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Peak Atlas

Peak Chat / Quote request template

Scope first.
Then the quote.

A good quote rarely fails on price, it fails on missing details. This planned template asks in conversation for scope, timing and documents so you do not have to follow up three times.

For which occasion?

Change the greeting. The chat preview next to it reacts instantly.

Edit all texts and details ↗Test the chat preview directly ↗
Local demo with sample data
Chat template · previewPreview reacts instantly
Peak ChatLocal demo with sample data

Happy to prepare a quote. Three short questions.

What should be finished at the end? Describe the result in two or three sentences.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailFirst question, details & next step
01

Your draft

Make it yours.

Additional details in the chat

The preview always asks for name, e-mail and request.

JSON file for your local draft. Not an import into Peak Chat.

01 / A complete request

Scope, time,
documents.

The greeting says what happens after the request. The first question clarifies scope. The next step says when an answer will come, without anticipating a price.

01 / The greetingYour current draft

A conversation
that suits you.

Peak Chat · local preview
Happy to prepare a quote. Three short questions.

What should be finished at the end? Describe the result in two or three sentences.

Greeting → Questions → Next step

The greeting says in one sentence what the chat helps with.

02 / The questions
4visible details
01Name02E-mail03Request04Company
03 / The next stepText preview

And then?
A clear next step.

Example. This is where it would say when you get an answer. No price, nothing sent.

Test it in the chat directly above.

02 / Three situations

Same request.
Different bottleneck.

Sometimes the scope is unclear, sometimes time is short, sometimes documents already exist. Switch the example and adjust the questions.

Another example replaces the current demo draft.

  • 01 / ScopeSelected

    What exactly should be built?

    The most important detail first.

    Clarify scope

    „Happy to prepare a quote. Three short questions.“

    4 details · Company
  • 02 / TimingSample draft

    It is a little urgent.

    Address deadline and buffer openly.

    Clarify timing

    „Let us talk about timing first.“

    5 details · Company + Preferred time
  • 03 / DocumentsSample draft

    There is already a brief.

    Use what exists instead of asking again.

    Ask for documents

    „Do you already have documents for your project?“

    3 details · Only the basic details

03 / Move on deliberately

A request you can work with.

Download your draft. Today you create quotes in Peak Offer as a separate app. The direct connection from the chat is planned.

Your greeting, your questions and your next step, as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Is this template already available in Peak Chat?

No. Chat templates are planned. This page shows a local preview with sample texts. Today there is the Peak Chat inbox and the guest chat from Peak Helpdesk.

Does the chat give a price?

No. The template is only meant to collect details. You create and review a quote with a price in Peak Offer.

Can visitors upload files?

Not in this preview. The template only asks which documents exist. How files will be shared later is not decided yet.

Is anything saved or sent while I try it?

No. The preview runs in your browser only. Nothing is saved, sent or booked. A file is only created when you download your draft yourself.

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