Interactive Quotes Overview
FastSpring’s Interactive Quotes can display your pricing models and product features in an interactive, digital format. This simplifies the sales cycle and captures insights around your sales. Each Interactive Quote can do the following:
- Calculate and update pricing in real time.
- Adhere to an approval workflow.
- Apply multiple pricing tiers and additional components.
- Integrate a chatbot for prospects to ask questions.
- Track customer activity for analytics and insights.
- Apply security features such as eSignatures, view limitations, terms of service, and passwords.
Each quote can present up to 5 pricing tiers. You can apply pricing components and addons to any of the tiers. These may be required selections or upsells.
If you enable the Approval Workflow, Admins can approve Members’ quotes before they send them to prospects. This allows your sales team to comment directly on quotes, and establish a review process.
When the prospect receives the Interactive Quote, they can customize selections without any changes from you. The Analytics and Tracking page records their changes, and the quote updates the price accordingly.
When the prospect is satisfied, they can make their payment directly on the quote using the FastSpring App Integration.
- Contact FastSpring to create an Account
- Access the Interactive Quotes Platform
- Upgrade your Interactive Quotes Account
Create and Send Interactive Quotes
- Create an Interactive Quote
- Apply a Discount to your Quote
- Collaborate Directly on the Quote
- Duplicate a Quote
- Send a Quote
Interactive Quote Management
- Analytics and Tracking
- Version History
- Published and Unpublished Changes
- Add Tags to Quotes
Team and Account Management
- Add Team Members
- Account Permissions
- Roles + Capabilities
- Quote Submission Workflow
- Review Queue and Status
- Clients + Contacts
- Billing Information
- Enable or Disable the Approval Workflow