Estimate Request

Create forms that your customers or potential customers can use to request an estimation of cost for services or products from your company, the estimates request feature give you the ability to add various types of fields that can be tailored for your company requirements.

For example, if your company is offering website design, your customers can request an estimate request for a website design via the form that you have previously created in 2Desk CRM. Usually, the forms will have more general questions like “What is your budget”, “Urgency”, “Type of website” etc… and based on the information the customer entered in the form, you can create an estimate in 2Desk CRM and send to the customer.

The forms can be sent directly to the customer as direct link or you can embed the form via iframe directly in your existing website pages e.q. you can have a menu link on your existing company website named “Request estimate” and in this page, you can embed the form iframe.

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Create estimate request forms

The first step is to create an estimate request form, in 2Desk CRM you can create unlimited number of estimate request forms, to achieve this, when logged-in as admin user follow the steps below.

• Click Setup then Estimate request->Forms.
• Click New Form.
• Add form name, for personal identification e.q. “Website estimate request”.
• Language – The language is currently used only for the validation messages.
• Submit button text – The bottom where the user will need to click to submit the form E.q. Request a Quote or Contact us, feel free to adjust to fit your needs.
• Message to show after the form is successfully submitted – This message will be shown after use successfully submit the form.
• Status – The estimate request will need to be in status after successfully is submitted into the 2Desk CRM database.
• Responsible – Auto-assign the estimate request to a specific staff member.
• Notification settings – All users based on the notification type will be notified via built-in notification inside 2Desk CRM and additionally, the responsible estimate request staff member will get an email notification if in Setup->Email Templates -> Estimate Request Assigned (Sent to Staff) is not checked as disabled.
• Recaptcha – You can use Google Recaptcha to prevent spamming. The field for Google Recaptcha will be shown only if you have previously configured the recaptcha keys.

After you create the form 2 new tabs will be shown in the form area Form Builder and Integration Code.

• Form Builder – The place where you build the form and adjust all the fields you need.
• Integration Code is the code you will need to place into your website for the form to be shown, note that from the link you will be able to see that each has a unique key.

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Add fields to form

To add a field to the form just drag the field to the right side in the form area, note that the Email field is required to exist in the form as well must be marked as a required field.

Customize the fields

You can customize the labels, add help text, placeholders and make them required. When you drag the field in the form area just hover over the field on the top right side you will be able to see 3 buttons (edit, copy and remove)

After you customized the form click on the bottom left button SAVE and click on the tab Integration Code to get the code you need to add to your website. The code will be placed as iframe and you can adjust the width and height directly to the code snippet provided by 2Desk CRM.

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Include logo in the form

To include your company logo in the form, you can either share or embed the url with query string parameter as shown below:

https://your-business.2desk.ca/form-url?with_logo=1

Direct link sharing

The forms can be shared directly to your customers without actually embedding the form on your website, this feature is useful for example if you want to include a link in emails, SMS etc…

In order 2Desk CRM can know that the form link is shared directly and not embedded into an iframe, you need to specify the URL query string, in this case, 2Desk CRM will provide better styling to the form.

https://your-business.2desk.ca/form-url?with_logo=1&styled=1

Create multi-column form layouts

By default, the form fields will be added in a single column full width of the document if you want to customize the form and have the fields displayed in multiple columns we have added the ability to achieve this with custom classes applied to the field, you can add up to 12 columns in 1 row.

In the following example, we will create 2 fields in 2 columns and 1 row.

Keep in mind that the columns won’t be applied in the form builder, only when the form is viewed by accessing the integration link or is in an iframe.

Here is a quick example:

Final result:

Assume that in your form builder you have 4 fields, as in order Name, Email Address, Company, Address.

For the first 2 fields click on the EDIT button on the top right side of the field wrapper to slide down the edit area, in the class input add an additional class for both fields form-col-6 as shown in the image below.

Save the form by clicking on the save button and preview the form from the integration link to see the final result.

As mentioned before you can add up to 12 columns, in this case, form-col-6 + form-col-6 = 12, in case you want to add 3 columns apply the class form-col-4 on 3 fields (form-col-4*3 fields will be 12 and the fields will fit the document) that are one by one in order.