Request a Quote

Sales

Enable potential customers to request pricing with enough detail for an accurate estimate.

8 input fields · Traditional mode

When to use this template

A quote request form is the difference between sending a proposal in 24 hours and chasing a prospect through three rounds of clarification email. Without enough upfront detail, you cannot price the work; with too much, prospects bounce before they finish the form. This template is built around the four pieces of data every quote needs: service tier, project scope, budget expectations, and timeline. Everything else is optional. The Budget Range field is doing the most work — it lets you categorize requests instantly into "yes, write a proposal", "let us scope a smaller phase", or "polite decline" without ever picking up the phone. For services with packaged tiers (basic / standard / premium / custom), the Service field doubles as a triage and a self-select moment for the prospect.

Who it's for

Service businesses with packaged offerings (basic / pro / enterprise tiers)
Trades and contractors quoting fixed-scope jobs
B2B services pricing custom engagements
Anyone whose sales process starts with "let me put together a quote"

What you get

Identity and contact fields with optional company
Service / Product tier dropdown for self-selection and routing
Project details long-form field with prompted placeholder
Budget range dropdown calibrated for $500-$10K+ jobs
Desired start date field for scheduling triage
Backed by FormGen analytics so you can see drop-off by field

Fields in this template

Request a QuoteHeading

Fill out the details below and we'll send you a customized quote within 1-2 business days.Paragraph

Full NameShort TextRequired

Email AddressEmailRequired

Phone NumberPhone

Company NameShort Text

Service / ProductDropdownRequired

Project DetailsLong TextRequired

Budget RangeDropdown

Desired Start DateDate

Customization tips

Replace the generic Basic/Standard/Premium tiers with your real package names so prospects feel like they are picking from a menu, not guessing
Adjust budget ranges to match your service economics — tiers below your floor act as a polite filter
For physical products or trades, swap Project Details for "Quantity needed" + "Specifications" — more concrete than free text
Auto-route quotes by tier: Basic to a templated email response, Custom to a sales rep with calendar link
Pipe quotes to a webhook that stamps a deal in your CRM with the tier as deal stage

Frequently asked questions

Should I show prices on the form?

For packaged tiers, yes — list approximate ranges next to each option ("Basic, $500-$1,500"). Transparent pricing filters out budget mismatches without insulting anyone. For custom work, leave pricing off the form and lean on the budget-range field to triage instead.

How quickly should I respond to a quote request?

The conversion-rate research is unambiguous: same-day response wins. After 24 hours, the prospect has either moved on or contacted three competitors. If your standard turnaround is longer, set the expectation in the thank-you message ("We send quotes within 2 business days") so prospects do not assume you forgot.

When do I use Request Quote vs Client Intake?

Request Quote is for known scope where the prospect already knows what they want — a 1500 sq ft paint job, a 4-page brochure, a 3-hour photoshoot. Client Intake is for exploratory engagements where scope is itself the first deliverable. Pick the form that matches where the prospect is in their thinking.

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