How to Create Your First Quote Form

How to Create Your First Quote Form

Welcome! This guide walks you through creating, publishing, and sharing your first quote form so you can start receiving leads quickly.

1) Open the builder

• From the homepage click "Create a new quote form". That opens the builder where you can add fields and pricing.

2) Add services and prices

• Add the services you offer (e.g., "Standard Cleaning", "Deep Cleaning") and set prices or per-unit pricing.
• Use select or number fields for options that affect pricing.

3) Preview and test

• Use the live preview to test different combinations and make sure prices update correctly.

Tip: If you want a quick start, use the provided templates (Quick Bed & Bath) — they give realistic example fields and pricing.

4) Publish your link

• When you're happy, publish the form to generate your shareable quote link. Share it on WhatsApp, Facebook, or embed it on your site.

5) Monitor leads

• New quote requests appear in your dashboard with customer details and the quoted total. Set email notifications to get alerts instantly.

Good luck — you should be able to create and publish a basic form in under 10 minutes.