Collecting data

The most important aspect of lead generation and quoting is collecting the submission data that allows you to follow up on leads. Luckily, collecting submission data is easy with ConvertCalculator. 

Custom CSS

Learn how to use custom CSS to customise a calculator even further

Custom styling with CSS

Multi-page form

One of the most annoying things about browsing the web is that pages tend to jump while they are loading. The same can happen when you have dynamic content on your website such as a calculator form. To avoid pages jumping around, and create a Typeform like form, we've created these instructions.

Create a multi-page form with a fixed height

Date

Create a field to allow users to pick a date from a calendar.

Date Question

Improve load speed

Learn how to improve the load speed of your calculator

Google Sheets

Integrate with Google Sheets

Mailchimp

Integrate with Mailchimp

Layered Images

Stack multiple images (layers) on top of each other to create a visual product configurator.

Layered Images Result

Partial form submissions

COUPON

This article explains how to use COUPON function

COUPON Function

Charts

Use a chart to show and share your results more effectively.

FILTER

FILTER function

MAP function

Learn how you can get the most out of your emails.

Send emails

An important submission action is sending an email to you or your customer when clicking a button. Learn here how you can get the most out of your emails.

Send Emails

Set Input Action Flow

Set Input

Enable navigation and much more with the Set Input action flow. 

The TABLESORT function in Excel allows you to sort a Table or Datasheet based on a column

TABLESORT

TABLESORT function

CONVERTCURRENCY

This article explains how to convert currencies in your functions

CONVERTCURRENCY Function

INDEX

The INDEX function is a versatile function that allows you to return a value from a table or range based on the row and column numbers you specify. 

INDEX function

Connect a REST API

How to connect a web API

This article explains how to use the IFS function

IFS function

FormulaScript

Introduction to FormulaScript

CONVERT

CONVERT function

DISTANCE

This article explains how to use our unique DISTANCE functions in combination with the Place element

DISTANCE functions

Learn options from formulas.

Options from Formulas

Learn how to use dynamic option questions with options from formulas.

Use our powerful calculation and logic engine independent of our full-scale calculator builder.

Engines

ConvertCalculator Engines

Learn how to use the FINDMANY and FINDFIRST functions

FINDMANY & FINDFIRST

Tables

Learn how to use Tables. Both for writing and reading data.

CHOOSE

This article explains how to use CHOOSE function

CHOOSE Function

Table Functions

This article explains how to use our unique table functions

Formula Script

We developed a new calculation engine called FormulaScript, which has many advantages for our users. It is up to 100x as efficient, and gives us more freedom to adjust and add new formulas. As of Juli 15th 2022, published calculators will remain on our old engine, and a manual switch is necessary.  

Get ready for our new calculation engine

DATEDIF

This article explains how to use the DATEDIF() function

DATEDIF() function

TEXT

This article explains how to use the TEXT()-function.

TEXT function

Webhooks

Learn how to use webhooks to integrate ConvertCalculator with whatever tools or service your company uses.

Integrate with Webhooks

Yes/No

Create switch or checkbox yes/no questions.

Yes/No Question

Title

Calculate functions and display a result.

Title Element

Wedding photography quote calculator

Learn step by step how you can create a wedding photography price quote calculator on your site.

How to create a wedding photography price quote calculator

Places

Calculate the distance between two set locations.

Places Question

View Break

Insert this to break up your calculator into multiple pages.

View Break Element

Time

Create a field to allow users to select a specific time/hour.

Time Question

Text Field

Create a field to ask something non-numerical.

Text Field Question

Text

Add a simple text to display in the calculator.

Text Element

Signature

Let get user’s confirmation in the form with a signature field.

Signature Question

Order List

Create a field to collect an order of items.

Order List Question

Appearance Issues

Learn how you can solve certain appearance issues on embedded calculators

Embedding Appearance Issues

Place

Add a field to pick a location and potentially get distance between entered place and origin location.

Place Question 

Paid plans

The following chart shows which features includes each paid plan.

Paid plans features

Number

Capture numbers or quantities. It can be displayed as a range slider, number input field or number incrementer field.

Number Question

List

Let the user choose between multiple options in a couple of flavors like multiple choice, dropdown, button group and multiple selection (checkboxes).

List Question

Zapier

Integrate with Zapier

Snipcart

Integrate with Snipcart

Image

Upload an image from your computer and configure that inside your calculator.

Image Element

Create a product configurator

How to create a visual product configurator

HubSpot

Integrate with HubSpot

SUMIFS

This article explains how to use SUMIFS functions

SUMIFS Function

Embedding multiple calculators

Learn how to embed multiple calculators on a page more efficiently

Embedding multiple calculators on one page

File

Let users upload a file, by drag and drop or selecting from local folders.

File Question

FINDIFS

This article explains how to use FINDIFS function

FINDIFS Function

Set defaults

Learn how to set defaults externally, by using query parameters

Set Question Defaults with Query Parameters

Formula

Formula Result

Food delivery order system

Learn step by step how you can create a food delivery quote calculator on your site.

How to create a food delivery order system

HLOOKUP

This article explains how to use the HLOOKUP function

HLOOKUP Function

Add CTA

Learn how to add a call to action to a calculator

Adding a call to action (CTA)

Embedding via iFrame

Learn how to embed a calculator via an iFrame

Embedding via an iFrame

VLOOKUP

This article explains how to use the VLOOKUP function

VLOOKUP Function

Email

Create a field to ask an e-mail address to keep user details and send submissions to.

Email Question

Divider

Add visuals dividers to your calculator.

Divider Element

Dates

Create to calculate the number of days between two dates.

Dates Question

Coupon

Create an insert a coupon code field and easily calculate a discount.

Coupon Question

Add show/hide logic

Learn how to conditionally show or hide form items with an equation

Show/hide logic on form items

GOOGLESHEET

This article explains how to use GOOGLESHEET functions

GOOGLESHEET Function

# Why should you have a price quote calculator on your website?

Let's begin with the why! First, we know how time-consuming the price quoting process can be. Automating the boring part of the sales process can save a lot of time. The time you can spend on meaningful things.

Next to saving time, a price quote calculator will make it easier for your customers to interact with your company, which results in more leads and/or customers.

Ok, enough reasons to build one. Let's get into it and build one!

# What we are going to do in this tutorial

In this tutorial, we are going to pretend we are a cleaning company and we want to create a price quote calculator for our website. Our pricing is based on rooms:

- Bedrooms: \$25 per room
- Studies: \$20 per room
- Living rooms: \$30 per room
- Hallways: \$15 per room
- Stairs: \$35 per room
- Badrooms / Toilets: \$10 per room

The customer can decide between one-off, weekly, bi-weekly, or monthly cleaning. A customer gets a discount when selecting a recurring cleaning:

- Weekly: 10%
- Bi-weekly: 5%
- Monthly: 3%

If a customer lives within a driving distance of 5 miles, there is no call-out fee. Above 5 miles the company charges \$1 per mile. It won't deliver its services when the customer lives more than 50 miles away.

# Before we get started 

Make sure you have an account on ConvertCalculator. If you haven't set one up, do it now at [https://www.convertcalculator.com](https://www.convertcalculator.com). Click on "+ New calculator" and select "Start from scratch" and we are ready to begin.

# Calculator preview

# Building the calculator

## Room type question

For this quote calculator, we are going to first set up an order list question, which is an easy way of collecting an "order" for multiple products. We are going to use this for the room types.

Go ahead and click on the "+" icon in the top right to see an overview of all the available elements for your calculator. Select the "Order List" question by clicking on it or dragging it into the canvas. Now you need to do the following to finish the question:

1. Change the question's title to "What rooms need cleaning?"
2. Add "\$" as a prefix and " per room" as a postfix
3. Add all the rooms as "items" (there are three items added by default which you can edit).

## Cleaning frequency question

Ok, this is getting somewhere. Now add a "Button Group" question in order for your customer to choose between a set of options (One-off, monthly, etc.). Add it below the Room type question. You will need to do the following:

1. Change the question's title to "How many times do you need cleaning?"
2. Add all the frequency options. For the values, you can use the percentages (one-off: 1, weekly: 0.9, bi-weekly: 0.95, monthly: 0.97)

## Other questions

Ok, let's speed things up. You will need to create the following other questions to get all the necessary information from your customer:

- Date question ("When do you (first) need cleaning?")
- Place question ("Where do you need cleaning?")
- Text question ("What's your name?")
- Email question ("What's your email?)

One last thing we need to do is let the calculator know where we are based (in order to calculate the distance between our company and the cleaning job). Click on the Place question, toggle the switch "Use origin place" and type to select your location. In our example, we use "Rotterdam, the Netherlands".

# Creating the formula

We only need one formula in our calculator. Go ahead and add a formula element to the bottom of the canvas, change the title to "Total Price" and add "\$" as the prefix.

## Total price of rooms

We first want to get the total price of cleaning the rooms. Luckily, the Order list question is doing a lot of heavy lifting. We can get the total price of the cleaning of all the rooms by calling the reference `QA`in the equation. So delete the existing equation and add `QA`. If you haven't touched the order list question, it will result in 0. Go ahead and add some rooms and see what happens. Magic!

## Discounts

We are not done yet, because we give customers who want regular cleaning a little bit of discount. The value of `QB` will be the discount so in order to subtract this we would have to do `Price * Discount`, or:

Change the equation in the formula, toggle the cleaning frequency question and see what happens.

## Call-out fee

Depending on where the customer is located, we will calculate the call-out fee. The first step is to add some variables:

### _Variable A:_ Base Price incl. Discounts

Copy/paste the equation from the formula in the first variable:

IF (AND(QH>5000, QH < 50000),ROUNDDOWN(QH / 1000)*2.5,0)

Cleaning business price quote calculator

Learn how to create a price quote calculator for your cleaning business on your website

How to create a cleaning business price quote calculator

Learn how to create a price quote calculator for your cleanaing business on your website

Tutorials

Learn how to use the builder by practical examples

Building

Working with the calculator editor

Tutorials

Building

Account

Integrations

Styling

Functions

Form Elements

Embedding

Title Element

Options

Usage in calculations