Manage the Quote Request Form

Owned by Oksana Vishchuk
Last updated: Jan 08, 2024
4 min read

Overview

The Quote Request Form (QRF) allows sending a request for a quote without accessing the Client Portal. It's a great tool for new and potential clients, but it will also accept requests from your established clients. You can paste a link to the Quote Request Form on your business website so that new clients can immediately start the cooperation.

Although it is theoretically possible to embed Quote Request Form as an iframe, we strongly advise against it as it raises security problems (for more details, see http://stackoverflow.com/questions/7289139/why-are-iframes-considered-dangerous-and-a-security-risk).

We recommend using QRF as a separate site and putting the link on your company website instead.

QRF is connected directly to your XTRF instance, so even without access to the Client Portal, your clients can select proper services and specializations and get an instant preliminary cost calculation after uploading a source file or entering the text directly into the QRF.

All the orders from the QRF will be transformed into the new Home Portal quotes, and appropriate notifications will be sent automatically.

Quotes created from the Quote Request Form will be displayed in the Quotes module without a name until a reviewer provides a name on the quote's page.

For each client that requests a quote through the QRF for the first time, a new client profile with Potential status will be created using the data provided in the request.

Default Quote Request Form consists of the following elements and fields:

Mandatory:

  • Service selection

  • Specialization selection

  • Languages selection

  • E-mail

  • Full Name

  • Phone Number

  • How Did You Find Us? selection

Optional:

  • File (Upload a file / Enter plain text)

  • First Project checkbox

  • Special request

  • Target as native checkbox

  • Note field

  • Company Name

The services and specializations available in the QRF are the same as those selected for the Client Portal in the Configuration menu > Portals > Client Portal.

 

Configure the Quest Request Form

To configure your QRF, go to the Configuration menu > Portals > Quote Request Form and click the Edit button.

Here you can:

  • Decide which XTRF Home Portal user will be the default Reviewer of all quotes from the QRF. This person will receive a notification for each quote request.

  • Select the Client Price List and Calculation Unit that will be used to calculate the estimated cost for clients.

  • (Optional) Upload your Terms & Conditions file. The following disclaimer will be displayed with a link to the file: When you click "Request a Quote" below it means that you electronically agree to our Terms and Conditions.

  • Shape the looks of the form in the CSS Styles field.

  • Preview the QRF by clicking the Form Preview link.

Add a custom field to the Quote Request Form

To add a custom field to the QRF, go to the Configuration menu > General Configuration > Custom Fields and Columns > Custom Fields tab and add a new custom field. Select the Quote scope and check the Available for Quote Request Form box. To learn more about custom fields, see the article.

Get a link for the Quote Request Form

To add the QRF to your site, perform the following steps:

  1. Go to the Configuration menu > Portals > Quote Request Form.

  2. In the Form Preview section, right-click the Open Quote Request Form link.

     

  3. Select the Copy link address option.

  4. Place the link on your site.