Hoowla
01792 687 146
Contact Us Login
  • Login
  • Home
  • Features
    • Matter Management
    • Time Recording
    • Billing & Completion Statements
    • Document Automation
    • Legal Accounting
    • Individual & Team Calendars
    • Integrations
    • Client Accounting
    • Support Team
    • Conveyancing Quote Calculator
    • Wills & LPA Quote Calculator
    • Client Portal
    • Digital Conveyancing Enquiries
  • Services
    • Legal Case Management
    • Conveyancing Software
    • Conveyancing Quote Calculator
    • Wills & LPA Quote Calculator
    • Panel Management Software
    • Legal Accounts Software
    • Website Design For Law Firms
    • Digital Conveyancing Onboarding
  • Pricing
  • News
  • Case Studies
  • Watch Demo
  • Talk to us
  • Open Roles

Create A Conveyancing Quote

June 11, 2014Tom O'BrienTips and Tutorials

This quick tutorial will show you how to send out a conveyancing quote through Hoowla, provide a quick quote over the phone to a prospective client and have it automatically emailed to them as well.

If you need any help at all then please get in touch with us

Firstly you will need to setup your conveyancing calculator if you haven’t already done so. If you have more than one quote form, ensure the one you want your prices to be based on is set to primary.

make conveyancing quote form primaryprimary conveyancing quote form

create a conveyancing quote
Navigate to the PEOPLE area in Hoowla and add your prospective client whose requested a conveyancing fee estimate, recording all their contact details. If you record their email address their quote will be automatically emailed to them.
Once their contact details are saved, find them in your PEOPLE list and select QUOTE.
Can’t see the quote button? You may not have setup your quote calculator form or you might not have a primary form selected (see above).
fill out conveyancing quote form
Your conveyancing quote form will pop up for you to fill out.
Select whether the quote is for sales, lettings, both or a re-mortgage. Enter in the properties postcode, price, select whether it’s freehold or leasehold and choose an estimated move date.
You’ll notice that your prospective clients contact details have been automatically filled in.Once your happy with the information you’ve entered, select GET QUOTE.
instant conveyancing quote
The quote will be instantly calculated and displayed on screen. If you have a client on the phone then you can provide them with a price straight away.
If you recorded their email address then they’ll have the quote instantly emailed to them as well.
conveyancing quote confirmation
If you navigate back to your PEOPLE list and find the person you just created a quote for, you’ll see a tick next to their name indicating that they have been sent a quote.
conveyancing quote in client activity
Click on your clients name to view their details and you will see that they have been sent a quote under LATEST ACTIVITY.
your conveyancing quote
Click on the conveyancing quote in their Latest Activity feed to view details of their conveyancing quote including a breakdown of costs.
You’ll also see which conveyancing form was used, the type of conveyancing quote, the date it was created, desired move date, how long it’s valid for and details of the property.

You now know how to create a quick conveyancing quote in Hoowla and email it out to a prospective client. If you need any help then please do get in touch with us.

Want to find out more about Hoowla?

Send us a message and we’ll get right back to you.

[contact-form-7 404 "Not Found"]. Also take a look at our conveyancing quote website to see it in action.

Previous post Setup your conveyancing quote calculator Next post Hoowla partners with OneSearch Direct to deliver a seamless conveyancing search ordering experience

Latest News

  • Hoowla’s secure, built in, legal accounting software makes reconciliation trouble free
  • Collaboration shouldn’t cost extra, and it doesn’t with Hoowla
  • Why do you want Hoowla’s conveyancing quote calculator?
  • Hoowla supports you with your supervisory responsibilities
  • How to build your introducer network?

Contact

T: 01792 687146
E: hello@hoowla.com

Follow us

Terms & Conditions
Privacy
Security 

Subscribe

Subscribe to our newsletter

Request a demo

Interested in what we have to offer?

Watch Demo

Talk to us

  • Design by Clockwork Bear
Company No: 08541543 | VAT Number: 275 2003 28 | Copyright © Hoowla 2019