How do I load a previous estimate?

Search by email, postcode, or estimate number, partial matches work. Results show the estimate ID, date, product totals, and whether it was sent manually or automatically. Tick the one you want and click Load Estimate.

Loading an estimate does not edit the original. It creates a brand new estimate, linked back to the one you loaded, with its own fresh estimate ID. The original stays exactly as it was.

What's the difference between Manual and Automatic send mode?

Manual creates the PDF only, for you to review and send yourself, useful for anything unusual or a price you want to double-check. Automatic sends the customer straight into the normal email journey, the same as if they'd filled it in themselves.

Either way you'll get an internal notification with a direct link straight back into this form with that estimate already loaded, so manual estimates are never lost, just check in on them rather than waiting for a further reminder.

What happens if I only tick one product?

The customer only ever sees the products you've ticked. Tick just Basic Wood and they get a single price, not a comparison. Tick two or three if you want them comparing options. You can't untick the last one, at least one product must stay selected.

What does overriding the £/sqm price do, and what's Individual Price for?

The £/sqm field changes the price for this estimate only, your standard pricing elsewhere is untouched. The Individual Price radio button just controls which product's per-window price shows in the window rows further down, it's a viewing choice for you while building the estimate, it doesn't affect what the customer gets.

What is Live Total?

A running total per product as you add windows, before any discount, updating automatically. It's a preview to help you check figures as you go, nothing is saved until you actually submit.

How does Discount Mode work?

The Discount Label box is free text, type whatever you want the customer to see, e.g. "Summer Sale". This applies to Percentage, Fixed Amount, and Free Upgrade only, Tiered mode pulls its label from the campaign settings instead. "Applies to" lets you untick specific products to exclude them from the discount, leave all ticked to apply it everywhere.

What's the Extra Line Item field for?

Two admin-only fields sit on each window row. Name filled in (e.g. "Reinforced frame") shows as its own line on the breakdown and PDF, with its own price. Name left blank, amount entered, and it's added straight into that window's price with no separate line shown. Use the named version when the customer should see exactly what they're paying extra for.

What's an Additional Discount Line?

A one-off named saving on top of the main discount, e.g. a price match or a goodwill gesture. Each line needs both a label and an amount to count, blank labels or zero amounts are ignored. Each one shows as its own line to the customer, exactly as typed.

How do voucher and competition codes work, and what do I type?

Codes are set up in Studio as CODE:VALUE, comma-separated if you've got more than one. Both £ off and % off work, and a code can optionally be restricted to a single product:

Leave the third part off to apply the code to every product on the page. Product IDs, type them exactly as shown: basicWood, standardWood, eliteWood, fauxWood, aluminium, cedar.

To retire a code, delete it from the list and save, it stops working immediately. Nothing keeps a record of deleted codes, so if you want to know later what was offered and when, keep your own note (a simple spreadsheet with an expiry date works well) before removing it. You can already see who's used a code, and which one, in V2 Estimates against each estimate.

Do I choose which savings prompts appear?

No, that's set by the campaign, not per estimate. You're answering them on the customer's behalf as you go through the form together, showroom visit, signboard (before/after installation, each adds its own saving), competition or voucher codes (type the code, a valid match applies and confirms on screen automatically).

How does New Build actually work?

Ask how many windows in total, then how many they want priced today: just these for now, front of house, back of house, whole house, or in stages / not sure yet.

Minimums: front or back of house needs at least 3 windows entered before the discount unlocks. Whole house needs at least 6, if they've only got 3–5 in, they're shown the front/back rate with a nudge for how many more unlocks the full rate. "Just these" and "in stages" have no minimum.

Depending on how the campaign page is set up, the saving is either a fixed % per choice above, or increases in bands as the order value crosses set thresholds.

Does New Build stack with other discounts?

No, it overrides. If New Build works out bigger than whatever discount was already applied (tiered, percentage, fixed), it replaces it entirely, not stacks on top, and the customer sees "New Build Discount (X%)" instead. This is automatic, nothing to configure, just worth knowing so a discount you'd set up doesn't look like it's vanished.

How do I set up a dedicated New Build page?

Set that page's Discount Mode to "New Build Default", this switches the New Build question on automatically for everyone, no tickbox, no other discount runs alongside it.

Two ways the saving can be worked out, set in the campaign's New Build settings:

How do I add options to an estimate?

Click "Add options", tick which ones are relevant, this filters the table so you're only looking at what applies to this job.

Per-window options (e.g. blackout) appear as a table, tick the box where the window and option cross, or use the "tick all" box in the column header. Incompatible windows are greyed out automatically. Whole-order options appear as a simple tick lower down, not tied to specific windows.

Options priced per section (multi-panel shutters) show a small quantity stepper once ticked, use it to set how many sections that window has. The total is shown at the bottom and adds straight into this estimate's price.

What happens between clicking submit and the customer getting their PDF?

The submission lands in our Google Sheet within seconds, then gets picked up and processed (usually within a minute), which is what generates the PDF. Typical time from submit to a ready PDF is 30 seconds to a minute, if it's taking noticeably longer, flag it to Sam.

Does the customer always get an email?

How do I get back to an estimate after I've created it?

Every internal notification includes a direct link straight into this form with that customer's estimate already loaded, no need to search for them separately.

How can I tell if an estimate came from the website or from admin?

Check the Estimate ID. It'll start WEB for a customer's own estimate or AM for one created here in admin, e.g. WEB1-4821 or AM3-7742. The number straight after counts how many estimates that email has had with that prefix.

The customer hasn't received their PDF yet.

Give it a minute first, that's normal. If it's genuinely stuck, check the estimate loaded correctly here via Load Previous Estimate, if you can find it and see its details, the submission went through fine and it's just the email/PDF step to check with Sam.

Something on this form looks broken or isn't updating.

Try refreshing the page first. If it persists, note exactly what you were doing (which product, which discount mode, etc) and flag it to Sam rather than resubmitting repeatedly.

A range comparison on the PDF looks unfinished or shows placeholder text.

Flag this straight away rather than sending it on, a few fields for Fauxwood, Aluminium, and Cedar are still being finalised behind the scenes.

A PDF's price breakdown or comparison table has thin blank lines or gaps down the side.

We've seen this before, and it wasn't actually a fault with that specific estimate. It happens when a script change has been saved but not properly redeployed, so live estimates were quietly still using an older version of the code behind the scenes. If you see it, don't resubmit repeatedly, that won't fix it. Just flag it to Sam, it's a one-off fix on his side.

A banner appeared asking if I want to restore an unfinished estimate.

This is expected, not an error. It means this browser tab reloaded before the estimate was finished, maybe a slow connection, a refresh, or a JavaScript hiccup, and the form quietly kept a backup copy of everything typed in so far. "Restore my estimate" picks up exactly where it left off. "No thanks, start fresh" clears it and starts blank. Nothing is saved or sent anywhere until the estimate is actually submitted, this backup only lives in that one browser tab and disappears when it's closed.

I've changed some Apps Script code, but the live estimate still looks like the old version.

Some scripts (the PDF builder, breakdown table, comparison table, product cards, and the main estimates processor) are reached by Zapier through a special web link, not run directly. Saving a change to these doesn't update that web link, it keeps using whatever was live at the last deployment. So the change can look correct when tested manually, and still be wrong on a real customer submission, since the two are actually running different versions of the code. Whenever one of these files is edited, it needs a fresh deployment, not just a save, or live estimates keep using the old version invisibly.