Interactive Quotes deliver transparent and accurate pricing to customers and prospects, ensuring clear agreement on scope and cost.

Want to learn more about Interactive Quotes? Click here!

This article provides a step-by-step guide to creating an Interactive Quote, divided into eight detailed sections for easy navigation.

There are multiple ways to create an Interactive Quote for an existing customer or a new prospect.

You have the option to create an Interactive Quote (IQ) for either a new prospect or an existing customer.

With Interactive Quote, you can quickly generate a professional quote for a call-in prospect in just minutes. All you need is their email and the details of the service they require.

For a new prospect, only the email address is required to send the quote. All other fields are optional and can be completed later.

For an existing customer, details such as first name, last name, email, phone number, and service location will be automatically populated if they already exist in your MioCommerce account.

For a new prospect, you can skip adding a location when creating and sending an interactive quote. The location can be added later—you’ll have the option to edit the quote anytime or when converting it into a booking.

For an existing customer, the service location will be automatically added if it already exists in the system. If it’s a new location, feel free to add it.

If you add a new location, be sure to assign it a nickname so you can easily recognize it later.

To make your experience quick and seamless for creating an Interactive Quote, you have two options:

a) Use an existing Advanced Booking Page—either a Live Pricing & Real-Time Booking Page or an Interactive Quoting Page. This will display all questions, extras, and custom options available on the Advanced Booking Page. It helps you create an Interactive Quote (IQ) quickly by selecting the appropriate service and extras, as all pricing is already configured on the Advanced Booking Page.

OR

b) Create a Custom Interactive Quote from scratch - You will have all the options to add any service, extras and discounts.

THEN

Select the Advanced Booking Page or the type of service for which you want to create the quote—such as Home Cleaning, Commercial Cleaning, Car Wash, Mobile Detailing, Pet Services, etc.

For example, if you select Use Existing Live Pricing & Real-Time Booking Page and then choose Basic Home Cleaning, all the questions and pricing you previously set up for the Basic Home Cleaning Live Pricing & Real-Time Booking Page will be displayed.

Now, simply select answers to the pricing questions, add any extras or custom options you need—and you're done!

Use the Editable Standard Quote Form section to build your quote. Here, you can add all goods and services you want to charge the customer for and include in the final quote.

Boost sales by offering flexible service frequency options.

In case you selected Use an existing Advanced Booking Page, all the service frequencies defined on that page will be displayed here. You’ll also have the option to add or remove frequency options as needed.

Once you send the Interactive Quote, your customer will receive it via email and/or text. All available frequencies will be displayed with a Book & Buy Now! option, allowing them to select and purchase their preferred frequency.

Add any notes or attachment below, if needed.

Add applicable taxes. To create a new tax rate, go to Tax settings.

You can set an expiration date for the quote. If the customer clicks the purchase link after this date, they will see a message informing them that the quote has expired.

You can use the existing quote settings. To review or edit your settings, click here.

Alternatively, select a custom expiration date or choose to have no expiration date.

Finally, you have the option to add Terms & Conditions, which will appear on the Interactive Quote. The maximum length is 2048 characters.

You’re now ready to send the Interactive Quote. Next, you can:

When you click Save and Send Interactive Quote, a pop-up will appear to confirm whether you want to send it via email or SMS.

Once your customer accepts the interactive quote, a booking will be created automatically. To learn more about bookings, click here.

👉🏻 Want to try out this feature in our simulated environment: Try Live Tour and become an expert today! 😊

What is an Interactive Quote?

How to create an Interactive Quote?

How to edit an Interactive Quote?

How is "Interactive Quote" different from "Request a Quote"?

What happens after my customer have declined a Quote?

Can I auto-remind a customer once I have sent an Interactive Quote?

Can my customer modify the Interactive Quote by themselves?