Quotes
Configure default quote settings and presentation options
Overview
Quote settings control how your quotes are presented to clients and set default parameters for quote generation. These settings help maintain consistency in your pricing and presentation while optimizing conversion rates.
Quote Defaults
Expiration Settings
Expiration Settings
Configure quote default expiration. Expired quotes can still be accessed and booked, but clients will see a message that the quote is expired.
Set expiration dates that create urgency while giving clients reasonable time to decide.
Service Area
Service Area
Define service area radius:
- Service radius limits in miles
- Leads that have an address outside of this radius will be warned that there may be additional fees for travel
Quote Presentation
Hero Content
Hero Content
Customize quote appearance:
- Default hero message content
- Default hero image selection
The hero message is an excellent opportunity to showcase your value proposition to decision-makers.
Markdown on Hero Message
Markdown on Hero Message
Format your with Markdown to add style and links. Here are examples of some of our favorites:
Text Styling
Type this: **Bold text**
Get this: Bold text
Type this: *Italic text*
Get this: Italic text
Type this: [Link text](URL)
Get this: Link text
Example in Action
Type this:
Get this: Need to highlight something important? Add a helpful link too!
Keep your clear and engaging with these formatting options. For more advanced syntax, check out the Markdown Guide.
Quote Delivery
Custom Quote Email Body
Custom Quote Email Body
Click Update on Custom quote email body to set a custom text to use as your default for all quote emails you send.
Emoji are welcome! 😃
Want to use a different email body for quote? No problem, just edit it when sending the quote email.
Best Practices
- Keep hero messages concise and impactful
- Add a default hero image to make the quote more engaging
- Leverage markdown formatting and links in your hero message
Next Steps
After configuring quote settings: