Documentation

Practical guides for the free Smart QuoteFlow plugin. Start small — these pages cover the V1 workflow.

• Getting Started

  What you need and the path from install to first embed.

• Installation

  Install from WordPress.org or upload the plugin zip.

• Creating Your First Calculator

  Builder basics and publishing.

• Calculator Fields

  Field types and how options work.

• Calculations

  How totals are built from answers.

• Conditional Logic

  Adjust pricing when conditions match.

• Lead Capture

  Request forms, recommended custom captcha, and submitted answers.

• Creating Quotes & Quote Management

  From lead to quote status.

• Shortcode / Gutenberg Block

  Put a calculator on a page.

• Email Notifications

  What emails send and when.

• Settings

  Currency, defaults, spam protection, and email options.

• Troubleshooting

  Common fixes.

• FAQ

  Short answers to frequent questions.