A quote on your website that hands every lead their own priced proposal.
Switch it on and your website has a quote page. A lead answers one question at a time, about their goals, their brand, their website, email, films and print, and gets their own proposal the moment they finish: your price, split over the months they choose, everything it includes, a PDF to download and a link to share. Your follow-up emails take it from there, from your own account.
Illustration · a lead’s proposal at the end of a sample agency’s quote, with sample prices
Tom filled in the quote on Sunday night. By the time he’d finished, his proposal was on the screen.
One lead, followed from the quote page to the proposal, on a sample workspace. The agency and the joinery are characters.
Claire runs Harbour & Finch, a two-person agency in Leeds. One afternoon she set up Instant quote in Proposals: her price for the whole service, done for you, £9,000; the lengths she offers, 6, 12 and 24 months, starting on 12; and Growth, the plan a client’s account is on during the campaign and moves to when it ends. Her film, a minute on what the agency does, plays at the top of every proposal.
Sunday night: the questions
Tom Greaves makes kitchens in Otley. He finds Harbour & Finch’s website and presses Get a quote: Free proposal. Get your proposal in minutes. He gives his name, his email and Greaves Joinery, and presses Start my proposal. About 5 minutes, it says, free, and no obligation.
The questions come one at a time, in chapters: You, Brand, Website, Email, Films and social, Print and Your launch. What do you want your marketing to do for you? More enquiries. What kind of website do you want? A business website. What print do you need? Business cards and flyers. Where he isn’t sure, he presses Not sure yet. No price shows while he answers.
The proposal
Next: Your proposal builds it while he watches. Then: Greaves Joinery, here’s your campaign. Claire’s film on the cover, everything included, and the investment: 12 months, recommended, at £879 a month, then Growth, month to month. He downloads the PDF, and sends the link to his business partner with Share.
Claire set her price once. Tom answered the questions and had his own proposal on the screen, in her brand, before he’d closed the page.
Monday: the follow-up
Claire has the enquiry. Tom has Your proposal from Harbour & Finch, sent from her own domain, and her closing emails follow it: Any questions about your proposal?, then How it works once you say yes. On Wednesday he presses Start my campaign. Online payment for proposals isn’t open yet, so the page asks him to reply to Claire to go ahead, and he does.
That is one lead. Every visitor who presses Get a quote on your website can have theirs the same way, under your name.
Their own proposal, the moment they finish.
A page on your website, in your brand, with your film on the cover.
- Your price, split over the months they choose, with their plan in it.
- Recommended marks the length your quote starts on.
- Everything included, a PDF to download, and Share for anyone who decides with them.
- Their price is held for 30 days from the last change.
One question a page, about the business they want to grow.
The quote opens on your website at /quote, and every Get a quote link on your website opens it. It asks their name, email and business, then one question a page, in seven chapters: You, Brand, Website, Email, Films and social, Print, and Your launch. Not sure yet is always an answer, and Back changes one.
No price shows while they answer. When they finish, Building their plan, then their proposal.
- About 5 minutes, free, no obligation
- Seven chapters, one question a page
- No price until the proposal
Illustration · a question of a sample agency’s quote
Illustration · Instant quote set up for a sample agency, with sample prices
Your price, the lengths you offer, the plan and your film, set once.
In Proposals, Instant quote: your price for the whole service, done for you, and for each extra website. Up to four lengths a campaign can run, from 3 to 36 months, each shown at what it comes to a month, and the one a quote starts on, marked Recommended.
Then the plan their account is on during the campaign, and the one it moves to when the campaign ends, or nothing, and the agreement ends with it. Your film, from your finished films in the Media studio, plays at the top of every proposal. It opens once your website is published.
- Your price, split over the months
- Up to four lengths, one recommended
- Your film on every proposal
Met them on the phone? Quote them yourself.
Quote a lead asks who it’s for and what they want, in the quote’s own questions, worded about them: their goals, their website, their print. Answer the ones you know. The price panel beside it keeps the sum as you go: a month, in all, the first payment, and the plan during and after.
Send their proposal emails them the link from your verified sending domain, and puts them on your closing emails. With no sending domain yet, Copy their link and send it yourself.
- The quote’s questions, about them
- The price beside it as you go
- Emailed, or a link to send
Illustration · Quote a lead on a sample account, with sample prices
Illustration · the quote’s two standard sequences on a sample account
Two sequences of yours that follow up every quote.
Switching the quote on makes two sequences in your own account, in your brand. Asks them to finish writes to someone who started a quote and stopped. Closes the sale writes to someone who finished: any questions, how it works once they say yes, and that their prices are held for 30 days.
They’re yours to reword in Sequences like any other, and they send from your own account. Every finished quote reaches you as an enquiry.
- Three emails each, in your brand
- Sent from your own account
- Yours to reword
A sales process agencies usually piece together from five tools, on your own website.
Each line is part of Proposals, in your own dashboard. On the right, the kind of tool an agency usually pays for to get the same job done.
| In SendTo | Instead of |
|---|---|
| A quote on your website, one question a page | A form builder and a discovery call |
| A proposal priced the moment they finish | A proposal written by hand |
| Up to four lengths, each priced a month | A pricing calculator |
| A PDF to download, and a link to share | Proposal software |
| Two sequences that follow up every quote | A sales follow-up tool |
| Your film at the top of every proposal | Video hosting |
| Every lead, quoted | On your own website |
What you might be thinking, answered straight.
“Can they pay online?”
Not yet. Until online payment for proposals is open, a lead who presses Start my campaign is asked to reply to you to go ahead.
“I price every job differently.”
Quote a lead prices one lead yourself, from what you know about them, with the price beside you as you go. The builder in Proposals prices any work, line by line.
“What if they stop halfway?”
Asks them to finish writes to them: their proposal is saved where they left off.
“My price will change.”
Change it in Instant quote. A proposal already made holds its price for 30 days from the last change; after that, the page offers today’s price.
“Do my clients ever see the SendTo name?”
No. The quote is a page on your own website, in your brand, and every email comes from your own domain.
“I want to see it before I decide.”
Open the account: no card, and a sample workspace is ready when you confirm your email. You pay only when you activate.
Instant quote, answered
Where does the quote open?
On your own website, at /quote, once your website is published. Every Get a quote link on your website opens it.
What do leads answer?
Their name, email and business, then one question a page in seven chapters: You, Brand, Website, Email, Films and social, Print, and Your launch. It takes about 5 minutes, and Not sure yet is always an answer.
How is the price worked out?
Your price for the whole service, and each extra website, is split over the months they choose, with the plan their account is on during the campaign in each month.
Which lengths can I offer?
Up to four of 3, 6, 9, 12, 18, 24 and 36 months. The one a quote starts on is marked Recommended.
What does the lead get?
Their own proposal on your website: their campaign, everything included, the investment, a PDF to download, and Share for anyone who decides with them. Your proposal from you reaches their inbox, from your own domain.
How long is the price held?
For 30 days from the last change. After that, the page offers today’s price.
Can they pay online?
Not yet. Until online payment for proposals is open, a lead who presses Start my campaign is asked to reply to you to go ahead.
Who follows up?
Two sequences in your own account: Asks them to finish, for a quote started and not finished, and Closes the sale, once they finish. Their words are under Sequences, yours to change.
Can I quote someone myself?
Yes. Quote a lead takes their details and what you know they want, prices it beside you, and sends their proposal.
Can I switch it off?
Yes. Quotes people already made stay open to them.
Do I need a card to try it?
No. Create your account and a sample workspace is ready when you confirm your email. Sending switches on when you activate.
The instant quote, and everything else in the hub, on one platform under your name.
Set your price once, and every visitor who presses Get a quote on your website gets their own proposal, priced, in your brand, followed up by your own emails. Open your account free and look around a sample workspace.
No contract · Cancel any time · Explore everything before you pay