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Add a proposal request form to your website

Install steps and screens for whoever looks after your company's website.

A board or a management company needs nothing installed.

Start the guide
Platform guides
7
one page each
Reference guides
2
security and the blank-form fix
What you paste
Two lines of HTML
the same snippet your dashboard prints
Addresses per key
10
for your live site and a staging site

Straight to your platform

The install steps are one page per platform. Each opens on the three steps for that builder, and names the menu item you are looking for.

The guides

The proposal request plugin guide runs end to end, from the overview through a page per platform, the options, the events it fires, and the security model.

Proposal request pluginTwo lines of HTML that put a proposal request form on your own website. A board member reading your services page asks you for a proposal without leaving it, and the request arrives in your dashboard addressed to your company alone.Part of every account · about ten minutesRead the guide

Reference

Two pages that belong to every platform at once rather than to any one of them.

The security modelWhat the key can and cannot do, what is stored, and where the edges are. The page to forward to whoever asks.The form is not showing upThe one failure with no error message, its usual cause, and the two-minute fix.

What the script can and cannot do

Two lines, and one of them is a <script> tag, which means it is somebody else’s code running on your website.

What it can reach, what it records, and where the edges are.

The security model is its own guide.

Take proposal requests where your customers already are

Your key and the addresses your form may appear on are on the plugin page in your dashboard. Paste two lines, and a board member reading your services page asks you for a proposal without leaving it.

Open the plugin pageRead the guide