Quote Forms

(Email PDF, Print PDF, Itemized Quotes)

Everything to know about this feature

How it works

The Currency Conversion feature is not customizable. It automatically pulls the data from the international exchange rate database in real-time.

What does it look like?

Email Quotes

Users can use the calculator to customize themselves an instant quote, then they press the email quote button to send themselves the quote. This will also get stored in your database and inputted into the new Stylish Cost Calculator – Quote Management CRM feature.

Print PDF / Save PDF

Users can print the PDF from their web-browser. It will be all the details that are provided in the web view. This will not sure the user’s information or quote in the Stylish Cost Calculator – Quote Management CRM feature.

Step 1 – Click Detailed List:

Step 2 – View the itemized summary in a web view and save to pdf or print on your printer.

What are some Use Cases?

1. Lead Generation

To collect leads, turn off the detailed list view and force the user to get an emailed quote instead.

2. Faster Phone Quotes

Use Stylish Cost Calculator to help your customer service agents provide faster service over the phone, and provide instant quotes to your callers.

3. Boost Sales with Cross-Sells

This is an excellent opportunity to offer bolt-ons/add-ons to your customers. Use conditional logic to only offer add-ons that relate to specific services.

4. A Customizable-Experience

Show your customers how customizable your business is by giving them the option to only look at services and products they are interested in. Use the conditional logic feature to hide options that don’t pertain to the user.

5. A Competitive Advantage

You can attract new clients by putting your pricing on the map by showing them how you compare to your competition.

6. Reducing Enquiries

By providing clarity and explanations about your products and services to your users of your services, you reduce the volume of enquiries through your services regarding your products and services.

7. Improved Decision Making

By going through your user’s quotes, you get an understanding of what products and services your users prefer, giving you more data to work with when building your business. You can use these analytics to make smarter decisions for the future of your business.

We're developing a feature that will advise you which products and services your users love the most. In the meantime, you can do this manually.

What it can do?

• Users can save, print, email themselves a copy of the invoice
• You can use webhooks to delegate email quotes to different departments
• You can hide the total price to generate leads by forcing users to enter their email