A ready-to-use conversational form

Quote request form template

A quote request form that asks what the price depends on: new builds, redesigns and ongoing support each get their own questions, then budget and deadline.

15 questionsAbout 4 min4 branchesRead the template guide
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Free to customize. No code needed.

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A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Short text
  • Email
  • Single select
  • Yes / No
  • Website
  • Multi select
  • Long text
  • Date
  • File upload

The conversation

What a respondent is asked, in order.

Tell us what you need and we'll come back with a price.

1

What's your name?

Short textrequired
2

Where should we send the quote?

Emailrequired
3

Company, if there is one?

Short textoptional
4

What kind of work is it?

Single selectrequiredsplits the flow
5

Roughly how big is it?

Single selectrequiredif job type is New build
6

Is there a design already?

Yes / Norequiredif job type is New build
7

Link to what exists now

Websiterequiredif job type is Redesign of something existing
8

What's driving the change?

Multi selectrequiredif job type is Redesign of something existing
9

Are you keeping the existing content?

Yes / Nooptionalif job type is Redesign of something existing
10

How much help do you expect to need?

Single selectrequiredif job type is Ongoing support
11

How fast do you need us to respond?

Single selectoptionalif job type is Ongoing support
12

Describe the job in your own words

Long textrequiredif job type is Something else
13

What's your budget range?

Single selectrequired
14

When would you like it finished?

Dateoptional
15

Anything to share? Briefs, drawings, screenshots.

File uploadoptional

Ends with

On it 📝

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your quote request form

  • What are the three or four kinds of job you quote most often?
  • For each kind, which one or two answers change the price the most?
  • Is there a budget below which you'd rather decline politely?
  • How quickly can you promise a reply, and does the ending say so?

How to use the responses

Group requests by job type and price each group from its own answers: scale and design for new builds, the current link and reasons for redesigns, hours and response time for support. When the budget and the scope don't match, reply with what the budget does buy rather than a flat no. Keep the ending's reply promise, or change it to one you can keep.

How to customize and share this template

  1. 1Rename the job types to the services you sell, and rewrite each arm's questions around what drives your price for that service.
  2. 2Set the budget ranges to the size of work you take on, and adjust the reply time in the ending.
  3. 3Put the link behind every 'Get a quote' button on your site, or embed it on your pricing page.

Frequently asked questions

What should a quote request form include?

Contact details, the type of job, the details that affect price for that job, a description, a budget range and a deadline. Anything that doesn't change your price can wait until the call.

How is a quote request different from a contact form?

A contact form starts a conversation. A quote request collects enough scope that your first reply can be a price instead of a list of questions.

Can the form ask different questions for different jobs?

Yes. This template uses branching, so a new build, a redesign and ongoing support each get their own follow-ups before everyone rejoins for budget and deadline.

Can I export quote requests?

Yes. Every request lands in your dashboard, and you can export them to CSV.

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