Quote Requests

Create custom request forms that are easy for your customers to fill out. You can adjust multiple design aspects and select the fields you need to suit your business. This feature allows you to create a request form that is simple, modern, and responsive, making it easy for your customers to submit their requests and for you to respond efficiently.

Build customer confidence by presenting a request form that matches your company's style and brand. Multiple design options are available to help you create a form that looks professional and gets results. Easily create a seamless customer experience across your request forms, estimates, and invoices.

Easily toggle the form fields that best suit your business on and off. This flexibility enables you to create a custom request form that is straightforward and user-friendly for your customers. You can also specify which form data is required to provide an accurate quote. Data validation checks are automatically included to ensure the data you receive is accurate and usable.

Advertise sales and incentives, or provide more company info above your quote request form. This allows you to create a custom header page that can include a header image, custom title text, and meta-friendly link details. This is a great way to promote your business and provide additional information to your customers before they fill out the request form.

When a request is submitted, you will receive an instant notification, and customer details can be automatically saved for you. This allows you to quickly contact potential customers and follow up on their requests. All request details are presented in a single view, making it easy to manage and convert requests into actionable steps.

If similar client data already exists, it could be a spelling error, a spouse, or a completely new homeowner. WorkQuote automatically checks for conflicts when a request is submitted and allows you to easily choose. This helps ensure that you do not create duplicate client records and that you are aware of any conflicting data.

All of your requests are displayed in a single location, making it easier to manage and track them. You can quickly identify which requests are new, which are still pending, and which come from existing clients. This organization helps ensure that you never overlook a request.

Track the performance of your request links with activity counters. You can see how many times a link has been viewed, how many requests have been submitted, and which links are performing best. This helps you understand which marketing channels are driving the most requests and allows you to optimize your efforts.