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Overview

Quote View V2 is our latest quote presentation template designed to help you convert more leads into paying customers. With a modern e-commerce inspired design and powerful conversion features, V2 can help you achieve:

  • Higher booking rates through trust-building social proof
  • Increased average order value with dynamic add-on selection
  • Reduced cart abandonment with real-time availability indicators
  • Better customer experience with a mobile-optimized, professional design

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Video Tutorial

Watch our step-by-step tutorial on setting up Quote View V2:

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Why Upgrade to Quote View V2?

See the modern, professional experience your customers will enjoy:

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📈 Proven Conversion Boosters

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🎯 Key Benefits

  • Modern, mobile-responsive design that looks great on all devices
  • Increased customer confidence through social validation
  • Higher average order values through strategic add-on placement
  • Reduced friction in the booking process

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Getting Started

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Step 1: Enable Quote View V2

1

Navigate to Quote Settings

Go to Settings → Quote Settings in your dashboard.

2

Find the V2 Banner

Look for the “Try Quote Page V2” banner at the top of the page.

3

Toggle Active

Toggle the switch to Active. Your quotes will now use the new V2 template.

Quote View V2 is currently in beta. You can switch back to the classic view at any time.

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Step 2: Configure Your Quote Template

Once enabled, click the “Edit Quote Template” button to access the visual editor where you can customize every aspect of your quote page.

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Configuring Quote View V2 Features

The gallery is one of the most impactful features for building trust and showcasing your services.

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✅ Service Details

Help customers understand exactly what’s included in their quote with dynamic service details.

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⭐ Reviews & Testimonials

Social proof is crucial for building trust with potential customers.

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💰 Add-ons Configuration

Add-ons are your opportunity to increase average order value while providing valuable options to customers.

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Mobile vs Desktop Preview

The template editor includes preview modes to ensure your quote looks perfect on all devices:

  • Desktop Mode: Full-width layout with side-by-side content
  • Mobile Mode: Optimized single-column layout with sticky booking button

Toggle between modes using the preview selector to test both experiences.

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Best Practices for Maximum Conversions

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Frequently Asked Questions

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Need Help?

If you have questions or need assistance setting up Quote View V2:

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Next Steps

Ready to boost your booking rate?

  1. Enable Quote View V2 now
  2. Configure your gallery images and testimonials
  3. Set up your add-ons for maximum conversion
  4. Test the mobile and desktop experience

Learn more about creating quotes and sending quotes to make the most of your new V2 template.