Question 1

What is the merchant services quote template for?

Accepted Answer

For merchant services agents and payment processors. Monthly card volume decides the pricing and the commission, and the current processor and needs show what the merchant would switch for.

Question 2

What does the merchant services quote template ask?

Accepted Answer

9 questions: What kind of business? Monthly card sales Who processes your cards now? What do you need? When would you switch? What's your name? Where should we send your quote? And a phone number? Which company are you with?

Question 3

How does it qualify leads?

Accepted Answer

Each answer adds points. At 60 points or more a lead is Hot: it sees your booking link at the end and is marked Qualified in your lead list. From 30 points it is Warm. You can change the points and both thresholds in the editor.

Question 4

How do I use this template?

Accepted Answer

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Merchant services quote template

Lower your card processing fees