QuoteForge Local
Buy
All docs

First-Client Deployment Checklist

A practical QA checklist before installing QuoteForge Local on a real client site.

Before editing
  • Copy the source into a new client-specific repository or branch.
  • Replace demo business names, demo leads, placeholder contact details, and sample screenshots where client-facing.
  • Confirm the client accepts the preliminary-estimate disclaimer and service-specific pricing assumptions.
Client configuration
  • Set NEXT_PUBLIC_SITE_URL to the deployed client or agency app URL.
  • Customize data/templates.ts for the client's services, minimums, add-ons, market, and exclusions.
  • Update branding, CTA text, service area, embed destination, and contact routing.
  • Connect production storage, email, CRM, or webhook delivery if the client needs persistent lead handling.
Launch QA
  • Submit one test lead from desktop and mobile.
  • Confirm the dashboard shows the lead and CSV export contains expected columns.
  • Open the iframe/embed route inside the final client page.
  • Check privacy, consent, analytics, and client-specific terms on the host site.
  • Save screenshots of the final client install for handoff.