← All documentation
Features
Pro+Quote Widget
Configure, embed, and maintain the website quote form that creates CRM leads.
Want the marketing overview? Read about Quote Widget on Features →
For a product overview, see /features/quote-widget. This guide covers getting the widget live on your site.
Before you start
- Requires Pro, Agency, or an active trial on those plans.
- Products must be configured with at least one item marked Show on widget.
Set up
- Go to Settings → Widgets → Quote widget.
- Choose which products and business types visitors can select.
- Open Settings → Widgets → Appearance to set colors and branding shared across widgets.
- Use the inline preview to test pricing before going live.
- Copy the embed script and paste it before </body> on the pages where you want the form.
After submissions
- Each submission creates a customer and estimate in your dashboard.
- Enable speed-to-lead under Settings → Follow-up to auto-reply and alert your team.
- Optional: enable post-quote scheduling so visitors book a slot immediately (Auto Scheduler).
If the widget shows no services, check that products exist and Show on widget is enabled for at least one item.