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Quoting_

Change your quote calculator's prices and check every result

Follow one rate change through the calculation, fixed packages, customer emails, and earlier quotes. Know what should change before you edit.
Pira Seligman

Pira Seligman

Head of Growth •
What Is a Conversion-First Website?
A worked pricing update follows an illustrative cleaning rate from €30 to €33 per cleaner-hour. It tests a standard job, an extra, a minimum charge, and an unchanged fixed package, then checks customer messages and earlier quote links. ConvertSite keeps the setup editable; the business defines which prices should change and verifies the complete request.
What you'll learn
  • How to define a price change and its expected results
  • How to test minimum charges, extras, and unchanged packages
  • How to check follow-up messages and handle earlier quotes

You change your cleaning rate from €30 to €33 per cleaner-hour. A three-hour job should move from €90 to €99. But a fixed package and an old follow-up email may still show their previous prices.

Here is how to check one change from the pricing rule through to the customer's message. The figures below are illustrative, not recommended rates or customer results.

Define exactly what is changing

For this example, the hourly service uses a €75 minimum. An oven-cleaning extra stays at €15. A separate fixed package stays at €120 because the business has decided to hold that price.

Find where each value lives. Check the calculation, package descriptions, result page, and any email or PDF you send. A price typed into a sentence may need changing separately.

ConvertSite lets you edit the setup. Organising those values clearly makes the next update easier. The quote calculator use case shows how pricing rules can fit into the customer journey.

Write the expected results before editing

Use the same customer answers before and after the change:

  • Three cleaner-hours: €90 becomes €99.
  • Three cleaner-hours plus the oven extra: €105 becomes €114.
  • Two cleaner-hours: the €75 minimum still applies.
  • The fixed package: €120 stays €120.

These checks answer different questions. The first checks the rate. The second checks an extra. The third catches a broken minimum. The last confirms that the rate increase has not changed an unrelated package.

Holding a package at €120 also changes its relationship to your hourly price. Check whether that still makes sense for the work included.

Follow the new price into the message

Enter the three-hour job with the oven extra and submit a test request. The result should show €114. Check that the customer email and team notification describe the same services and amount. Check the PDF too, if your setup sends one.

If a message still says €105, find whether it uses an old value or separately typed text. Where possible, have the calculation and message use the same result. Test again after the correction.

For more complex rules, the dynamic pricing guide covers the broader setup.

Keep earlier quotes understandable

An update to the live calculator does not automatically decide what happens to a quote already sent.

Record when the new rate takes effect and how your team will handle earlier offers. Test any saved quote link before sending it again. It may preserve the earlier result or calculate with current rates, depending on the setup.

Keep the previous rate and these test cases in your change record. Ask a colleague to submit one request before relying on the update.

If nobody can explain which prices a change affects, bring that example to the concierge team. Agree the scope of help needed to make the rules understandable and maintainable.

FAQ

Frequently asked questions answered

Published: , by Emma Francey
Your website should be your hardest-working employee_

Founders using ConvertSite have cut quoting costs by 97%. Doubled bookings. Taken their first real vacations.

“We

were

spending

3-7

days

to

price

and

quote

a

project.

With

our

lead

funnel,

it's

completely

automated.”

Stephan Knight, Director, JSJ Smart Homes

Stephan Knight

Director, JSJ Smart Homes

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