Give visitors a number before they call you.
Smart QuoteFlow adds a live estimate calculator to your site. Someone answers a few questions, watches the price update, and sends you a request — already qualified, already priced.
From question to quote
One visit, four steps. You configure the calculator once; the rest runs on its own.
-
01
Calculate
A visitor answers a short set of questions and watches the price update as they go, built from fields and pricing rules you set. -
02
Capture
When they're ready, an inline form collects their contact details alongside the answers that produced their number. -
03
Quote
Turn the lead into a quote from the admin, with status you can move through draft, sent, accepted, or declined. -
04
Notify
You and your customer both get an email when a lead arrives, a quote is created, or its status changes.
Who it's for
Service businesses and agencies who'd rather have a visitor self-estimate than start with a phone call — cleaning, moving, painting, web projects, and similar quote-driven work.
If you already run WordPress and want calculators, leads, and quotes in one admin screen, this fits how you work.
What stays in your hands
- Currency and defaults, set once in Settings
- Which fields and options show up on the calculator
- How the total gets calculated
- Custom captcha on the lead form (recommended)
- Where the calculator appears — shortcode or block
What's in the free plugin
The free plugin is meant to carry a real business on its own. Optional Pro add-ons are planned for later.
- Calculator builder with core field types
- Pricing rules with conditional adjustments
- Themes, including a multi-step Guide layout
- Lead list with a detail view for each one
- Quotes with status tracking
- Shortcode and a Gutenberg block
- Custom captcha on the lead form (recommended)
- Email notifications for you and your customers
- One currency setting for the whole site
- Starter templates: cleaning, moving, painting, websites
- Bulk or individual delete in every admin list
See it in the admin
Screenshots from the plugin — click any image to enlarge.
Free, and what's planned for Pro add-ons
Pro features ship as optional add-ons. The free plugin stays fully usable without an account or license key.
| Capability | Free | Pro add-ons (planned) |
|---|---|---|
| Calculators, leads & quotes | ||
| Core fields (text, number, select, radio, checkbox, quantity) | ||
| Pricing calculations & conditional adjustments | ||
| Free themes (Classic, Modern, Guide multi-step) | ||
| Shortcode & Gutenberg block | ||
| Starter templates (cleaning, moving, painting, websites) | ||
| Site-wide currency & settings | ||
| Email notifications with built-in copy (lead, quote, status) | ||
| Bulk & individual delete in admin lists | ||
| Custom captcha on the lead form (recommended) | ||
| Advanced fields (file upload, date & time, repeater, address) | ||
| Advanced pricing (formulas, ranges, discounts, taxes, deposits) | ||
| Pricing frequency (weekly / monthly / yearly / one-time) | ||
| Extra Pro themes & presentation options | ||
| Larger icon library for fields | ||
| Custom email templates (subject, body, HTML) | ||
| Google reCAPTCHA (v2 / v3) spam protection | ||
| Custom status-specific email messages | ||
| Follow-up email automation | ||
| Professional PDF quotes | ||
| Online quote approval (accept / decline / request changes) | ||
| Quote analytics | ||
| Payment integration (deposits / full payment) |
Installation
- Install Smart QuoteFlow from the WordPress plugins screen, or upload the plugin folder, then activate it.
- Open QuoteFlow in the admin menu.
- Create a calculator, or start from a template, then embed it with the shortcode or block.
Full steps: Installation guide.
Help & docs
Start with the documentation. If something's still unclear after that, reach out to support.