Structured submissions
Submitted enquiries include property details, service choice, estimate and customer contact information.
Survey quote software explained
How SurveyQuotation works for UK surveying firms
Visitors answer property and service questions, see an estimate when your rules allow it, and choose whether to submit their details. Your team receives the answers, estimate and follow-up information in the dashboard.
Quote journeyTypical website flow
Answers guided questionsWebsite visitor
Shows an estimate or review routeSurveyQuotation
Chooses whether to enquireWebsite visitor
- Free trial
- 14 days
- Price after trial
- £9.99 per month
- Publishing options
- Hosted + WordPress
The journey
From visitor questions to a submitted enquiry
The journey explains services, applies your pricing rules and clearly separates an estimate from the visitor’s decision to contact your firm.
- 1Website visitor
Answers guided questions
Visitors choose a service and provide the property information your pricing rules need.
- 2SurveyQuotation
Shows an estimate or review route
The tool applies your rules and sends properties outside them to a manual-review route.
- 3Website visitor
Chooses whether to enquire
After seeing the result, the visitor can submit their contact details, timing preference and notes.
- 4Your office
Receives the submitted details
The dashboard keeps the enquiry, property answers, service choice and estimate context together.
What the workflow provides
Useful context on both sides of the enquiry
Customer context
Visitors see service information and pricing guidance before deciding whether to send an enquiry.
Three setup options
Use the hosted quote page, install the WordPress plugin, or link from your existing site.
Journey visibility
See quote volume, service mix and which completed journeys turn into submitted enquiries.
Dashboard handover
Submitted details stay linked to the estimate shown
Each submitted enquiry includes the information entered during the journey, so your team can review the same property and service context the visitor has already seen.
- Customer name, email, phone and postcode
- Property type, age, bedrooms and complexity flags
- Selected survey or valuation service
- Quoted fee, lead status and follow-up context
Pricing
Simple pricing for the full quote tool
Create your account and configure the tool first. When you are ready, activate a 14-day trial; the plan then continues at £9.99 per month unless you cancel.
14-day free trial
£9.99per month after trial
- 14-day free trial
- £9.99 per month after trial
- Hosted quote page
- WordPress plugin & website link options
- Branded customer confirmation emails
- Lead dashboard and analysis tools
Before you create an account
Pricing and setup questions
Key details about the trial, installation and customer replies.
When does the free trial begin?
Creating an account does not start the clock. Configure the tool first, then activate the 14-day trial through Stripe when you are ready to use it.
What happens after the free trial?
The plan continues at £9.99 per month unless you cancel before the trial ends. If you cancel during a paid period, the tool stays live until the end of that billing period.
Do customers reply to SurveyQuotation or to the firm?
When enabled, customer confirmation emails are sent on behalf of the firm and replies go directly to the firm’s saved contact email.
How do I add it to my website?
Most firms can go live with the hosted quote page or the WordPress plugin. More technical embed options are available when needed.
Still deciding? Ask SurveyQuotation a question.