Quote Request Form Template
Scope, budget band, and timeline in one pass — with room for plans and reference files — so the number you send back is a quote, not an opening guess.
Tell us what you need priced. The more precisely we understand the job, the more accurate the number — most quotes go out within two business days.
Drawings, site photos, example documents — anything that pins down scope.
Anyone who prices work for a living knows the two-email tax: the enquiry that says "how much for a website?" and the reply that has to ask what kind, how big, by when, and with what budget. A quote request form collects the pricing inputs before the conversation starts, which changes what your first reply can be — an actual number, or at least a narrow range with honest assumptions attached, instead of a questionnaire.
Why these fields. The scope selector comes first because one-off projects, retainers, and bulk orders are priced with different math — knowing the shape of the engagement tells you which calculator to open. The description field carries the real weight, and its placeholder coaches the details estimators actually need: dimensions, quantities, materials, deliverables. The budget band is the question most businesses are afraid to ask, and this option set is built to make it safe — bands rather than exact numbers, plus an explicit "I'd rather see your number first" lane so nobody feels cornered; even a declined answer is information about how the negotiation will go. The delivery date matters because rush work carries different pricing, and learning the deadline up front prevents the awkward surcharge conversation later. The file upload takes plans, drawings, and reference photos — for trades and fabrication the attachment often defines the job more precisely than any paragraph can, and it accepts up to four files at 10MB each.
What we left out. Phone number and site address — both belong in the follow-up once you have decided the job is worth pursuing, not as a toll at the front door. Also itemized price-list pickers: if your services are fixed-price enough to enumerate, you want an order form, not a quote form, and mixing the two produces neither.
Who uses this. Contractors and trades pricing renovations, print shops quoting runs, caterers pricing events, agencies and freelancers scoping projects, fabricators reading uploaded drawings — any business where "it depends" is the honest first answer to "how much?".
Make it yours. Rename the scope lanes to your actual engagement types and tune the budget bands to your real price points — bands that mirror your tiers turn the form into a quiet self-qualification machine. Turn on email notifications so requests reach you the moment they land, and push each one by webhook into your CRM with the budget band attached for lead scoring. The responses view becomes your quote pipeline: filter by scope type when planning the week, and export the CSV monthly to see which request types convert into won work. If certain scopes need extra questions — installation jobs that require site measurements, say — add a logic rule in the editor so those fields appear only when that lane is chosen.
The first reply wins. Speed and specificity close quotes, and both are downstream of intake quality. When the request arrives with scope, budget, deadline, and drawings attached, your first reply can be the number your competitor still needs four emails to reach.
Frequently asked questions
Can clients attach plans or photos to their request?
Yes — the upload block accepts up to four files at 10MB each, and every file is verified against its declared type before you download it.
Is it rude to ask about budget on a quote form?
Not when it is optional, banded, and includes an explicit "show me your number first" choice. Framed that way, most requesters answer — and the ones who skip it tell you something too.
How do quote requests reach my CRM or job board?
Add a webhook and each request POSTs in real time with every answer, signed so your tool can verify the source. CSV export covers the batch-import case.
Can I ask different questions for different job types?
Yes — open the Logic panel and add show rules per scope lane, like revealing a site-measurement field only when installation work is selected.