Quote Requests 💬

Receive and manage quote requests directly from your freelancer page. Perfect for service-based businesses, consultants, and freelancers who want to engage with potential customers before creating formal invoices or proposals.

Freelancer Feature: Quote Requests are available on all plans, including the Freelancer plan. Enable the quote button on your freelancer page to start receiving inquiries from potential customers.

🎯 What Are Quote Requests?

Quote Requests allow visitors to your freelancer page to easily contact you about services, projects, or custom work. Instead of forcing every visitor into a payment flow, you can give them an option to request a custom quote first.

💼 For Freelancers

Perfect For:

Custom project inquiries
Service consultations
Pricing questions
Project scope discussions
Client qualification

🎨 For Agencies

Great For:

Custom design requests
Consultation bookings
Package customization
Bulk order inquiries
Partnership opportunities

🚀 Setting Up Quote Requests

Enable Quote Button on Your Freelancer Page

Navigate to Payment Page Settings

Go to Settings → Payment Page in your PayRequest dashboard

Select Freelancer Page Type

Choose Freelancer as your page type to enable the freelancer showcase layout

Enable Quote Button

Scroll to the Services & Products section and toggle “Enable Request Quote button”

Save Your Settings

Click Save to apply your changes. The quote button will now appear on your freelancer page

Design Tip: The quote button appears below your products/services showcase, making it easy for visitors to request custom quotes without being forced into immediate purchases.

📝 How Quote Requests Work

Customer Experience

When a visitor clicks “Request Custom Quote” on your freelancer page:

Modal Opens

A clean, professional form appears as a modal overlay without leaving the page

Customer Fills Form

Required Fields:

Full name
Email address
Message describing what they need

Submit Request

Customer clicks “Send Request” - the button shows “Sending…” while processing

Success Confirmation

A green success callout appears: “Quote request sent! We’ll get back to you as soon as possible”

Clean URLs: The quote form uses AJAX submission, so the URL stays clean without any query parameters. This provides a professional user experience.

Your Experience

When a customer submits a quote request:

📧 Email Notification

Instant Alert:

Email sent to your business email
Customer’s name and email
Full message content
Reply-to set to customer’s email

📊 Dashboard Record

Request Logged:

Saved in Support Requests
Type: Quote Request
Status: Open
Customer profile created/linked

💼 Managing Quote Requests

Viewing Requests

Access Support Requests

Click Support Requests in your sidebar under Store Management

Filter by Type

Use the type filter to show only “Quote Request” entries

View Request Details

Click on any request to see the full conversation and customer information

Respond to Customer

Reply directly from the request detail page or use the customer’s email from the notification

Request Information

Each quote request includes:

Show 📋 Customer Information

Automatically Captured:

Customer name
Email address (verified format)
Request message
Submission timestamp
Source: “Freelancer Page”

Customer Profile:

Automatically creates customer record if new
Links to existing customer if email matches
Maintains full customer history
Enables future quote tracking

Show 🏷️ Request Details

System Information:

Type: Quote Request
Status: Open (by default)
Priority: Medium
Subject: “Quote Request from [Customer Name]”
Metadata: Source tracking, customer details

Management Options:

Change status (Open → In Review → Resolved/Rejected)
Assign to team member
Add internal notes
Link to created invoices or products

🎨 Customizing the Quote Experience

Form Customization

✏️ What You Can Customize

Current Options:

Enable/disable quote button
Position with other services
Shown only on freelancer pages
Auto-translated to user’s language

🔮 Coming Soon

Future Enhancements:

Custom field configuration
Required vs optional fields
Custom form labels
Automated responses

Branding Integration

Automatic Branding: The quote form automatically uses your business branding:

Your business name in email subjects
Reply-to email set to customer for easy responses
Professional email templates
Consistent with your freelancer page design

📊 Quote Request Workflow

Typical Workflow

Initial Contact
Follow-Up
Conversion

Step 1: Customer Inquiry

Customer visits your freelancer page
Browses your services/products
Clicks “Request Custom Quote”
Fills out the form with their needs
Receives immediate confirmation

Your Action:

Receive email notification
View request in dashboard
Review customer needs

💡 Best Practices

Response Time

⚡ Speed Matters

Quick Response Tips:

Aim to respond within 2-4 hours
Set up email notifications on mobile
Use templates for common quotes
Acknowledge receipt immediately

📱 Stay Connected

Mobile Workflow:

Email notifications work on mobile
Access dashboard from phone
Respond to simple quotes on-the-go
Save complex quotes for desktop

Professional Communication

Show ✉️ Email Response Template

Example Response:

Hi [Customer Name],

Thank you for your quote request! I received your inquiry about [briefly mention their need].

I'd be happy to help you with [service/project]. Based on what you've shared, here's what I can offer:

[Your quote details, pricing, timeline]

I'm available for a quick call to discuss this further if you'd like. Feel free to reply to this email or schedule a time that works for you.

Looking forward to working together!

Best regards,
[Your Name]
[Your Business]

Key Elements:

Acknowledge their specific request
Show enthusiasm and professionalism
Provide clear next steps
Make it easy to continue the conversation

Show 🎯 Quote Request Organization

Staying Organized:

Triage Requests
- Urgent vs standard timeline
- High vs low priority
- Qualified vs needs more info
Response Categories
- Standard quotes (templated)
- Custom quotes (needs research)
- Out of scope (polite decline)
- Needs clarification (follow-up questions)
Follow-Up System
- Set reminders for pending quotes
- Track quote acceptance rate
- Note reasons for declined quotes
- Learn from successful conversions

🔔 Notifications and Alerts

Email Notifications

Instant Alerts: You receive an email immediately when a quote request is submitted. The email includes all customer information and their message, with reply-to set to the customer’s email for easy responses.

Email Contents:

Subject: “New Quote Request from [Customer Name]”
Customer’s name and email (clickable mailto link)
Full message text
Business name for context
Timestamp of submission

Dashboard Alerts

Quick Access: Support Requests appear in your sidebar. Click to see all pending quote requests and respond to customers directly from the dashboard.

📈 Tracking and Analytics

Conversion Tracking

📊 Request Volume

Track:

Total quote requests
Requests per month
Peak request times
Trend analysis

✅ Conversion Rate

Monitor:

Quotes sent vs received
Accepted quotes
Revenue from quotes
Win rate improvement

⏱️ Response Time

Measure:

Average response time
Resolution time
Customer satisfaction
Follow-up effectiveness

Success Metrics

Show 🎯 Key Performance Indicators

Important Metrics to Track:

Quote Request Volume
- How many requests per week/month
- Seasonal trends and patterns
- Traffic source analysis
Response Metrics
- Average time to first response
- Average time to quote delivery
- Follow-up response times
Conversion Metrics
- Quote-to-customer conversion rate
- Average quote value
- Conversion by request type
- Revenue attributed to quote requests
Customer Metrics
- New vs returning customer requests
- Customer satisfaction scores
- Referral rate from quote customers

🛠️ Troubleshooting

Common Issues

Quote button not appearing on my page

Solutions:

Verify page type is set to “Freelancer”
Check that “Enable Request Quote button” is toggled ON
Clear your browser cache and refresh
Ensure you’ve saved your payment page settings

Not receiving email notifications

Check:

Verify your email address in business settings
Check spam/junk folder
Ensure email notifications are enabled
Contact support if issue persists

Customer says they can't submit the form

Verify:

All required fields are filled
Email address is valid format
Internet connection is stable
No browser extensions blocking the form
Try different browser if issue persists

Quote requests not showing in dashboard

Check:

Navigate to Support Requests (not just Requests)
Clear any active filters
Refresh the page
Verify request type is “Quote Request”

🎓 Use Cases and Examples

Freelance Consultant

Show 💼 Consulting Services

Scenario: Marketing consultant offering strategy sessionsSetup:

Freelancer page showcasing 3 service packages
Quote button enabled for custom projects
Products: SEO Audit ( $500), Content Strategy ($ 800), Full Package ($2,000)

Customer Journey:

Client views packages but needs custom combination
Clicks “Request Custom Quote”
Describes needs: “SEO audit + 3 months content strategy”
Consultant responds with custom quote in 2 hours
Customer approves, invoice created, project starts

Result: Flexible pricing without cluttering product catalog

Freelance Designer

Show 🎨 Design Services

Scenario: Graphic designer with productized servicesSetup:

Freelancer page with logo design ( $500), brand identity ($ 1,500)
Quote button for custom requests
Clear portfolios and service descriptions

Customer Journey:

Startup founder needs custom brand package
Reviews standard offerings but needs modifications
Requests quote with specific requirements
Designer provides tiered options
Customer selects mid-tier, pays deposit via invoice

Result: Captures customers with unique needs beyond standard packages

Agency Services

Show 🏢 Agency Model

Scenario: Web development agency with starting packagesSetup:

Freelancer page showing 3 website tiers ( $3K,$ 8K, $15K)
Quote button for enterprise clients
Products serve as conversation starters

Customer Journey:

Enterprise client needs custom solution
Standard packages don’t quite fit
Requests quote with detailed requirements
Agency schedules discovery call
Custom proposal sent, project negotiated

Result: Professional first impression while enabling high-value custom deals

🔐 Privacy and Security

Data Protection

🛡️ Customer Data

Security Measures:

Encrypted data transmission
Secure storage in database
GDPR compliant
Customer data protected

🔒 Access Control

Who Can View:

Business owner (you)
Assigned team members
Dashboard users with permissions
Customer can’t see your notes

Spam Prevention

Built-in Protection: Quote forms include basic spam prevention through required field validation and rate limiting. If you experience spam issues, contact support for additional protection options.

🎓 Next Steps

Payment Page Setup

Learn how to set up your freelancer page with products and services

Customer Profiles

Manage customer relationships created from quote requests

Creating Invoices

Convert quote requests into invoices for approved quotes

Email Automations

Set up automated follow-ups for quote requests

Pro Tip: Respond to quote requests within 4 hours for the best conversion rates. Quick, professional responses show customers you value their business and increase the likelihood of winning the project.

Important: Quote requests are not automatically converted to invoices. You must manually create invoices for approved quotes. This gives you full control over pricing, terms, and project acceptance.

🚀 Getting Started

🔌 API Reference

🤖 MCP Integration

💳 Payment Processing

📦 Products & Pricing

🔄 Subscriptions

📋 Debt Collection

📄 Invoices

🛍️ Shop & Checkout

👥 Customer Management

🏷️ Organization & Automation

📊 Analytics & Reporting

🏢 Business Settings

🔗 Integrations

🔒 Security & Compliance

🔧 Advanced Features

📝 Updates & Changes

🆘 Troubleshooting

​Quote Requests 💬

​🎯 What Are Quote Requests?

💼 For Freelancers

🎨 For Agencies

​🚀 Setting Up Quote Requests

​Enable Quote Button on Your Freelancer Page

​📝 How Quote Requests Work

​Customer Experience

​Your Experience

📧 Email Notification

📊 Dashboard Record

​💼 Managing Quote Requests

​Viewing Requests

​Request Information

​🎨 Customizing the Quote Experience

​Form Customization

✏️ What You Can Customize

🔮 Coming Soon

​Branding Integration

​📊 Quote Request Workflow

​Typical Workflow

​💡 Best Practices

​Response Time

⚡ Speed Matters

📱 Stay Connected

​Professional Communication

​🔔 Notifications and Alerts

​Email Notifications

​Dashboard Alerts

​📈 Tracking and Analytics

​Conversion Tracking

📊 Request Volume

✅ Conversion Rate

⏱️ Response Time

​Success Metrics

​🛠️ Troubleshooting

​Common Issues

​🎓 Use Cases and Examples

​Freelance Consultant

​Freelance Designer

​Agency Services

​🔐 Privacy and Security

​Data Protection

🛡️ Customer Data

🔒 Access Control

​Spam Prevention

​🎓 Next Steps

Payment Page Setup

Customer Profiles

Creating Invoices

Email Automations

Quote Requests 💬

🎯 What Are Quote Requests?

🚀 Setting Up Quote Requests

Enable Quote Button on Your Freelancer Page

📝 How Quote Requests Work

Customer Experience

Your Experience

💼 Managing Quote Requests

Viewing Requests

Request Information

🎨 Customizing the Quote Experience

Form Customization

Branding Integration

📊 Quote Request Workflow

Typical Workflow

💡 Best Practices

Response Time

Professional Communication

🔔 Notifications and Alerts

Email Notifications

Dashboard Alerts

📈 Tracking and Analytics

Conversion Tracking

Success Metrics

🛠️ Troubleshooting

Common Issues

🎓 Use Cases and Examples

Freelance Consultant

Freelance Designer

Agency Services

🔐 Privacy and Security

Data Protection

Spam Prevention

🎓 Next Steps