How to Create a Request a Quote Form

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

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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.

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

The WPForms Calculations addon makes it easy to add custom formulas to your form to create custom calculators and to calculate a quote based on user input.

A request a quote form with calculation fields built-in is a fantastic way to collect leads. Users will often be eager to provide their email address in exchange for an instant quote, rather than waiting hours or days for someone to get back to them.

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

If you want to create a request a quote form with automatic quote calculation, you should opt for the WPForms Pro license. This license not only includes the Calculations addon, but also 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: Install and Activate the Calculations Addon

Before building your request a quote form, make sure you’ve installed and activated the Calculations addon.

You can do this quickly and easily by navigating to WPForms » Addons in your WordPress dashboard.

WPForms addons screen

Next, search for “calculations” to find the addon. If you don’t see it, click the Refresh Addons button to make sure all available addons are loaded in your WordPress dashboard.

To install Calculations, click on the Install Addon button. Wait a few moments for the addon to install.

Install the Calculations addon

Finally, make sure the status of the addon is set to Active, and click the Activate button if it’s not.

Congratulations! You’re about to enter the exciting world of calculation forms. Let’s get started.

Step 3: Create a Request a Quote Form

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 1,400+ 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 hypothetical digital marketing agency. But you’re free to replicate the same process for any kind of business with a few modifications as necessary.

Step 3: Customize Your Quote Request Form

Our hypothetical agency offers 3 different services for a selected service duration. The final quote depends on the exact type of service and duration requested.

To create such a form, we’ll be using a couple of Payment Fields and a Hidden Field.

Add Calculation Fields

Start by adding the Checkbox Items field.

Checkbox Items Field

Click on the field after adding it to your form to open the Field Options menu on the left.

Checkboxes Field Options

Let’s rename the field to “Services Needed”.

Changing field label

Next, add the service options along with the base price you want to set for each service next to it.

Checkbox Choices

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.

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

Choice layout

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.

After that, click on the Add Fields tab and drag and drop the Multiple Items field onto your form.

Multiple Items field

We’ll use the Multiple Items field to let people select a service duration for their requested service. Now, we’ll access the Field Options of the Multiple Items field to change its label and add different service durations.

Multiple item choices

Note that we’ve given a value to each service duration matching the number of months, which we’ll be using as a multiplication factor to calculate the final quote.

For instance, if a visitor wants SEO services for 3 months, the base price of the SEO service will be multiplied by 3 to calculate the quote, and so on.

In the next step, we’ll be using WPForms’ calculation capabilities to work up some magic to display an estimated quote. 🧙‍♂️

Create a Formula for Calculating a Quote

We’ll add a Hidden Field in the form and use it to perform some calculations behind the scenes.

Hidden Field

After adding the Hidden Field, click to open its Field Options and then go to the Advanced tab.

Advanced options

Now, click on the Enable Calculation toggle button.

Enable Calculation toggle button

You’ll notice an editor appear in the left-hand pane. Here, you can use other form fields as variables and perform math operations on them by creating a formula.

WPForms makes it incredibly easy to create formulas. In this example, we just need to multiply our Services Needed field by Service Duration to get the quote.

This can be done by clicking on the Insert Field button to open the list of available fields in this form that we can use as variables.

Insert Field button

We’ll now select the Services Needed (amount) variable from the list.

Services Needed variable

Then, we need to enter an asterisk (*), which is the multiplier function. In a similar fashion, we’ll then select the Service Duration (amount) variable.

And that completes our formula for this scenario:

Calculation formula

You can also validate your formula by clicking on the Validate Formula link at the bottom. If there are no errors in the formula, you’ll see a green check mark appear.

Validate formula

OK now that our form is ready to calculate a quote, we need to display the quote estimate in a proper way.

Display Quote Estimate in Form Confirmation

WPForms offers highly configurable confirmation messages. Once a user submits a form, you can display any message you want to assure your visitors that their form has been successfully submitted.

In this case, we can take advantage of the Hidden Field we set up in the previous step. All we need to do is use Smart Tags to pull the calculated value inside the Hidden Field and use it in the confirmation message.

To do this, click on Settings » Confirmations.

Confirmations

Using the text editor, we can rephrase the confirmation message to draw attention to the quote estimate. Then, we’ll click on the Show Smart tags link just under the text editor.

Show Smart Tags

And select the Hidden Field from the list of available tags for fields.

Hidden Field Smart Tag

Perfect. All we need to do now is Save and Publish this form.

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.

You can test this form out by filling out a dummy entry. If everything is set up correctly, you’ll see a quote appear in the confirmation message as soon as the form is submitted.

Estimated quote in confirmation message

Pretty awesome, right? 🤩

And there you have it! You can now create a fully customized request a quote form in WordPress without hiring a developer!

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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