What this section includes
- Daily quote capacity and limit handling.
- Quote form fields and recipient email.
- Services, options, and optional estimated pricing.
- Optional dealer routing.
- Customer auto-reply email setup.
- Custom sender-domain setup details for auto-reply emails.
Recommended setup order
- Set your quote inbox in Email and inputs.
- Configure services and options in Set services and pricing.
- Configure dealer routing in Set dealer network (if needed).
- Configure customer emails in Set up quoting automation.
- If needed, prepare sender-domain setup in Custom email domain setup information.
- Track quote usage in Manage daily quote limit.
Quote email flow at a glance
After a successful quote submission:- Your team inbox receives the quote.
- The selected dealer can also receive the quote (if dealer routing is enabled).
- The visitor can receive an automatic confirmation email (if auto-reply is enabled).
Some quoting controls depend on your plan and feature access.
Pages in this section
Manage daily quote limit
Track your daily quote usage and avoid missed leads.
Email and inputs
Configure quote inbox, visible inputs, and custom message.
Set services and pricing
Manage services, options, and optional estimated pricing.
Set dealer network
Route requests to the right branch or partner inbox.
Set up quoting automation
Send automatic customer confirmation emails with dynamic content.
Custom email domain setup information
Prepare sender-domain details for custom auto-reply delivery setup.