Build a quote assistant in minutes with our no-code quote assistant maker. Instantaneously improve your lead generation and grow your sales.
- 1.Log in to the Quoterules user account and in the dashboard, click the new Quote Assistant button.
- 2.It will ask you to select templates, you can pick one or more templates for your quote Assistant.
A quote assistant must have one or more templates to be selected. The Template is a set of questions and options we ask users to gather information about a specific topic. We provide template management to create or modify default templates, where you can create a new template from scratch or create a new template from default templates. Click here to manage your templates.
- 1.When you created some templates, then create new quote assistant will ask you to select one or more templates.
2. Next button will ask you to enter a name for your Assistant/Project.
3. Click submit & your Quote assistant will be ready in few seconds and it redirects you to the dashboard.
This is an example of created quote assistant with 4 Templates/Topics with the Assistant name / Project name Demo Project
Next, you will learn how to install this quote assistant on your website or mobile app