Quick Quote from WhatsApp, Instagram and web chat
In 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.
PLANSEvery planWith SmartMy Marketing
The problem it solves
- The plan is in a WhatsApp chat on one phone, the rates in a spreadsheet, and the quote is typed somewhere else.
- Leads from Instagram and Facebook ads get a reply the next day, by which time they have asked someone else.
- The quote goes out from a sales person's own number and the firm has no record of it.
How it works
- A client writes on WhatsApp, Instagram, Messenger or your web chat and sends a floor plan. The conversation arrives in the SmartMy Marketing inbox.
- Press Quick Quote in the conversation header. An instant quote opens with the contact's name, the WhatsApp number, the channel as source, and the last three pictures or PDFs they sent.
- Pick the property type and scope, press Read Plan with AI or add rooms, check them and press Work Out.
- Press Send. While the chat's window is open, the answer goes in the same chat: each package's range, the quote page link and your note.
- If the window has closed, the quote goes as the approved WhatsApp template and by email instead.
- Press Quick Quote again in the same chat and the open quote comes back, with any new pictures added, rather than a second one.
Everything it does
What the quote takes from the chat
- The contact, or the profile name when there is no contact yet
- The phone number, from a WhatsApp chat
- Source: WhatsApp, Instagram, Messenger or Web Chat
- The conversation, so the answer goes back to it
- The last three pictures or PDFs the person sent (the plan is usually among them)
- The enquiry: the client's open one, or a new one made from the quote, with the source mapped (Messenger as Facebook, web chat as Website)
The answer in the chat
- "Hello (name), here is a rough estimate from your plan:" with one line per package and its range
- The link to the quote page where the client picks a package or books a free site visit
- Your quote note from Settings in brackets
- Sent in the chat only while its window is open (on WhatsApp, 24 hours after the client's last message). Otherwise the Instant Quote message by WhatsApp template and email
- The picture card is made in both cases and is the link preview
After it is sent
- The quote moves to Sent and the enquiry to Quoted, with its expected value filled
- When the client picks a package or asks for a visit, the sales person gets Instant Quote Reply and a to-do. The enquiry turns Hot
- No reply in 3 days: one to-do to follow up; the quote expires after 30 days
- Make Estimate turns it into a detailed estimate
Automatic answers
- With auto mode on (Growth and Scale), a plan arriving in a chat is read and quoted without anyone pressing Quick Quote. This happens when the AI is sure enough
- Otherwise the conversation's owner is told the quote is waiting
Who uses it
Sales person or inbox agentPresses Quick Quote in the chat, checks the rooms and sends the ranges back in the same conversation.
Interiors ManagerSees every quote sent from the inbox on the enquiry and in Instant Quotes.
ClientSends the plan in the chat they already use and gets the price there.
Where you use it
- Web: the SmartMy Marketing inbox, Quick Quote in a conversation's header; the quote opens as an instant quote
- WhatsApp, Instagram, Messenger and the web chat on your website: where the client writes and reads the answer
- Not in the phone apps: the inbox button is on the web; the SmartMy Interiors app has its own Quote tab with Share
- Not on its own: Quick Quote needs SmartMy Marketing's inbox
What you control
Settings
- The instant quote settings: rounding (1,000), valid days (30), follow-up days (3), quote note
- Send Instant Quotes Automatically: off, with Only When the AI Is At Least (%) Sure: 80
- Your channels and WhatsApp templates are set up in SmartMy Marketing
Notifications
- Instant Quote: to the client by WhatsApp template and email when the chat's window has closed
- 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
- Instant Quote Waiting: to the chat's owner when auto mode could not send
Works with
SmartMy MarketingIts shared inbox for WhatsApp, Instagram, Messenger and web chat carries the Quick Quote button and sends the answer in the same chat.
Questions
Do we need SmartMy Marketing?
Yes, for Quick Quote in the chat. Without it, you make the instant quote in Interiors or the app and it is sent by WhatsApp template and email.Does the answer come from our business number?
Yes. It goes from the WhatsApp Business number, Instagram account or page connected to the inbox, in the same conversation, and is kept there.What if the client wrote two days ago?
WhatsApp only allows free replies for 24 hours after the client's last message. After that the quote goes as your approved WhatsApp template and by email.Does the web chat take floor plans?
The web chat on your website takes text only, so a plan cannot arrive there. Ask the client to send it on WhatsApp, or type the rooms.Which plan has it?
Every plan, from Starter, with SmartMy Marketing. Answering by itself when a plan arrives is meant for Growth and Scale.Related features
SALESInstant quote with a decision pageA 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.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.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.ACROSS SMARTMY INTERIORSNotificationsSmartMy Interiors tells the right person when something needs them. That can be a quote or visit time for a client, a design to decide, a stage that is yours, a payment due. Each event has its own recipients and channels: in the app, by email, as a phone notification or on WhatsApp.
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.