada: https://webcalc.perfectportalcanada.ca/apps/webcalc/v2.0/ 
For New Zealand: https://webcalc.perfectportal.co.nz/apps/webcalc/v2.0/ 
For United Kingdom: https://webcalc.perfectportal.co.uk/apps/webcalc/v2.0/ 
For United States of America: https://webcalc.perfectportal.com/apps/webcalc/v2.0/
Display Types: 
Embedded: this appends ’embed.’ to the region base url 
Floating: this appends ‘float.’ to the region base url
Quote Calculator Identifier: 
This is a GUID of the particular form to display on a specific page that the web administrator will receive from their Perfect Portal account manager: XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX
Therefore the url can be any combination of the above.
E.g. 
UK example: 
https://webcalc.perfectportal.co.uk/apps/webcalc/v2.0/embed.XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX.js 
https://webcalc.perfectportal.co.uk/apps/webcalc/v2.0/float.XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX.js
Australia example: 
https://webcalc.perfectportal.com.au/apps/webcalc/v2.0/embed.XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX.js 
https://webcalc.perfectportal.com.au/apps/webcalc/v2.0/float.XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX.js
<h4>Review Widget</h4>
The review widget requires loading externally hosted scripts from the Perfect Portal CDN based on the region configured and the company identifier (provided to the web administrator by their Perfect Portal account manager).
For Australia: https://widgets.perfectportal.com.au/apps/reviews/v0.1/ 
For Canada: https://widgets.perfectportalcanada.ca/apps/reviews/v0.1/ 
For New Zealand: https://widgets.perfectportal.co.nz/apps/reviews/v0.1/ 
For United Kingdom: https://widgets.perfectportal.co.uk/apps/reviews/v0.1/ 
For United States of America: https://widgets.perfectportal.com/apps/reviews/v0.1/
E.g. 
UK Example: 
https://widgets.perfectportal.co.uk/apps/reviews/v0.1/reviews.XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX.js

Perfect Portal Widgets

A set of Gutenberg blocks and Shortcodes to display Perfect Portal website widgets

iakdev

IntakeFlow lets you embed multi-step forms and document-intake workflows built with the <a href="https://intakeflow.dev/" rel="nofollow ugc">IntakeFlow console</a> directly in your WordPress pages.
Export a workflow package from the IntakeFlow console as a <code>.zip</code> file, upload it to WordPress in one click, then embed it anywhere using the <code>[xpressui]</code> shortcode. The form renders natively inside your page — no iframe, no external dependencies at runtime. Submissions are stored as private posts in a dedicated wp-admin inbox, directly in your site’s database.
If you need advanced field types, direct Console Sync, or cloud workflow management, those are available by connecting the plugin to your IntakeFlow SaaS account at intakeflow.dev.
<h4>Key features</h4>
<ul>
<li>One-click installation — upload the exported <code>.zip</code> file from the IntakeFlow console directly inside wp-admin.</li>
<li>Shortcode embed — <code>[xpressui id="your-project-slug"]</code> works in any page, post, or block-editor paragraph block. The form renders inline, inheriting your theme’s page layout.</li>
<li>Submission inbox — all submissions land in a private wp-admin post list with status badges, filtering by project, status, and assignee, and detailed review metaboxes.</li>
<li>Status workflow — mark submissions New, In review, or Done from the list or the detail view. Every status change is recorded in a per-submission history log.</li>
<li>Team assignment — assign any WordPress user to a submission. The My Queue page shows each reviewer their personal backlog at a glance.</li>
<li>Email notifications — configure a notification address per project and receive a plain-text summary email the moment a new submission arrives.</li>
<li>Post-submit redirect — optionally redirect the visitor to a thank-you page after a successful submission. Configured per project from wp-admin.</li>
<li>File uploads — uploaded files are stored as WordPress media attachments and linked back to their submission.</li>
<li>REST API endpoint — submissions are received via a standard WordPress REST route (<code>POST /wp-json/xpressui/v1/submit</code>). No extra server configuration required.</li>
<li>Bundled runtime — the XPressUI standard runtime is bundled inside the plugin. No JavaScript is loaded from the uploads directory or external CDNs.</li>
</ul>
<h4>Who is this for?</h4>
Businesses and developers who use the IntakeFlow console to build document-intake or multi-step application forms and want to manage the collected data inside their existing WordPress environment without an external SaaS inbox.
<h4>The Ultimate Alternative for Team Intake</h4>
Unlike generic form builders (like Contact Form 7, WPForms, or Gravity Forms), IntakeFlow is built specifically for client intake and document collection. 
* No paywall on team inbox: Assign submissions to specific WordPress users without upgrading to expensive Enterprise plans (unlike JotForm or Typeform). 
* No bloated iframes: Forms render natively in clean, fast HTML/JS, inheriting your active theme’s styling. 
* 100% GDPR-compliant: Your submissions and uploaded files are stored entirely in your local database. No data is stored on third-party servers.
<h3>External Services</h3>
This plugin can optionally connect to the IntakeFlow SaaS platform (hosted at intakeflow.dev) to enable real-time cloud synchronization, advanced field types, and centralized workflow management.
When connected to IntakeFlow: 
* The plugin makes outbound HTTP requests to <code>https://api.intakeflow.dev</code> (or your custom console URL) to sync project schemas, download workflows, and verify subscription status. 
* Outbound sync requests include an API Token (<code>X-Api-Token</code>) generated from your IntakeFlow dashboard. 
* No visitor or submission data is transmitted to the IntakeFlow console unless specifically configured by the administrator for cloud backup or webhook routing.
A connection is required to sync custom workflows. The bundled starter workflow functions fully offline without a connection.
The bundled XPressUI standard runtime (JavaScript) is served directly from the plugin directory — it is never loaded from a CDN or external URL.
<h3>Privacy</h3>
This plugin stores data submitted by your site visitors (form field values, uploaded files, and metadata such as submission timestamps). All data is stored locally in your WordPress database and media library. No data is transmitted to external servers. When a submission is permanently deleted, its linked uploaded files are deleted as well.
Users may request access to or deletion of their personal data. This plugin integrates with the WordPress Personal Data tools (Tools › Erase Personal Data and Tools › Export Personal Data).
For full details on what data is collected and how to manage it, refer to your site’s privacy policy.
<h3>Source Code</h3>
The full source code for this plugin is available at: 
https://github.com/lybaba/xpressui-wordpress-bridge
<h4>Bundled JavaScript runtime</h4>
The file <code>runtime/xpressui-*.umd.js</code> is the compiled output of the XPressUI library. The unminified TypeScript source files used to produce this bundle are included in the <code>xpressui-src/</code> directory of this plugin.
To rebuild the runtime from those sources:
<ol>
<li>Navigate to the source directory: <code>cd xpressui-src</code></li>
<li>Install dependencies: <code>npm install</code></li>
<li>Build the runtime: <code>npm run build</code></li>
<li>The output file is produced in <code>xpressui-src/dist/xpressui-*.umd.js</code>.</li>
</ol>

IntakeFlow – Client Intake, Multi-Step Forms & Secure Document Collection

Collect files, documents, and client intake form submissions directly in WordPress. Inline rendering, team inbox, and workflow tracking included.

Perfect Portal Widgets vs IntakeFlow – Client Intake, Multi-Step Forms & Secure Document Collection