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Quote Form – Overview

Overview

The Quote Form will allow your customers to inquire about a service instead of having to create a booking and commit to a date/time.  Once they fill out the quote form you will be able to view it in your account and reach out to the client to follow up with the booking of the service.  The quote form will not give pricing expectations. It is only the means to extract information about your service so you can contact those leads and turn them into paying customers.

 

Adding the Quote Form to your Website

You will need to paste the code for the Quote Form to the back end of your website.

  1. Go to Settings > Quote Form
  2. Copy the code
  3. Go to the back end of your website and paste the code

quoteform

 

Edit the Quote Form

You can edit the Quote Form’s text color, background color, and fonts.  You also have the option of adding custom fields to extract more information from your customers.

  1. Go to Settings > Quote Form > Default Form Designer

*To add a field select the Add Field tab.

quoteformdesigner

 

 

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