Estimate Maker

As a business owner, you can use an estimate form to optimize processes, improve the customer journey, and increase conversions. Those are phenomenal benefits for your business, but an estimate maker can help you in other ways.

Improved lead generation

An estimate form does more than give customers a pricing estimate for a product or service. It gathers information on your customers as well, capturing their details. An estimate maker on your website can be an excellent way to collect email addresses, for instance.

Your business can use this information to follow up with potential customers. Nurturing leads gives you a better chance of converting customers. An estimate maker starts the conversation while the information you gather continues it.

Better business analysis

With an estimate form, you can collect data on customer preferences, behaviors, and needs. Such information is golden when it comes to sales and marketing strategies.

Businesses can analyze this data to identify trends and patterns. Understanding your customers means you can target and engage them more effectively.

Improve pricing structure

Businesses can improve their pricing by using an estimate form. They can collect data on estimates that lead to sales and those that don’t.

An estimate on a product or service that rarely leads to a sale may need to be examined more closely. Customers could feel like the pricing is too high, so they don’t act on the estimate.

Business owners can analyze this data for patterns. They can then improve the pricing structure as they see fit.

More accurate forecasting

Analyzing data from estimate forms can lead to more accurate forecasting for sales and revenue. An estimates maker gives business owners a better idea of what customers want. This can help companies make better decisions in areas like inventory management.

The combination of our Formula and the Show/Hide Logic provides the power behind our estimate form. You can easily create complex estimates with this powerful software.

Formula

The formula is an expression that calculates a value. It has input arguments and returns an output depending on the input. Calculations can be tied to simple inputs, such as the value of a number field, commonly used in estimate forms.

But some formulas need a large dataset as an input. This is the case for more complex estimates. Don’t let that intimidate you, though. Our Datasheets are similar to Excel spreadsheets, with a simplified design. You can create a datasheet from scratch or copy and paste data from an Excel file.

Popular functions in our estimate forms include IF, AND, and OR. These make almost anything possible when creating an estimate maker.

Show/Hide Logic

Our Show/Hide Logic allows you to create interactive estimate forms that adapt to how a customer answers a question. This feature ensures you can integrate accurate estimate forms into your website.

ConvertSite allows you to create an estimate maker with multiple branches. You can show or hide fields based on previous answers.

Our Show/Hide Logic sets us apart from other form builders. Want to build complex estimate forms that are also user-friendly? No problem. Our forms combine the simplicity of Typeforms with the power of Excel.

Choosing a ConvertSite temple is one way to create an estimate form. We have many templates relating to different industries to choose from.

Building one from scratch is another way to create a form. You can also do that through ConvertSite using our powerful software. Consider the following:

• Parameters - this is the first consideration when creating an estimate form from scratch. You must determine the parameters that will be used to calculate the estimate. For instance, a catering company might use the number of people, meals, drinks, and staff as parameters for an estimate.
• Design - this is an important factor when creating an estimate maker. You need to choose the layout and design elements. It’s best to choose a design that complements your website.
• Input - you must input the parameters from step one. These will be used to gather information to calculate the estimate. Inputting the parameters can involve creating calculation formulas, depending on your needs.
• Testing - this is a crucial step when creating an estimate form. You must ensure the form works properly and gives accurate estimates.
• Integration - this step involves integrating the form into your website. Our software allows you to do this in minutes and works with every platform or CMS.

Making your own estimate is simple with our tool:

1. Choose a template that fits your business
2. Add your services and pricing details
3. Set up any variable pricing (like quantity discounts)
4. Customize with your logo and branding
5. Publish it to your website or save it for internal use

Once set up, you can create new estimates in seconds rather than starting from scratch each time.

Yes! Our free starter plan includes everything you need to get started:

• All essential form elements to build professional estimates
• Visual charts and graphs to help clients understand pricing
• Date/time fields for scheduling and delivery estimates
• Table functionality for complex pricing datasets
• Payment processing to collect deposits directly
• Multi-page form capability for detailed estimates
• Conditional logic to show/hide fields based on selections
• Excel-like calculation formulas for accurate pricing
• Secure file upload for client documents and photos

This powerful free plan includes all these features until you reach 100 visits per month - no credit card required and you can cancel anytime.

Producing a professional estimate involves three simple steps:

For clients using your website:

1. They fill out your custom estimate form
2. Your calculator automatically generates pricing
3. They receive an instant estimate

For you creating estimates manually:

1. Enter client details and project specifications
2. Let the system calculate costs based on your formulas
3. Send the polished estimate directly to your client’s email

Both methods save hours compared to traditional spreadsheet-based estimates.