This article has the steps for enabling the customization options for the Omega EDI Web quoter, so you can control what your customer sees when getting a quote on your website!
Enable the Web Quoter
First navigate to the Leads page in the Left Navigation menu. Then Select the Leads header. Then Select Enable.
Create a New Lead Form
One of the benefits of this process is the ability to create multiple web forms. On the Lead page, select the Add New Lead Form option.
This opens the New Web form. You'll want to set the Name and Type for the form, as well as toggle any of the options that you would like to be included on the Web Quoter. Each option has a description of what they are and will do.
The Next field is the Quote Disclaimer. This is where you can customize the disclaimer that appears beneath the price of a successful quote. You can customize this to relay any information that you would like.
The next fields are the Template that will be used when a web quote is done. These are controlled by templates you create on the templates page, which more information can be found in our How to Create a Template article here.
The next fields are where you can customize the colors for specific actions. The Primary affects main actions like Submit/Schedule while the secondary color affects secondary actions like Back. Make sure to pick colors that don't blend in with the background of your website!
The next two fields are for a Default Campaign and Default Tag to be assigned. You can select One Campaign, but assign as many tags as you would like!
You can include a Google Analytics URL in the Google Analytics field to allow for their tracking option through the Web Quoter.
Save the Lead Form
The Last step is to save the Web form so that it will be active to use as your Web Quoter!
The iFrame
Once the form is saved the iframe, URL link, and QR codes will be available. The iframe would be input into your website by your web developer and customers can get a quote through a web page. The URL link can be given to customers so they can create the job through that. Then the QR code can be scanned by a customer's phone camera and they can fill out the job on their phone!
And with that you have created your Web Quoter form! You can create multiple forms following these steps and use them for different versions of the Web quoter! If you have any questions feel free to reach out to our Chat Support team or your Account Manager!