Add a website 'Request an Estimate' form

Embed a branded intake form on your website to capture leads as draft estimates.

Let visitors on your own website request an estimate. Submissions create or find a customer and open a draft estimate for your team to price.

  1. 1Open Estimates and click Website Form.
  2. 2Enable the form and customize fields, branding, and the thank-you message.
  3. 3Copy the shareable link or paste the iframe embed code into your website.

New submissions appear in your Estimates list with a 'Website Request' badge.

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Build and send an estimate

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