Give buyers an answer before they enquire_

Quote builder software

Let visitors choose a service, enter their requirements, and see an detailed estimate. Apply your pricing rules and collect the details your team needs to review the quote.

From requirements to an estimate_

An online quote builder for your pricing rules

An online quote builder is software that adds an instant quoting tool to your website.

ConvertSite helps you build interactive landing pages and sites that ask questions, apply your rules, and give visitors a useful answer. Add an instant quoting tool to your existing website or create a page around the quote experience.

Your prices, service options, and next step

Set how quantities, packages, add-ons, and minimum charges affect the result. Show a fixed price or an estimated range where appropriate, explain what is included, and let visitors request a review when their requirements need a closer look.

Give buyers an instant estimate

Ask the questions that affect the price and show a result based on the visitor's answers. Explain the scope and assumptions so buyers can understand the estimate before making an enquiry.

Keep control of your pricing rules

Set the rates, options, and conditions behind each estimate. Review the rules when your prices or services change, and check sample results before publishing an update.

Receive quote requests with context

Collect service choices, requirements, and the displayed estimate with the enquiry. Your team can review the requested work and follow up with the relevant details.

Your rates and business rules_

Apply your own pricing logic

Connect quantities, package choices, and optional extras to your pricing formulas. Use conditional rules to show relevant questions, apply minimum charges, or identify requests that need review.

Decide which combinations you can price automatically. Explain what happens when a visitor selects an unsupported option or needs a service outside your usual scope.

A result buyers can understand_

Show an itemised estimate

Display the main estimate alongside a breakdown of the selected services and extras. State whether tax, delivery, travel, or other charges are included.

When the final price needs confirmation, label the result as an estimate and explain what your team still needs to check. Give the visitor a next step that matches the result.

From estimate to enquiry_

Keep the quote request connected

Let visitors request a quote or review after exploring their options. Ask for the contact details and project information needed for that next step.

Configure the handoff so the request includes the relevant answers and estimate. Apply explicit fit criteria, such as service area or minimum order, when qualification is part of your flow.

Build around your quoting process_

Quoting Software Features

Choose the inputs, calculation rules, and next step your quote flow needs. Review the required plan and connections before enabling email delivery, integrations, or payments.

Inputs that shape the quote

Use clear questions for quantities, service options, packages, and requirements. Ask only for the information needed to calculate the estimate or prepare the next step.

Formulas and conditional logic

Apply your rates, add-ons, minimum charges, and discount rules. Show relevant questions and messages as visitors make selections, then check that each path produces the expected result.

Optional payment step

If your flow takes a deposit or payment, configure the supported payment connection and test checkout before accepting real transactions. A quote-only flow can end with a request for review instead.

Handoff to email or CRM

Choose a supported handoff for quote requests, such as a submission email or CRM connection. Check the plan requirements and test that the destination receives the details your team needs.

Build with AI or edit directly

Describe your quote flow to ConvertSite's AI assistant, or connect Claude or Codex to build and revise it in ConvertSite. Review the generated formulas and results, then keep the questions and pricing rules editable as your business changes.

Publish or embed

Build a standalone quote page or add the tool to an existing website that supports the required embed. Check the layout, calculation, and next step in the published page on desktop and mobile.

Flexible, versatile & powerful_