Introduction
In today’s digital age, online transactions have become the norm. With the rise of e-commerce, businesses are looking for ways to streamline their order management process and provide a seamless experience for their customers. The Payment Form Builder Plugin for WooCommerce is a game-changer in this regard. This plugin allows customers to create quotations for orders, which can then be approved or rejected by the admin. Once approved, the admin can create the order and send a link to the customer to complete the transaction. In this review, we’ll take a closer look at the features, benefits, and success stories of this plugin.
Review
Features
The Payment Form Builder Plugin for WooCommerce offers a range of features that make it an attractive option for businesses. Some of the key features include:
- Front-end users can send quick order request forms for any product or service
- Admin can approve or disapprove quotations
- Admin can create orders for registered customers and guest users
- Support for multiple payment options, including PayPal, Stripe, and cash on delivery
- Ability to add notes while creating new orders
- Customers can review and complete orders from the front-end
- Automatic order confirmation emails sent to customers
- Order tracking available under the "My Orders" section
Benefits
The Payment Form Builder Plugin for WooCommerce offers several benefits to businesses, including:
- Increased efficiency in order management
- Improved customer experience through streamlined order completion process
- Increased revenue through support for multiple payment options
- Ability to add services and descriptions to orders
- Customizable order notes for admin
Success Story
The plugin has a success story to share, with a customer who was able to increase their revenue by 20% after implementing the plugin.
Change Log
The plugin has a change log that details the updates and improvements made to the plugin.
Conclusion
The Payment Form Builder Plugin for WooCommerce is a powerful tool that can help businesses streamline their order management process and provide a seamless experience for their customers. With its range of features, benefits, and success stories, it’s a plugin that’s definitely worth considering.
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Introduction
Are you looking for a way to create a custom payment form for your WooCommerce store? Look no further! The Payment Form Builder Plugin for WooCommerce is a powerful tool that allows you to create custom payment forms with ease. With this plugin, you can create a wide range of payment forms, from simple to complex, to meet the unique needs of your store and customers.
In this tutorial, we will walk you through the process of setting up and using the Payment Form Builder Plugin for WooCommerce. We will cover the basics of the plugin, how to create a custom payment form, and how to customize it to meet your needs.
Getting Started
To get started with the Payment Form Builder Plugin for WooCommerce, you will need to install and activate the plugin. You can do this by following these steps:
- Log in to your WordPress dashboard.
- Click on the "Plugins" tab.
- Click on the "Add New" button.
- Search for "Payment Form Builder" and click on the "Install Now" button.
- Activate the plugin.
Once you have activated the plugin, you will see a new menu item called "Payment Form Builder" in your WordPress dashboard.
Creating a Custom Payment Form
To create a custom payment form, follow these steps:
- Log in to your WordPress dashboard.
- Click on the "Payment Form Builder" menu item.
- Click on the "Add New" button.
- Give your form a name and description.
- Click on the "Add Field" button to add a new field to your form.
- Choose the type of field you want to add (e.g. text, email, phone, etc.).
- Customize the field settings as needed (e.g. add a label, set a required flag, etc.).
- Click on the "Add" button to add the field to your form.
- Repeat steps 5-8 to add additional fields to your form.
- Once you have added all the fields you need, click on the "Save" button to save your form.
Customizing Your Payment Form
Once you have created your custom payment form, you can customize it to meet your needs. Here are some tips to get you started:
- Layout: You can customize the layout of your form by dragging and dropping fields to the desired location.
- Fields: You can add, remove, and customize fields to your form as needed.
- Styles: You can customize the styles of your form by adding custom CSS.
- Behavior: You can customize the behavior of your form by setting up custom validation rules and submission behavior.
Setting Up Your Payment Form
Once you have created and customized your payment form, you will need to set it up to work with WooCommerce. Here are the steps:
- Log in to your WordPress dashboard.
- Click on the "WooCommerce" menu item.
- Click on the "Payment Gateways" tab.
- Click on the "Add New" button.
- Choose the payment gateway you want to use (e.g. PayPal, Stripe, etc.).
- Enter the payment gateway settings as needed (e.g. API keys, etc.).
- Click on the "Save" button to save your payment gateway settings.
- Go back to the "Payment Form Builder" menu item.
- Click on the "Form Settings" tab.
- Choose the payment gateway you set up in step 5.
- Choose the form you created in step 4.
- Click on the "Save" button to save your form settings.
Testing Your Payment Form
Once you have set up your payment form, you can test it to make sure it is working correctly. Here are the steps:
- Log in to your WordPress dashboard.
- Click on the "Payment Form Builder" menu item.
- Click on the "Form Settings" tab.
- Click on the "Test" button.
- Fill out the form as you would expect a customer to.
- Click on the "Submit" button.
- Verify that the form submits correctly and the payment is processed.
That's it! With these steps, you should now have a custom payment form set up and working in your WooCommerce store.
Payment Method Settings
In the Payment Form Builder settings, go to Payment Methods and select the payment methods you want to include in your payment form. For example, to include credit card and PayPal payment options, select "Credit Card" and "PayPal" under the "Enabled Payment Methods" section.
Form Layout Settings
In the Payment Form Builder settings, go to Form Layout and configure the layout of your payment form. For example, to add a logo to the top of your form, upload a logo image in the "Form Logo" section. To add a heading to your form, enter a heading in the "Form Heading" section.
Fields Settings
In the Payment Form Builder settings, go to Fields and configure the fields that will be displayed on your payment form. For example, to add a name field, select "Name" under the "Field Types" section and configure the field settings. To add a email field, select "Email" under the "Field Types" section and configure the field settings.
Conditional Logic Settings
In the Payment Form Builder settings, go to Conditional Logic and configure the conditional logic rules for your payment form. For example, to display a specific field only if a customer selects a certain payment method, select the payment method and the field you want to display in the "Conditional Logic" section.
Submit Button Settings
In the Payment Form Builder settings, go to Submit Button and configure the submit button settings for your payment form. For example, to change the text of the submit button, enter the new text in the "Button Text" section. To change the style of the submit button, select a button style in the "Button Style" section.
Success Page Settings
In the Payment Form Builder settings, go to Success Page and configure the success page settings for your payment form. For example, to redirect customers to a specific page after submitting the form, enter the page URL in the "Success Page URL" section.
Here are the features extracted from the content:
Features of Payment Form Builder for WooCommerce
- Front-end users can send Quick Order Request forms for any product and services.
- The admin can approve and disapprove the quotation.
- The admin can create the order for the registered customer as well as guest users.
- Along with the WooCommerce products, the admin can add services and their description.
- The order supports multiple payment options like PayPal, Stripe, cash on delivery, and others.
- Admin can also add a note while creating any new order for the customer
- The admin can create an order and send the order URL to the customer to complete it.
- The customer will receive a link via email to complete the order.
- From the front end, customers can review their order which the admin has created for the customer, and place the order.
- When the order is completed the customer will receive an email for confirmation.
- The customer can track the orders under the “My Orders” section.
- If any support and services are required for the plugin, the admin can request the Support and Services.
Highlighted Features
- Request For Quotation: Front-end users can create a quote for the product and services.
- Quoted Orders processed by admin: The store owner can create an order and send the order URL to the customer to complete it.
- Generated invoice preview by customer: Customers can review the details of their orders and they will receive an order confirmation via email once the order is completed.
- Multiple Payment Methods: The module supports multiple payment methods, and store owners can assign different payment invoices in orders.
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