Email Quote Form: A Complete Guide
Introduction
Transform your customer's interactive experience with the Email Quote Form feature of Stylish Cost Calculator. This intuitive feature not only streamlines the sales journey but also empowers customers to receive detailed, instant email quotes for a tailored summary of products and services calculated. It's the seamless bridge between initial interest and informed decision-making.
Benefits, Features & Use Cases
- Streamlining the Sales Process: by automating the creation and delivery of quotes, you can save time and resources and allow your sales team to focus on other tasks.
- Improving Accuracy: a quote generator can help ensure that quotes are consistent and accurate, improving customer confidence and trust in your business.
- Customization & Branding: customize the look and content of your quotes to match your branding and include relevant information such as terms and conditions.
- Tracking and Management: the Quote Management feature allows for tracking and managing quotes, such as marking quotes as accepted or declined and generating reports. In the future, we plan to implement an Estimate Expiration feature.
- Customer convenience: by emailing quotes in PDF format, you can provide customers with a professional and easily shareable document they can review.
- Increased efficiency: by eliminating the need for manual quote creation and delivery, a quote generator can help to increase the efficiency of your sales process and improve overall productivity.
Email Setup
Check out this ultimate guide on how to set up the email SMTP.
3 Frontend Options (What It Looks Like)
Option A: Pop-up Modal (default)
How it works: A sleek pop-up window appears over your calculator when customers click "Get Quote"
Best for:
- Getting maximum attention
- Higher conversion rates
- Clean, focused experience
Why customers like it: Hard to miss, feels professional, easy to close if they change their mind
Option B: Top Of Calculator Form
How it works: The email form shows up right at the top of your calculator, before customers even start calculating
Best for:
- Lead generation focused businesses
- When you want contact info before showing pricing
- Building your email list early
Why use this: Captures leads immediately, even if people don't finish the calculation. Great for following up with interested prospects.
Option C: Bottom Of Calculator Form
How it works: The email form appears at the bottom, after customers see their total price
Best for:
- Natural flow from calculation to quote
- When you want people to see pricing first
- Less pushy approach
Why customers prefer it: Feels like a logical next step. They've already invested time in the calculation, so they're more likely to want the quote.
How to Activate & Use This Feature
Settings & Options
Click Calculator Settings for more options. You can find email-related settings there.
Custom Fields
- Stylish Cost Calculator mandates the inclusion of 'Name' and 'Email' fields as essentials for functionality, and they cannot be removed.
- However, you have the flexibility to translate field titles like "Your Name" and "Your Email" to suit your audience.
How To Add Custom Fields To Your Email Form
- Open Calculator Settings - Click the settings gear icon in your calculator builder
- Select Form Builder - Choose "Form Builder" from the dropdown menu
- Customize Your Fields - Add, remove, or edit fields like "Your Phone" or other custom fields
- Configure GDPR/Terms - Toggle the "Require acceptance (GDPR/Terms & Conditions)" option if needed
- Save Changes - Your email form will now include your custom fields
How To Change The Position
- Go to your Calculator Settings
- Look for "Email Quote Position"
- Select: Modal, Top of Form, or Bottom of Form
- Save your changes
That's it! Your email form will now appear exactly where you want it.
Block Free Email Accounts
How to Activate Blocking Of Free Emails
- Access the Global Settings
- Enable Block Free Email Accounts
Customize The Email Quote - Email Body
NOTE: Use these shortcodes to customize your email template to your customers.
Calculator Name <calculator-title>
Calculator Total <calculator-total>
Calculator Items List <calculator-itemized-list>
Calculator Subtotal Price <calculator-subtotal>
Customer's Email <customer-email>
Customer Name <customer-name>
Customer Phone <customer-phone>
Customer Broswer <customer-browser-info>
Customer Device <device>
Customer IP <customer-ip-address>
Sender (Your) Name
Calculator Name <calculator-title>
Calculator Total <calculator-total>
Calculator Items List <calculator-itemized-list>
Calculator Subtotal Price <calculator-subtotal>
Customer's Email <customer-email>
Customer Name <customer-name>
Customer Phone <customer-phone>
Customer Broswer <customer-browser-info>
Customer Device <device>
Customer IP <customer-ip-address>
Sender (Your) Name <sender>
Customize The Email Quote - Email Body
Check the Global Settings for this.
You can also define a custom template for the specific calculator ID from the calculator settings.
Troubleshooting
Check out this guide on troubleshooting the Email Quote and PDF Generator functions.
Additional Information
All Elements & Features
Learn more about All Elements
Learn more about All Features
Need Support?
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Updated on: 19/08/2025
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