Quote Request & Lead-Gen Portal

A structured request-a-quote funnel: prospects answer a guided multi-step form, get an instant estimate or a follow-up quote, and every lead lands in a pipeline dashboard for the sales team.

Typically bought by: Home services, contractors, agencies, movers, printers — any business selling quoted work

Standard features — always included

• ✓Multi-step quote form with conditional questions per service
• ✓File/photo upload with requests (e.g. job site photos)
• ✓Instant estimate calculator from configurable pricing rules
• ✓Lead inbox with statuses (new, quoted, won, lost)
• ✓Quote builder that emails a branded PDF quote
• ✓Accept-quote link with optional deposit payment (provider-agnostic)
• ✓Auto-responder and follow-up reminder emails
• ✓Lead source tracking (UTM capture)
• ✓Team assignment and internal notes on leads
• ✓Conversion reporting by service and source
• ✓Spam protection and duplicate detection
• ✓Embeddable form widget for existing website

Popular custom additions

Quoted per feature in the configurator — typically $50–$300 each.

• +Zip-code routing of leads to branches or franchisees
• +CRM sync (HubSpot/Pipedrive) on submission
• +SMS instant alert to sales reps for hot leads
• +Appointment scheduling after quote acceptance
• +Lead scoring rules with priority queue
• +Pay-per-lead reselling to partner businesses

Tech stack

Frontend

Next.js + Tailwind CSS

Backend

Next.js API routes / Node.js

Database

PostgreSQL (Neon)

Integrations

Transactional email (Resend/SendGrid), Payment gateway for deposits (Stripe/PayPal/other), SMS alerts (Twilio/other), Optional CRM connector