Spotlight: Turning a Quote Form into a Sales Prep Tool
See how Zach Greene built a quote form that looks normal to prospects but quietly preps the sales team with pricing before that first call.
Spotlight Function
Pricing Estimator for Sales Calls
Zach Greene and his team at Half Dome Partners built a quote form for a premium charter bus operator. One that handles group travel across Southern California — sports teams, school trips, and more.
Their client had a clear rule: pricing belonged in the sales call, not on the form.
This meant the sales team went into every first call without a pricing estimate to work from.
So Zach built one into the form itself, invisible to the prospect.
What the prospect sees
For prospects, the form looks like any other quote request.
Once they start typing into the pickup and destination fields, they don’t have to finish. Address Autocomplete shows suggestions as they type, and picking one fills in the rest. Then they complete the form and submit.
The sales team gets that same submission — but with something extra…
The goal was to give their sales team a rough cost estimate the moment a quote request comes in — without exposing pricing to the prospect before a conversation has happened.
What happens behind the scenes
Underneath that quote form are three spells, pulled straight out of Zach and his team’s Spellbook. Together, they turn the trip details into a rough estimate.
As prospects type in their addresses on the frontend, Populate Anything quietly fills in the distance between them, right inside two number fields — in meters and in miles.
To make that happen, it works with API Alchemist, which connects Gravity Forms to external APIs. Here, that means reaching out to the Google Maps Distance Matrix API and bringing that distance data back into the form.
From there, Advanced Calculations takes over. It lets Gravity Forms do the heavy math, turning that distance and the rest of the trip details into the full estimate.
All of this is invisible to the user. They submit the form and get a standard confirmation.
What the sales team gets
A juicy breakdown waiting in their email — the trip’s rate, how many miles are involved, and the grand total — before anyone picks up the phone.
Now, the moment a quote request comes in, the sales team has a rough pricing estimate on hand.
Zach and his team made it happen. But they didn’t do it alone…
The Gravity Wiz support team is the real deal. We were navigating a genuinely complex setup, and the support team stayed with us through every twist. They got eyes on the actual site, identified a plugin conflict we never would have found on our own, and got us across the finish line.
The product is powerful, but the support is what makes it worth it.
Thanks for sharing this one with us, Zach. 🧙
