Request a Quote Form in WordPress

How to Create a Request a Quote Form in WordPress [Template]

Are you looking to create a request a quote form for your WordPress site?

A quote request form is a handy tool that allows customers to contact you and get an accurate quote for the services they require from you.

Fortunately, it’s very easy to get started with the perfect quote request form.

In this article, we’ll show you how to create a request a quote form in WordPress.

Create Request a Quote Form Now

What Is a Request a Quote Form?

A request a quote form allows leads to specify their service/product requirements and get accurate pricing information from you.

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For example, if you offer home decor services, then your quote will depend on the extent of the job required by your client.

When your service has variable pricing, it’s usually a good idea to use a request quote form, so both parties (client and business) know what’s expected of them.

The best part of a request a quote form is that it’s very effective for collecting leads. With every request for a quote that you receive, you’ll also have a new lead that you can convert to grow your business!

How to Create a Request a Quote Form in WordPress

We put together a video tutorial so you can follow along with this guide.

If you’d prefer to read the instructions, here’s a step-by-step guide on creating a WordPress request a quote form.

Step 1: Install WPForms

The first thing you’ll need to do is install and activate the WPForms plugin. WPForms is a powerful and easy-to-use form builder for WordPress that allows you to create all kinds of forms without needing to write any complex code.

The WPForms home page

We recommend getting the WPForms Pro license because it comes with tons of extra features, templates, and addons to help you run your business more efficiently.

For more details, follow this step-by-step guide on how to install a plugin in WordPress.

Step 2: Create a Request a Quote Form

After WPForms is activated on your site, visit your WordPress admin area and navigate to WPForms » Add New to create a new form.

Adding a new form in WPForms

On the setup screen, you can name your form and choose a template. Luckily, WPForms has over 500 form templates, including a ready-to-use Request a Quote Form template which is perfect for our purposes.

Use the request a quote form template

WPForms will create a request a quote form.

Request a quote form template loaded

In the next step, we’ll customize this form template to be a good fit for a typical landscaping business.

Step 3: Customize Your Quote Request Form

Assuming that we’re building this form for a landscaping business, we’ll add a Checkboxes field for services like mowing, mulching, and lawn treatment.

In the WPForms form builder, look under Add Fields on the left-hand pane and drag and drop the Checkboxes field to any area of your form on the right.

Drag and drop the Checkboxes field

To edit your choices, click on the Checkboxes field on the right to open its Field Options.

Checkboxes field options

You can easily label your field and add different service options using the Checkboxes Field Options.

If you want to add image choices next to your service options, check out our tutorial on how to add image choices to WPForms

If you have a lot of service options for people to pick from, and want to split your checkboxes into several columns, go to Advanced Options and pick your Choice Layout to be 1, 2, 3, or inline columns.

Change checkboxes choice layout

This will make your form more concise and prevent form fatigue when customers are filling it out.

For our landscaping example, you’ll need to know the size of the lawn area in order to provide the best quote for some of the services you provide.

We can use conditional logic to show a new field for collecting size of the lawn information when a user selects “Mowing” as their service choice.

To do this, we’ll first insert a Single Line Text form field into our form. We’ll label this field “Size of Lawn Area.” You can change the label based on your specific services.

Next, click on the Size of Lawn Area field to open Field Options. Click the Enable conditional logic toggle button and use the options under it to set up rules for when this field should be displayed.

Enabling conditional logic

OK, that’s all the customization we needed for this one. When you’re happy with how your form looks, make sure to Save your changes.

Step 4: Publish the Request a Quote Form

Embedding your form with WPForms is easy, as you can use the embed wizard to add your form to any post, page, and sidebar widgets of your WordPress site.

When you’re ready to embed, click on the Embed button at the top of the form builder.

Form Builder Embed Button

After that, WPForms will ask if you want to embed your form on an existing page or a new one. In this example, we’ll embed the form on a new page, though both methods are almost identical.

Click on Create New Page to proceed.

Create new page

Once you’ve done that, you’ll be taken to the WordPress page editor with your new form already added to it.

If you’re satisfied with how everything looks, click on the Publish button to take your form live.

Publishing the Form

Excellent! The form is now ready.

Viewing the published form from the frontend

And that’s it! You can now create a request a quote form in WordPress to get more leads

Next, Learn Adding a Disclaimer Checkbox

If you want to add an official terms of service or disclaimer to your request a quote form, check out our documentation on how to add a Terms of Service checkbox to your WordPress forms. This helps ensure your users know exactly what’s in store for them when they submit a request for a quote from you.

Also, would you like to track if your forms are converting? If so, see our guide on setting up form tracking in WordPress.

Create Request a Quote Form Now

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

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Comments

    1. Awesome post Shahzaib, how best can I customize the forms to get a value from a catalog of products lets say a Book costs $10 and user makes a choice for 3 books and that’s $30, how then will I be able to get the $30 value and populate it into WPForms so I can use the Request A Quote feature as Make an order for later followup

      1. Hey Md!

        I apologize, we currently don’t have a built-in feature to duplicate fields on the front-end. I do agree it would be super helpful, though. I’ve made a note of the feature request.

        However, you could use this workaround. And this is how it will look like on the front-end.

        For further questions please feel welcome to reach out to us. If you have a WPForms license, you have access to our email support, so please submit a support ticket.

        Otherwise, we provide limited complimentary support in the WPForms Lite WordPress.org support forum.

        Have a good one! 🙂

  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. does this plugin support uploading a file for translation to get a quote from the translation company website?

  3. 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! 🙂

  4. 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 🙂

  5. 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 🙂

  6. Is there a way to have the various data collection fields spread over multiple pages of the site but feed into one combined “contact”? i.e. if we want to ask just zip code first, then go into a descripton of our services, then ask later what type of services they need, then at the end, collect specific address, email, phone?

    1. Hi Joanie,

      We don’t have a way to piece together information collected in multiple locations on your site, however if your goal is to create a less overwhelming form, I’d recommend using a multi-page form. That way, you could ask just one question per form page (or any number of questions you’d like), and it’s less intimidating for your users. Multi-page forms can be created with any of our paid licenses.

      You could also consider using our Form Abandonment addon, which would allow you to collect entries even if the user doesn’t finish filling out the form. That way, you’d be able to follow up with more potential leads. Our Form Abandonment addons is included with our Pro license level or higher.

      I hope this helps! If you have any additional questions, please get in touch and our team will be happy to assist 🙂

  7. hey! I have used this method but sir ! my Request form is not created can you help !
    [URL removed]

  8. Hi there,
    I’d like to know if wpforms can manage this task:
    I have several products, each displayed on separate pages. I’d like to place an ‘Add to quote’ button to these pages. Customers pick a selection of these products, and ask for a qoute. So there should be an Ask For A Quote Page where all the chosen products are displayed together. Every product has a name (its page title), and an image (the featured image of its page) to be easily identified. There should be an option to remove any product from the list. Then customer fills the datas, and send the request.
    I hope I was clear about my needs.
    Thanks!

    1. Hi Zoltan,

      I apologize, but I’m not sure if I’m correctly understanding everything you’re describing. When you get a chance, could you please please get in touch with some additional details? We’d be happy to help further from there!

      Thanks! 🙂

  9. HI JESS QUIG

    I’ m using billing/ordering form . I want to know is there any plugin that show the customer order on front side and show invoice for they payed ?

    and i want functionality when customer fill billing/ordering form and submit they direct register with that detail on wordpress . (is it Possible ?)

    1. Hi Elly,

      To set up recipients for form emails, you’ll need to open the form builder and go to Settings > Notifications. Then you’d add these email addresses to the “Send To Email Address” field (for multiple emails, be sure to put a comma in between).

      For more details, please be sure to check out our notification email setup tutorial.

      Hope this helps! 🙂

  10. Hi Jess,

    I am working for a translation company that wants to integrate an easy-to-find, easy-to-handle option for potential customers to get in touch with the company. The customer must be able to submit a document, fill out certain information like personals and delivery options etc.
    This form should be visible in the header/ slider/ upper part of the website. Is this possible with wp forms?
    Thanks a lot!

    1. Hi Jones Myler,

      Yes, you can use WPForms to have customers submit basic information, along with uploading documents. Once you’ve created your form, you can imbed it anywhere on your WordPress site.

      I hope this helps! 🙂

  11. I am working on a directory and want to know if wpforms can assist in creating request for quotation based on category and possible to send a request to all businesses that are listed in that category . is that possible with wpforms?

    1. Hi Myke,

      We don’t have a way to do this right now, but I’ve made a note on our feature request list so we can keep it on our radar! Thanks for the suggestion 🙂

  12. Hi I run a painting company and was wondering if you can create a ribbon on the home page where the person fils in their name and email, in addition to the forms on each service page. Thanks!

    1. Hi Michel,

      We don’t have a feature that will allow you to create a ribbon but you can create a simple contact form in general and embed it to your site.

      I hope this helps!

  13. Hello i have a question i see that you have a Quote form but my question is this form can i sincroniced with Woocommerce and other thing i have many distribuitors and i want that they can make them own quote and change the logo and some fields it is posible?

    1. Hi Luis, thanks for the question.
      Currently, WPForms can’t be integrated with Woocommerce, mainly because Woocommerce has its own forms system.
      Also, there is no way that your distributors can change the form styles, as this can be done by the site admin only.

      Have a good one 🙂

  14. hi, I’m setting up a purchasing agent website where I client first registers and sets up a profile. then within the client portal, I need the quote request form, where the client can copy and paste the URL onto one field then specify the quantity of that item and add any specifics (text) such as size, color, etc, and has the capability to add another line of wilds to add more items for the quote.

    also when I receive the quote request from the client. can I receive the form in an excel file? this way I can quote directly on that file and send back to client in an invoice form.

    is this possible? thank you in advance for your kind attention

    1. Hi Leyzer.
      I believe you can create such form with WPForms. First, you can use a Single Line Text or Website/URL fields for the item URL and the Dropdown field for quantity. Then you can also use the Paragraph Text field for the users’ comments.
      Currently, we don’t have a feature to have the “Add more” option in your form for more item’s fields. For this, you can use the Conditional logic when a user can choose the number of items and it will automatically display the appropriate amount of fields in the form.
      Also, we don’t have a built-in feature to generate an XLS file from the form entry. As an alternative, you can export your form entries as CSV file, or use our Zapier addon to generate a Google Spreadsheet every time when somebody submits a form.
      I hope this helps.
      Have a good one 🙂

  15. Hi,
    Wpforms have lot of features. My question is client has posted their request through request a quote form. how client know their request status whether it is approved or pending.

    1. Hi Vinitha.
      Currently, we do not have a built-in feature to send email notifications when something is changed in the form entries. I do agree it would be super helpful, though. I’ve made a note of the feature request and we’ll keep it on our radar as we plan out our roadmap for the future.
      As a workaround, you can use our Post Submission addon to create custom posts for the request quotes. Then if the site admin will approve it you can send a notification regarding this to the post author (the user who has submitted it). You can control custom WordPress notification emails with some third-party plugins i.e. “Better Notifications for WP”.
      I hope this helps.
      Have a good one 🙂

  16. salut,
    j’ai un problème de compatibilité entre les 2 extensions wpforms lite et elementor, or quand wpforms sera activé, elementor génère un erreur.
    qu’est ce que je peut faire pour utiliser ses derniers en même temps?
    merci.

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