What is Self-Generating Quotes?

Self-Generating Quotes, also known as an estimate generator or quote generator, is a feature that automates the process of creating and sending quotes to your customers. By integrating** Stylish Cost Calculator**, a powerful quote maker, with your website, you can instantly generate itemized quotes in PDF format, send them via email, SMS, or allow customers to print them directly.

Who Can Use This Feature?

This feature is ideal for:

Service providers
Custom product sellers
Freelancers
Contractors
Consultants

For example, a home renovation company can use this estimate generator to provide detailed quotes to potential clients quickly and efficiently.

How It Works

Let's see how this quote generator works with a home renovation company example:

A potential client visits your website and selects the services they need.
They fill out a form with their project details.
The Stylish Cost Calculator, acting as an automated quote maker, generates an itemized price quote.
The client can view, print, or receive the quote via email or SMS.
You receive a copy of the quote for follow-up and tracking.

What It Looks Like

Here’s an example of what your self-generating quote might look like. Notice how the itemized list is clearly presented, and options for email, print, and PDF are available.

Setting Up Your Self-Generating Quotes

Setup

Install Stylish Cost Calculator - Add this powerful estimate generator plugin to your WordPress website.

Configure Quote Settings - Customize the appearance and content of your quotes, including logo, business details, and itemized list.

Enable Email, SMS, and PDF Options - Set up email templates, SMS notifications, and PDF generation options. For more information on setting up SMS quotes, click here.

Settings & Options

Adjust settings such as quote templates, email subject lines, and branding elements to match your business identity. Enable automated follow-ups to stay in touch with potential clients. For more information on setup, click here.

Tips for Success

Personalize Quotes: Include your logo and contact information for a professional touch in your quote maker.
Automate Follow-Ups: Set up automated emails to remind clients about their quotes.
Track Quotes: Use quote tracking to see which clients have viewed or accepted their quotes.

Additional Information

All Elements & Features

Learn more about All Elements
Learn more about All Features

Need Support?

Ask a question or request support

Request a feature or give feedback

Updated on: 24/07/2024