{"id":1579,"date":"2024-11-21T14:15:18","date_gmt":"2024-11-21T14:15:18","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1579"},"modified":"2024-12-11T14:17:58","modified_gmt":"2024-12-11T14:17:58","password":"","slug":"estimate-request","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/estimate-request\/","title":{"rendered":"Estimate Request"},"content":{"rendered":"<div class=\"entry-content\">\n<p>The estimate request feature is added in Xodox CRM Latest Update and it\u2019s used to <strong>create forms that your customers or potential customers can use to request an estimation of cost<\/strong> for services or products from your company, the estimates request feature give you the ability to add various types of fields that can be tailored for your company requirements.<\/p>\n<p>For example, if your company is offering website design, your customers can request an estimate request for a website design via the form that you have previously created in Xodox CRM. Usually, the forms will have more general questions like \u201cWhat is your budget\u201d, \u201cUrgency\u201d, \u201cType of website\u201d etc\u2026 and based on the information the customer entered in the form, you can create an <a href=\"https:\/\/help.xodox.in\/pt\/docs\/category\/sales\/estimates\/\">estimate <\/a>in Xodox CRM and send to the customer.<\/p>\n<p>The forms can be sent directly to the customer as direct link or you can embed the form via iframe directly in your existing website pages e.q. you can have a menu link on your existing company website named \u201cRequest estimate\u201d and in this page, you can embed the form iframe.<\/p>\n<h2 id=\"create-estimate-request-forms\" class=\"wp-block-heading\">Create estimate request forms<\/h2>\n<p>The first step is to create an estimate request form, in Xodox CRM you can create unlimited number of estimate request forms, to achieve this, when logged-in as admin user follow the steps below.<\/p>\n<ul>\n<li>Click <strong>Setup <\/strong>then <strong>Estimate request-&gt;Forms<\/strong>.<\/li>\n<li>Click <strong>New Form<\/strong>.<\/li>\n<li>Add <strong>form name<\/strong>, for personal identification e.q. \u201cWebsite estimate request\u201d.<\/li>\n<li><strong>Language<\/strong>\u00a0\u2013 The language is currently used only for the validation messages.<\/li>\n<li><strong>Submit button text<\/strong>\u00a0\u2013 The bottom where the user will need to click to submit the form E.q. Request a Quote or Contact us, feel free to adjust to fit your needs.<\/li>\n<li><strong>Message to show after the form is successfully submitted<\/strong>\u00a0\u2013 This message will be shown after use successfully submit the form.<\/li>\n<li><strong>Status<\/strong>\u00a0\u2013 The estimate request will need to be in status after successfully is submitted into the Xodox CRM database.<\/li>\n<li><strong>Responsible<\/strong>\u00a0\u2013 Auto-assign the estimate request to a specific staff member.<\/li>\n<li><strong>Notification settings<\/strong>\u00a0\u2013 All users based on the notification type will be notified via built-in notification inside Xodox CRM and additionally, the responsible estimate request staff member will get an email notification if in Setup-&gt;Email Templates -&gt; Estimate Request Assigned (Sent to Staff) is not checked as disabled.<\/li>\n<li><strong>Recaptcha<\/strong>\u00a0\u2013 You can use Google Recaptcha\u00a0to prevent spamming. The field for Google Recaptcha will be shown only if you have\u00a0<a href=\"https:\/\/help.Xodoxcrm.com\/add-google-recaptcha\/\">previously configured the recaptcha<\/a>\u00a0keys.<\/li>\n<\/ul>\n<p>After you create the form 2 new tabs will be shown in the form area Form Builder and Integration Code.<\/p>\n<ul>\n<li><strong>Form Builder<\/strong> \u2013 The place where you build the form and adjust all the fields you need.<\/li>\n<li><strong>Integration Code<\/strong> is the code you will need to place into your website for the form to be shown, note that from the link you will be able to see that each has a unique key.<\/li>\n<\/ul>\n<h2 id=\"add-fields-to-form\" class=\"wp-block-heading\">Add fields to form<\/h2>\n<p>To add a field to the form just\u00a0<strong>drag the field to the right side in the form area<\/strong>, note that <strong>the Email field is required to exist in the form as well must be marked as a required field.<\/strong><\/p>\n<h2 id=\"customize-the-fields\" class=\"wp-block-heading\"><strong>Customize the fields<\/strong><\/h2>\n<p>You can customize the labels, add help text, placeholders and make them required. When you drag the field in the form area just hover over the field on the top right side you will be able to see 3 buttons (edit, copy and remove)<\/p>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-4263\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/New-billing-Estimate-Request-Form-12-09-2024_05_50_PM.png\" alt=\"\" width=\"1024\" height=\"417\" \/><\/figure>\n<p>After you customized the form <strong>click on the bottom left button SAVE and click on the tab Integration Code to get the code you need to add to your website<\/strong>. The code will be placed as iframe and you can adjust the width and height directly to the code snippet provided by Xodox CRM.<\/p>\n<h2 id=\"styling\" class=\"wp-block-heading\">Styling<\/h2>\n<p>If you need to style the color of the input fields to fit with your website you can create<strong> custom.css<\/strong> file in assets\/css and apply the necessary styles.<\/p>\n<p>Example<strong> changing inputs border color:<\/strong><\/p>\n<pre class=\"wp-block-code\"><code>body.estimate-request-form input {\r\n   border-color:red;\r\n}<\/code><\/pre>\n<p>Example <strong>changing submit button<\/strong>\u00a0<strong>background color:<\/strong><\/p>\n<pre class=\"wp-block-code\"><code>body.estimate-request-form #form_submit {\r\n   background:red;\r\n}\r\n\r\nbody.estimate-request-form #form_submit:hover,\r\nbody.estimate-request-form #form_submit:active {\r\n   background:green;\r\n}<\/code><\/pre>\n<h2 id=\"redirect-user-to-custom-url-after-submission\" class=\"wp-block-heading\">Redirect user to custom URL after submission<\/h2>\n<p>Via FTP\/cPanel go to <b>application\/helpers\/<\/b> and create (if don\u2019t exists) file <b>my_functions_helper.php<\/b> and add the following code snippet:<\/p>\n<pre class=\"wp-block-code\"><code>hooks()-&gt;add_action('estimate_request_form_submitted','my_estimate_request_form_submitted_redirect_to_custom_url');\r\n\r\nfunction my_estimate_request_form_submitted_redirect_to_custom_url($data){\r\n    echo json_encode(array(\r\n      'success'=&gt;true,\r\n      'redirect_url'=&gt;'http:\/\/yourcustomurl.com'\r\n    ));\r\n    die;\r\n}<\/code><\/pre>\n<p><strong>Don\u2019t forget to include the &lt;?<\/strong>php<strong> opening tag at the top of the file if it\u2019s not already added.<\/strong><\/p>\n<h2 id=\"include-logo-in-the-form\" class=\"wp-block-heading\">Include logo in the form<\/h2>\n<p>To include your company logo in the form, you can either share or embed the url with query string parameter as shown below:<\/p>\n<pre class=\"wp-block-code\"><code>https:\/\/your-Xodoxcrm-installation.com\/form-url?with_logo=1<\/code><\/pre>\n<h2 id=\"direct-link-sharing\" class=\"wp-block-heading\">Direct link sharing<\/h2>\n<p>The forms can be shared directly to your customers without actually embedding the form on your website, this feature is useful for example if you want to include a link in emails, SMS etc\u2026<\/p>\n<p>In order Xodox CRM can know that the form link is shared directly and not embedded into an iframe, you need to specify the URL query string, in this case, Xodox CRM will provide better styling to the form.<\/p>\n<pre class=\"wp-block-code\"><code>https:\/\/your-Xodoxcrm-installation.com\/form-url<strong>?with_logo=1&amp;styled=1<\/strong><\/code><\/pre>\n<h2 id=\"create-multi-column-form-layouts\" class=\"wp-block-heading\">Create multi-column form layouts<\/h2>\n<p>By default, the form fields will be added in a single column full width of the document if you want to customize the form and have the fields displayed in multiple columns we have added the ability to achieve this with custom classes applied to the field, <strong>you can add up to 12 columns in 1 row.<\/strong><\/p>\n<p>In the following example, we will create 2 fields in 2 columns and 1 row.<\/p>\n<p><strong>Keep in mind that the columns won\u2019t be applied in the form builder, only when the form is viewed by accessing the integration link or is in an iframe.<\/strong><\/p>\n<p>Here is a quick example:<\/p>\n<p>Final result:<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" class=\"wp-image-1956\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/web-to-lead-form-2-columns-1.png\" width=\"1024\" height=\"288\" \/><\/figure>\n<p>Assume that in your form builder you have 4 fields, as in order Name, Email Address, Company, Address.<\/p>\n<p>For the first 2 fields click on the EDIT button on the top right side of the field wrapper to slide down the edit area, in the class input add an additional class for both fields <strong>form-col-6<\/strong><br \/>\nSave the form by clicking on the save button and preview the form from the integration link to see the final result.<\/p>\n<p>As mentioned before you can add up to 12 columns, in this case, form-col-6 + form-col-6 = 12, in case you want to add 3 columns apply the class <strong>form-col-4<\/strong> on 3 fields (form-col-4*3 fields will be 12 and the fields will fit the document) that are <a href=\"#\" target=\"_blank\" rel=\"noopener noreferrer\">one by one in order.<\/a><\/p>\n<div class=\"st-alert st-alert-info\">Because in most cases you will embed the form into a small container\/portion of your website, the bootstrap grid CSS will still show the columns new rows (not split in 2 columns), in this case, consider adding another additional class for small containers, for example if you added <strong>form-col-6<\/strong> class, <strong>add additional class for small area<\/strong> <strong>form-col-xs-6, <\/strong>click <a href=\"#\">here<\/a> to check how this should look<\/div>\n<h2 id=\"few-things-to-consider\" class=\"wp-block-heading\"><strong id=\"consider\">Few things to consider<\/strong><\/h2>\n<ol>\n<li><strong>When placing the iframe snippet code there are few things you need to consider.<\/strong>\n<ol>\n<li>If the protocol of your Xodox CRM installation is HTTP then use an HTTP page inside the iframe.<\/li>\n<li>If the protocol of your Xodox CRM installation is https than use an https page inside the iframe.<\/li>\n<li>Summarized will be <strong>no SSL Xodox CRM installation will need to place the link in no SSL<\/strong> eq landing page and backward, SSL websites with SSL Xodox CRM\u00a0installation and no SSL website with none SSL Xodox CRM installation. You can read more about this\u00a0<a href=\"http:\/\/www.tinywebgallery.com\/blog\/iframe-do-not-mix-http-and-https\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>The estimate request feature is added in Xodox CRM Latest Update and it\u2019s used to create forms that your customers or potential customers can use to request an estimation of cost for services or products from your company, the estimates request feature give you the ability to add various types of fields that can be tailored for your company requirements. For example, if your company is offering website design, your customers can request an estimate request for a website design via the form that you have previously created in Xodox CRM. Usually, the forms will have more general questions like \u201cWhat is your budget\u201d, \u201cUrgency\u201d, \u201cType of website\u201d etc\u2026 and based on the information the customer entered in the form, you can create an estimate in Xodox CRM and send to the customer. The forms can be sent directly to the customer as direct link or you can embed the form via iframe directly in your existing website pages e.q. you can have a menu link on your existing company website named \u201cRequest estimate\u201d and in this page, you can embed the form iframe. Create estimate request forms The first step is to create an estimate request form, in Xodox CRM you can create unlimited number of estimate request forms, to achieve this, when logged-in as admin user follow the steps below. Click Setup then Estimate request-&gt;Forms. Click New Form. Add form name, for personal identification e.q. \u201cWebsite estimate request\u201d. Language\u00a0\u2013 The language is currently used only for the validation messages. Submit button text\u00a0\u2013 The bottom where the user will need to click to submit the form E.q. Request a Quote or Contact us, feel free to adjust to fit your needs. Message to show after the form is successfully submitted\u00a0\u2013 This message will be shown after use successfully submit the form. Status\u00a0\u2013 The estimate request will need to be in status after successfully is submitted into the Xodox CRM database. Responsible\u00a0\u2013 Auto-assign the estimate request to a specific staff member. Notification settings\u00a0\u2013 All users based on the notification type will be notified via built-in notification inside Xodox CRM and additionally, the responsible estimate request staff member will get an email notification if in Setup-&gt;Email Templates -&gt; Estimate Request Assigned (Sent to Staff) is not checked as disabled. Recaptcha\u00a0\u2013 You can use Google Recaptcha\u00a0to prevent spamming. The field for Google Recaptcha will be shown only if you have\u00a0previously configured the recaptcha\u00a0keys. After you create the form 2 new tabs will be shown in the form area Form Builder and Integration Code. Form Builder \u2013 The place where you build the form and adjust all the fields you need. Integration Code is the code you will need to place into your website for the form to be shown, note that from the link you will be able to see that each has a unique key. Add fields to form To add a field to the form just\u00a0drag the field to the right side in the form area, note that the Email field is required to exist in the form as well must be marked as a required field. Customize the fields You can customize the labels, add help text, placeholders and make them required. When you drag the field in the form area just hover over the field on the top right side you will be able to see 3 buttons (edit, copy and remove) After you customized the form click on the bottom left button SAVE and click on the tab Integration Code to get the code you need to add to your website. The code will be placed as iframe and you can adjust the width and height directly to the code snippet provided by Xodox CRM. Styling If you need to style the color of the input fields to fit with your website you can create custom.css file in assets\/css and apply the necessary styles. Example changing inputs border color: body.estimate-request-form input { border-color:red; } Example changing submit button\u00a0background color: body.estimate-request-form #form_submit { background:red; } body.estimate-request-form #form_submit:hover, body.estimate-request-form #form_submit:active { background:green; } Redirect user to custom URL after submission Via FTP\/cPanel go to application\/helpers\/ and create (if don\u2019t exists) file my_functions_helper.php and add the following code snippet: hooks()-&gt;add_action(&#8216;estimate_request_form_submitted&#8217;,&#8217;my_estimate_request_form_submitted_redirect_to_custom_url&#8217;); function my_estimate_request_form_submitted_redirect_to_custom_url($data){ echo json_encode(array( &#8216;success&#8217;=&gt;true, &#8216;redirect_url&#8217;=&gt;&#8217;http:\/\/yourcustomurl.com&#8217; )); die; } Don\u2019t forget to include the &lt;?php opening tag at the top of the file if it\u2019s not already added. Include logo in the form To include your company logo in the form, you can either share or embed the url with query string parameter as shown below: https:\/\/your-Xodoxcrm-installation.com\/form-url?with_logo=1 Direct link sharing The forms can be shared directly to your customers without actually embedding the form on your website, this feature is useful for example if you want to include a link in emails, SMS etc\u2026 In order Xodox CRM can know that the form link is shared directly and not embedded into an iframe, you need to specify the URL query string, in this case, Xodox CRM will provide better styling to the form. https:\/\/your-Xodoxcrm-installation.com\/form-url?with_logo=1&amp;styled=1 Create multi-column form layouts By default, the form fields will be added in a single column full width of the document if you want to customize the form and have the fields displayed in multiple columns we have added the ability to achieve this with custom classes applied to the field, you can add up to 12 columns in 1 row. In the following example, we will create 2 fields in 2 columns and 1 row. Keep in mind that the columns won\u2019t be applied in the form builder, only when the form is viewed by accessing the integration link or is in an iframe. Here is a quick example: Final result: Assume that in your form builder you have 4 fields, as in order Name, Email Address, Company, Address. For the first 2 fields click on the EDIT button on the top right side of the field wrapper to slide down the edit area, in the class input add an additional class for both<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[28],"doc_tag":[],"class_list":["post-1579","docs","type-docs","status-publish","hentry","doc_category-sales"],"acf":[],"year_month":"2026-04","word_count":1300,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Sales","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/sales\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estimate Request - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/estimate-request\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estimate Request - My CMS\" \/>\n<meta property=\"og:description\" content=\"The estimate request feature is added in Xodox CRM Latest Update and it\u2019s used to create forms that your customers or potential customers can use to request an estimation of cost for services or products from your company, the estimates request feature give you the ability to add various types of fields that can be tailored for your company requirements. For example, if your company is offering website design, your customers can request an estimate request for a website design via the form that you have previously created in Xodox CRM. Usually, the forms will have more general questions like \u201cWhat is your budget\u201d, \u201cUrgency\u201d, \u201cType of website\u201d etc\u2026 and based on the information the customer entered in the form, you can create an estimate in Xodox CRM and send to the customer. The forms can be sent directly to the customer as direct link or you can embed the form via iframe directly in your existing website pages e.q. you can have a menu link on your existing company website named \u201cRequest estimate\u201d and in this page, you can embed the form iframe. Create estimate request forms The first step is to create an estimate request form, in Xodox CRM you can create unlimited number of estimate request forms, to achieve this, when logged-in as admin user follow the steps below. Click Setup then Estimate request-&gt;Forms. Click New Form. Add form name, for personal identification e.q. \u201cWebsite estimate request\u201d. Language\u00a0\u2013 The language is currently used only for the validation messages. Submit button text\u00a0\u2013 The bottom where the user will need to click to submit the form E.q. Request a Quote or Contact us, feel free to adjust to fit your needs. Message to show after the form is successfully submitted\u00a0\u2013 This message will be shown after use successfully submit the form. Status\u00a0\u2013 The estimate request will need to be in status after successfully is submitted into the Xodox CRM database. Responsible\u00a0\u2013 Auto-assign the estimate request to a specific staff member. Notification settings\u00a0\u2013 All users based on the notification type will be notified via built-in notification inside Xodox CRM and additionally, the responsible estimate request staff member will get an email notification if in Setup-&gt;Email Templates -&gt; Estimate Request Assigned (Sent to Staff) is not checked as disabled. Recaptcha\u00a0\u2013 You can use Google Recaptcha\u00a0to prevent spamming. The field for Google Recaptcha will be shown only if you have\u00a0previously configured the recaptcha\u00a0keys. After you create the form 2 new tabs will be shown in the form area Form Builder and Integration Code. Form Builder \u2013 The place where you build the form and adjust all the fields you need. Integration Code is the code you will need to place into your website for the form to be shown, note that from the link you will be able to see that each has a unique key. Add fields to form To add a field to the form just\u00a0drag the field to the right side in the form area, note that the Email field is required to exist in the form as well must be marked as a required field. Customize the fields You can customize the labels, add help text, placeholders and make them required. When you drag the field in the form area just hover over the field on the top right side you will be able to see 3 buttons (edit, copy and remove) After you customized the form click on the bottom left button SAVE and click on the tab Integration Code to get the code you need to add to your website. The code will be placed as iframe and you can adjust the width and height directly to the code snippet provided by Xodox CRM. Styling If you need to style the color of the input fields to fit with your website you can create custom.css file in assets\/css and apply the necessary styles. Example changing inputs border color: body.estimate-request-form input { border-color:red; } Example changing submit button\u00a0background color: body.estimate-request-form #form_submit { background:red; } body.estimate-request-form #form_submit:hover, body.estimate-request-form #form_submit:active { background:green; } Redirect user to custom URL after submission Via FTP\/cPanel go to application\/helpers\/ and create (if don\u2019t exists) file my_functions_helper.php and add the following code snippet: hooks()-&gt;add_action(&#039;estimate_request_form_submitted&#039;,&#039;my_estimate_request_form_submitted_redirect_to_custom_url&#039;); function my_estimate_request_form_submitted_redirect_to_custom_url($data){ echo json_encode(array( &#039;success&#039;=&gt;true, &#039;redirect_url&#039;=&gt;&#039;http:\/\/yourcustomurl.com&#039; )); die; } Don\u2019t forget to include the &lt;?php opening tag at the top of the file if it\u2019s not already added. Include logo in the form To include your company logo in the form, you can either share or embed the url with query string parameter as shown below: https:\/\/your-Xodoxcrm-installation.com\/form-url?with_logo=1 Direct link sharing The forms can be shared directly to your customers without actually embedding the form on your website, this feature is useful for example if you want to include a link in emails, SMS etc\u2026 In order Xodox CRM can know that the form link is shared directly and not embedded into an iframe, you need to specify the URL query string, in this case, Xodox CRM will provide better styling to the form. https:\/\/your-Xodoxcrm-installation.com\/form-url?with_logo=1&amp;styled=1 Create multi-column form layouts By default, the form fields will be added in a single column full width of the document if you want to customize the form and have the fields displayed in multiple columns we have added the ability to achieve this with custom classes applied to the field, you can add up to 12 columns in 1 row. In the following example, we will create 2 fields in 2 columns and 1 row. Keep in mind that the columns won\u2019t be applied in the form builder, only when the form is viewed by accessing the integration link or is in an iframe. Here is a quick example: Final result: Assume that in your form builder you have 4 fields, as in order Name, Email Address, Company, Address. For the first 2 fields click on the EDIT button on the top right side of the field wrapper to slide down the edit area, in the class input add an additional class for both\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.xodox.in\/pt\/docs\/estimate-request\/\" \/>\n<meta property=\"og:site_name\" content=\"My CMS\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-11T14:17:58+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Tempo estimado de leitura\" \/>\n\t<meta name=\"twitter:data1\" content=\"7 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/help.xodox.in\/docs\/estimate-request\/\",\"url\":\"https:\/\/help.xodox.in\/docs\/estimate-request\/\",\"name\":\"Estimate Request - My CMS\",\"isPartOf\":{\"@id\":\"https:\/\/help.xodox.in\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/estimate-request\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/estimate-request\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/New-billing-Estimate-Request-Form-12-09-2024_05_50_PM.png\",\"datePublished\":\"2024-11-21T14:15:18+00:00\",\"dateModified\":\"2024-12-11T14:17:58+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/estimate-request\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/help.xodox.in\/docs\/estimate-request\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-PT\",\"@id\":\"https:\/\/help.xodox.in\/docs\/estimate-request\/#primaryimage\",\"url\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/New-billing-Estimate-Request-Form-12-09-2024_05_50_PM.png\",\"contentUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/New-billing-Estimate-Request-Form-12-09-2024_05_50_PM.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/help.xodox.in\/docs\/estimate-request\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/help.xodox.in\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Estimate Request\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/help.xodox.in\/#website\",\"url\":\"https:\/\/help.xodox.in\/\",\"name\":\"My CMS\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/help.xodox.in\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/help.xodox.in\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-PT\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/help.xodox.in\/#organization\",\"name\":\"My CMS\",\"url\":\"https:\/\/help.xodox.in\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-PT\",\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"contentUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"width\":573,\"height\":192,\"caption\":\"My CMS\"},\"image\":{\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Estimate Request - My CMS","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/help.xodox.in\/pt\/docs\/estimate-request\/","og_locale":"pt_PT","og_type":"article","og_title":"Estimate Request - My CMS","og_description":"The estimate request feature is added in Xodox CRM Latest Update and it\u2019s used to create forms that your customers or potential customers can use to request an estimation of cost for services or products from your company, the estimates request feature give you the ability to add various types of fields that can be tailored for your company requirements. For example, if your company is offering website design, your customers can request an estimate request for a website design via the form that you have previously created in Xodox CRM. Usually, the forms will have more general questions like \u201cWhat is your budget\u201d, \u201cUrgency\u201d, \u201cType of website\u201d etc\u2026 and based on the information the customer entered in the form, you can create an estimate in Xodox CRM and send to the customer. The forms can be sent directly to the customer as direct link or you can embed the form via iframe directly in your existing website pages e.q. you can have a menu link on your existing company website named \u201cRequest estimate\u201d and in this page, you can embed the form iframe. Create estimate request forms The first step is to create an estimate request form, in Xodox CRM you can create unlimited number of estimate request forms, to achieve this, when logged-in as admin user follow the steps below. Click Setup then Estimate request-&gt;Forms. Click New Form. Add form name, for personal identification e.q. \u201cWebsite estimate request\u201d. Language\u00a0\u2013 The language is currently used only for the validation messages. Submit button text\u00a0\u2013 The bottom where the user will need to click to submit the form E.q. Request a Quote or Contact us, feel free to adjust to fit your needs. Message to show after the form is successfully submitted\u00a0\u2013 This message will be shown after use successfully submit the form. Status\u00a0\u2013 The estimate request will need to be in status after successfully is submitted into the Xodox CRM database. Responsible\u00a0\u2013 Auto-assign the estimate request to a specific staff member. Notification settings\u00a0\u2013 All users based on the notification type will be notified via built-in notification inside Xodox CRM and additionally, the responsible estimate request staff member will get an email notification if in Setup-&gt;Email Templates -&gt; Estimate Request Assigned (Sent to Staff) is not checked as disabled. Recaptcha\u00a0\u2013 You can use Google Recaptcha\u00a0to prevent spamming. The field for Google Recaptcha will be shown only if you have\u00a0previously configured the recaptcha\u00a0keys. After you create the form 2 new tabs will be shown in the form area Form Builder and Integration Code. Form Builder \u2013 The place where you build the form and adjust all the fields you need. Integration Code is the code you will need to place into your website for the form to be shown, note that from the link you will be able to see that each has a unique key. Add fields to form To add a field to the form just\u00a0drag the field to the right side in the form area, note that the Email field is required to exist in the form as well must be marked as a required field. Customize the fields You can customize the labels, add help text, placeholders and make them required. When you drag the field in the form area just hover over the field on the top right side you will be able to see 3 buttons (edit, copy and remove) After you customized the form click on the bottom left button SAVE and click on the tab Integration Code to get the code you need to add to your website. The code will be placed as iframe and you can adjust the width and height directly to the code snippet provided by Xodox CRM. Styling If you need to style the color of the input fields to fit with your website you can create custom.css file in assets\/css and apply the necessary styles. Example changing inputs border color: body.estimate-request-form input { border-color:red; } Example changing submit button\u00a0background color: body.estimate-request-form #form_submit { background:red; } body.estimate-request-form #form_submit:hover, body.estimate-request-form #form_submit:active { background:green; } Redirect user to custom URL after submission Via FTP\/cPanel go to application\/helpers\/ and create (if don\u2019t exists) file my_functions_helper.php and add the following code snippet: hooks()-&gt;add_action('estimate_request_form_submitted','my_estimate_request_form_submitted_redirect_to_custom_url'); function my_estimate_request_form_submitted_redirect_to_custom_url($data){ echo json_encode(array( 'success'=&gt;true, 'redirect_url'=&gt;'http:\/\/yourcustomurl.com' )); die; } Don\u2019t forget to include the &lt;?php opening tag at the top of the file if it\u2019s not already added. Include logo in the form To include your company logo in the form, you can either share or embed the url with query string parameter as shown below: https:\/\/your-Xodoxcrm-installation.com\/form-url?with_logo=1 Direct link sharing The forms can be shared directly to your customers without actually embedding the form on your website, this feature is useful for example if you want to include a link in emails, SMS etc\u2026 In order Xodox CRM can know that the form link is shared directly and not embedded into an iframe, you need to specify the URL query string, in this case, Xodox CRM will provide better styling to the form. https:\/\/your-Xodoxcrm-installation.com\/form-url?with_logo=1&amp;styled=1 Create multi-column form layouts By default, the form fields will be added in a single column full width of the document if you want to customize the form and have the fields displayed in multiple columns we have added the ability to achieve this with custom classes applied to the field, you can add up to 12 columns in 1 row. In the following example, we will create 2 fields in 2 columns and 1 row. Keep in mind that the columns won\u2019t be applied in the form builder, only when the form is viewed by accessing the integration link or is in an iframe. Here is a quick example: Final result: Assume that in your form builder you have 4 fields, as in order Name, Email Address, Company, Address. For the first 2 fields click on the EDIT button on the top right side of the field wrapper to slide down the edit area, in the class input add an additional class for both","og_url":"https:\/\/help.xodox.in\/pt\/docs\/estimate-request\/","og_site_name":"My CMS","article_modified_time":"2024-12-11T14:17:58+00:00","twitter_card":"summary_large_image","twitter_misc":{"Tempo estimado de leitura":"7 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/help.xodox.in\/docs\/estimate-request\/","url":"https:\/\/help.xodox.in\/docs\/estimate-request\/","name":"Estimate Request - My CMS","isPartOf":{"@id":"https:\/\/help.xodox.in\/#website"},"primaryImageOfPage":{"@id":"https:\/\/help.xodox.in\/docs\/estimate-request\/#primaryimage"},"image":{"@id":"https:\/\/help.xodox.in\/docs\/estimate-request\/#primaryimage"},"thumbnailUrl":"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/New-billing-Estimate-Request-Form-12-09-2024_05_50_PM.png","datePublished":"2024-11-21T14:15:18+00:00","dateModified":"2024-12-11T14:17:58+00:00","breadcrumb":{"@id":"https:\/\/help.xodox.in\/docs\/estimate-request\/#breadcrumb"},"inLanguage":"pt-PT","potentialAction":[{"@type":"ReadAction","target":["https:\/\/help.xodox.in\/docs\/estimate-request\/"]}]},{"@type":"ImageObject","inLanguage":"pt-PT","@id":"https:\/\/help.xodox.in\/docs\/estimate-request\/#primaryimage","url":"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/New-billing-Estimate-Request-Form-12-09-2024_05_50_PM.png","contentUrl":"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/12\/New-billing-Estimate-Request-Form-12-09-2024_05_50_PM.png"},{"@type":"BreadcrumbList","@id":"https:\/\/help.xodox.in\/docs\/estimate-request\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/help.xodox.in\/"},{"@type":"ListItem","position":2,"name":"Estimate Request"}]},{"@type":"WebSite","@id":"https:\/\/help.xodox.in\/#website","url":"https:\/\/help.xodox.in\/","name":"My CMS","description":"","publisher":{"@id":"https:\/\/help.xodox.in\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/help.xodox.in\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"pt-PT"},{"@type":"Organization","@id":"https:\/\/help.xodox.in\/#organization","name":"My CMS","url":"https:\/\/help.xodox.in\/","logo":{"@type":"ImageObject","inLanguage":"pt-PT","@id":"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/","url":"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png","contentUrl":"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png","width":573,"height":192,"caption":"My CMS"},"image":{"@id":"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/docs\/1579","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/comments?post=1579"}],"version-history":[{"count":0,"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/docs\/1579\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/media?parent=1579"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/doc_category?post=1579"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.xodox.in\/pt\/wp-json\/wp\/v2\/doc_tag?post=1579"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}