Creating an Efficient Estimation Form with ZIGAFORM: A Step-by-Step Guide
Softdiscover Team
Posted on May 17, 2024
I'll guide you through the process of crafting an estimation form using ZIGAFORM. Let's dive right in.
Choosing Your Template:
When starting a new form, you have the option to select a template. However, for this demonstration, I'll build it from scratch.Adding Basic Elements:
Begin by adding essential elements like a heading and text boxes for common fields like full name and comments.Customizing Fields:
You can tailor each field to your specific needs. For instance, I'm adding checkboxes for products and services.Incorporating Calculations:
ZIGAFORM offers default calculation options, like simple addition. I'll demonstrate this before diving into more complex math calculations.Enhancing User Experience:
To make your form visually appealing, consider adding images alongside text inputs, creating a more engaging interface.Configuring Email Notifications:
Ensure that your form sends notifications to the appropriate recipients by configuring email settings and including necessary fields like the customer's email address.Success Messages and Redirection:
After submission, users should receive confirmation. You can set up success messages or redirect them to a designated page.Customizing Invoices:
For business purposes, customize invoices to include relevant information. ZIGAFORM provides options for personalization.Global Settings:
Adjust global settings to control aspects like scrolling behavior, currency format, and enabling features like reCAPTCHA for added security.Preview and Testing:
Before publishing your form, always preview and test it extensively to ensure everything functions as intended.Integration with WordPress:
If you're using WordPress, ZIGAFORM seamlessly integrates, allowing you to embed forms directly into your website's pages or posts.Next Steps:
In the next video, I'll demonstrate how to implement custom math calculations for more intricate estimation processes.
Conclusion:
That concludes our walkthrough of creating estimation forms with ZIGAFORM.
More info at https://zigaform.com
Posted on May 17, 2024
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