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MagizAI

Quote requests

A quote request form customers fill in with photos

MagizAI gives you a quote request form for your website: customers say what they need, attach photos or documents, and add where and when. Your team gets a notice with every answer and can start a quote from the request, with the customer's details filled in. A person on your team writes and sends every quote.

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Start from the ready quote template and change the questions to fit your trade. Need a hand? How free setup works

From the customer's request to your quote

  • Two ready forms to start from

    A home services form asks for the job, a description, photos, the type of property, the address and how soon. A project form asks what is needed, the budget and the timeline.

  • Photos and documents attached

    Add a file question and customers attach up to 5 files to it: pictures, or documents such as PDF, Word and Excel. You choose whether it takes images, documents or both.

  • Files only your team can open

    The notice email lists each file as a link that opens after sign-in, and nothing is sent as an attachment. A file uploaded to a form that was never sent is deleted after 24 hours.

  • Ask only what matters

    Arrange questions in steps and show one only when an earlier answer calls for it, so a roofing job is not asked about plumbing. Text, numbers, dropdowns, choices, tick boxes and a consent box are all there.

  • On your site, a link or a QR code

    Paste one line of code where the form should appear, add a button that opens it, or share its hosted page. The QR code can go on a flyer or a shop window.

  • Your team hears straight away

    Each request sends an email to you and up to 5 more addresses, and an alert in the MagizAI app. The customer gets an email saying the request arrived, with a link to see or cancel it.

  • Requests wait until you answer

    Every request sits in MagizAI under Forms and quotes with its answers and files. You accept it, giving it a date and time if you want, or decline it.

  • Start the quote from the request

    With Quotes turned on, open a new quote from the request and the customer's name, email, phone and language are already filled in. Quotes are off in a workspace until a manager turns them on.

  • Questions answered beside the form

    Link your chatbot and it appears on the form's page, so a customer can ask about your services before sending the request. It answers from your own content.

From a blank page to your first request in four steps

  1. 01

    Pick the quote template

    Choose the home services or the project form. Its steps and questions are ready in English, French and Arabic.

  2. 02

    Make the questions yours

    Rename the job types, add or remove questions, and decide whether photos are asked for.

  3. 03

    Put it in front of customers

    Set the form live, then paste its line of code into your website or share the link.

  4. 04

    Answer with a quote

    Open the request, start a quote from it, and send the price your team has written.

Questions people ask

What does a good quote form ask for?

The home services template asks what the job is, a description, photos, the type of property, the address or ZIP code, how soon it is needed and contact details. Every question can be changed, removed or made optional.

How do I add a quote form to my website?

Create the form in MagizAI, set it live and copy its one line of code from the Share tab. Paste it where the form should appear, or link to the hosted page if your site does not accept custom code.

Can customers attach photos or documents?

Yes. A file question takes up to 5 files: JPG, PNG, GIF and WebP pictures, or PDF, Word, Excel, PowerPoint, text and CSV documents. Clinic forms are the exception and take no files.

Does the form work out a price or send the quote?

No. The form collects the request. Someone on your team writes the quote in MagizAI and sends it, and the customer answers it online.

Where do the requests go?

Into MagizAI, under Forms and quotes, where each one waits with its answers and files until you accept or decline it. You are also told by email and in the app.

Do clinic forms take files or lead to quotes?

No. A form made from a clinic template, or one that shows the health notice, takes no file uploads, and a quote cannot be started from a request that came through it. MagizAI keeps no health records.

How much does it cost?

Request forms and quotes come with MagizAI plans, which start at $10 a month. The number of forms you can run depends on your plan, and there is no free plan.

All guides

Get your next request for a quote with the photos attached

Start from the template, put the form on your site, and answer each request with a quote your team has written.

Add it to your websiteHow free setup works