Welcome to Price Clicker! This guide will walk you through everything you need to get your first pricing form up and running in under 10 minutes. Whether you're a contractor, consultant, or service provider, you'll be collecting qualified leads before you finish your coffee.
Step 1: Create Your Account
Getting started with Price Clicker is simple. Sign up at app.priceclicker.com/onboard or choose a plan at priceclicker.com/pricing. We offer three tiers—Starter (3 profiles), Professional (8 profiles), and Business (25 profiles)—each designed for different business sizes and requirements. All paid plans include unlimited quote requests. Don't worry about getting locked in; you can change plans anytime as your business grows.
Once you've selected your plan, you'll create your account with your email address and password. Make sure to use an email you check regularly, as this is where you'll receive lead notifications. After signing up, you'll receive a confirmation email—click the link to verify your account and unlock all features.
Pro Tip
Start with the Starter plan if you're testing Price Clicker for the first time. You can always upgrade later, and all your forms and data will carry over seamlessly. There's no setup fee for upgrading.
Step 2: Start the Profile Wizard
From your dashboard, go to Profiles and click Create Profile. You'll choose how to build your profile—Let us do it for you, Choose a template, Start from the ground up, or Import a file. Then you'll pick a quote type. This is an important decision because it determines how your quotes are structured and presented to customers. Price Clicker offers six quote types:
- Total Estimate (E): For services billed as a single payment—perfect for projects with a fixed scope like website design, home renovations, or consulting engagements.
- Recurring Estimate Per Time Period Or Unit (R): For subscription-based services like lawn care, cleaning services, or software maintenance. Customers pay a recurring amount on a schedule you define.
- Total Estimate and Recurring Estimate Per Time Period Or Unit (ER): Combine both—a total estimate plus ongoing recurring charges, such as web hosting with setup costs.
- Total Estimate with Installment Option (EI): Break the total cost into multiple payments over time. Great for larger projects where customers prefer to spread out payments.
- Installment Only (I): For pricing structured entirely as installment payments without a separate total estimate display.
- Form Only (F): Don't show pricing at all. Perfect if you want to qualify leads and provide custom quotes manually rather than showing automated pricing.
After you select a quote type, your profile is created as a draft and the wizard continues. Choose the option that matches how you typically bill customers. You can create multiple profiles later if you offer different service types with different billing structures.
Step 3: Build Questions and Pricing Rules
On the Rules page, you'll add questions and pricing rules on the same screen. Think about what information you need to provide an accurate quote. For example, if you're a house painter, you might ask about property type, room count, square footage, ceiling painting, and paint quality. Link each pricing-affecting answer to rules in the calculation formula panel—rules combine there rather than as a simple running total.
This is also where you'll find your Copy Link and Embed buttons once you're ready to share the form. Your form URL will be https://form.priceclicker.com/quote/{profileId}, or a short link at https://priceclick.link/{slug} when configured.
Step 4: Add Branding and Business Information
On the Branding page, enter your Business Name (required)—this appears on quotes and helps customers identify who they're working with. You can also set an optional internal Profile Name to keep multiple profiles organized. Upload your business logo and customize brand colors to make the pricing form feel like a natural extension of your website.
Don't skip the branding step! A professionally branded quote form builds trust and increases conversion rates. Customers are more likely to accept quotes that look polished and legitimate. If you don't have a logo handy, you can add it later from your profile settings.
Important Note
Keep your questions clear and simple. Avoid industry jargon that customers might not understand. Each question should have one clear purpose—if you find yourself cramming multiple questions into one, split them up.
Step 5: Assign Access and Notifications
On the Access page, assign delegates to your profile. Price Clicker supports three roles: Owner, Lead Viewer, and Lead Manager. Invite team members from the Users page first, then assign them here.
On the Notifications page, choose how you want to be alerted when someone submits a quote request: Via Email, Via Text, or Via Mobile App Push Notification. Enable the channels that fit your workflow so you never miss a lead.
Step 6: Configure Your Quote Page
The quote page is what customers see after completing your form. Here you can customize several important settings:
- Binding, Binding with Payment, or Estimate: Choose whether your quote is a firm commitment, a firm commitment with payment required, or an approximate estimate. Set expectations clearly to avoid confusion later.
- Quote Expiration: How long is your pricing valid? 30 days is standard, but adjust based on your industry and market volatility.
- Save for Later: Allow customers to save quotes and return to accept them later. This is great for big-ticket items where customers need time to decide.
- Required Contact Info: Choose which fields are mandatory—email is required by default, but you can also require phone number, address, or custom fields.
If you chose Form Only as your quote type, this step is skipped—the profile activates after the Notifications step instead.
Take a few minutes to customize the messaging on your quote page. The default text works fine, but personalizing it to match your brand voice makes a better impression.
Step 7: Preview and Test
Before going live, use Price Clicker's preview mode to test your form as a customer would see it. Walk through the entire process, trying different combinations of answers to make sure your pricing calculates correctly. Pay special attention to edge cases—what happens if someone enters zero? What if they select every premium option?
Test on both desktop and mobile devices. A significant portion of your leads will come from mobile users, so ensure the experience is smooth on smaller screens. Price Clicker forms are automatically responsive, but it's still worth checking.
Step 8: Finish the Wizard and Share Your Form
When you complete the wizard, you'll return to the Profiles list and your profile is active automatically—there is no separate "Activate Profile" button. Use pause and resume on the Profiles page if you need to temporarily stop accepting submissions. Your form URL and embed code are available from the Rules page via the Copy Link and Embed buttons. You have three ways to share your pricing form with customers:
- Direct Link: Share
https://form.priceclicker.com/quote/{profileId}or your short link athttps://priceclick.link/{slug}via email, social media, or text message. - Embed on Your Website: Copy the iframe code from the Embed button on the Rules page and paste it into any page on your website. Works with WordPress, Wix, Squarespace, and custom sites.
- Button or Link: Add a "Get a Quote" button anywhere on your site that opens your pricing form in a new tab or popup.
Most businesses start by embedding the form on a dedicated "Get a Quote" page, then add links to it from their homepage, service pages, and navigation menu.
Step 9: Monitor and Optimize
Congratulations—your pricing form is live! But your work isn't done. Log into your Price Clicker dashboard regularly to review leads, track conversion rates, and identify patterns. Look for questions where customers drop off frequently—those might be confusing or asking for too much information too soon.
Use the analytics to refine your pricing and question flow. Small tweaks can have big impacts. Maybe you need to simplify a question, adjust your pricing, or add more explanation text. Price Clicker makes it easy to edit your form anytime without breaking the embed code.
What's Next?
You've completed the Quick Start Guide and have a functional pricing form. From here, explore Price Clicker's advanced features:
- Create multiple profiles for different services or client types
- Use conditional logic to show/hide questions based on previous answers
- Set up Google Calendar integration for automatic appointment scheduling
- Export leads to your CRM or spreadsheet for further follow-up
- Customize advanced branding options to perfectly match your website
The more you use Price Clicker, the more you'll discover how it can streamline your sales process and capture leads you'd otherwise miss. If you get stuck, our help center has detailed guides for every feature, and support is always available via chat or email.
Welcome to the Price Clicker community. Here's to converting more prospects and growing your business!