Getting Started

About 10 minutes if WordPress is already running.

  1. Install and activate Smart QuoteFlow.
  2. Open QuoteFlow in the admin menu.
  3. Create a calculator (blank or from a template).
  4. Add fields, set calculations, and enable lead capture if you want requests. Turn on custom captcha as well — recommended for any public form.
  5. Publish the calculator, then embed it with a shortcode or the Gutenberg block.
  6. Submit a test lead and confirm it appears under Leads.

Going live with lead capture? Enable custom captcha on the calculator — see Lead Capture. Prefer email first? Check Email Notifications and Settings.