When creating an offer in the LISA admin, you have the option of using either a Quote Form or an Offer Form on the offer's landing page.
Both quote forms and offer forms look very similar from the frontend, like the example below, but they behave differently when it comes to tracking leads and sending automated emails.
The primary differences between a Quote Form and an Offer Form come down to:
- How leads are sourced in the LISA admin
- Which email templates you can send to the customer and your company
We'll explain both below.
In general, if you do not have a specific reason to utilize the Quote Form, then we recommend choosing the Offer Form. This choice is often more intuitive and makes it easier to track leads.
Lead Sourcing: Quotes vs. Offers
If you choose the Quote Form, then your leads will flow into the Activity page as "quotes" (even though the quote form is technically on an offer landing page).
If you choose the Offer Form, then your leads will flow into the Activity page marked as "offers."
You can learn more about the Contact Manager here. (Link coming soon!)
Email Templates: Quotes vs. Offers
The type of form you choose will also dictate which email templates are available to send to the customer and the company. To demonstrate this point, the examples below use the exact same offer—the only thing that changes is whether we're using a Quote Form or an Offer Form.
If you choose the Quote Form, then only email templates marked as the "quote" type can be sent. (Note that when Quote Form is checked, the dropdown menu's options for the customer email template are Default and Quote Thank You.)
If you choose the Offer Form, then only email templates marked as the "offer" type can be sent. (Note that by checking the Offer Form in our example, the dropdown menu's options for the customer email template have now changed to Default and Moving Tips.)
All email templates—including both quotes and offers, customer and company—are managed under Notifications > Email Templates. Learn how to change the email sent to an offer lead or the email sent to your company when an offer lead comes in.