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:
- 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 incorporate pricing components and addons to apply to any of the tiers. These components and addons may be a required selection or optional upsells.
After you send the interactive quote to the prospect, they can customize their selections, such as addons, number of users, and preferred tiers. You can view their changes through the Analytics and Tracking page. The quote automatically updates the price each time a prospect makes a change.
When the prospect is satisfied, they can make their payment directly on the quote using the FastSpring App Integration.
To get started with FastSpring Interactive Quotes, contact us for a free demo!
- 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- Published and Unpublished Changes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