Quote forms
A quote form is your own version of the quote widget. Instead of the standard questions, you choose exactly what to ask, in the order you want, across as many pages as you need. Answers come back on the quote alongside everything else.
Building a form
Go to Quote forms and create a form, then add the questions you want. Sid can build one for you too — tell it what work you do and what you need to know to price a job, and it will put the questions together; ask it to change or reorder them at any point.
Standard, custom and special
When you add a field, you start by picking one of three tabs.
- Standard
- One of the parts of a quote we already store — Name, Address, Services, Email, Phone number, Frequency, Building Type, Bedrooms, Availability, Notes and Attachments. These are the same questions the standard quote widget asks. Pick one from the list. You can reword the question and add help text, but its type and its answers are fixed, because a quote can only hold the answers we understand.
- Custom
- Your own question. Choose any type — text, number, money, a date, a list of options, an address, file uploads, and so on — write your own options, and mark it required if you need an answer. The answer comes back on the quote alongside the standard details.
- Special
- A heading or a page break — see below. These ask nothing, so they never appear as an answer on the quote.
Every form must ask for:
- Name
- Who the quote is for.
- Address
- Where the work is. This sets the quote's postcode, which is used for distance and route planning.
- Services
- Which of your services the enquiry is about.
A form also needs an email address or a phone number, so you have some way to reply. If you only ask for one of the two, it must be required.
Headings and pages
The Special tab holds the two fields that ask nothing at all.
- Section heading
- A heading, with a line of explanation under it if you want one, to group the questions that follow.
- Page break
- Splits the form there. Everything between two page breaks is one page, and people answer one page at a time — they cannot move on until that page's required questions are filled in. You can give a page break a name to tell your breaks apart while you are building the form, but you do not have to, and nobody filling the form in ever sees it.
Introduction and thank you message
The introduction is shown before the first question, and the thank you message after the form is submitted. Both are optional.
Using the form on your website
Open Embed form on the quote form's page to copy the code to paste into your website. You can also choose one form as the default for the quote widget under Settings → Quote options.
You can use different forms in different places — a short form on your home page and a detailed one on a service page, for example — by giving each embed its own form ID.
Sharing a link instead
If you would rather not touch your website, open Share a link. That gives you a link to a page of your own with this form on it, ready to put in an email, a text, a social post or a QR code. Take the short version when space is tight — it goes to the same place.
If you already have the quote widget on your own website, you can point at a form there instead by adding #form- and the form ID to any page it is on — for example https://yoursite.com/#form-01KXDVWZ742ZX1HXFPG19QHG59. The page scrolls down to the quote widget just as #quote does, with that form loaded.
Pricing quotes automatically
A form can price its own quotes with a small piece of JavaScript. See Quote form cost calculation for what the script is given and what it can return, or ask Sid to write it for you.
The editor indents as you type, colours the code as you go, and will not let you save code that has a mistake in it. Test runs the script against example answers and tells you the price it would give — or the line the problem is on.
