How to Set Up InstaQuote in QuoteIQ

InstaQuote gives your customers the ability to get real-time quotes from your business — instantly. Whether you’re offering house washes, concrete cleaning, or any other service, InstaQuote lets you create a professional quoting experience customized to your pricing and process. In this article, we’ll walk through how to set up InstaQuote, how to configure pricing for your services, and how InstaQuote looks from the customer’s perspective.

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Head to your Settings, scroll to the Self-Service section, and select InstaQuote Setup.

Here, you’ll see a list of services you’ve already created in your account. Simply check the boxes for the services you want to include in your InstaQuote form and click Save Services.

Once saved, you’ll see a Configure button next to each active service.

Click Configure next to a service to open up that service’s quote logic.

At the top, you’ll have the option to allow customers to enter square footage manually. This is great for basic area-based pricing.

Then toggle ON/OFF a minimum price for the service. This ensures small requests don’t quote under your acceptable range.

To the right of that, click Add Category or the + Icon at the bottom right of your screen to build your pricing logic. You’ll see three options:

Use this to create fixed tiers or price jumps based on selections.

Example:

You can also apply percentage pricing or set values as Discounts instead of Upcharges.

Great for toggles — ask a question, and apply pricing based on the answer.

Example:

You can create multiple yes/no questions under one category.

Dimensions let the customer enter length, width, and quantity — and the system multiplies it automatically.

Ideal for concrete, pavers, patios, or driveways.

Example:

You can label each section and let the customer add multiple areas.

Once everything is configured, click Live Preview at the top of the setup screen.

The form will launch in a new window, and you’ll see exactly what your customer sees. Let’s walk through an example:

Choose Services:

Enter Details:

Click Next Service to continue.

Enter Details:

Click Continue to go to the contact screen.

After selecting services, the customer will fill out:

Then, click Next and QuoteIQ will generate the estimate instantly.

They’ll see the breakdown of each service price, check off which ones they want, and digitally sign to accept.

Once signed, you’ll see it in your dashboard under the Estimates > Accepted tab — ready to schedule or invoice.

InstaQuote automates your quoting process while letting you stay in full control of pricing and presentation. It’s fast, accurate, and builds trust with your customers.

Need help setting up a service in your industry? Check the “InstaQuote by Industry” section in this Help Center for prebuilt walkthroughs.