Request a Quote

The Request a Quote Template is perfect when you want customers to fill out a simple form as the first step to an engagement. Examples include insurance or construction quotes.

Marketing: Load materials such as text (great for SEO), images, video, and pdf documents. Build your internet footprint.

Signoff: For the customer check-out process, you can insert two other items in the flow..

  • Questionnaires: Ask customers to answer a series of questions, and store/search online.
  • Legal Contracts: With digitally signed documents, load legal agreements and have customers sign.

Documents Attached to Request a Quote:
Sample Questionnaire