To learn more about FastSpring Interactive Quotes, contact our Sales Team.

Table of Contents

Add Team Members to your Account

There is no limit to the number of members you can add to your Team.

  1. In the Interactive Quotes Site, navigate to Settings > Team.
  2. Click the Invite button in the top, right corner. A popup appears.
  3. Type in the email address of the Team Member you wish to grant access to. They will receive an email asking them to sign in to their new FastSpring Interactive Quotes account.

When the team member accepts the invitation, they will automatically be granted Member privileges. To change this to Admin privileges, see Update Roles below.

Account Permissions

When a team member signs in to their new FastSpring Interactive Quotes account, they will be a Member of Interactive Quotes. You may leave them as a Member or provide them with Admin access.

Admin Privileges:

Member Privileges:

Members cannot update company billing information or remove anyone from the team.

Update Roles

In order to update roles on the team, you must have Admin privileges. You cannot update a team member’s privileges until they have accepted the invitation.

  1. In the Interactive Quotes Site, navigate to Settings > Team.
  2. Next to the relevant user, select the drop-down in the Role field.
  3. Select Admin or Member to grant them applicable permissions.

Update Your Accounts

In FastSpring Interactive Quotes, you have two accounts: your Personal account and the Company account. Members with admin privileges can edit the company fields.

Personal:

  1. At the top, right corner of the Interactive Quotes Site, click the person icon. Select Account Settings.
  2. In the Account Settings page, customize your personal information. Your prospects will see your Account Image and Name at the top, right corner of each quote. Personal information includes:
  3. Click Save in the top, right corner to save your changes.

Company:

Contact the FastSpring Sales Team to upgrade your account.
  1. From the left menu of the Interactive Quotes Site, select Settings > Company. The Company Settings page opens.
  2. In the Branding section, add a company logo, name, and website. It is recommended to zoom in on the logo image so that it appears bigger on the Interactive Quotes. By default, these will appear on your team’s quotes.
    If you have upgraded your FastSpring Interactive Quotes account, you can customize the domain of the URL.
  3. In the Quote Defaults section, add the default color settings, currencies, and Terms of Service for your team’s quotes. These will be set by default, but can be adjusted for each quote.
  4. In the Company Address section, add your company’s address. This will be used for your team’s quotes.
  5. Click Save to save changes.

Clients and Contacts

In the Interactive Quotes App, navigate to Manage > Clients. Here, you can access the contact information of each client and contact you and your sales team have collaborated with. If you use the HubSpot or Salesforce integration, those contacts will be imported as well, however they must be edited in Salesforce or HubSpot.

Add a Client

If there is already a contact from a specific company, you cannot add a new Client. Instead, navigate to the existing Client, then click Add Another Contact. You can also click the pencil icon to edit the current contact information.

  1. In the Clients page, click Create New. A popup appears.
  2. In the popup, fill out the new client’s Company, First Name, Last Name, and Email. The other fields are optional.
  3. Optionally, click Add Another Contact to add additional contacts from this organization. Repeat step 2.
  4. Click Create.

You can also add new contacts during the quote configuration. See Create an Interactive Quote for more information.

Add Billing Information

You can update your billing information at any time.

  1. In the FastSpring Interactive Quotes site, navigate to Settings > Billing.
  2. Click Add Card to input your credit card information.
  3. Click Save.
For more information on FastSpring Interactive Quotes, contact our Sales team.

Drift is a conversational marketing chatbot that you can incorporate into your Quotes. Your prospects can utilize this tool to ask questions live with a representative, or have scripted conversations if representatives are unavailable. You can also utilize this chatbot to schedule appointments with prospects, or generate leads when they are not ready to make a phone call.

After you install Drift in your Interactive Quotes, you can access recorded data from app.drift.com

Integrate a Drift Chatbot into your Quotes

  1. Create an account on Drift.
  2. Customize the appearance of your Drift Chatbot. If this is your first time creating a Drift, skip the verification step by pasting an invalid URL.
  3. Click Verify > Continue to Dashboard.
  4. From the Drift Dashboard, click Settings > App Settings > Drift Widget.
  5. Under Installations, open the JavaScript code. Near the end of that, you will see a code line labeled drift.load. The line inside of that code is your App ID. Copy your App ID.
  6. In the Interactive Quotes site, navigate to Settings > Integrations. On the Drift tile, click Connect.
  7. Paste the App ID in the field.

Now, when you view one of your quotes, you will see the Drift Chatbot at the bottom, right corner of the screen.

Drift will not be visible on small devices with screens narrower than 960px.

When you integrate the FastSpring App with your Interactive Quotes account, prospects can check out and pay via FastSpring immediately after accepting the quote.  All of the details from the quote carry over directly to a FastSpring Popup Storefront, where they can pay using Credit Card, PayPal, Amazon Pay, or Wire Transfer.

  1. In the Interactive Quotes site, navigate to Settings > Integrations
  2. On the FastSpring integration, click Connect. A popup appears.
  3. Enter your FastSpring Site ID. These are the characters that follow BasicStoreSite: in the URL when you access your Dashboard. 
  4. Enter your Storefront URL. To find your Storefront URL, navigate to the popup storefront, and click Place on your Website. The characters following data-storefront=” are your Storefront URL. 
  5. In the FastSpring App, set the selected Storefront to Online
  6. Whitelist the Interactive Quotes domain. 
  7. Disable the shopping cart. To do this, on the Storefront, click Settings > Checkout Settings. Deselect Show Shopping Cart. 
  8. Disable showing products on the completion page of checkout. To do this, navigate to Storefront Settings > Checkout Experience > Completion Page. Deselect Enable products on completion page and Show licenses on completion page.
  9. Set the subscription renewal to Allow, Opt In by navigating to Settings > Checkout > Customer Information
  10. In the FastSpring App, Save your changes. In the Interactive Quotes site, click Connect

You can further customize the FastSpring Checkout Integration by navigating to FastSpring App > Storefronts > Popup Storefronts > B2B Popup.

To learn more about FastSpring Interactive Quotes, contact our Sales Team.

Table of Contents

By creating an Interactive Quote, you can accelerate your B2B and SaaS sales cycle. An Interactive Quote enables the prospect to:

After you send the Interactive Quote to your prospect, you will be notified when the prospect:

By selecting the link in the email notification, or accessing the quote’s details page, you can view the Analytics of the quote. See Analytics or Notifications for more information.

Create an Interactive Quote

As you create your quote, you can preview changes at any time using the Preview button at the top, right corner of the configuration page.

  1. Log in to Interactive Quotes. The Interactive Quotes page automatically opens.
  2. At the top, right corner, click the blue +. The quote’s configuration page opens.
  3. Choose between the Modern and Classic layout styles. If you select Modern, choose one of the three pricing positions.
  4. Apply a Theme Color and an Accent Color to the quote. In the example above, the Theme Color is blue and the Accent Color is gray. Click the + icon next to the colors to apply a hex number, or further customize your color choice.
  5. In the Setup section, provide a Title for your quote and specify the currency it will be presented in. Optionally add a Tag.
  6. Click Associate Quote with CRM to associate the quote with the record of an opportunity on Salesforce, or a deal on HubSpot. This allows you to view the quote’s status in your CRM and pull company and contact information directly from there.
  7. Under Client Company and Contacts, provide the name of the company and prospects for whom you are creating the quote.
  8. Under Notes Visible to Client, add relevant information for your prospect to read when they review the Interactive quote.
When creating or editing an Interactive Quote, there is an eyeball icon in the top, right corner of each Pricing Tier, Component, and Feature. Click on the eyeball to hide that part from the prospect. This allows you to send an existing quote without deleting parts of it.

eSignatures and Terms of Service

With eSignatures, you can require prospects to sign your Interactive Quote in order to accept the deal. After the prospect(s) sign, all editing options are disabled.

  1. In FastSpring Interactive Quotes, navigate to the quote you wish to edit, or create a new quote.
  2. In the Setup section, navigate to eSignature and click the toggle to require eSignatures. An additional field appears.
  3. Click Add Signer and select from the options:
  4. Below the Notes Visible to Client field, select the Terms of Service toggle to include your company’s Terms of Service. Select Text Block to type them in, or Website URL to direct the prospect to your company’s Terms of Service page.
  5. Send your Interactive Quote to the prospect. See below for instructions.

After all signatures are collected, the quote owner and the prospects will be emailed a PDF version of the audit trail.

Security

FastSpring Interactive Quotes allows you to set up multiple security methods to your quote. Optionally add one or more of these:

Call to Action Button

Optionally enable a Call to Action Button in your quote. Input a custom message for the button, and select where the button redirects them to:

Pricing Tiers

A Pricing Tier is a plan containing a specific number of features that a company may use when on that plan. Often sellers create multiple pricing tiers for a given product. For example, you can customize 3 pricing tiers to offer consumers the Premium, Basic, and Free versions of a product. Configure up to 5 Pricing Tiers per Interactive Quote.

  1. In the Title field, add a name for the tier. Examples include Premium, Basic, and Free.
  2. In the Price Rendering field, select Price to enter a monetary value (such as $100), or Custom Text to enter text (such as FREE).
  3. In the Price field, enter the price of the Tier. Optionally, click the price tag icon to apply a Discount to the price.
  4. In the Period field, enter the rebill frequency.
  5. Optionally, provide a Description of the Tier.
  6. In the Callout field, optionally enter a custom text that will appear at the top of the Tier. Examples include “Most Popular” and “Best Value”.
  7. Optionally, click Add Highlight to add a checkmark next to a Feature or Free Text that you want to highlight.
  8. Click Add Tier to add an additional Pricing Tier.

Features

Features are services or tools that your company provides with a product. These are listed within each of your Pricing Tiers, and can vary by Tier.

  1. In the quote configuration page, click Add Feature.
  2. Add a Feature Title. This will be the text that appears to the left of the Pricing Tiers.
  3. At the top, right corner of the Feature section, each Tier is represented by a radio button. Deselect the radio buttons for each Tier that does not include this Feature.
  4. In the dropdown, select Checkmark or Custom Text.
  5. Add a Description of the Feature. This appears when prospects put their cursor over the ? icon.
  6. Optionally, add one or more Subfeatures. These allow you to expand on what is included within each feature. 

Components

Components are products and services that your company offers in addition to the pricing tiers. Prospects can adjust each component to select the quantity they want to add to their Quote. The pricing adjusts accordingly.

Before adding Components, configure the quote Setup and Pricing Tiers sections in order to use the Preview section.

  1. In the Components Sections, select Add Component. A menu appears.
  2. Select whether to display your components in one or two columns. The example above displays components in two columns.
    2021-07-06_11-59-28.png
  3. Select the most applicable Pricing Component for the additional offer.
  4. At the top, right corner of the Component section, each Tier is represented by a radio button. Deselect the radio buttons for each Tier that does not include this Component.
  5. Repeat this process for each Component.

Duplicate an Interactive Quote

You can duplicate any of your Interactive Quotes, regardless of whether or not they have expired. After you duplicate a quote, all of the fields are still customizable.

  1. In the Interactive Quotes site, navigate to the quote you wish to duplicate.
  2. On the quote’s details page, select the clipboard icon at the top, right corner. A duplicate quote is created with the name Copy of [name of your Interactive Quote]. The configuration page appears.
    2021-06-15_15-57-41.png
  3. In the duplicate quote’s configuration page, optionally make changes to the quote.

Send an Interactive Quote

  1. On the All Quotes page, navigate to the Interactive Quote you want to send.
  2. Click the three dots, then select Send. A popup appears.
  3. Type in the email address, subject, and message for your prospect.
  4. Click Send.

Alternatively, select Copy Published Link from the drop-down menu. The link to the quote is automatically copied to your clipboard for you to send to anyone.

To learn more about FastSpring Interactive Quotes, contact our Sales Team.

Until a prospect completes a purchase from your Interactive Quote, you can make edits which will apply to the quote in real time. If you have already sent the quote to a prospect, they will see the published changes when they refresh the page. To hide changes from prospects, save them without publishing them.

Publish or Save Changes

  1. From the Interactive Quotes Site, navigate to the quote you wish to edit. This can be a Published or Unpublished Quote.
  2. At the top of the quote, click the pencil icon to begin editing. See Create an Interactive Quote and Components for more information regarding quote configuration.
  3. As you edit the quote, the changes are automatically saved. You can exit the page and come back to it later. When you exit the editing page, a popup appears:

Until you publish your changes, the quote will be labeled Unpublished Changes on the editing page, next to the Preview button.

To learn more about FastSpring Interactive Quotes, contact our Sales Team.

Table of Contents

Apply a Discount to any of the prices in your Interactive Quote, including Pricing Tiers and Components. Discounts can be applied by percentage, dollar amount, or final price. After a Discount is created, you can:

Types of Discounts

When applying a discount to your Interactive Quote, you can choose to enter a Percentage, a Dollar Amount, or a Final Price. After specifying the type of discount and amount, select how the consumers will see the discount. For example, if you apply a 50% discount to a $1,000 product, and choose to display the Dollar Amount, consumers will see a $500 discount on their quote. If you choose to display the Percentage, they will see a “SAVE 50%” message.

Create a Discount

  1. In the Interactive Quote configuration page, navigate to the Pricing Tier or Component you wish to discount. Click the price tag icon, then select Create New.
  2. Choose the type of discount you want to apply. This will reflect in the quote immediately.
  3. Optionally, click Save Discount to save this discount for future quotes. Enter a name for the discount.
  4. Click Apply.
After you save a Discount, you can view and edit it by navigating to Manage > Discounts.

Edit a Discount

  1. Click on an Interactive Quote to access its details page. Navigate to the Pricing Tier or Component you wish to discount. Click the price tag icon, then select Edit.
  2. Select the type of Discount you want to apply.
  3. Optionally, click Save Discount to save it for future use.
  4. Click Apply.

Apply a Saved Discount

If you selected Save Discount during configuration, you can apply the discount to additional Quotes.

  1. In the Quote’s configuration page, navigate to the Pricing Tier or Component you wish to discount. Click the the price tag icon, then select Apply Saved to choose a saved discount.
  2. Select the discount from the list.
  3. Optionally, Preview your Quote. When satisfied, Publish your changes.
For more information on FastSpring interactive Quotes, contact us for a demo!

After you send an Interactive Quote to your prospect, you will be notified via email and in-app notifications of progress and changes to the quote.

Email Notifications

FastSpring Interactive Quotes sends you email notifications when a prospect:

Each time someone opens your Interactive Quote, you will be automatically notified via email with the prospect’s IP Address, and updates to their pricing selections. Click View Activity to access the Analytics page of the corresponding quote.

Turn off Email Notifications

  1. In the Interactive Quotes site, select Settings > Account.
  2. In the Notifications section, deselect each notification you do not wish to receive.
  3. Click Save at the top, right corner.

In-App Notifications

At the top, right corner of the Interactive Quotes homepage, there is a button with a bell icon. Click on the icon to access your in-app notifications. You will receive a notification when a prospect:

Additionally, you will be notified if a prospect does not open the quote and it is set to expire soon.

When you select a notification, you will be redirected to the Analytics screen for that quote. From the Analytics page, you will be able to see when a prospect is viewing the quote and which Tiers and Components they are leaning towards, enabling you to send them a well-informed follow-up.

To learn more about FastSpring Interactive Quotes, contact our Sales Team.

Table of Contents

Components are products and services that your company offers in addition to the Pricing Tiers. These are additional items in the Interactive Quote that affect the total price when selected. Unlike Features, you can set a price for each Pricing Tier separately. Sellers can pre-set the components as optional, mandatory, pre-selected, and add ranges which the prospect can choose from.

To apply a Component to specific Pricing Tiers, you can select or deselect the associated pricing tier radio buttons when configuring the Component. Deselecting a radio button removes the option of that component from the corresponding Tier.


When configuring your Interactive Quote, the Component Sections house your Variable Pricing, Add-Ons and additional components that offer sellers more flexibility in what they can present and how to present it.

Types of Component Sections

Component Sections that you can add to your Interactive Quote include: Base Price, Variable Price, Combined Price, Single-Select Price, Video Block and Text Block. You can add as many of each Component as desired. Drag the Component in the quote’s configuration page to customize its placement on the quote.

Base Price

If a prospect is offered a Base-Price Component in their Quote, they can select or deselect the checkbox to add this to their total. In the example below, if the prospect selects the Base Price Example, they will owe $80.40 at checkout.

Variable Price

Utilize Variable Pricing to enable your prospects to determine what quantity they want. This enables you to create the unit and set its price while the prospect adjusts the quantity in their Order. There are four models of Variable Pricing:

Variable Pricing enables you to give consumers the option to add more units to their Pricing Tier of choice. In the example below, the prospect can add more users for $10 per user every month. The total price on the right adjusts accordingly.

Combined Price

A Combined Price Component enables you to apply a Base Price and a Variable Price to your Quote. This allows you to sell the product for a Base Price (or Starting Price), and implement a Variable Price based on the number of users the prospect is interested in purchasing access for.

Single-Select Price

Consumers can choose one additional service from multiple options. This appears within a drop-down, as shown below:

To enable consumers to purchase multiple additional items, consider configuring a Base Price Component for each one.

Video Block

Add the URL of a video that prospects can watch when reviewing the quote. Examples include a video about your company, or a walkthrough of the product. The video will appear in your quote, and prospects can click on it to watch in full screen.


This feature supports media from:

Text Block

Utilize the Text Box Component to include relevant notes to your prospects with a rich text editor. The maximum character limit is 50,000 characters.

Add a Component to your Quote

  1. On the Interactive Quotes homepage, click the blue + icon to create a new quote.
  2. Configure the quote Setup and Pricing Tiers sections in order to utilize the Preview section in the Components.
  3. In the Components Sections, select Add Component. A menu appears.
  4. Select whether to display your components in one or two columns. The examples above display components in two columns.
    image.png
  5. Select the most applicable Component for the additional offer.
  6. Configure the Name and Pricing for the Component. The Name may consist of up to 50 characters. Select or deselect the radio buttons in the top, right corner to customize which Pricing Tier the Component applies to.
  7. Repeat this process for each Component you wish to add.
When configuring your Interactive Quote, drag the component sections up or down to customize the position on your quote.

The HubSpot integration enables you to connect your Interactive Quotes to existing HubSpot deals. Multiple quotes can be associated with each deal. In HubSpot, the Activity page automatically updates when a quote becomes associated or unassociated with a deal, when the associated quote is published, and when prospects view it. You can access the quote in the Activity page, or in each associated company and prospect’s profile.
 

Enable HubSpot in your Interactive Quotes Account

  1. In the Interactive Quotes site, navigate to Settings > Integrations
  2. If HubSpot is provisioned for your account, there is a HubSpot tile. Click Connect. You will be redirected to the HubSpot login page.
  3. Select the account you wish to integrate with, then click Choose Account

Your HubSpot integration will automatically reflect in your Interactive Quotes account. To see your Portal ID Number, hover over Connected on the HubSpot integration tile. To disconnect the account, click the three dots in the top right corner of the tile, then select Disconnect.
 

Connect your Quote to a HubSpot Deal

When HubSpot is integrated with your FastSpring Interactive Quotes account, you can associate the quote with an existing HubSpot deal.

  1. In the Interactive Quote’s configuration page, navigate to the Settings section. 
  2. Under CRM Association, click Associate Quote with CRM. A popup appears. This retrieves all of your deals within HubSpot. 
  3. Select a deal. You can utilize the search bar or alphabetically sort the deal’s name, company, or owner to locate it. The information from the deal will automatically populate the Client Company and Contacts and eSignature fields. 
  4. Publish the changes. 

After the changes are published, navigate to the associated deal in HubSpot to view the update. If you make future changes to the quote, they will automatically reflect in HubSpot when you publish the changes.

To learn more about FastSpring Interactive Quotes, contact our Sales Team.

Adding Tags to your Interactive Quotes enhances searchability and organization for your Quotes. Within the Interactive Quotes site, access your tags by navigating to Manage > Tags. Here, all of your team’s tags are listed for reference.

  1. Log in to FastSpring Interactive Quotes, and navigate to the quote you wish to add a Tag to.
  2. At the top, right corner of the quote, select the three dots, then click Tag. You can also do this from the three dots at the top, right corner of the quote’s details page.
  3. In the popup, type in the Tag Name to search or create a new one. Select the Tag or Create as New Tag. Repeat this step as needed.
  4. Click Confirm.

Other Ways to Add a Tag: