A custom cost calculator embedded in Squarespace that generates branded PDF estimates, emails them to visitors, and sends structured lead data to HubSpot—replacing a manual quoting process and accelerating conversions.
Project Summary
I built a calculator that lets homeowners and investors enter project details and receive an instant, branded PDF estimate. The submission triggers a serverless workflow that delivers the PDF by email and syncs the lead to the CRM, so follow-up starts immediately without manual effort.
The Problem
The client was handling more than sixty estimate requests per month by hand. Response delays, inconsistent pricing from spreadsheet use, and missed after-hours inquiries led to lost opportunities and limited visibility into the pipeline.
The Solution
I designed a multi-step interface with real-time pricing logic in JavaScript. On submission, a serverless function generates a branded PDF and sends it via a transactional email API with retry handling for reliability. In parallel, structured lead data is pushed to the CRM to enable automated nurturing and reporting.
Results
- Manual quoting time reduced by approximately 96%.
- Lead conversion rate increased by roughly 3×.
- About 35% of new leads now arrive after business hours and are handled automatically.
Planned Improvements
- Add a lightweight dashboard to review and export submissions.
- Introduce region-aware pricing using IP-based geolocation.
- Optional sync to Airtable for advanced filtering and analytics.
