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FlowSales and leadsServices

Quote request: pick the service, then send the details

Someone asks for a quote. The flow asks which service, asks for the details you need to price it and marks them Interested.

Example

  1. Customer

    can I get a quote?

  2. Reply

    Sure! Which service? 1. [Service A] 2. [Service B] 3. Something else

Parts in [brackets] are yours to fill in before you save.

Starts when

A DM contains "quote", "estimate", "how much would it cost" or "pricing for"

What happens

  1. Message with numbered choicesSure, (contact name)! Which service do you need?1. [Service A] 2. [Service B] 3. Something else
  2. If they choose "[Service A]"
  3. Tag added: quote-request
  4. Send a messagePlease send [what you need to give a quote: size, area, photos, date]. We'll reply here with a quote within [your reply time].
  5. Moved to Interested
  6. If they choose "[Service B]"
  7. Tag added: quote-request
  8. Send a messagePlease send [what you need to give a quote: size, area, photos, date]. We'll reply here with a quote within [your reply time].
  9. Moved to Interested
  10. If they choose "Something else"
  11. Tag added: needs-person
  12. Send a messageSure. Tell us what you need and someone from our team will reply here.
  13. If they reply something else
  14. Asks again
  15. If there's no reply in 23 hours
  16. Flow ends here

Yours to fill in

  • [Service A]
  • [Service B]
  • [what you need to give a quote: size, area, photos, date]
  • [your reply time]

Plan and usage

  • Growth and higher plans

Use it on your own account

VivaDialog is in early access. With an account, this template opens in the editor, ready for your own details.

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