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Rquest a Quote Form Builder Plugin

How to Create a Request a Quote Form in WordPress

by Courtney Robertson on Jun 23, 2016

Do you run a services business? Want to give your website visitors an easy way to request a quote from you? In this article, we will show you how to create a request a quote form in WordPress.

Benefits of a Smart Request a Quote Form

Often businesses display their phone numbers so customers can call and request a quote. While this method works for large businesses, it presents several challenges for small business owners.

  • Limited Availability – If you’re an owner operator, then you may not be available to answer the phone all the time.
  • Lack of Details – Sometimes you need specific details to prepare a quote, requiring multiple phone calls back and forth.
  • No Records – Unless you use a CRM, it’s hard to keep records of communications and you end up losing money on lost sales.

That’s why smart business owners use a request a quote form to automate processes and grow their business.

With a request a quote form, you can get specific information, use smart logic to tailor the form based on user’s needs, and automatically integrate your form with an email marketing service to close more deals as well as improve customer retention.

Let’s take a look at how to create a request a quote form in WordPress with a plugin.

Request a Quote Form in WordPress

First thing you need to do is install and activate the WPForms plugin. For more details, see this step by step guide on how to install a plugin in WordPress.

To get started, you need go to WPForms » Add New to create a new form.

Add New WPForm

Next, you need to name your form and select the Request a Quote form template on the setup screen.

Request a Quote form in WordPress

WPForms will instantly create a request a quote form for you.

You can add additional fields by dragging them from the left column to the form. You can customize each field by clicking on it as well as rearrange their order.

request a quote preview

For the sake of this example, we will create a request a quote form for a landscaping business.

Customizing Your Request a Quote Form

WPForms allow you to gather all the information you need to create a custom quote for your customers.

For a landscaping business, we need to add a checkbox for the services the user is interested in such as mowing, lawn treatment, mulching, etc.

Request a Quote Form Checkboxes

You can add a checkbox field by following these steps:

  1. From the WPForms Settings, go to Fields.
  2. Add the field “checkboxes”
  3. Click on the checkboxes field in the preview panel and select “Field Options”
  4. Label your field and add the choices
  5. Within the Advanced Options, you can choose to split your checkboxes into several columns

Now for some people, this is all what they need. If that’s you, then simply save your form and skip to the add your form step.

If you want to reduce the size of your form, then you can enable smart conditional logic.

Adding Smart Logic to Your Form

WPForms smart logic allows you to show or hide form fields based on what the user selects. This is extremely helpful when you need additional information to prepare the best estimate.

For example, in the landscaping company’s case, they would need to know the size of the lawn area in order to provide the best quote.

Let’s go ahead and add a Single Line Text field to your form. For this example, we will call the field “Size of lawn area,” but you can set the label based on your needs.

Conditional Logic on Request a Quote Form

After that go to the Advanced Options » Conditionals under field options. You need to check the box to enable conditional logic.

From here, you can choose to show this field if it meets your requirements.  In our example, we have chosen to display field if the user has selected the mowing or lawn treatment services.

You can select the criteria and add as many criteria as you need.

Save your form when you have finished customizing the information you need to create a quote.

Add the Request a Quote Form in WordPress

WPForms allow you to add your forms in various locations from your blog posts, pages, and your sidebar (widget-ready areas).

First let’s take a look at the most common post / page embed option. Start by creating a new post or page in WordPress and then click on the Add Form button there.

Add Request a Quote form to page

Next, you need to select your request a quote form in the modal popup and click Add Form.

After that simply publish your page and view it.

Below is an example of our request a quote form:

Request a Quote published

You can also add your form into a sidebar widget on your site by going to Appearance » Widgets and dragging the WPForms widget to your desired location. In the form widget, simply select your request a quote form and save the widget.

Building Customer Retention

You can combine the request for quote forms with our email marketing addons like MailChimp, AWeber and GetResponse. This allows you to automatically add all potential customers to your email marketing list. You can even add them into various marketing automation sequences from there to improve your conversions. Here’s how to add an email subscription checkbox to your forms.

That’s all. We hope this article helped you create a Request a Quote form in WordPress. What are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

  1. I am interested in wpforms request for quote for parts quotations. We have hundreds of parts. Is there a built in function for uploading a spreadsheet of parts info or does each part have to be listed “by hand” with the conditional logic feature as you are creating the form? Thanks!

    1. Hi Lynne! Thanks for thinking of WPForms to create your request-a-quote form.

      Unfortunately, uploading a spreadsheet and having a field auto populate from hundreds of parts would be a very complex task, and there isn’t really an elegant solution with WPForms at this time. There isn’t really an out-of-the-box solution for this situation that our team knows of and can recommend to you. We would recommend talking to a developer to create a custom solution for your form, if you’d like your fields to auto-populate with your parts list.

      I’m sorry we can’t be of further assistance in this case. Feel free to get in touch if you have any other questions about WPForms!

  2. Hi there,
    Looks like a nice and practical add-on. Though, I am wondering if it is possible to have a quote request right away being sent to multiple companies? I want requests to be reviewed by let’s say 5 companies, and it’s up to them to contact the potential client with their quote. Wondering if this can be automated by e.g. CC or BCC email settings (so that the requests won’t just be sent to my admin email address).
    Let me know! Thanks,
    Annemieke

    1. Hi Annemieke,

      Yes, our forms can absolutely do this. For details on how to add a CC field to notifications, you can check out this tutorial (under the section titled ‘How to Add a Reply-All Notification’).

      Or, to send a BCC-type notification you can actually just add multiple email addresses to the Send To Email Address field (marked in this screenshot). Any recipients added here will receive a completely separate copy of the email, without the ability to see other recipients.

      The last option is to send completely different notification emails to each company, which would allow you to customize the emails further. You can check out how to do that in the same tutorial I mentioned above.

      I hope this helps! If you have any other questions, could you please let us know?

      Thanks! 🙂

  3. Would this work for a “build your own” quote function? I’d like clients to be able to pick and choose what they need of my design services, and be able to see the quote amount after submission.

    1. Hi Laura,

      Sure! To set this up, you’d need to add smart conditional logic (available with any paid license). With that, you’d be able to display/hide different fields for users based on their selections.

      If you’d like the form to also calculate a running total for you, you can use payment fields for that. Here’s a tutorial that demonstrates how to do this in more detail (essentially displaying prices without collecting payment).

      Or if you’d prefer to do manual calculations for a quote you can follow the setup outlined in this tutorial and respond to the users individually. In this case, you’d receive the form notification email, then reply through regular email with the quote numbers.

      I hope that helps! If you have any questions, please let us know 🙂

  4. Is it possible to have a quote request sent to multiple companies depending on the postalcode of the customer to which supplier the quote will go? I want requests to be reviewed by let’s say 5 companies in at least the same Provincy as the customer lives in, and it’s up to them to contact the potential customer with their quote. Wondering if this can be automated ?

    1. Hi Tom,

      It should be possible to set this up, but it could potentially be a bit complicated if you have a large number of Postal Codes to address.

      First, you’d need to have a standalone field to collect the Postal Code (it needs to be separate because if it’s part of a bigger Address field conditional logic won’t be able to ‘see’ it), or provide a dropdown field with options, etc. Next, you’d need to set up conditional logic for each notification option. Here’s a tutorial on how to set up conditional logic for notifications. This should help to clarify how exactly that would work.

      If you decide to try this, I’d also recommend creating an additional notification for anyone with a Postal Code that doesn’t fit the other logic — and then running some test submissions to be sure the logic covers everything a user might enter.

      And if you have any questions, please let us know in support and we’ll be happy to help 🙂

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