Using the marketing quote builder

This article will show you how to use the Marketing Quote Builder inside Pitch.

Navigate to the Marketing Quote section in your campaign, you'll notice a navigation menu on the left-hand side where you can create new products or add an existing ones.

To create a new product, simply click ‘Create Product.’

Select the Product Category, Name the Product and enter a Price. 

You’ll need to associate the new product to

• Campaign - The new product will only be available as a one-off in this particular campaign
• Agent - The new product will only be available to the primary agent of this campaign
• Offices - the new product will be available to the whole office

Once done Click ‘’Save changes’’.

To start building your campaign, you need to select one of your products.

Click on 3 dots and you will have the capability to Add, Edit and Delete a product in the form. 

You can start building your quote by selecting other products.

When you’re happy with this quote, you can either Save as Preset or Add Another Quote.

Give your new preset a name and click the save button.

You can also choose several options in terms of displaying the pricing

• Display a pay later option
• Display the price
• Display the total

Once done, scroll up and you will now see the quote above the page.

To add this now to your campaign, scroll down to the bottom-most part and click ‘’Submit.’’



The Marketing Quote Display will look like this: