Business workflow
Service configurator
Explore options and a changing sample estimate before requesting a quote.
The problem
Customers are unsure which service options they need or what affects the price.
Try this
Change the service, project size, and optional extras. See the sample estimate update, then send those choices into a quote request.
How it helps
Help customers understand their options before your first conversation.
Build around your business
Discuss a service configurator.
Help customers understand their options before your first conversation.
Could connect to: Product catalogs, quote requests, inventory, deposits, and ordering.