Home Features Who it's for Apps Security Plans Talk to us

Instant quote with a decision page

A client sends a floor plan and, minutes later, gets a price range for each of your packages, such as Essential, Premium and Luxury. A picture card and a page let them pick a package or ask for a site visit. The ranges come from your own rates and quantity rules, room by room.

PLANSEvery plan

Compare plans How it works

Why it matters

A home owner with a new flat asks five firms for a price on the same day. The firm that answers first, with a figure the client can trust, gets the site visit. Most firms answer "we will visit first" because a proper quote takes a designer a day. SmartMy Interiors works out a range per package from the rooms in minutes, using your rates and your rules for each room. It sends the ranges with a page the client can act on. Their choice comes back to the sales person as a hot lead.

The problem it solves

A lead sends a floor plan on WhatsApp and waits two days for a price, and books with the firm that answered first.
Each sales person quotes from memory, so the same 3 BHK gets three different figures.
A single number scares the client off; a range per package would have started a talk.
Nobody knows which quote was opened or which client wanted a visit, and follow-ups are forgotten.

How it works

Set up once in Interiors > Sales > Configuration > Instant Quote: the items you price, packages with their rates, quantity rules and typical rooms. Starter numbers come ready; change them before real quotes.
Start a quote in Instant Quotes, from an enquiry, from a chat or in the app. Give the client, property type, carpet area, units and scope.
Add the rooms: Read Plan with AI from the floor plan, Rooms from Property Type (typical rooms scaled to the carpet area), or type them.
Press Work Out. Each package gets its lines (room, item, quantity, rate) and a total shown as a range, rounded, for example 7,40,000 - 10,00,000.
Press Send. The client gets the ranges, a picture card and a link by WhatsApp and email. Client Page shows you what they see.
On the page the client picks a package or books a free site visit with the day that suits them. The sales person is told, gets a to-do, and the enquiry turns Hot.
Make Estimate turns the quote into a detailed estimate with the rooms as sections and the chosen package's material set.

Everything it does

Quote items and packages

Quote items with a unit: Per Area of Front, Per Running Length, Per Floor Area, Per Piece, Per Job, and a description the client reads
Starter items: modular kitchen, wardrobe, loft, TV unit, dresser, study unit, crockery unit, pooja unit, shoe rack, false ceiling, painting. Also electrical work, transport, lift and debris clearing, floor protection, deep cleaning
Packages (Essential, Premium, Luxury to start with): tagline, picture, What You Get, Not Included, the colour of its column on the card
Range ±%: 15 to start with; the client sees the total less and plus this
Rates tab: a rate per item; a rate can be Only For one property type, such as transport for a villa
An item with no rate in a package is left out of that package
Material Set links a package to the materials it stands for in estimates and the 3D designer
Packages per entity, or for every entity

Quantity rules

Rooms: words that pick rooms, comma separated ("bedroom" picks Master Bedroom and Bedroom 2); empty means once for the whole home
Quantity From: Fixed Quantity, Room Floor Area, Room Length, Room Walls (Perimeter), Kitchen Run (Length + Width), Carpet Area of the Home
Factor multiplies it: a 7 x 7 ft wardrobe front per bedroom is Fixed with a factor of 49
Which scopes a rule is for: Full Home, Kitchen and Wardrobes, Kitchen Only

The quote

Draft > Worked Out > Sent > Package Chosen, or Expired or Cancelled
Packages Shown: empty for every package of the entity
Rooms read by AI are marked Read by AI; each room can be left out of scope
Packages tab: Worked Out, From and To; Lines tab: room, item, quantity, rate, amount
Note for the Client, and a quote note from Settings printed under the ranges
Change takes a worked-out, expired or cancelled quote back to draft; Cancel withdraws it, and the link then says so
A quote where the client chose a package cannot be cancelled: make a new one

What the client sees

A picture card (PNG) with each package's range and the valid-till date, also the link preview in WhatsApp
The quote page: each package's range, what it gives and what is not included; no login needed
Pick a package, and Book a free site visit with a note of the day and time
An expired quote still shows, marked as expired; a visit can still be asked for

Every day, and the enquiry

Quotes past their date become Expired (valid 30 days to start with)
A sent quote with no reply after 3 days gives the sales person one to-do: Follow up the instant quote
Every quote sits on an enquiry: the client's open one, or a new one made from the quote
Sending moves the enquiry to Quoted and fills its expected value with the chosen package's total, or the middle package's

Who uses it

Sales personMakes and sends quotes, from the office, the inbox or the app, and calls the client who picked a package.

Interiors AdministratorSets the items, packages, rates, quantity rules, typical rooms, rounding and validity.

ClientReads the ranges, picks a package and asks for a site visit on the page.

Owner or sales headKeeps one set of rates so every sales person quotes the same home the same way.

Where you use it

Web: Interiors > Sales > Instant Quotes, the Instant Quote button on an enquiry, and Configuration > Instant Quote
The SmartMy Interiors app: Quote tab, from a floor plan photo to a sent range. Share sends the link and card from your phone. Built and in testing, not in the app stores yet
WhatsApp and email: the quote message to the client; in the same chat with Quick Quote
The client's quote page: a web page, no login
Not a PDF: the client gets a picture card and the page; the detailed estimate has its own client page

What you control

Settings

Round Quote Ranges To: 1,000 to start with
Quote Valid (Days): 30
Follow Up After (Days): 3
Quote Note: "This is a rough estimate from your floor plan. The final price comes after a site visit and the design."
Range ±% per package: 15
Read Plans with AI: on; Send Instant Quotes Automatically: off (see Read Plan with AI)

Notifications

Instant Quote: to the client, with the ranges, the link and the picture card, by email and WhatsApp
Instant Quote Reply: to the sales person when the client likes a package or asks for a visit. In the app and as a phone notification
Both go out at once; the sales person also gets a to-do

Works with

SmartMy MarketingQuick Quote in the chat inbox answers in the same WhatsApp, Instagram, Messenger or web chat conversation.

Questions

Where do the prices come from?

Only from your packages' rates and your quantity rules. The AI, if you use it, reads the rooms and their sizes; it never sets a price.

What if the client has no floor plan?

Pick the property type and press Rooms from Property Type. Its typical rooms are scaled to the carpet area, or you type the rooms yourself.

Can the client accept the quote online?

The client picks a package and can ask for a site visit. That is not a signed order: the detailed estimate, with its own approval page, comes after the visit.

Is the quote sent as a PDF?

No. The client gets the ranges in the message, a picture card and a link to the quote page. A PDF of the instant quote is not built.

Which plan has it?

Every plan, from Starter. Sending quotes automatically when a plan arrives in the inbox is meant for Growth and Scale.

Related features

SALESRooms and sizes read from a floor plan by AIAttach the floor plan a client sent, as a photo, screenshot or PDF. The AI lists the rooms with their kind and size, the carpet area and how sure it is. In auto mode, a plan that arrives in the chat inbox is read, quoted and sent on its own when the AI is sure enough.SALESQuick Quote from WhatsApp, Instagram and web chatIn a chat in the SmartMy Marketing inbox, press Quick Quote. An instant quote opens with the contact and the last pictures or PDFs they sent. Work it out and send, and the ranges and link go back in the same conversation.SALESEnquiries, follow-ups and site visitsEvery lead from WhatsApp, Instagram, a walk-in or a referral stays an enquiry while you visit, take the brief and quote. It keeps the property, rooms, budget and follow-up date. The booking payment turns it into a project with its rooms and team.ESTIMATING AND SELLINGEstimates with rooms as sectionsThe detailed quote, laid out room by room. Modular boxes are priced from your materials, work such as false ceiling or painting comes from your rate library, and other lines are typed. The client approves it on a web page, and each new version tells them what changed.ESTIMATING AND SELLINGMaterials, box kinds and parts rulesSet up your boards, finishes, edge bands, hardware and labour with dated rates. Describe how each kind of box is built: its parts by formula, its hardware and its sizes allowed. Every box in an estimate or a design is then priced from the materials it uses, with your overhead and margin.

See your next quote on it.

Tell us what you design and build, how many enquiries and jobs you have in a month and how you quote today. We will set up your packages and rates with you and send your first instant quote.

Talk to us Compare plans