Quote forms are one of five site tools you can create in PSAI and easily add to your website—either as an embedded element on a page, as a floating button, or as an automatic "exit intent" pop-up. No matter the style of quote form you'd like to create, the process is simple.
Follow the instructions below.
Did you know? Although we call them "quote forms," you can use these forms for any kind of call-to-action. Get some recommendations on ways to use PSAI quote forms here.
1. Go to Site Tools
After logging into PSAI, go to Site Tools from the left-hand navigation bar.
2. Click "Create Tool"
In the upper right corner, click the button for "Create Tool."
3. Choose Quote Form
In the pop-up, choose Quote Form and then click the button for Next.
4. Add URLs
On the next screen, you can add any URLs where this quote form will be displayed.
By default, your website URL (connected to your PSAI account) will be pre-populated. However, you can add additional websites as well—for example, if you have a sister site or are using a special domain for a unique campaign.
Please note that if you do not add the URL here, then the quote form will not display on that site—even if you have properly pasted the code.
5. Add Email and Phone for Lead Notifications
On the next screen, you can enter the email addresses and/or phone numbers for anyone who should get notified when a lead submits this quote form. This might be your office manager, a specific sales rep, etc. And don't worry—you can always edit these settings later!
Please note that at least one email address is required.
As you begin to type an email or phone number, PSAI will suggest users based on the contact information you've saved to each user's profile.
6. Add a Name and Complete
On the final screen, type in a name for your quote form and then click Create Tool.
Not sure what to name your new quote form? Try to choose something short and easily identifiable, keeping in mind that this name will appear in your Com Portal as the lead source label.
For example, the lead below entered the Com Portal through a quote form named "Virtual Quote Request (Exit Intent)."
7. Customize Your Quote Form
After you've finished creating your tool, you will be brought to the Settings page. From here, click into the Customize tab to set all of the details of your newly created quote form, including its:
- Display style: embedded, floating, or pop-up
- Button color
- Form fields
- And more!
For more tips and guidance, please continue with our article on customizing quote forms.