Creating a profile in Price Clicker is your first step toward automated lead generation. A profile represents a specific service offering or product line—think of it as a complete pricing form with its own settings, questions, and rules. This guide walks you through every field and setting so you can create a professional, conversion-optimized profile.
Understanding Profiles
Before diving into the creation wizard, it's important to understand what a profile is and when you might need multiple profiles. A profile is a self-contained pricing form with its own questions, rules, branding, and settings. Most businesses start with one profile, but you might create additional ones if you:
- Offer multiple distinct services (e.g., residential and commercial cleaning with different pricing)
- Target different customer segments with unique messaging
- Have seasonal services with different pricing structures
- Operate in multiple locations with different pricing
Each profile can have its own branding, questions, pricing rules, and settings. Think of profiles as separate "products" in your lead generation toolkit.
Accessing the Profile Creator
From your Price Clicker dashboard, click Profiles in the left sidebar, then 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 pick a quote type. The wizard walks you through each remaining step in order: Rules, Branding, Access, Notifications, and Quote Page settings (skipped for Form Only profiles).
If you've already created profiles before, you'll see them listed on the Profiles page. Each profile operates independently with its own URL, settings, and lead tracking. Use pause and resume on the Profiles list to temporarily stop or restart submissions—there is no separate activate button.
Step 1: Select Your Quote Type
After choosing how to create your profile, you'll select a quote type. This decision impacts everything from the questions you ask to how quotes are presented. Price Clicker offers six quote types:
Total Estimate (E)
This is the simplest quote type and perfect for projects billed as a single payment. Customers see one total price and decide whether to accept or decline. Common uses include:
- Website design or development projects
- Home renovation or construction jobs
- Consulting engagements with a fixed scope
- Event planning or catering services
- One-time professional services (legal, accounting, etc.)
Recurring Estimate Per Time Period Or Unit (R)
For ongoing services billed on a schedule—weekly, monthly, quarterly, or annually. Common for maintenance contracts, subscriptions, or any service where customers pay repeatedly. You can also use custom time periods like "per square foot" for non-time-based recurring billing.
Total Estimate and Recurring Estimate Per Time Period Or Unit (ER)
Combines both models—a total estimate plus ongoing recurring charges. For example, a web design package with monthly hosting would use this quote type.
Total Estimate with Installment Option (EI)
Break a large one-time project into smaller payments. Instead of charging $10,000 upfront, you might split it into four payments of $2,500. This makes expensive services more accessible and reduces sticker shock. You control the number of installments and whether they're equal or custom amounts.
Installment Only (I)
For pricing structured entirely as installment payments without a separate total estimate display.
Form Only (F)
Collect information without showing any pricing. Use this when you prefer to provide custom quotes manually or when pricing varies too much to automate. The form still captures all customer details, but doesn't calculate or display a quote. Form Only profiles skip the Quote Page step and activate after Notifications.
Most businesses start with one quote type and add others as needed. You're not locked into your choice—you can create new profiles with different quote types anytime.
Step 2: Build Questions and Rules
On the Rules page, you'll add questions and pricing rules on the same screen. Each question gathers information needed to calculate an accurate quote or qualify the lead. Link pricing-affecting answers to rules in the calculation formula panel. The Copy Link and Embed buttons on this page give you your form URL and embed code when you're ready to share.
Step 3: Customizing Your Branding
On the Branding page, enter your Business Name (required)—it appears prominently on all quotes. You can also set an optional internal Profile Name to keep multiple profiles organized (for example, "Residential Painting" or "Commercial HVAC"). Upload your business logo—it appears at the top of your form and on quotes. Price Clicker automatically resizes images, but for best results, use a PNG file with a transparent background at least 200px wide.
Choose your primary brand color using the color picker. This color appears on buttons, accents, and highlights throughout your form. Pick something that matches your website and brand guidelines. If you're unsure, blue (#027FFF) is Price Clicker's default and performs well across industries—it conveys professionalism and trust.
Pro Tip
Professional and Business plan users can customize the footer text and even remove Price Clicker branding entirely. This creates a fully white-labeled experience that looks like a native part of your website, increasing trust and conversion rates.
Designing Your Questions
Questions are added on the Rules page alongside your pricing rules. Each question gathers information needed to calculate an accurate quote or qualify the lead. Click "Add Question" to create your first one. You'll need to decide:
Question Text
Keep it clear and concise. Ask one thing per question. "What type of property needs painting?" is better than "What type of property do you have and how many rooms need painting?" Split complex questions into multiple steps.
Question Type
Choose the input method that makes sense for the data you need:
- Multiple Choice: Customer selects one option from several (radio buttons). Perfect for exclusive choices like "Residential" or "Commercial."
- Checkboxes: Customer can select multiple options. Great for add-ons like "Include trim painting" and "Include door painting."
- Number Input: Customer enters a numeric value. Use for quantities like square footage, number of rooms, or hours needed.
- Text Input: Customer types free-form text. Best for contact information or special requests that don't affect pricing.
- Dropdown: Like multiple choice but saves space. Good for long option lists like states, cities, or service categories.
Required vs. Optional
Mark questions as required if you can't provide a quote without that information. Don't make everything required—each mandatory field reduces completion rates. Contact information (email/phone) should be collected at the end after customers see their quote, when they're most committed.
Step 5: Setting Up Access Control
The Access page determines who can use and manage your profile. Assign delegates by role. Invite team members from the Users page first, then assign them here. Price Clicker supports three roles:
- Owner: Full control—can edit everything, including deleting the profile and managing team access.
- Lead Viewer: Can view leads and analytics for this profile without modifying the form or settings.
- Lead Manager: Can manage leads for this profile, including status updates and follow-up.
Team collaboration is only available on Professional and Business plans. Starter plan users have sole access to their profiles.
Step 6: Configuring Notifications
Never miss a lead. On the Notifications page, choose how you want to be alerted when someone requests a quote:
- Via Email: Receive an email when a lead comes in. Essential for time-sensitive services.
- Via Text: Get a text message alert for immediate notification on the go.
- Via Mobile App Push Notification: Receive push alerts through the Price Clicker mobile app.
Enable whichever channels fit your workflow. For email notifications, make sure your email provider doesn't mark Price Clicker as spam. Add notifications@priceclicker.com to your contacts or safe sender list.
Step 7: Quote Page Settings
The quote page is what customers see after completing your form—the moment of truth where they decide whether to accept your pricing. Configure it carefully:
Quote Type
- Binding: You commit to honoring the price if accepted before expiration. Builds trust but requires accurate pricing.
- Estimate: The price is approximate, subject to final confirmation. Gives you flexibility but may reduce conversion.
- Binding with Payment: Combines commitment with immediate payment requirement. Great for deposits or full upfront payment.
Form Only profiles skip this step entirely—the wizard completes after Notifications and your profile activates automatically.
Quote Validity
Set an expiration period (default: 30 days). This creates urgency and protects you from price fluctuations. Shorter expiration periods (7-14 days) can increase decision speed, but might frustrate customers who need time to decide on large purchases.
Save for Later
Enable this to let customers save quotes and return later. They'll receive an email with a unique link to view their saved quote. This is valuable for high-ticket items where customers need to discuss with partners or get approval. The trade-off is some leads will save and never return—but you still capture their contact information for follow-up.
Testing Before Launch
Don't skip this step! Before finishing the wizard and sharing your form, thoroughly test it:
- Click "Preview" to see your form as customers will
- Complete the form using realistic answers
- Verify pricing calculates correctly
- Test edge cases (entering zero, selecting everything, etc.)
- Check mobile experience on your phone
- Confirm contact information submits properly
- Test the "save for later" feature if enabled
Fix any issues before going live. A broken form costs you leads and damages your professional reputation.
Completing the Wizard
When you finish the wizard, you'll return to the Profiles list and your profile is active automatically—there is no separate "Activate Profile" button. Your form URL is available from the Rules page via Copy Link (https://form.priceclicker.com/quote/{profileId} or https://priceclick.link/{slug} when configured). Use pause and resume on the Profiles page if you need to temporarily stop accepting submissions.
A paused profile won't accept new submissions. If you've paused a profile for testing, remember to resume it before sharing your form link or embed code with customers.
Creating Additional Profiles
As your business grows, you might need multiple profiles for different services or customer segments. For example:
- Separate profiles for residential vs. commercial services
- Different profiles for distinct product lines
- Specialized profiles for different geographic regions with varying pricing
- Basic vs. premium service tiers with different questions and pricing
Each profile is completely independent with its own questions, pricing, branding, and analytics. Your subscription determines how many profiles you can create—Starter allows 3, Professional allows 8, and Business allows 25.
What's Next?
You've successfully created your first profile! From here:
- Learn how to set up pricing rules for accurate quote calculations
- Discover how to embed your form on your website
- Explore advanced customization options in your profile settings
- Set up integrations with your CRM or calendar
Remember, your profile isn't set in stone. You can edit questions, adjust pricing, and refine your form anytime based on real customer feedback. Price Clicker makes iteration easy—use your analytics to identify bottlenecks and continuously improve your conversion rates.