> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.stylishcostcalculator.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Email Quote Form: A Complete Guide


## ${color}[#314AF3](Introduction)

Transform your customer's interactive experience with the **&#32;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.

  
![](https://storage.crisp.chat/users/helpdesk/website/528455e363825c00/08e24c2d-03d2-4473-a6fb-73bb28_y8yjqn.png)
---

## ${color}[#314AF3](Benefits, Features & Use Cases)

1. **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.

2. **Improving Accuracy:** a quote generator can help ensure that quotes are consistent and accurate, improving customer confidence and trust in your business.

3. **Customization & Branding:** customize the look and content of your quotes to match your branding and include relevant information such as terms and conditions.

4. **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.

5. **Customer convenience:** by emailing quotes in PDF format, you can provide customers with a professional and easily shareable document they can review.

6. **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.
---

## ${color}[#314AF3](Email Setup)

Check out this [ultimate guide](https://help.stylishcostcalculator.com/en/article/email-setup-troubleshoot-sending-quotes-by-email-smtp-server-p4z86i/) on how to set up the email SMTP.

---

## ${color}[#314AF3](3 Frontend Options (What It Looks Like))

### Option A: Pop-up Modal (default)


![Option A: Pop-up Modal (default)](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/option-a-pop-up-modal-default_a8p07w.jpg =500x536)

**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

![Option B: Top Of Calculator Form](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/email-quote-form-option-b-top-_1amcftd.jpg =500x481)

**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

![Option C: Bottom Of Calculator Form](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/email-quote-form-option-c-bott_15xczz3.jpg =500x470)

**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.
---

## ${color}[#314AF3](How to Activate & Use This Feature)

### Settings & Options

Click Calculator **Settings** for more options. You can find email-related settings there.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/cleanshot-2025-08-18-at-105059_g97yol.png)
### 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](https://help.stylishcostcalculator.com/en/article/translation-feature-or-change-words-a-complete-guide-fp8nqt/) 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&#32;**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

![Custom Fields](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/custom-fields_1d56iba.png =600x633)

---

### How To Change The Position

###### Form Builder

1. Go to your **Form Builder**
2. Look for **"Email Quote Form Position"**
3. Select: Modal, Top of Form, or Bottom of Form
4. Wait for your changes to be saved.

That's it! Your email form will now appear exactly where you want it.

![Change the Position from Form Builder](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/frame-1618872885-8_1w5zng7.jpg =600x336)


---

### Block Free Email Accounts

![](https://storage.crisp.chat/users/helpdesk/website/82929602f282a800/32e88c28-7179-4a3a-84da-fe719f_qyyz6o.png)

##### How to Activate Blocking Of Free Emails

1. Access the Global Settings
2. Enable Block Free Email Accounts

![How to Activate Blocking Of Free Emails](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/block-free-email-accounts_1jfzk6o.png =600x493)


|| By default, it blocks 20+ popular free email providers (Gmail, Yahoo, Proton, etc).

|| Send us an email if you want any domains added to the list.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/global-settings_1oygccv.jpg =600x527)
---


### Customize The Email Quote - Email Body

**NOTE:&#32;**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>

Sender (Your) Name <sender>

---

### Customize The Email Quote - Email Body

###### Global Template

Check the **Global Settings** to set up a Global Email Template.  

![Customize The Email Quote - Email Body](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/customize-the-email-quote-emai_1iey4w2.jpg =600x527)
###### Specific Email Template

You can define a custom template for the specific calculator ID from the calculator settings.

![Customize for specific Calculator](https://storage.crisp.chat/users/helpdesk/website/-/c/5/f/0/c5f0153cc3f4b000/frame-1618872885-9_1smns8g.jpg =600x385)

---

### Troubleshooting

Check out this [guide](https://help.stylishcostcalculator.com/en/article/email-pdf-troubleshooting-issues-with-the-email-quote-and-pdf-generator-6vv0ze/) on troubleshooting the **Email Quote** and **PDF Generator functions**.
---

## ${color}[#314AF3](Additional Information)
  

#### All Elements & Features
  
Learn more about [All Elements](/en/category/elements-hnffz2/) 
Learn more about [All Features](/en/category/features-22x2mc/)  
 

#### Need Support?
  
Ask a [question or request support](https://stylishcostcalculator.com/support/)  
Request [a feature or give feedback](https://stylishcostcalculator.com/how-can-we-be-better/)

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