Commerce & MarketplacesSmall system

Quote Request & Lead-Gen Portal

A structured request-a-quote funnel: prospects answer a guided multi-step form, get an instant estimate or a follow-up quote, and every lead lands in a pipeline dashboard for the sales team.

Typically bought by: Home services, contractors, agencies, movers, printers — any business selling quoted work

Standard features

Always included in the base price. Every one is built, tested and delivered working.

Multi-step quote form with conditional questions per service
File/photo upload with requests (e.g. job site photos)
Instant estimate calculator from configurable pricing rules
Lead inbox with statuses (new, quoted, won, lost)
Quote builder that emails a branded PDF quote
Accept-quote link with optional deposit payment (provider-agnostic)
Auto-responder and follow-up reminder emails
Lead source tracking (UTM capture)
Team assignment and internal notes on leads
Conversion reporting by service and source
Spam protection and duplicate detection
Embeddable form widget for existing website

Popular custom additions

Quoted per feature in the configurator — $50 simple, $150 moderate, $300 complex.

Zip-code routing of leads to branches or franchisees
CRM sync (HubSpot/Pipedrive) on submission
SMS instant alert to sales reps for hot leads
Appointment scheduling after quote acceptance
Lead scoring rules with priority queue
Pay-per-lead reselling to partner businesses

Tech stack

Frontend: Next.js + Tailwind CSS
Backend: Next.js API routes / Node.js
Database: PostgreSQL (Neon)
Integrations: Transactional email (Resend/SendGrid), Payment gateway for deposits (Stripe/PayPal/other), SMS alerts (Twilio/other), Optional CRM connector