How EstiWise works — from sign-up to signed quote | EstiWise
How it works

How EstiWise works

From sign-up to the first signed quote — two flows, one system. First, what you set up. Then, what your clients actually see.

Part 1 — Your setup

How you set it up

From sign-up to your first live quote. About 10 minutes.

  1. Sign-up

    You enter the basics on the sign-up page. One minute.

  2. Onboarding & profile processing

    You give us your business website address. EstiWise processes the site — extracting your services, prices and brand elements. If you don't have a good website, you can provide a written description instead.

  3. Dynamic catalog

    EstiWise turns the data into a proposal: service catalog, pricing logic, brand elements. This is where you review and fine-tune before going live.

  4. Dashboard

    The overview — every piece of your business data in one place. From here you start new quotes, track the ones you sent and change your settings.

  5. Publishing

    You get your own embeddable calculator page. Put a link on your website, share it on social, or use it internally — whatever suits you.

Sign up
Mockup of the EstiWise contractor interface — from onboarding to the live calculator

From onboarding to the live calculator — 60 sec.

Part 2 — Client experience

How your clients experience it

Your client gets their own link — either through your website or directly by email. From there it's the EstiWise interface, with your brand.

  1. Choosing a service

    Arriving on the public page, the client picks the category relevant to them. (Window replacement and fitting, front door design, sliding door planner, and so on — based on your services.)

  2. Intelligent needs assessment

    Using a decision tree, EstiWise guides the client through the questions — basics, dimensions, materials, extra options. It asks exactly what the quote needs, nothing more.

  3. Entering details

    Before the client sees the quote, they enter their contact details (name, email, phone). That puts a qualified lead into your system — only the people who genuinely want a quote.

  4. The quote opens

    The client receives the interactive, editable quote. From here the result page section takes over (below).

Mockup of the public EstiWise calculator — from service selection to the interactive quote

From service selection to the interactive quote — 60 sec.

Featured — the interactive quote

Your client doesn't get a static PDF — they get a live quote.

Five things the EstiWise result page does — together they create a buying experience your competitors can't match.

What your client sees — the interactive quote in action.

Grouped by room

The client doesn't get one long list. Items are organized logically, room by room. They can see what a living room, a kitchen or a bedroom costs — which makes it easier to set priorities.

Real-time sliders

The client adjusts the parameters with sliders (size, quantity, options). Behind the scenes the quote recalculates instantly — no waiting, no phone calls.

Variants and extras in one click

Material choice (PVC / wood / aluminum), extra features (triple glazing, color finishes, installation). One toggle and they see the surcharge. Upsells happen naturally.

Financial transparency

Net, VAT, gross — every figure, at every moment. The legal disclaimer sits at the bottom of the page (the estimate is indicative, an on-site survey is required) — legal protection for you.

Flexible item list

The client can not only change items but also add new ones or remove them. The quote is flexible — it becomes exactly what the client wants to order.

Free trial

Meet the new EstiWise Embed feature

Start your 7-day free trial — no credit card needed — and let us help you through the very first steps in a complimentary consultation.

  • 7-day full free trial, no credit card
  • Simple to drop into your own website
  • Free expert consultation
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Let's talk

If you have a question, or you'd like a free demo, write to us or book a time.

Gyömrei Máté
Gyömrei Máté Product Owner

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In a short walkthrough we show you how to get results with EstiWise — built on your own pricing logic.

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