Welcome to the guide on using our new quoting tool!
This tool allows you to easily provide cost estimates to clients or agents via email and then easily resume the booking process without losing the work you put in.
Let's dive into how to use this feature.
For a full guide, take a look at our feature walkthrough! 👀
Getting Ready to Send a Quote
First, make sure your settings and quote email template are set up according to your preferences.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Settings"
Click "Quotes/Estimates"
Enable "Save quotes as draft inspections" by checking the box to the left
We have a setting that automatically saves quotes as Draft Inspections after they are sent out. Draft inspections are in-progress bookings that have not been completed but can be resumed without losing previously entered information.
If this setting is on, sent quotes can be found in the Draft Inspections widget on your dashboard.
❇️ Pro-tip: If you are an Advanced user you will have to add this widget manually using the + in the top right corner.
Editing the Template for your Quote Emails
You can easily edit the default template for your quote emails to make it more personalized for your business needs.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Settings"
Click "Quotes/Estimates"
Click "Edit Template"
You can edit the subject line for your quote email template
You can also edit the body of the email template
You can also utilize the orange placeholders to the right
Click "Save Template" when you're done editing
Here is what a quote with the default template looks like:
❇️ Note: The only placeholders that will work with the quote tool are the ones listed to the right of the email template:
Creating and Sending a Quote
Once your template is all ready to go, you can start sending quotes! Follow along with the steps below to see how to create and send a quote.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "+New Quote" in the Today box
Enter the home information
Or you can click "Address Search" to search for the home information
Select a service in the dropdown menu
Enter the recipient's name and email
Select the recipient's role in the dropdown menu (Buyer, Agent, or someone else)
Click "Save Quote"
The quote will be emailed to the recipient and it will be saved to your Draft Inspections
Important Tips
The quote form defaults to the address form vs the address search, allowing you to enter only necessary parts of the address such as the square footage and age of the home if desired. The full address is not required to send a quote.
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The only components on this form are ones that directly affect the price. Property details, services, add-ons, discount codes, and custom scheduling fields can all be edited to give the most accurate quote, but none of these fields are required to be filled in.
Once the quote is saved, it will be sent as an email from your company email under Settings > Profile and will be saved as a draft inspection (if that is enabled).
While some modifiers do work with the quote tool (like square footage), the "miles away from inspector's home address" modifier does not work. This is because you cannot assign an inspector to a quote.
🔴 Note: 🔴
Unfortunately, we cannot guarantee that the automatic square footage or year built will be the same as the online listing for a home.
There isn't currently a database that offers the square footage of homes without any margin for error. Some include the basement sqft, some don't have the most recent additions to the house, etc.!
You can always edit the square footage or pricing after the inspection is created, or turn off the square footage auto-calculation entirely.
This can be done in Settings > Scheduling Options > Uncheck the Enable Sqft/Age of Home Data. By turning off the automatic square footage and age of the home, your client or agent will need to fill in that field using the listing information.
Frequently Asked Questions
How do I see if the quote was sent to the client/agent?
Unfortunately, the way quote emails are sent is different than the usual automated emails, so it won't show in your sent email queue. Once the quote has been sent though, the system will automatically save that quote as a draft inspection.
How do I resend a quote?
There is not currently a way to resend a quote, unfortunately. You will need to create a new quote.
Can I send a quote to more than one person? I want to send it to the client and their agent.
Right now, each quote can only be sent to one person.
How long are quotes saved?
Quotes are currently saved for 7 days. If you are not seeing a quote in the "Draft Inspections" widget, it was mostly likely created more than 7 days ago, so it will no longer be listed in the widget.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
