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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:
Quote View V2 customer experience showing modern e-commerce design

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📈 Proven Conversion Boosters

Display customer reviews and testimonials prominently to increase customer confidence through social validation.
Enable customers to customize their package with last-minute upgrades, increasing your average order value.
Create urgency with live availability status indicators to reduce booking hesitation.
Build trust with an e-commerce style checkout experience that looks great on all devices.

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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 → Quotes 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 opt-in banner in Quote Settings
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.
Quote View V2 template editor interface

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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.
Gallery Images configuration interface
  • Use high-quality images at 1200×900px (4:3 ratio) for best results
  • Include a mix of:
    • Final service results
    • Your team in action
    • Equipment and setup shots
    • Happy customers (with permission)
  • Update images seasonally to keep content fresh

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✅ Service Details

Help customers understand exactly what’s included in their quote with dynamic service details.
Service Details configuration interface
  1. Open the Service Details section
  2. Click “Add Service Detail” to create a new item
  3. Use plain text or markdown formatting for rich content
  4. Include dynamic values with shortcodes
  • {{quote.guest_count}} - Number of guests
  • {{quote.staff_count}} - Number of staff
  • {{quote.service_duration_hours}} - Service duration
  • {{quote.event_address}} - Event location
  • “Professional service for {{quote.guest_count}} guests”
  • “{{quote.staff_count}} experienced staff members”
  • “All equipment and supplies included”
  • “[View our safety protocols](https://yoursite.com/safety)”

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⭐ Reviews & Testimonials

Social proof is crucial for building trust with potential customers.
Reviews and Testimonials configuration interface
  1. In the Reviews & Testimonials section, toggle “Reviews” on
  2. Set your average star rating (e.g., 4.8)
  3. Enter your total review count (e.g., 1,348)
  1. Click “Add testimonial” 2. Enter the customer quote and name 3. Drag to reorder testimonials 4. Add 3-5 compelling testimonials for best results
  • Use specific, detailed testimonials that mention results
  • Include the customer’s first name and last initial
  • Rotate testimonials periodically to keep them current

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💰 Add-ons (optional)

Add-ons are your opportunity to increase average order value while providing valuable options to customers.
Add-ons configuration interface
  1. In the Add-ons section, you’ll see all your created add-ons
  2. Toggle add-ons on/off to control visibility
  3. Click the edit icon to update add-on details
In the form builder, drag and drop add-ons to change their display order. The order you set here affects how add-ons appear to customers on their quote page. Put your most popular or highest-value add-ons first to maximize visibility.
For per-unit add-ons, customers can adjust quantities directly on the quote page:
  • Use the + and - buttons to increase or decrease quantities
  • Quantity limits (if set in your add-on configuration) are automatically enforced
  • Pricing updates in real-time as customers adjust quantities
  • Works seamlessly on both desktop and mobile devices
  • Use clear, benefit-focused names - Include appetizing photos - Price strategically (not too high to deter, not too low to devalue) - Limit to 4-8 options to avoid overwhelming customers
When creating or editing add-ons, you can set pricing that automatically adjusts based on:
  • Number of guests
  • Service duration
  • Number of days
  • Number of resources/staff

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📅 Service Days Management

Quote View V2 supports multi-day events through service days. Each service day can have its own date and time.
  • Add multiple service days to a single quote
  • Each service day can have different dates and times
  • Perfect for wedding weekends, corporate events, and festivals
  • When booked, each service day becomes a separate event
  • Set different start and end times for each day
  • Handle timezone conversions automatically
  • Support for overnight events and multi-day setups
  • Real-time availability checking for each service day
  • Edit service days directly in the quote editor
  • Add new days with one click
  • Remove days as needed (minimum one day required)
  • All changes sync automatically with your booking system
Service days are managed in the quote editor, not the V2 template editor. Each service day displays its specific date and time on the customer-facing quote page.

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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
Mobile preview mode in the Quote V2 editor
Toggle between modes using the preview selector to test both experiences.

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Best Practices for Maximum Conversions

A fully configured quote page builds more trust than one with missing elements.
Professional photos are worth the investment - they directly impact booking rates.
Update testimonials, images, and service details regularly to maintain relevance.
Monitor which add-ons get selected most and optimize your offerings accordingly.
The real-time availability indicator creates natural urgency - ensure your availability settings are accurate.

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Frequently Asked Questions

Yes, simply toggle off Quote View V2 in your Quote Settings at any time.
No, only new quotes sent after enabling V2 will use the new template.
Yes, the template editor shows a real-time preview of your quote page as you make changes.
No, your existing add-ons work seamlessly with V2 - just choose which ones to display.
Absolutely! V2 is fully responsive and optimized for mobile booking.

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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.
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