eQuote Form

The eQuote form is a great substitute for traditional contact forms.

 

If you want to see a DEMO on how this form works click here  https://osmoscloud.com/equoteform#osmosinquiry

 

In this video, we explain how the eQuote works

                    

Here we explain how to setup you eQuote form on your business website.

 

Go to Biz Setup -> Biz Profile -> eQuote

 

Some of the options you have on the eQuote are:

 

Activate form: This option allows you activate and deactivate the form from your website.  

 

Show prices: This option allows you to display the price of the item and calculate the total price base on quantity.

 

Automatic quote submission: If you want quotes to be sent automatically when the customer clicks on the submit button at the end of the form, then this option is very useful.

                                                                        

Show images: If you want the eQuote to look like an e-commerce, select the option show images. Clients will be able to see photos of the products or services.


Avoid duplicates with the email: If you have clients that are recurring or if you simply want to avoid duplicates, select this option. The way it works is very simple. When entering the email on the form, Osmos checks if that email is already registered. If the email is already registered the customer only need to select products or services to be quoted. If client is not registered, he will be asked for contact details. 


Delivery options: If your business charges for delivery or shipping, the transportation costs can be automatically calculated based on the client location.

 

Check for availability: Osmos can check for service availability based on dates and times provided on the eQuote. 

eQuote categories: Select the categories of items you want to display in the eQuote form. Only the ones you select will be visible within the eQuote.

 

Additional fields: You can display additional fields on the eQuote form as optional information. The information already required by Osmos is Name, Last Name, Telephone and Email.





The fields with the description Date 1, Date 2, Time 1 and Time 2 can be modified and customized in Setup -> Date and Time description.

 

Section title: In here you will customize the titles of the different eQuote sections.

 

Thank you Page: When a client clicks send; they are redirected to a thank-you page. This page usually confirms that the quote was sent and that you will be in contact. You can place your own Thank you page URL here or leave it empty if you don't have a thank you page.


Notes: In the note section you can display a message within your form.

 

Questionnaire: You can create a questionnaire to be displayed on the eQuote.

 

eQuote code: In the last part you will find the code that needs to be pasted into your page. You have 2 options; you can display the code as a pop-up window or within a page. Paste the code that corresponds to the option you want.

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