How do I use Open Quotes?

Overview
OpenQuote lets you publish pre-built assemblies from your Bolster catalog so your leads can choose the type of project they want, such as a kitchen, bathroom, or deck, then go through the selections and build their own estimate. When a lead submits a request, it comes into your Bolster pipeline as a lead.

Before You Begin

• Save the assemblies you want to offer to your catalog. Only items saved to your catalog appear when adding assemblies to OpenQuote. AutoCost templates will not appear until you save them to your catalog.
• If you want leads to be able to book a consultation with you after requesting an estimate, set up scheduling in your company settings.
  
  

Open the OpenQuote Builder

1. In the left-hand menu, click Marketing.

2. Click OpenQuote.

Set Up Your Services With a Decision Tree

A decision tree lets leads choose the type of project they want before they see any pricing. Each choice is a category, such as Kitchen, Bathroom, or Outdoor.

1. If you haven't set up a decision tree yet, scroll to the bottom of the page. Under Offer a lot of services?, click Add a decision tree. This creates a Start step, which is the first set of choices your leads will see. If you already have a decision tree, click Start in the decision tree on the left and skip to step 4.

2. Name your first choice (for example, Kitchen).

3. In the decision tree on the left, click Start to go back.

4. Under First, customers choose, click Add a choice.

5. Enter a name for the new choice (for example, Bathroom).

6. Repeat steps 3 to 5 for each service you offer (for example, Outdoor).

Add Assemblies to Each Choice

1. In the decision tree on the left, click a choice (for example, Bathroom).

2. Under Assembly to complete, click Add assembly.

3. Under Catalog, check the box on each assembly you want to offer for this choice (for example, 4 Piece Bathroom). If you have more than one assembly for a service, such as different sizes, you can select more than one.

4. Click Add items.

5. Repeat for each choice in your decision tree.

Choose How Each Assembly Gets Its Dimensions

1. Under the assembly you added, click the Dimensions dropdown.

2. In How should this item get its dimensions?, select one of the following:

• Guided customer takeoff: Your lead measures and enters their own dimensions (for example, floor area, ceiling height, or cabinet length), and the assembly prices itself from what they enter.
• Define dimension presets: You set preset size options, and your lead picks the closest one. No measuring is required.

If you selected Define dimension presets, the New dimension set window opens:

1. In Name, enter a name your clients will recognize (for example, Small Bathroom).

2. In Display price, enter an approximate price for this preset. This is shown to your leads.

3. Optionally, add a Description and an Image.

4. Under Dimensions, enter the measurements for this preset (for example, Floor area and Interior wall perimeter).

5. Click Save dimension set. The assembly is set to those measurements.

Preview What Your Leads Will See

1. In the top right corner, click Web preview. A new browser tab opens showing what your leads will see.

2. Under What would you like to build?, select a category, then click Continue.

3. Under Choose your project, select an assembly, then click Continue.

4. If the assembly uses Guided customer takeoff, the Enter your dimensions screen asks for one measurement at a time. Enter each measurement, or select one of the suggested sizes, then click Next. On the last measurement, click Continue.

5. On Review your request, fill in the lead's information. Email is required.

6. Click Submit request. The estimate opens, already using the measurements that were entered.

7. Make selections for each item. As selections are made, the Estimated price at the bottom updates. To be guided through each option instead of scrolling, click Next choice.

8. Click Request an estimate.

9. In Schedule Appointment, select a date, then select a time. If no address was entered, a message says You haven't entered an address for the site visit. Click Book anyway to continue.

10. Optionally, add notes, then click Schedule appointment.

When a lead submits a request, it comes into your Bolster pipeline as a lead, along with everything they entered.

Set the Lead Form for OpenQuote

1. In the top right corner, click Settings.

2. Under OpenQuote lead form, click Choose and select the lead form you want to use. If you don't set one, the Showcase lead form is used.

3. Click Save.

You can also create lead forms under Marketing > Lead Forms.

Share Your OpenQuote

1. In the top right corner, click Share.

2. Click Copy link or Download QR code.

3. Add the link or QR code to your website.

Tips & Best Practices

• Use Dimension Presets to Keep It Simple: Presets mean your leads don't have to take their own measurements, which simplifies OpenQuote for you and your leads.
• Test Before You Share: Use Web preview to run through each service you set up and check how the flow works before sharing it.

Why This Matters

• Leads can build their own budget and estimate from your pre-built assemblies, without waiting for you.
• Requests come straight into your Bolster pipeline with the lead's measurements and selections.
• Leads can book a consultation with you as soon as they request an estimate.

Summary

To use OpenQuote, go to Marketing > OpenQuote, set up your services in a decision tree, add assemblies from your catalog to each choice, and choose how each assembly gets its dimensions. Use Web preview to test the flow, set your lead form in Settings, then use Share to copy the link or download a QR code for your website.