Available on: Elite ($299/mo) and Max ($699/mo). InstaQuote is not included on Essentials, Beginner, or Pro. Compare plans.
InstaQuote is QuoteIQ’s customer self-quoting tool. Customers open a link you share — or a form embedded on your website — pick the services and add-ons they want, and get an instant, accurate quote 24/7, without you picking up the phone. Paired with InstaSchedule, they can book the job on the spot.
InstaQuote turns your website and links into a 24/7 quoting machine. Instead of a customer calling, waiting for a callback, and going back and forth, they select exactly what they want and get a priced quote on the spot. You set the services and pricing once; the customer does the rest.
Benefit
What it means for you
Quotes around the clock
Customers quote themselves 24/7, capturing website traffic outside business hours.
Higher conversion
Visitors get an instant answer instead of leaving to call a competitor.
Time saved
Roughly 15+ minutes saved per quote request, since the customer does the selecting.
Bigger tickets
Customers tend to add more add-ons when they self-select.
How to set up and use InstaQuote
Build your service library. Add the services and add-ons customers can choose from, each with pricing.
Start from an industry template (optional). Begin with a pre-built InstaQuote template for your trade and adjust it.
Turn on InstaQuote and get your link. Enable InstaQuote and copy the shareable link.
Share or embed it. Share the link in emails and on social media, or embed the form on your website.
Customer selects services. They open the link, see your services, and pick what they want with add-ons.
Real-time pricing. InstaQuote calculates the total as the customer makes selections.
Customer submits and gets the quote. They submit the request and receive the quote instantly by email or SMS.
Customer books and you get notified. With InstaSchedule the customer can book a time on the spot, and you get a notification of the new quote or booking.
Set up & customization
Service library & pricing. InstaQuote is built from your services and add-ons, so the quotes customers build always reflect your real pricing.
Industry templates. Launch faster with a pre-built InstaQuote template tailored to your trade, then adjust services and pricing to fit.
Add-ons. Let customers tack on optional services, which is where most of the average-ticket lift comes from.
Share or embed. Use InstaQuote as a shareable link or embed it directly on your website.
InstaSchedule: customer self-scheduling
InstaSchedule is the self-scheduling counterpart to InstaQuote. Customers see your real-time availability and book themselves, and the appointment syncs live to your QuoteIQ calendar — no phone tag, no double-booking.
Books from InstaQuote. Once a customer accepts their InstaQuote quote, they can pick a time and book it right away.
Books from estimates. InstaSchedule also works through Standard, Quick, Options, and Package estimates.
Live calendar sync. Bookings drop straight onto your QuoteIQ calendar in real time.
Same plans. InstaSchedule is included on Elite and Max, the same as InstaQuote.
InstaQuote vs. InstaSchedule: InstaQuote lets customers price and request a quote themselves; InstaSchedule lets customers book a time themselves. Together they let a customer self-quote and self-book in one flow. Full details are in the InstaSchedule documentation.
Where to use your InstaQuote link
Your website. Embed the form so visitors can request a quote without leaving your site.
Email. Drop the link into outreach, follow-ups, and your signature.
Social media. Post the link in your bio and posts so followers can quote themselves.
Which plans include InstaQuote
Plan
Monthly
InstaQuote
InstaSchedule
Essentials
$29.99
Not included
Not included
Beginner
$74.99
Not included
Not included
Pro
$149.99
Not included
Not included
Elite
$299
Included
Included
Max
$699
Included
Included
Requirements & limits
Plan. InstaQuote and InstaSchedule require the Elite or Max plan.
Service library. InstaQuote prices from your services and add-ons, so accurate quotes depend on having your pricing set up.
Website embed. Adding InstaQuote to your site requires placing the embed on a page you control.
Next steps
InstaSchedule — the self-scheduling tool customers use to book after they self-quote.
InstaQuote is QuoteIQ’s customer self-quoting tool. Customers open a link you share, or a form embedded on your website, select the services and add-ons they want, and get an instant, accurate quote around the clock without you picking up the phone. Paired with InstaSchedule, they can book the job on the spot. InstaQuote is available on the Elite and Max plans.
InstaQuote is included on the Elite ($299/month) and Max ($699/month) plans. It is not included on Essentials, Beginner, or Pro. InstaSchedule, the customer self-scheduling tool that pairs with InstaQuote, is available on the same Elite and Max plans.
You build a service library with pricing, then turn on InstaQuote to get a shareable link or website form. A customer opens it, selects the services and add-ons they want, and sees the total calculated in real time. They submit the request, receive the quote instantly by email or SMS, and can approve and book it. You get notified of every new quote or booking.
Yes. You can embed InstaQuote directly on your website so visitors request quotes 24/7, or share the InstaQuote link in emails and on social media. Both point to the same self-quoting experience built from your service library, so customers price their own job without contacting you first.
InstaQuote lets customers price and request a quote themselves. InstaSchedule lets customers book a time themselves, seeing your real-time availability and dropping the appointment straight onto your QuoteIQ calendar. They work together: a customer can self-quote with InstaQuote and then self-book with InstaSchedule in one flow. Both are on the Elite and Max plans.
Yes. InstaSchedule works through InstaQuote forms and through any estimate, so once a customer accepts their quote they can pick from your real-time availability and book the job themselves. The appointment syncs live to your QuoteIQ calendar, which removes the phone tag between quoting and scheduling.
Yes. QuoteIQ includes pre-built InstaQuote industry templates tailored to a range of home-service trades, so you can launch quickly instead of building your service list from scratch. You start from the template that fits your trade and adjust the services, add-ons, and pricing to match your business.
InstaQuote can save roughly 15 minutes or more per quote request because the customer does the selecting and the pricing is automatic. It also lets customers quote themselves 24/7, which captures website traffic outside business hours and tends to raise the average ticket as customers add their own upsells.
Yes. QuoteIQ includes a 14-day free trial, and you can trial the Elite or Max plan to use InstaQuote and InstaSchedule during the trial. A credit or debit card is required to start the trial, and you can cancel anytime with no contract. You can also book a live demo to see InstaQuote first.
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