Email Quote Form: A Complete Guide

Created by Mike B, Modified on Fri, 12 Apr 2024 at 08:41 PM by Génesis Gómez

Introduction

Transform your customer's interactive experience with the Email Quote Form feature of Stylish Cost Calculator. This intuitive feature not only streamlines the sales journey but also empowers customers to receive detailed, instant email quotes for a tailored summary of products and services calculated. It's the seamless bridge between initial interest and informed decision-making.




Benefits, Features & Use Cases


1. Streamlining the Sales Process: by automating the creation and delivery of quotes, you can save time and resources and allow your sales team to focus on other tasks.


2. Improving Accuracy: a quote generator can help ensure that quotes are consistent and accurate, improving customer confidence and trust in your business.


3. Customization & Branding: customize the look and content of your quotes to match your branding and include relevant information such as terms and conditions.


4. Tracking and Management: the Quote Management feature allows for tracking and managing quotes, such as marking quotes as accepted or declined and generating reports. In the future, we plan to implement an Estimate Expiration feature.


5. Customer convenience: by emailing quotes in PDF format, you can provide customers with a professional and easily shareable document they can review.


6. Increased efficiency: by eliminating the need for manual quote creation and delivery, a quote generator can help to increase the efficiency of your sales process and improve overall productivity.



Email Setup

Check out this ultimate guide on how to set up the email SMTP.




What It Looks Like



How to Activate & Use This Feature

Settings


Click Calculator Settings for more options.You can find email related settings there.



Custom Fields


  • Stylish Cost Calculator mandates the inclusion of 'Name' and 'Email' fields as essentials for functionality, and they cannot be removed
  • However, you have the flexibility to translate field titles like "Your Name" and "Your Email" to suit your audience.
  • To add fields in the email form, add them by scrolling to the bottom of your calculator form (dashboard) and click the plus button.


Block Free Email Accounts



How to Activate Blocking Of Free Emails

  1. Access the Global Settings
  2. Enable Block Free Email Accounts

By default, it blocks 20+ popular free emal providers (gmail, yahoo, proton, etc). 
Send us an email if you want any domains added to the list.




Customize The Email Quote - Email Body


Check the Global Settings for this.
You can also define a custom template for the specific calculator ID from the calculator settings.



Troubleshooting


Check out this guide on troubleshooting the Email Quote and PDF Generator functions.



Additional Information

All Elements & Features

Learn more about All Elements
Learn more about All Features

Need Support?


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