Instant quote responses

Keep service requests, their pricing answers and the exact indicative estimate reference in one shared response table.

Use it when

Use it with Instant quote, or add the table before connecting a form to an existing Store rule. Staff work the same saved requests from the site's Forms section or the business sidebar.

Use something else when

Use Store's Estimates table to inspect the full frozen itemized estimate; this response table stores its reference rather than a second price calculation. Use Quote requests for manual pricing, or Schedule for confirmed time reservations.

How to add a response

  1. Open the Instant quote responses table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
  2. Press New response. If you renamed the table, the button may say something else.
  3. A window called New response opens. Type the customer's name in the title at the top, where it says Untitled.
  4. In the record window, fill in the Email and Details if you have them.
  5. Press Create response.

You see Response created.

What it adds or changes

Empty response workspace · notification automation starts paused

It adds a table with these columns:

Column Type Choices
Name text
Status single choice New, Quoted, Won, Lost
Email email
Quantity decimal
Frequency single choice One time, Regular service
Add-ons multiple choice Extra work, Premium finish
Details long text
Estimate reference text
Assigned to person

Settings

Setting What it does Default
Label Name of the empty shared response workspace to create. Instant quote responses

How it works

It runs its own built-in automation, called Instant quote responses. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

Example

A fictional service business receives a request for 1.5 units of regular work with an extra-work option. The response carries the estimate reference staff can use to read the exact displayed indicative lines and expiry from Store.

Limits

Adding the table creates no prices, catalogue, Store rule, payment or booking. Estimate references are not bearer payment credentials and do not grant read access by themselves. No visitor email or additional automation is created.