A Quote Wizard They Fill Out Themselves - That Creates the Lead and Drafts the Proposal

The gap between interest and contact

Most event professional websites have the same problem: somebody wants to know if you are available and roughly what it costs, but to find out they have to fill out a contact form and wait for a response. The motivated ones do it. A lot of them do not - they move on to someone whose website tells them something.

The Instant Quote System puts a real answer on your website. A step-by-step wizard that walks through event type, date, location, package selection, and add-ons - with live pricing updating at every step. By the time they hit submit, they know exactly what they are looking at. And so do you.

You embed it on your site with two lines of code. It runs entirely in Zenvents360. Any submission creates a lead in your CRM with all the details filled in, the package pre-selected, and a draft proposal already built. You are not starting from scratch - you are reviewing something the client built themselves.

A lead that arrived through the Instant Quote wizard lands in your pipeline with the event details, package selection, and draft proposal already populated

How the wizard works

The wizard uses your actual packages and add-ons - the same ones you build proposals from - to present the client with real options and real pricing. Each step is conditional: the fields that appear for a wedding are different from the fields for a corporate event. The client only sees what is relevant to their inquiry.

As they make selections, the total price updates live. Add the photo booth. Include the extra hour. Pick the premium package. They can see what each decision costs before they commit to anything. This turns the quote process from a negotiation into a self-service experience - which is what most modern clients prefer anyway.

At the end of the flow, they enter their contact details and submit. The event is created. The lead is in the pipeline. The draft proposal reflects every selection they made.

Abandonment tracking built in

Not everyone who starts a quote finishes it. The Instant Quote System tracks completion percentage throughout the wizard - so you can see where prospects are dropping off. If someone got through package selection and pricing and then closed the tab, that is a warm lead worth following up on. You can see exactly how far they got.

Abandonment information lives in your leads and analytics. Over time, if you notice a consistent drop-off at a specific step, that is signal. Maybe the pricing crosses a threshold that surprises people. Maybe a particular field creates friction. The data is there to tell you.

Automated follow-up can be configured to reach out to leads who started but did not finish - a gentle nudge while the event is still top of mind for them.

Available instantly, without your involvement

The quote wizard does not require you to be available. It runs at midnight, on a Sunday, during a show - whenever a prospect decides they want to look into booking. For a solo operator or a small team, this is the closest thing to having a sales rep who never sleeps.

When you do check in, the lead is already there. The event type, date, venue, package, add-ons, and contact information are all captured. The draft proposal is ready to review and send. Your first interaction with this client is not filling out a form - it is deciding whether to put your name on the proposal they already helped build.