Template
Quote request form
The three things you need before you can quote: what the work is, roughly what it is worth, and when it has to be done. Asking them here saves the two emails you would otherwise send before you can price anything.
Preview
This is the actual form the template creates, shown as your respondents would see it.
Request a quote
Tell us what you need and we will come back with a price.
We send the quote here.
The more concrete, the sharper the price.
A range is enough. It helps us propose something realistic.
Who it is for
Anyone whose sales process starts with "it depends".
- Agencies, studios and consultants
- Trades and installers quoting per job
- Anyone qualifying leads before booking a call
What is in the form
Eleven fields that make a quote possible.
- Company, contact name, email, phone and website
- Which service the request is about
- A scope description in their own words
- A budget range as a dropdown, so nobody has to name a number first
- When it needs to be delivered
- A required privacy consent
Features it uses
Budget as a range
A dropdown of ranges gets an answer where an open field gets skipped, and "I do not know yet" is a valid option.
Straight into your pipeline
Sync to Google Sheets or Excel Online and every request lands in the sheet you already track. Needs Pro or Business.
Confirmation with their answers
The sender gets a copy, which also serves as the written brief you both agreed on.
Making it yours
- 1
Copy it into your workspace
It arrives with placeholder services and budget ranges.
- 2
List what you actually sell
Replace the services, and set budget ranges that match your own pricing.
- 3
Publish and link it from your site
Put it behind the "request a quote" button instead of a mailto link.
Common questions
- Will asking for a budget scare people off?
- The field is optional and includes an "I do not know yet" option, so it qualifies without blocking anyone.
- Can I ask for a brief or a drawing?
- Add a file upload field. File uploads need Pro or Business.
Who this is for
Quote faster with fewer emails
Copy the template, list your services, and publish.