A quote form that asks the next right question

A guided quote, one short step at a time. Answers decide what comes next, photos arrive where they help, and a quote left half done is still an enquiry you can follow up.

In your build·scoped with you, written for the work you quote

Step 4 of 12 of a vehicle quote on a phone: is the vehicle standard or has anything been added, with It has accessories or modifications chosen, and below it a new question, what is fitted to the vehicle, with choices from bull bar to side steps — Step 4 of our test quote wizard. Choosing "It has accessories" adds a question, and the count moves from 11 steps to 12.

photos where they help

Photos at the step that needs them

The wizard asks for photos at the point they matter, with a line on what makes a good one.

Not got them handy? There is an answer for that too, so nobody gives up at the upload.

Step 6 of 12, show us your vehicle: advice on taking a good photo, square-on, far enough back and level, above the place to upload them — Step 6 of our test quote wizard asks for photos, with advice on a good one.

nothing lost

Half done is still an enquiry

KeptAnswers save as the customer goes, so a quote left half done still reaches you as an enquiry.

NudgedIf they left their email on a step that said we might write, they get one email with a link to finish. One, never two.

FinishedYou get the whole quote in one email. They can get a confirmation with a reference number.

ClearedUnfinished answers and their photos are deleted after 30 days.

before it is sent

Checked, then sent

A wizard can end on one page of every answer, so the customer checks what they told you before they send it.

Each wizard is written for the work you quote: the questions, their order, and which answers lead where. Your Manager checks every version against the rules before it goes on your site.

On your site it wears your colours and type. Our test version is deliberately plain.

Check your answers: first name, last name, mobile, email, vehicle Van, make Toyota, model HiAce, year 2021 — Every answer on one page before Send, on our test quote wizard.

honestly

running on two client sites

Where this actually is today

Two client sites take quotes through a guided wizard today. The screens above are our test wizard, which exists so the platform can test itself; nothing sent through it reaches a business.

It comes as part of your build, scoped with you, because a three-question callback and a twelve-step vehicle quote are very different amounts of work.

Show us how you quote

Send us the questions you ask on the phone, and we will scope a wizard that asks them for you.

Talk to us about a quote wizard