About this plugin
SurveyQuotation is a hosted quote tool for surveying businesses that want to give website visitors instant survey and valuation quotes. It guides clients towards the right service so they can make a more informed decision, while reducing routine quote-handling admin for your office team.
The SurveyQuotation dashboard also includes an office-side quote tool that can use your preset pricing structure. That helps staff produce more consistent quotes, even when different team members have different levels of surveying or pricing experience.
Sanctabase SurveyQuotation Connector connects your WordPress site to your SurveyQuotation workspace. It publishes your live SurveyQuotation quote page on your website while keeping your pricing, settings, enquiries, and lead dashboard in SurveyQuotation.
Use it to:
- connect WordPress to your SurveyQuotation account
- add instant survey and valuation quotes to a normal WordPress page
- guide visitors towards the most suitable survey or valuation service
- keep your WordPress theme header and footer around the quote page
- place the quote tool with the SurveyQuotation block or shortcode
- refresh the connection when your hosted quote page settings change
External services
This plugin relies on the hosted SurveyQuotation service to work. SurveyQuotation provides the quote journey, product guidance, pricing settings, lead capture, office-side quote tool, and dashboard used by the connected surveying firm.
The plugin connects to SurveyQuotation so it can:
- send the site owner to SurveyQuotation to sign in or create an account
- receive the connected hosted quote page URL when the site owner returns to WordPress
- load the hosted quote page from SurveyQuotation inside WordPress
- sync a small number of hosted-page settings, such as whether the hosted heading and hosted pricing information are shown
When a visitor uses the quote tool, the quote journey is loaded from SurveyQuotation and the information entered by the visitor is submitted to SurveyQuotation, not stored by this plugin in WordPress.
SurveyQuotation service:
- Service URL: https://surveyquotation.com
- Terms: https://surveyquotation.com/terms
- Privacy policy: https://surveyquotation.com/privacy