Quote Template Manager

New Widget

Label *

Just for your reference — what is this widget for?

Scope

Pick a rep to attribute every quote from this widget to one person.

Button color

Text color

Border color (optional)

Leave empty for no border. Useful when button color matches site background.

Button text

Header text

Intro line shown at the top of the questionnaire, under the modal title.

Social proof

Trust line below the header (renders as stars + score). Leave blank to hide the rating row.

Font

Preview

Widget created — paste this snippet

Drop this single line into any HTML page (between <body> tags) on the dealer's site. A floating button will appear and clicking it opens the quote form.

You can edit the colors/text anytime from this page — the same embed URL keeps working. Snippet has no expiry; disable the widget here to invalidate it.

New Template

Template Name

Company/Dealer Name

Company Address

Phone

Email

Website

Tagline

Show/Hide Sections

Display Supplies Display Equipment Prices Display Outright Display FMV Display Other Lease Display $1 Return Display Rental Display Footer

Layout & Totals

Combine Lease/Supplies/Service Show Total Cost of Ownership Summarize Totals Hide Device Totals Show Copier Costs Hide Included Prints Show All Rates

Pricing & Lease Display

Displayed Price

Lease Display

Billing

Displayed Price (Bottom)

Equipment prices options

Choose Default Display on Quote

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FMV/$1 Out Tables — which terms appear on the rate table

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