Blog

Create a Custom Sales Pricing Tool

Blog

Create a Custom Sales Pricing Tool

Blog

Create a Custom Sales Pricing Tool

Blog

Create a Custom Sales Pricing Tool

Blog

Create a Custom Sales Pricing Tool

Blog

Create a Custom Sales Pricing Tool

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Blog

Create a Custom Sales Pricing Tool

Lacey Jackson
/
April 9, 2020
Blog

Create a Custom Sales Pricing Tool

MIN
/
April 9, 2020
About the Episode
Episode Highlights
Meet our Guest

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.
Blog

Create a Custom Sales Pricing Tool

Blog

Create a Custom Sales Pricing Tool

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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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.
Panelists
No items found.
Infographic

Create a Custom Sales Pricing Tool

Use Formstack to create a sales pricing tool that can automatically create price quotes. Learn more!
Download InfographicDownload Infographic

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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!


Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.
Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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