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Types of embeddable forms

Jana avatar
Written by Jana
Updated over 3 weeks ago

Request an Estimate

This form is most similar to a “Contact Us” form with a bit more details.

The Embeddable Request an Estimate Form is best used for automated lead collection. When someone completes this form, a new Contact will appear on your Contacts page and a Project will be created. We will automatically notify your team and send the Contact an invitation to pre-qualify for project financing. Recommended uses include Home Pages, Contact pages, and marketing/lead generation landing pages/campaigns.

Financing Inquiry

This form is for customers to start the pre-qualification process for financing their project.

The Embeddable Financing Pre-Qualification Form starts a financing pre-qualification application from your website or wherever the form is embedded. When a Customer completes this form, a new Customer will appear on your Contacts page and a Project will be created, we will notify your team, and we will tell you the status of their pre-qualification attempt.

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