Forms with conditional logic, payments and quotes, worked from your own numbers
The owner of a small business who runs their own WordPress site meets the same three questions every time a form goes up: what the payment form will actually charge once tax and the processor's cut are counted, how many entries a contact form will produce from the traffic its page gets, and how many fields and steps a quote form needs before it starts losing people. Shortcodo is three free worksheets and one paid register for that owner. The payment form calculator takes the line items, an option fee, the sales tax rate and the processor's rate and returns what the form charges, what the processor keeps and what reaches your account. The contact form design sheet takes the fields, the required ones and the page's visitors and returns the seconds to fill and the entries a month. The request a quote form sheet takes the services and their questions and returns the fields, the steps and the work quoted. All three compute in the page with no account.
Keep the form and its entries, not just the sum
The calculator answers one form this afternoon. Shortcodo Pro is every form with its logic and shortcode, every entry with its status and payment, and the notification trail, in one register for $9 a month.
One place for every form your site takes something in through
- The payment form costed as what it charges and what reaches you, before it goes on the page. A price on a form is not what the form charges. Sales tax, an option fee and the processor's percentage and fixed fee decide the figure the buyer sees and the smaller figure that reaches your account. Shortcodo works both from your own rates and keeps each version you tried.
- Every entry with its timestamp, its status and, where the form took money, its payment. Entries fail by scattering: a quote request in one inbox, a deposit in the processor's dashboard, an RSVP in a spreadsheet somebody exported once. The register lists each entry against the form and the sender, with its status from new to closed, so the reply happens the same day rather than the same week.
- Forms, logic, shortcodes and entries on one list your bookkeeper and your designer can read. Most sites keep their forms in a plugin's settings screen that one person understands and their entries wherever the notification email landed. Pro keeps the form with its conditional logic and the shortcode that places it, beside every entry it took, so the people helping you see the same file you do.
The free tools
Three sheets, one for the money, one for the enquiry and one for the quote. The payment form calculator is the charge: the lines times their quantities plus the option fee is the subtotal, the subtotal times your sales tax rate is the tax, and the two together are what the form charges unless you pass the processor's fee on, in which case the charge is grossed up so the subtotal and the tax still reach you. The contact form design sheet is the enquiry: fields times seconds is the time to fill, visitors times the start rate is the starts, starts times the finish rate is the entries, and the difference is what abandonment costs you at your own enquiry value. The request a quote form sheet is the quote: the fields every quote needs plus the questions for one service is what a visitor sees when conditional logic hides the rest, and the requests a month times your win rate and job value is the work the form wins.
- Payment form: Turn line items, an option fee, sales tax and the processor's rate into what the form charges, what the processor keeps and what reaches your account, from your own figures.
- Contact form design: Turn the fields, the required ones and the page's visitors into the seconds to fill, the entries a month and what the abandoned starts cost you, from your own figures.
- Request a quote form: Turn the services and their questions into the fields, the steps and the seconds to fill, and the requests a month into the work the form wins, from your own figures.
Shortcodo Pro
The sheet works one form out this afternoon. Pro keeps the form, its logic and its shortcode beside every entry it takes, so the second form you build starts from the first instead of from a blank page, and no entry is ever lost in an inbox. Shortcodo Pro is $9 per month for your site and everyone who reads its entries with you, billed monthly.
