Quote requests
Keep requests for a quote in one table, from the first enquiry to a won or lost job. It comes with the fields and status choices; you add the requests and keep their progress up to date.
Use it when
Use it when you need a shared list of people asking about work, their contact details and what they need. For example, a cleaning business could use it to track enquiries about one-off cleans.
Use something else when
A pressure washing business can use the pressure washing Quote requests table instead, which adds the service address, the main surface, its size and a preferred date. If people write with questions rather than asking for a price, use Enquiries. Once a customer has agreed and you want to track the work itself, with a due date, use Job tracker.
How to add it
To take requests from a form on your website:
- Open My Sites, open your site, and choose Forms in the editor's side panel.
- Press Add a form, pick Quote requests and press Use.
- Choose New response workspace and type its Workspace name (it starts as "Quote requests"), or choose Use existing workspace.
- Press Review changes, then Apply. You see Form and responses saved, and Quote requests appears in your sidebar.
- Open the form in Forms, press Settings, then Put on a page. Choose the page, press Put it here, then press Publish.
To add just the table, follow How to add the table from your sidebar. Or open My Business, Advanced, Data, press New data and pick it under Suggested.
How to add a request
- Open the Quote requests table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
- Press New request. If you renamed the table, the button may say something else.
- A window called New request opens. Type the customer's name in the title at the top, where it says Untitled.
- In the record window, fill in the Email and Phone if you have them.
- Press Create request.
You see Request created.
How to add the table from your sidebar
- In the sidebar, point at the place you want it and press +, or press Add item under the last item.
- Press Add feature.
- In Add feature, type Quote requests in Search, then pick it.
- Check what it adds, then press Apply.
You see Added, and Quote requests appears at the end of your sidebar.
How to get an email about each new request
New requests don't email anyone until you choose who should hear about them.
- Open My Sites, open your site, and choose Forms in the editor's side panel.
- Open the form, press Settings, then Workspace settings.
- Open Settings. Under Who gets new responses?, tick the staff who should get an email. Send from shows the address it's sent from.
- Press Save. From now on, each new response sends them an email.
What it adds or changes
- Opens as: Table only
- Columns: Name · Status · Email · Phone · Details · Assigned to
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 |
| Phone | text | |
| Details | long text | |
| Assigned to | person |
How it works
It runs its own built-in automation, called Quote requests. 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
For example, a fictional customer asks for an end-of-tenancy clean. Add their contact details and the property's requirements. Once you have sent the quote separately, mark the request quoted. If they accept, mark it won.
If something isn't working
- Nobody gets an email about new requests. Nobody has been chosen yet. Follow How to get an email about each new request.
- "No approved business sender. Set one up in Settings → Domains & email." Set up an address to send from there, then come back and press Save.
- "No approved staff destinations are set up. Ask your business administrator to add one." Ask your administrator.
- The form is saved but visitors can't see it. Put it on a page and press Publish.
- There's no New data button, or it says "You don't have access to make lists here." Your role can't make tables. Ask an admin of your business for access.
- "These changes are out of date. Review them and apply again." Press Review changes again, then Apply.
Limits
It is a request tracker, not a quote calculator. It does not calculate prices, create invoices or contact customers.
No example requests or imported contacts are added.
Adding it creates a new table. It is not a way to replace the columns of an existing table.
A website form can collect requests into the table once it is configured to use that table and its fields. Adding the table does not create or publish the form.
Related
- Quote requests: A quote form and a place to follow each request