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Get Quote wizard

A multi-step quote estimator with live pricing, PDF proposals, a client portal and e-signature.

On this page
  1. Form mode and preset
  2. Wizard options
  3. Quotes in the admin
  4. Client portal
  5. WooCommerce

Get Quote collects a project brief and shows an estimate range. Place it with the Elementor widget, the block, the Divi module or [rawnaq_get_quote].

Form mode and preset

  • Form Mode: Multi-Step Wizard (five steps: project discovery, scope and size, budget and timeline, contact and reference upload, review and summary) or Single-Step Classic (a quick lead form).
  • Industry / Niche Preset sets services, units, tier packages and add-ons for you: Architecture and Interior Design, Turnkey Project and Site Consultation, Web and Software Studio, Digital Marketing and SEO, Home Services and Cleaning, Event and Wedding Production, or Custom (blank).

Wizard options

  • Quality finish packages in three tiers, room-by-room breakdown, a live cost estimator card and a consultation or site visit scheduler.
  • Gated estimate mode: ask for contact details before showing the estimate.
  • Branded PDF quotation download and a CRM webhook URL.
  • Currency symbol and position, area unit, budget slider minimum, maximum and step, and an optional currency dropdown.
  • Every service, label, placeholder, budget range and option is editable.

Quotes in the admin

Each request is saved as an entry. Under it you also get Analytics & Reports and Documentation & Help pages.

Client portal

A client can open their own quotation page, review it and sign it. A signed quote is marked won.

WooCommerce

When WooCommerce is active, Rawnaq Pro can add a Request a Quote action that opens the Get Quote form.

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