Quote request form
A quote request form is an intake tool, not a quoting system. It gathers enough detail to answer the right questions — what you are building, the scope, the deadline — without being so long that prospects go elsewhere. This one works for any service: consulting, design, dev, construction, moving.
The form beside this text is live. Fill it in and submit it — it validates exactly as it would for a real respondent, and saves nothing.
Service type field sorts before you read it
A dropdown of what you actually offer means requests arrive already organized by service line, so sales can be routed to the right person without reading the description first.
Budget range as a choice, not free text
A select field with ranges (under $5k, $5k–$20k) stays countable and prevents "low budget" and "budget: low" from being two different values in your export.
This one uses file uploads, which is a paid feature — you can build and edit it on the free plan, but saving it needs an upgrade.
No card required.
Quote Request Form
Live previewHow to build this form
5 steps in the editor.
- Add short text, email and phone fields for the prospect's contact details.
- Add a select field for service type — keep the options close to what you actually do, so you can sort requests by type in the CSV before you read them.
- Add a required long text field for project description, and a text field for quantity or scope.
- Add a date field for when they need it done, and an optional select field for budget range (e.g., under $5k, $5k–$20k).
- Add an optional file field for reference materials, attachments or specification docs, then export the set to CSV to compare scope against budget.
Fields in this form
10 fields, using 7 of the 19 field types available.
| Question | Field type | Required |
|---|---|---|
| Full name | Short text | Yes |
| Company name | Short text | Yes |
| Yes | ||
| Phone | Phone | Optional |
| What service do you need? | Select | Yes |
| Project description | Long text | Yes |
| Scope or quantity | Short text | Optional |
| When do you need it? | Date | Yes |
| Budget range (optional) | Select | Optional |
| Upload reference or specification | File upload | Optional |
What goes wrong with this form
Specific to a quote request form, not general advice about forms.
Service type as free text
A dropdown keeps your intake clean. Free text produces "website", "web", "website redesign", "rebuilding a site" — all different entries in a count you will have to normalize. A dropdown fixes that before you read anything.
Budget as open text
Collect it as a select field with ranges — under $5k, $5k–$20k, $20k–$50k — so you can sort requests by price band without parsing English. Open text defeats the export.
No deadline field
When they need it is the question that decides whether it is a fit, so put a date field in the form. Leaving it out means chasing every prospect to ask when they want to start, which is work this field could do.
Questions about this form
What should a quote request form ask?
Contact details, the service they need, a description of the project, scope or quantity, the deadline, and optionally a budget range and file attachments. Eight to ten fields is usually enough — the goal is intake, not a full design, and every extra field costs completions.
Does this form generate a quote automatically?
No. This collects the inquiry; you generate the quote. Every request lands in your dashboard and exports to CSV so you can compare scope against budget and price accordingly. A webhook or Slack destination can route it into your quoting system if you have one, but the form itself does not price anything.
Can I attach files to a quote request?
On a paid plan, yes — file fields are available on Basic and Advanced. A file arrives inside the response instead of in a separate email, so your inquiry and its attachment stay together. Free forms can ask for a link in a URL field instead.
This one uses file uploads, which is a paid feature — you can build and edit it on the free plan, but saving it needs an upgrade.