The Elise AI Portal supports Unit Recommendations (or Quotes). Use this feature to suggest available units to prospects based on their preferences and desired move-in dates.
Though the AI Portal does not have a traditional quoting function with locked prices or downloadable PDFs, you can still recommend units and share important information like unit prices, specials, and application links.
Create a Unit Recommendation
Follow these steps to create a Unit Recommendation for a prospect:
- Click on a prospect in the Activity, Tasks, or Contacts tab of your AI portal. This opens a prospect's Guest Card.
- Click View Conversation in the Guest Card to open the conversation with the prospect.
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Click the Units tab at the top of the Guest Card. This opens a list of your community's available units.
- Click Generate Quote at the bottom of the list to start creating a Unit Recommendation. This opens the Generate Quote window.
- Search for units to include in the quote, You can search unit by number, beds, and other details.
- Click a Plus Sign to the right of a listed unit to add it to the quote.
- Select lease terms for each unit, if applicable. Click Add to Quote to add the unit with your selected lease terms.
- Review your selected units and lease terms at the bottom of the window. Then click Next: Quote Options to proceed.
- Use the Quote Options tab to customize your quote. You can include:
- An application link
- Floor plan PDFs (if available)
- Special or Promotions
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Addendums: Customize this to outline disclaimers, fees, and other relevant details.
- Click Next: Fees to proceed.
- Use the Fees tab to select fees to include in your quote. This information syncs from the community's Fees Page. Click Preview Quote to proceed.
- Use the Preview Quote tab to review your quote.
- Click Insert Quote below the preview to paste the quote into the conversation text box.
- Click Send to deliver the quote to the prospect within the ongoing conversation.
Additional Recommendation
Community Managers should set up the addendum field in the Generate Quote popup if they plan for the team to use it. Addendums should include any expiration disclaimers or fee outlines needed.
Quote History and PDFs
You can view a history of quotes sent to a prospect in the Quotes section at the bottom of the prospect's guest card.
Click View PDF to view a PDF of each quote. The quote displays:
- The prospect's name and contact info
- The quoting agent's name
- The generated on date
- All unit and pricing information the quoting agent sent
You can download and attach quote PDFs to messages you send to prospects.