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Blog

Create a Custom Sales Pricing Tool

Lacey Jackson
April 9, 2020
|
Min Read

Sales is an extremely competitive landscape, and the amount of time it takes for your sales team to respond to customers can make or break your deals. Let customers quickly access the information they need by embedding a pricing tool on your website.  

This workflow tutorial will show you how to create a short, branded form where customers can enter their information to generate a cost for your goods or services. Additionally, this tutorial will showcase some key features of Formstack Forms, such as Conditional Logic, Field Calculations, and Submission Emails. Check out the video below to see how you can create a simple, branded form experience for your customers.

 

Formstack Builders blog time requirements

This workflow will take 30 minutes to create.

 

Formstack Builders blog tools requirements



This tutorial uses features of the Formstack Forms product.

 

Builders blog instructions


1. Create your form. Using Formstack’s drag-and-drop form builder, add the fields you want on your form. Label your fields and mark them as required if needed.

2. Add Conditional Logic. Add Conditional Logic to your form to shorten your form so users only see fields they need to complete.

3. Add Field Calculations. Add Field Calculations to your form so users can see the estimated total cost of their request.

4. Prepare an email to deliver results. Send a customized email to your customers with a way to contact a member of your sales team for more information. You can     also send customers a copy of their submission.

 

This tutorial is based on the workflow used by GadellNet to share pricing information with customers. To hear more from GadellNet CEO, Nick Smarrelli, check out our podcast!


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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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