Website quote widget

The website quote widget lets visitors request a quote from your own site. Submissions arrive in Handlet with the same quote workflow as your inbox.

Use the setup checklist on Settings → Website quote widget while you work through these steps.

Before you start

• You need owner or admin access to the Handlet workspace.
• Decide which quoting mode the widget should use: intake only, matrix quote, or intelligent quote.
• For intelligent mode, confirm pricing intelligence and address lookup are ready in Handlet (the settings page explains any blockers).

Generate your embed key

1. Open Settings → Website quote widget.
2. Create a widget if you do not have one yet.
3. Open the Install tab and choose Generate key.
4. Copy the raw key immediately. Handlet stores only a hash and cannot show the full key again.
5. If you rotate a key, update the snippet on every site that embeds the widget.

Allowed domains

The widget only loads on hosts you allow. This is an extra guard against casual misuse — your embed key and rate limits still protect the public API.

Add the exact host visitors see in the browser, for example:

• example.com for your live site
• www.example.com if that is the canonical host
• *.example.com to allow all subdomains

Sandbox and preview hosts

Online editors render your iframe from a preview host that differs from the editor URL. Add the preview host too:

Handlet detects the embedding host from browser signals such as ancestorOrigins and the referrer. If you strip referrers with a strict policy, allow-listing the preview host is still required.

Install the iframe snippet

1. Turn the widget Active when you are ready for visitors to use it.
2. Copy the iframe snippet from the Install tab.
3. Paste it into your page HTML where the form should appear.

WordPress

• Custom HTML block: Add a Custom HTML block to your page and paste the snippet.
• Theme template: Paste the snippet into a page template or a reusable block. Avoid putting it inside a restrictive sandboxed iframe.

Squarespace

1. Edit the page.
2. Add a Code block.
3. Paste the iframe snippet and save.

Wix

1. Add an Embed HTML element.
2. Paste the snippet.
3. Publish the site and test on the live URL (not only the editor preview).

The snippet includes your public widget id and embed key in the URL hash. Keep the key out of public screenshots and support tickets.

Verify installation

After the snippet is live, open the page on an allowed domain. Handlet marks Verify installation complete when the widget successfully requests its first config session from that host.

If the checklist does not update, refresh the settings page after loading the embed once.

Send a test submission

Submit the form once as a visitor would. When Handlet completes the workflow linkage, the checklist marks Send a test submission complete and the request appears in your inbox.

Key lifecycle

• Rotate when you suspect a key leak or an agency handoff ends.
• Revoke old keys after rotation so they cannot mint new sessions.
• Draft widgets can be configured before going live; activate only when domains and the snippet are ready.

Related

• Troubleshooting the quote widget