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.
1. Standard 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
2. Custom features
Describe anything beyond the standard scope. Ideas: Zip-code routing of leads to branches or franchisees · CRM sync (HubSpot/Pipedrive) on submission · SMS instant alert to sales reps for hot leads
Final complexity is confirmed in your Build Agreement — never after payment.
3. Your office details
The office name is fixed into your system (headers, documents, certificates). The rest is dynamic: your system ships with an Office Profile screen where you can update the address, contact, org chart, and officers any time — officials change, your software keeps up.
Officers (optional)
Position and current officer — used on documents and signatory blocks; editable in your system whenever officials change.
System languages
Every system ships bilingual — English + Filipino — at no extra cost. Add any other Philippine languages your constituents speak; they're included free and built right in with a language switcher.
✓ English + Filipino — always included
4. Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.