Customer Generated Proposals (CGP) is a paid add-on
Contact [email protected] for details on enabling this feature for your account.
🧐 What Are Customer Generated Proposals?
Customer Generated Proposals allow your customers to generate their own instant, accurate quotes — anytime, from any device, without involvement from your sales team.
Instead of waiting for a callback or scheduled appointment, a customer:
Visits your branded CGP URL or QR code
Enters their property details
Selects the services they want
Instantly receives a fully formatted proposal
The result is a 24/7 lead generation engine that captures prospects at the exact moment they’re interested and feeds them directly into your Smarter Launch workflow.
🤔 How It Works
A customer opens your CGP link and lands on a clean, mobile-friendly form branded with your company’s colors and logo.
The form walks them through two steps:
Step 1: Property Details
The customer enters their property address.
Smarter Launch validates the address.
The system confirms it falls within your configured service area.
Step 2: Service Selection & Pricing
The customer selects their desired service plans.
Pricing updates dynamically as selections are made.
The customer sees real pricing before submitting.
They agree to your terms and click Submit.
If your service plan's pricing is reliant upon square footage of the property and has the House Size variable set in the default value of the pricing option, the customer's square footage will automatically populate.
After submission:
Smarter Launch creates or matches the customer record (by email and address).
A full proposal is generated using your selected template.
The proposal is assigned to the appropriate team member.
The proposal is marked as sent or accepted accordingly
The customer is redirected to their proposal preview and receives it by email
Tip: set up an automation under Settings > Custom Settings > Automations to alert you when a new proposal is sent, accepted, or declined. Be sure to set the filter to only include proposal templates that are of the customer generated type.
✅ Checklist for setting up your account to use Customer Generated Proposals
To ensure you are all successful using customer generated proposals, you will need to do the following:
Set up your Service Area(s)
Set your business hours (if you want to display scheduling preferences)
Define and configure your designated customer generated proposal service plans
Set name
Set pricing
Use simple and clear language for any pricing prompts or custom fields
Set any applicable pricing option rules
Set any pricing options as recommended or locked as needed
Define and configure your designated customer generated proposal templates
Set name
Set proposal type to Customer Generated
Set expiration date
Set team member assignment method
Turn on proposal acceptance pop-up (recommended)
Turn on scheduling preferences (optional)
Set your landing page title (recommended)
Set your landing page body text (recommended)
Generate your URLs and/or QR codes
Add the URLs and/or QR codes to your website, email campaign, email signature, truck, business card, etc...
Add Google Analytics tracking (optional)
⚙️ How to set up your account for Customer Generated Proposals
🌏 Set up your service area(s):
Full walkthrough HERE
Go to Settings.
Click Locations.
Select the location you want to update.
Open the Service Areas tab.
Click Add Service Area (top right).
You can add multiple per location
🕓 Set your business hours
Full walkthrough HERE
Go to Settings → Locations.
Select the location you want to update.
Under the General tab, scroll to Enable Business Hours and toggle it on.
📒 Define and configure your designated customer generated proposal service plans
Each plan exposes its pricing groups as inputs (e.g., square footage, rooms, acreage). Pricing calculates automatically based on pricing option configuration in the service plan.
If the house size or lot size variable is used in the default value field of a dynamic range or per unit pricing type, property data can pre-fill relevant fields to reduce friction.
Create new, or duplicate, any service plans you need for customer generated proposals
We recommend renaming these to have CGP as a prefix to the title and then setting a Display Name that is customer facing.
If using dynamic range pricing or per unit pricing, set your pricing prompts to use simple and clear (customer facing) language.
Include the House Size or Lot Size variable if you would like to automatically display the property sq. ft. or lot sq. ft.
Set any necessary pricing group rules
If you have multiple service in the same service plan (e.g., Gold, Silver, or Bronze Plan), then you may want to ensure the customer can only select one and not multiple services within this service plan.
HERE is how to set those pricing group rules
If you have multiple pricing options within one service plan, you may want to lock or pre-recommend an option for the customer. Click either the Lock or the Star within the service plan editor on step two to do so.
📄 Define and configure your designated customer generated proposal templates
Customer generated proposals operates through a dedicated proposal template. CGP templates are where you also generate the URL or QR code for that template.
To create a proposal template for customer generated proposals:
Go to Proposal Templates.
Create a new template, edit and existing one, or duplicate one.
Set the Proposal Type to Customer Generated. (This unlocks CGP-specific configuration options.)
Adjust the Proposal Template Title to have the prefix of CGP in front of it and set the Proposal Template Display Name to be whatever you would like the customer to see. (recommended)
🤝 Attach service plans to your template(s)
Add whichever service plans you want to use for this template and have displayed as option on the form for the customer
Add the service plans that will be the default/pre-selected
These are the ones that will be pre-selected for the customer every time they get to step two of the form.
Screenshot from the template editor
Screenshot from the customer facing form
🛬 Set your landing page title and body
To configure your landing page title and landing page body, go to your CGP proposal template(s) > expand the Customer Generated Proposals section > set your title and body. The landing page is the first screen customers see.
👉 Set team member assignment
Go to your CGP template > Team Member Assignment dropdown
Choose how customer generated proposals are assigned:
Any — Round-robin across active users at the location
Team — Round-robin to members of a specific team
Specific Roles — Round-robin to users with certain roles
NOTE: A fourth method of team member assignment for customer generated proposals is to assign the URL or QR to a specific team member only. This is done when generating the URL or QR code, you have the option to select a specific team member that the generated proposal will always be assigned to.
📐 Google Analytics Tracking
Customer generated proposals pages support native Google Analytics 4 (GA4) tracking.
To enable:
Navigate to Company Settings → Advanced Settings.
Enter your GA4 Measurement ID (format:
G-XXXXXXXXXX).
Once configured, the tracking script loads automatically on every CGP page.
Tracked Google Analytics Events
Page View
Triggered on load and navigation.
Includes:
Page path and full URL
UTM parameters (source, medium, campaign, term, content)
Service location name
City and state
Proposal UUID (once generated)
Step Change
Triggered when moving from Step 1 to Step 2.
Includes:
Step number
Step name
Form Submit
Triggered when the form is submitted.
Includes:
Selected service location
City and state
Number of service plans selected
All data is scoped to your GA4 property.
Passing Data via URL Parameters
CGP URLs support query parameters for pre-filling and tracking.
Customer Pre-fill
Append parameters such as:
first_name
last_name
email
phone
address1
address2
city
postal_code
country (name or abbreviation)
state (name or abbreviation)
Location & Assignment
company_location_uuid— Pre-select a locationassigned_user_uuid— Assign to a specific team member
Custom Metadata
Append:
proposal.custom.{key}={value}
Example:
?proposal.custom.source=postcard&proposal.custom.campaign=spring2025
Keys must be alphanumeric (underscores and dashes allowed, max 64 characters).
Values have a maximum length of 1,024 characters.
Ways to Use Customer Generated Proposals
CGP URLs can be distributed across multiple channels, each uniquely tagged.
Common use cases include:
Website “Get an Instant Quote” buttons
Email campaigns (with pre-filled data)
QR codes on service vehicles
NFC tap cards for technicians
Referral programs with trackable links
Direct mail postcards with QR codes
Billboards and outdoor advertising
Paid social and digital ads
Each channel can carry unique metadata for attribution tracking.
Integration with the Rest of Smarter Launch
Generated proposals function exactly like standard proposals.
They:
Appear in your proposal dashboard
Can be filtered in the proposal list view
Trigger automations
Push to CRM integrations (e.g., PestPac, FieldRoutes)
Usage Limits and Monitoring
Each account includes a monthly CGP quota.
View usage at:
Settings → Integrations → Customer Generated Proposals
At 90% usage, Smarter Launch notifies your billing and primary contacts.
If the limit is reached:
The CGP form becomes temporarily unavailable
It resets at the beginning of the next billing period
Contact Customer Success to upgrade your limit.
Customer Generated Proposals – Frequently Asked Questions
Do customers need a Smarter Launch account?
No. The form is fully public and does not require a login.
What happens if the customer already exists in my CRM?
Smarter Launch attempts to match the customer by email and address. If a match is found, the proposal attaches to the existing customer record. If no match is found, a new customer record is created.
Can I create multiple Customer Generated Proposal templates?
Yes. You can create as many templates as needed. Each template can have its own URL or QR code, services, assignment rules, and tracking.
Can a single URL or QR code support multiple services?
Yes. You define which service plans are attached to the template. Those plans will appear as selectable options during the proposal flow. You can also define default selections.
Can I create separate templates for different services?
Yes. Many companies create different templates for different services, pests, or marketing campaigns and generate unique URLs, buttons, or QR codes for each.
How are team members assigned to Customer Generated Proposals?
Assignment is configured at the template level. Available options include:
Round robin assignment
Assign to a specific team member
Assign to a team
Assign based on a specific role
You can also configure specific team member assignments when generating a URL or QR code.
How do I ensure the customer is in my service area?
Service areas are configured per location. You can define them using a radius or by drawing the service area directly on the map. If the address entered is outside your service area, the form will display a message and a proposal will not be created.
If multiple locations overlap, the system routes the proposal to the closest eligible location.
Is the form mobile-friendly?
Yes. Customer Generated Proposals are fully responsive and work across mobile, tablet, and desktop devices.
Is the header on the first step customizable?
Yes. The title and description displayed on the first step can be edited at the template level.
Can customers select preferred scheduling times?
Yes. You can enable an option that allows customers to select preferred dates and times.
Note: Business hours must be configured in your location settings for this feature to work.
Can I customize the questions asked to customers (such as house size)?
Yes. Questions can be configured at the service plan level using pricing prompts or custom fields.
In some cases, property details such as square footage may be automatically populated based on the customer’s address.
To help prevent inaccurate information, you can add a confirmation checkbox or initials field requiring the customer to acknowledge that pricing may change if property details are incorrect.
Can I track marketing attribution?
Yes. You can use proposal.custom metadata parameters and UTM parameters to track campaign attribution. These values are also included in webhooks if you have automations configured to send proposal details.
Can I track usage with Google Analytics?
Yes. Google Analytics tracking can be configured within your company settings.
What reporting is available for Customer Generated Proposals?
You can:
Filter Customer Generated Proposals within the proposal list view
Include them in custom reports
Export proposal data to CSV from the proposal list view
How are team members notified of new proposals?
The assigned team member receives an email notification when a proposal is accepted. Additional notifications can be configured using automations within your settings.
What happens after a customer accepts a proposal?
You can configure an acceptance pop-up that displays next steps, onboarding instructions, or a welcome video. This is configured at the template level under Advanced Settings.
How is branding applied to the form?
Branding is inherited from your company and location settings. This includes colors, logos, fonts, and other visual elements.
What happens if the monthly usage limit is reached?
If your monthly limit is reached, the form will become unavailable until the quota resets. You will receive a notification when you reach 90% of your monthly usage.
Can I add custom disqualifiers to the form?
Currently, service area validation is the primary disqualifier. Additional custom disqualifier options will be available in a future update.
Can the system automatically choose a service bundle based on pests selected on my website?
Not yet. This level of conditional logic is planned for a future update.
If a customer fills out the form but is disqualified, will their lead information still be captured?
This capability is planned for a future update.
How do I get access to Customer Generated Proposals?
Customer Generated Proposals is a paid add-on. Contact the Customer Success team for pricing and enablement.