This snippet is inspired by an Account Executive that I recently spoke to, who built out a really impressive interactive quote generator for their specific business.
This generic version uses our new(ish) Tables feature and is relatively simple. It is meant to demonstrate how you might create something like this, and it can be customized to your business.
{note}{formtoggle: name=Include professional services?}
{endnote: trim=left}
| Product | # Licenses | Monthly Price Per User | Annual Cost |
| Basic | {formtext: name=basic; cols=5} | ${formtext: name=bprice; default=10; cols=5} | {btotal=(basic*bprice)*12}{=btotal; format=$.2f} |
| Pro | {formtext: name=pro; cols=5} | ${formtext: name=pprice; default=15; cols=5} | {ptotal=(pro*pprice)*12}{=ptotal; format=$.2f} |
| Advanced | {formtext: name=advanced; cols=5} | ${formtext: name=aprice; default=20; cols=5} | {atotal=(advanced*aprice)*12}{=atotal; format=$.2f} |
| {if: `Include professional services?`}Professional Services | N/A | N/A | {proserv=5000}{=proserv; format=$.2f}{endif} |
Total due for licenses: {if: not `Include professional services?`}{=btotal+ptotal+atotal; format=$.2f}{else}{=btotal+ptotal+atotal+proserv; format=$.2f}{endif}
This snippet uses:
- Form fields for the number of licenses and monthly prices
-
Formulas for calculating the annual cost of licenses and the grand total
- using format, different currencies can be used
- Rules for conditionally showing the row about professional services when a form toggle is checked