Demo: Quote Capture Flow

See exactly what happens when a customer submits a quote request — from form to confirmation to owner notification to follow-up templates.

This is a demo. Submissions are stored as demo data only and do not create a real customer order.
Step 1 — Customer

Quote Request Form

This is what your customer sees when they visit your quote-request link.

Step 2 — Customer receives

Instant Confirmation Email

Sent automatically to the customer within seconds of submitting.

Subject: We received your quote request!

Hi [Customer Name],

Thanks for reaching out! We received your quote request:

  Service: [What they asked for]
  Submitted: [Date/Time]

We'll review your request and get back to you within
1 business day. If you need to reach us sooner, just
reply to this email.

— [Your Business Name]
Step 3 — Owner receives

Lead Summary Email

Sent to you (the business owner) with all the details.

Subject: New quote request from [Customer Name]

New lead received:

  Name:    [Customer Name]
  Email:   [Customer Email]
  Phone:   [Customer Phone]
  Service: [What they need]
  Details: [Their message]
  Time:    [Date/Time]

Reply to this email to follow up, or use one of your
follow-up templates.
Step 4 — Stored

Lead Record Saved

Every submission is stored in a database. Export to CSV anytime.

Lead #001 | Jane Smith | jane@example.com
  Service: driveway pressure washing
  Status: new
  Created: 2026-07-09 10:30 AM

Lead #002 | Bob Lee | bob@example.com
  Service: gutter cleaning
  Status: contacted
  Created: 2026-07-09 2:15 PM

Export: /admin/export (CSV download)
Step 5 — Follow-up

Follow-Up Templates

Copy and paste these into your reply. No CRM needed.

Template 1 — First Reply (send within 1 hour)
─────────────────────────────────────
Hi [Name],

Thanks for reaching out! I can help with [service].
Here are a few questions so I can give you an
accurate quote:

1. What's the approximate size of [area/item]?
2. When were you hoping to get this done?
3. Is there anything specific I should know about
   the job?

I'll send you a quote as soon as I have these details.

— [Your Name]
[Your Business]
Template 2 — Second Follow-Up (send next day)
─────────────────────────────────────
Hi [Name],

Just following up on your quote request for [service].
Are you still looking to get this done? I have
availability this week if you'd like to schedule.

Let me know!

— [Your Name]
Template 3 — Review Request (after job is done)
─────────────────────────────────────
Hi [Name],

Hope you were happy with the [service] work! If you
have a minute, a Google review would mean a lot to
my small business:

[Your Google Review Link]

Thanks again for choosing [Your Business]!

— [Your Name]

Want this for your business?

Request Setup — $149