Instant quote

A reusable form for quantity, frequency and add-ons, with a shared response workspace. Connect your existing Store price rule to show visitors an indicative estimate before they send a request.

Use it when

Use it for a service whose price can be estimated from bounded questions. You need an existing Store price rule using your own listed, one-time service variants. Ordering can remain off.

Use something else when

Use Quote requests when staff need to price each job individually. Use Schedule for actual time reservations, and ordinary Store checkout for an explicitly accepted purchase. An estimate does neither.

How to add it

  1. Open your site, then Forms and Add a form.
  2. Choose Instant quote. Name the form and choose a new response workspace or a compatible existing one.
  3. Review and apply the changes. Nothing is published and nobody is emailed.
  4. Open the form's estimate settings, choose your existing Store price rule, and map quantity, frequency and add-on inputs to the matching questions. Choose the private Estimate reference column for the result.
  5. Match your question choices to the rule, place the form on a page and publish separately.

What it adds or changes

Connect your existing Store price rule before publishing

It brings these with it:

Settings

Setting What it does Default
Form name Heading of the website form; you can change its wording later. Instant quote
Response workspace Create an empty response workspace or connect an existing compatible one.

How it works

It runs its own built-in automation, called Instant quote. 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 cleaning business connects its saved hourly rule, maps quantity to Quantity and frequency to Frequency, and matches the extra-work choice to its add-on. A visitor gets an indicative total, then sends a request with that exact estimate reference. Staff review the work before offering a final price.

Limits

The supplied form is unbound until you explicitly choose a rule. Quantity is self-reported, not measured property area. Changed pricing answers or an expired estimate require another estimate. The result is not a booking, accepted agreement, order, charge or payment consent. Staff emails run only after their ordinary workspace settings are configured; no automatic visitor email is supplied.