Configure your Quote Request & Lead-Gen Portal
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1Standard features (included)
These ship with every Quote Request & Lead-Gen Portal build and are covered by the base price.
- 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
2Custom features
Describe anything beyond the standard scope. Each is priced by complexity and added to your total live.
Final complexity is confirmed in your Build Agreement — never after payment.
3Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
4System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
5Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.