SMS Quotes: A Complete Guide

Created by Mike B, Modified on Thu, 18 Apr at 6:42 PM by Mike B

Introduction

We're excited to introduce the latest feature for Stylish Cost Calculator: SMS Quotes. This innovative addition allows users to effortlessly send text messages once a quote and estimate form has been completed using the cost calculator. Now, staying connected and providing instant updates to your clients has never been easier or more convenient.


This feature is brand new and in beta.





Benefits, Features & Use Cases

Benefits

  • Immediate Communication: Sends quotes directly to clients’ mobile phones for instant access.
  • Enhanced Client Engagement: Keeps clients engaged with real-time updates, improving customer service.
  • Increased Efficiency: Streamlines the process of sharing quotes, saving time and reducing the need for follow-ups.


Features

  • Automated Text Messages: Automatically sends SMS messages once a quote form is completed.
  • Easy Integration: Seamlessly integrates with the Stylish Cost Calculator for hassle-free setup.
  • Customizable Messages: Allows for customization of SMS content to tailor messages to specific client needs.


Use Cases

  • Service Industries: Ideal for service providers like contractors or landscapers who provide immediate estimates on-site.
  • Event Planning: Useful for event planners to send quick quotes to potential clients while on the move.
  • Sales Teams: Enables sales professionals to instantly deliver pricing information to prospects during negotiations or meetings.


How to Activate & Use This Feature

Setup 


Step 1. Head to the Global Settings page of your Stylish Cost Calculator and enable this feature.
 

Step 2. Enter your Twilio API key and Twilio Account SID.

  1. Head to https://console.twilio.com/us1/account/keys-credentials/api-keys.

  2. Copy and paste your Account SSID, API Key.                                                                                                                



  3. Find your number and paste it into the Phone Number field of the Stylish Cost Calculator.

    • Remove any brackets and dashes. The number should be +19095551234                                                    



Settings & Options


Shortcodes


We are working on creating a list of shortcodes for you to use.




Video Tutorial

  • Coming soon...



Additional Information

FAQs


  1. How can I get notified of a text reply?
    • You will need a Twilio-compatible SMS platform like ClickSend or ShortySMS.
  2. How can I respond to a text reply and keep the conversation going?
    • You will need a Twilio-compatible SMS platform like ClickSend or ShortySMS.
  3. Is it possible to only send an SMS quote?
    • At this time, the system is built to send the email quote and SMS quote at the same time. 
  4. Where can I enable the option for quote via SMS? I have it all setup but on the form, I don't see a option for it for customers to click it.
    • You can use the shortcodes mentioned above to actually send an SMS to the user with all the calculator items and total cost calculator. The SMS is sent to them alongside the email quote. In opther



Related Blog Post


https://stylishcostcalculator.com/features/sms-quotes/



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