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This page controls what your visitors see in the quote form and what information your team receives. Click the Quoting item in the main navigation.

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Step 1: Set where quotes are sent

In the Email to receive quotes section:
  1. Enter the team mailbox that should receive quote requests.
  2. Click the Save button.
  3. Submit one test quote from the live widget and confirm your mailbox receives it.
Use a shared team mailbox when possible, not one personal inbox.

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Step 2: Choose which inputs are visible

In the Visible inputs section, turn each switch on or off based on what you want to collect. The following inputs are always required by default:
  • Name.
  • Email address.
  • Phone.

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Step 3: Set the custom message section

In the Custom message section:
  1. Turn on the Enable custom message switch.
  2. Add your message text.
  3. Click the Save button.
What this section is for:
  • Add short business notes under the form.
  • Add disclaimer text.
  • Add response expectations (for example expected response time).
  • Add special instructions for visitors before they submit.
Where visitors see it:
  • At the bottom of the quote form in the widget.
If Enable custom message is disabled or not available on your plan, the custom message will not appear in the widget.

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Step 4: Configure file upload when needed

The File upload section controls whether visitors can attach files to quote requests. Use it when your team needs supporting files such as ECU reads, photos, logs, or documents before preparing a quote. For full setup, limits, and email behavior, open File upload.
File upload is available on the Pro and MAX plans. If File upload is disabled, check Feature availability by plan.

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Step 5: Verify on your live website

  1. Open a real page where the widget is installed.
  2. Open the quote form.
  3. Confirm only the intended inputs are visible.
  4. If file upload is enabled, attach a small test file and wait until it finishes uploading.
  5. Submit a test quote and confirm your team receives the expected details.

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Important dependencies

  • Registration number and VIN number depend on your plan feature access.
  • Options appear only when you have active options in services setup.
  • Dealer selector appears only after Enable dealers is on and at least one dealer is saved in Manage dealers.
  • File upload appears only when your plan includes file upload and the File upload setting is turned on.
For dealer setup, see Set dealer network. For services and options setup, see Set services and pricing. For file upload setup, see File upload.