Time: 25 minutes | Level: Expert
Prerequisites: Building Price Calculators, Widget Sharing
Requires: Pro plan or higher
Prerequisites: Building Price Calculators, Widget Sharing
Requires: Pro plan or higher
What You’ll Learn
- Design client-facing calculators and tools
- Embed widgets on your website
- Brand and customize the experience
- Automate quote delivery with webhooks
The Client Tool Vision
Transform your business knowledge into self-service tools: Use Cases:- Instant pricing quotes
- Service configurators
- Availability checkers
- Estimate generators
Step 1: Create Your Calculator
Build on the Knowledge Base foundation:Upload Source Data
Add your price list, rate card, or service catalog to Knowledge Base.Best formats:
- Excel with clear headers
- PDF price tables
- CSV exports from your system
Extract Structure
Let AI identify dimensions and values:
- Dimensions: Size, Material, Quantity, Service Level
- Values: Prices, rates, multipliers
Create Calculator Helper
Generate a Price Calculator that:
- Shows dropdowns for each dimension
- Has quantity input
- Auto-calculates total
Step 2: Design for Clients
Optimize the client experience:Field Optimization
| Do | Don’t |
|---|---|
| Use clear labels: “Paper Size” | Internal codes: “SKU_001” |
| Helpful descriptions: “Choose your desired finish” | Jargon: “Select substrate coating” |
| Logical order: Size → Material → Quantity | Random field order |
| Sensible defaults: Most popular option | Blank required fields |
Visual Polish
- Labels
- Descriptions
- Defaults
Rename fields for client understanding:Internal:
Client-facing: “Paper Weight”Internal:
Client-facing: “Finish Style”
paper_gsmClient-facing: “Paper Weight”Internal:
finishing_typeClient-facing: “Finish Style”
Step 3: Configure Widget Sharing
Customize Appearance
- Choose light/dark theme
- Set accent color to match your brand
- Configure which fields are visible
Step 4: Embed on Your Website
Basic Embed
Responsive Embed
Landing Page Integration
Step 5: Automate Quote Delivery
Connect webhooks for seamless follow-up:Capture Contact Info
Add fields to your calculator:- Client Name (text, required)
- Email (text, required)
- Phone (text, optional)
- Notes (text, multiline)
Webhook Handler
Email Template Example
Advanced Patterns
Multi-Product Calculators
Create separate calculators for product lines, link from a landing page:QR Code Distribution
Generate QR codes for:- Trade show displays
- Product packaging
- Business cards
- Print advertisements
Password-Protected Tools
For B2B clients with negotiated pricing:- Enable Password Protection in widget settings
- Share password with specific clients
- They enter password to access their custom rates
Measuring Success
Track calculator performance:| Metric | How to Measure |
|---|---|
| Views | Website analytics on embed page |
| Completions | Webhook count for entries with email |
| Conversion Rate | Completions ÷ Views |
| Average Quote Value | Sum of calculated_price ÷ count |
| Response Time | Time from quote to sale |
Insights from Ask Peanuts
Query your calculator data:- “What’s the most requested paper size this month?”
- “Average quote value for brochure orders”
- “Show me quotes over $500 from this week”
Exercise
Practice: Launch a Client Calculator
Build and deploy a client-facing tool:
- Create calculator from your price list (or sample data)
- Optimize fields with client-friendly labels and descriptions
- Configure widget with anonymous access
- Create test page with embedded calculator
- Set up webhook to receive submissions (use webhook.site for testing)
- Submit 3 test quotes and verify webhook delivery
Key Takeaways
Checklist Before Launch
Data Accuracy
✅ Prices match source documents
✅ All dimension combinations work
✅ Edge cases handled (min/max quantities)
✅ All dimension combinations work
✅ Edge cases handled (min/max quantities)
User Experience
✅ Clear, non-technical labels
✅ Helpful descriptions
✅ Logical field order
✅ Mobile responsive
✅ Helpful descriptions
✅ Logical field order
✅ Mobile responsive
