Create a “Quote Builder”

A quote builder allows you to present product options without requiring immediate payment. Here’s how to set one up using the form builder.

1. Create Products:

• Go to Payments > Products and create all the products you want to include.
  
• Refer to the product setup documentation for step-by-step instructions.

2. Add a Purchase Element to the Form:

• Drag the Purchase Element onto your form canvas.

3. Change the Purchase Mode to Quote:

• In the top left of the form settings, click the “Sell Products” dropdown.
  
• Change the option to “Give Quote”.
  

4. Add All Products to the Form:

• Use the product dropdown to add all relevant products, including available options and variations.

5. Add Contact Fields:

• Since the credit card field is removed, manually add:
  
  • First Name
    
  • Last Name
    
  • Email
    
• These fields are essential for follow-up.

6. Optional – Use a Multi-Step Form:

• For better structure, consider using a Multi-Step Form.
  
  • Page 1: Collect contact details.
    
  • Page 2: Show the quote builder (product selection).
    
• This ensures contact info is submitted before quoting.
  

Customers or team members can now select various products and generate a quote without requiring payment on the form.