Leads & Quotes Management System: A Complete Guide

Created by Mike B, Modified on Tue, 05 Sep 2023 at 02:35 PM by Ana Gabriela Echeverria


It’s a straightforward system that lets you organize, manage, store and manage your quote entries and leads generated by your price estimation form (cost calculator).

Benefits, Features & Use Cases

1. Assign Leads To Team Members

Provide access to the quote management screen so that team members can manage and update the status of leads assigned to them.

2. Stay On Top Of Your Leads

Entries can be labeled with a lead status code (New, Reached Out, Contacted, Qualified, Unqualified, Won, Lost). This way, you will be able to stay on top of your leads and contact those who need them.

To stay organized with your leads, they will be marked as read or unread.

For example, you can sort the list by project due date, to create this field in the email quote form.

3. Follow-Up Reminder

Be reminded to follow up with prospects by marking the lead status code as ‘follow-up required.’

4. Analytics & Reports

Use the search and filter feature to count, or export leads that match a set of conditions.

For example, all leads have a phone number with area code 416.

5. Highlight Your High-Priority Leads

Use the star feature to mark which leads are high-priority.

How to Activate & Use This Feature

To see all the registered quotes, navigate to "All Calculators" and click on "View Quotes" 

Here you will find a table with all the registered quotes, including contact info such as "Name", "Email""Phone number", "Referring page", "Creation date", and a download and delete button. 

Settings & Options

With the "Export CSV" button, you can export this table as a CSV file.

When clicking on the "Columns" button you can add or remove columns from your quotes table.

First off, we have the "Status" column, you can set a status for the specific lead, this will help you filter and manage your quotes and leads to follow up the contact with your customers. 

About the status:

New = Brand new, haven't been contacted

Replied = Sent a reply to the lead

Unqualified = Lead is not good, you don't want to work with them

Qualified (Un-Assigned) = A good lead but haven't assigned to an employee yet

Qualified (Assigned) = Lead has been qualified and noted as good. Assigned to an employee

Feel free to change the status to match your own contact style. 

Right next to the status, you will find the contact info. Name, Email, and Phone number. 

The Referring Page refers to the webpage where the customer comes from before using your calculator. For example: Google or another page on your website. 

Creation date and actions. You can download and/or delete the quote. 

When downloading a quote, a PDF file like this will be generated

Notice the customer's contact info in the top right section and right underneath all the quoted services and products

Additional Information

Related Features

Email form: https://designful.freshdesk.com/support/solutions/articles/48001142348-email-form-everything-you-need-to-know

Itemized PDF: https://designful.freshdesk.com/support/solutions/articles/48001178732-itemized-pdf-everything-to-know-about-the-email-and-the-generated-pdf-quotes-

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