Create a quoting form that dynamically computes the total according to user selections

Hello,

I have created and intake/quoting form for prospective clients to fill out prior to setting an appointment. In this, a user will select a service they're interested in and any potential add-ons. These services include hourly fees and per person fees as well.

For example, if the user selects the Beer & Wine Package, the cart would have to calculate the following:

($100 x duration of event (field in form)) + ($XX x number of guests)

This would also need to continue a running list for any add-ons selected as well (these are flat fees so much easier).

I'd love to say I have a foundation here but I am really unsure where to start. Product List? How do I do the calculations for this? Does this calculation become a fixed form element or can it be present as a running item (in the top right corner for example).

Any assistance is greatly appreciated as this would dramatically help out businesses intake functionality!

Hi James,

Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Thanks for your patience and understanding, we appreciate it.

Hi James,

You can meet your requirements by setting up several features in the form. Start by enabling the Calculation Values option in both Single Choice and Multiple Choice fields, which lets you assign values to each option and dynamically compute the total amount. Let me show you how:

1. Select the Single Choice field and click on the Gear icon.
2. Go to the Options tab in the Single Choice Properties.
3. Toggle the Calculation Values to ON and assign a value for each option.

Next, you can add the Form Calculation widget in your form to calculate the total amount based on the service they're interested in and any potential add-ons using your formula. I’m assuming the $100 is the value for the selected service in your formula and $XX represents your preferred fixed amount, so I’ll go ahead and use $10 for it. Let me show you how to add a Form Calculation widget:

1. In Form Builder and click on Add Element on the upper-left side of the page.

2. Click on the Widgets tab, click on the Form Calculation widget to add it to your form.

3. In the menu on the right side of the page, above the Save button, click on Options.

4. Then, click on the Checkbox next to Result Field is Read-Only, and click on Go Back.

5. Set the formula like you see below and click on Save.

Lastly, go to the Payments tab in the Form Elements window to set up your preferred payment gateway. Then, choose the User Defined Amount option in the payment type so it can pull the total from your Form Calculation widget. Here's how:

1. In Form Builder, click on Add Element on the left side of the page.
2. Under the Payments tab, click on your integrated payment gateway and select Payment Settings.
3. In the menu on the right side of the page, click on the Downward Arrow icon in the Payment Type section and select the User Defined Amounts. 

4. Set the Get Price From option to your Form Calculation widget to pull the grand total amount.

5. Click on the Save button and that's it.

You can test my demo form or clone it to see the changes made in the cloned form. 

Give it a try and let us know if you need any other help.

Thank you! I will work with this tonight.

For reference, the packages selected will include a PER HOUR bartender fee along with a Price Per Guest fee for a computed total for any particular package. I will see what I can do to get this done.

An example would be with the Beer and Wine Package:

a 4 hour wedding with 100 guests at $10 per person should be produce a calculated amount of

($100x4)+(100x$10) = $1,400

Hey! I successfully was able to get the estimator working. Is there a way to edit this or have it as a hidden field that displays as another element? I cannot get it to look right and stand out. It should be at the top of that page in bigger bold letters. I know this may be for custom CSS but it is only for this one specific field

Ignore that one even! Okay my last final question:

Due to the calculation being partially a fixed number. Is it possible to have the estimator field default as $0 until a selection is made?

Hi James,

Awesome! Glad to hear that your estimator’s working smoothly now. Yes, you can easily hide the Form Calculation widget in your form by toggling the Hide field option under the Advanced tab in the Form Calculation Properties. Here's how:

1. Select the Form Calculation widget and click on the Gear icon.
2. Go to the Advanced tab in the Form Calculation Properties.
3. Toggle the Hide field to ON.

Let us know if you need any more help.

Hi James,

A simple workaround is to duplicate your Paragraph field. Edit the first one to display a fixed $0 amount using the paragraph editor. Then, initially show this field and reveal the second Paragraph field containing the calculated amount. This way, form users will first see the $0, which can later be replaced with the calculated value. Here's how to do it:

1. In Form Builder, right-click on the Paragraph field to show its Context Menu.

2. Then, select Duplicate in the menu.

3. Edit the duplicated Paragraph field and change it to $0.

4. Select the original Paragraph field and click on the Conditions icon.

5. Hover your mouse over the Pencil icon to edit the relevant conditional logic.

6. Then, update the Show/Hide Field conditional logic with the condition below and click Save.

Check out my screencast below to see my result:

Give it a try, and let us know how it goes. 

This was very helpful! Thank you!

I have implemented this into the form. my next evolution of this would be to have a feature where that calculated number shows in a shopping cart type feature that follows you down the page as you scroll (almost similar to a "freeze pane/top row" in excel). Is this possible? So that the user can see that estimate in the top right corner for example while they are moving through the form.

Hi James,

I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Thanks for your patience, we appreciate it.

thank you Shaira!

Hi James,

Thanks for waiting. The feature you're looking for isn't available at Jotform as of the moment. While the feature you're looking for isn't available at Jotform right now, we've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

Thanks for your patience and understanding, we appreciate it.