Put an instant quote on your website
Open Proposals and press Instant quote. Set your price, how long a campaign runs and the plan their account is on, then switch on On your website. Visitors answer a few questions at your address /quote and get a priced proposal in minutes, and your follow-up emails take it from there.
A visitor answers a few questions on your website and gets their own proposal in minutes: priced, laid out in your brand, and ready to accept. You set the price and the terms once, and every quote follows them.
Set it up
Open Proposals, under Partner.
Press Instant quote.
Your price: what you charge for The whole service, done for you, and for Each extra website.
How long a campaign runs: choose up to four lengths, from 3 to 36 months. Each shows its price a month. A quote starts on sets the one their proposal opens on.
Their plan: choose the plan During the campaign, their account is on. A quote can't be accepted online without it. Then choose what When the campaign ends, they move to, or Nothing, so the agreement ends with the campaign. Under Or they may choose, offer up to two more.
Your film: choose a finished film to play at the top of every proposal, or No film. With none yet, Make one in Media studio.
Emails that follow up: two emails, from your brand. Asks them to finish follows up someone who started a quote, and Closes the sale someone who finished one. Press Add the standard emails, then Start sending.
Switch on On your website. It shows the address your quote opens on: your website's, with /quote after it.
Switching it on adds and starts whichever of the two follow-up emails you don't have yet. Their words are yours to change: they're in your own account, under Sequences.
With the quote on, every Get a quote link on your website opens it.
What your visitor sees
Free proposal, and four details: their name, email, business and, if they like, their phone. Start my proposal.
Questions, one a page: what they want their marketing to do, then their brand, website, email, films and social, print and launch. Not sure yet is always an answer. No price shows while they answer.
Their proposal, in your brand: How it runs, everything included, and Your investment, where they choose how many months their campaign runs.
Start my campaign takes them to accept it. They can also download it as a PDF, or share it with anyone who decides with them.
Their price is held for 30 days from their last change. After that, their page offers Update to today's price.
What happens after
The first time someone finishes:
- You're told, as you are of any enquiry.
- They get Your proposal from your business, from your own sending domain.
- Closes the sale starts for them.
Their quote is in your Proposals list, with From your website under its name, and where it stands: still choosing, finished but not accepted yet, or accepted.
A quote held as spam sends nothing until you mark it Not spam.
How they accept and pay: How does a client pay over a term?
If it won't switch on
| It says | Do this |
|---|---|
| Publish your website first: the quote opens on it. | Put your website live, then switch it on. |
| Choose the plan their account is on during the campaign first. | Under Their plan, choose one. |
| You have no plans published yet, and a quote is accepted onto one. | Publish a plan: Your plans and prices. |
| Choose at least one campaign length. | Choose a length under How long a campaign runs. |
Switching it off closes it to new visitors. Quotes people already made stay open to them.
Where to next
- Quote someone you've spoken to: Quote a lead.
- Write one by hand: Send a client a proposal.