If you sell services or custom products, you can’t list one fixed price on your website. A web design project for a small business costs different than one for an enterprise company. Same with landscaping, printing, consulting, or construction work.
A quote request form lets potential clients tell you what they need so you can give them an actual price instead of making them call or send a vague email. They fill out the form with their project details, you get all the context you need, and you can send back an accurate quote.
Works well for: Contractors and construction companies, web designers and developers, marketing agencies, printing shops, photographers, event planners, landscapers, custom manufacturers, and anyone who prices projects individually.
What’s in This Template
- Name and Contact Info: Collects full name, business name, email, and phone number with international format support.
- Project Details Field: A large text area where people describe what they need. This is where they tell you about their project, timeline, specific requirements, or anything else relevant.
The form is intentionally simple. You’ll probably want to add more fields based on what you need to know to quote accurately.
Fields Worth Adding to Your Quote Form
- Service Selection: Add checkboxes or a dropdown listing your main services. “Website Design,” “Logo Design,” and “Brand Strategy” work better than making them type it out.
- Budget Range: A dropdown with ranges like “Under $5,000,” “$5,000-$10,000,” “$10,000-$25,000,” “Over $25,000” helps you prioritize leads and set expectations. Some people won’t fill this out, but many will.
- Timeline: Add a date picker or dropdown asking when they need the project done. “ASAP,” “1-3 months,” “3-6 months,” or “Just exploring options” tells you how urgent they are.
- File Upload: If you need to see examples, reference materials, blueprints, or product images before quoting, add a file upload field. People can attach PDFs, images, or documents directly in the form.
- Project Type or Size: If you offer similar services at different scales, ask about size. A contractor might ask about square footage, a printer about quantity, a web designer about number of pages.
- Referral Source: A simple “How did you hear about us?” dropdown helps you track which marketing works. Options like “Google Search,” “Instagram,” “Friend Referral,” or “Past Client.”
Writing Quotes People Actually Respond To
- Reply quickly: If someone requests quotes from three companies and you respond in an hour while others take three days, you’re way ahead.
- Reference their specific details: Copy and paste parts of their request into your quote email so they know you actually read it.
- Break down your pricing: Don’t just say “$10,000 total.” Show what that includes so they understand where the money goes.
- Explain your process: People hire based on confidence. A brief timeline of how you work makes them feel better about moving forward.
- Make the next step obvious: End with “Reply to this email if you’d like to move forward” or “Here’s a link to schedule a call” rather than leaving it vague.
How to Create a Request a Quote Form in WordPress
Making your own request a quote form in WordPress is easy with WPForms and takes just a few quick steps:
- Select the Request a Quote Form template
- Customize your form
- Configure your form’s settings
- Publish your form on your WordPress site
You don’t need coding knowledge to add our request for a quote template to your website. You can use our easy-to-use drag-and-drop form builder to add, remove, and customize the fields.
Once you load the template in the form builder, you can add as many form fields as you like in your quote request form template, including first and last name, organization name, contact information, business address, a preferred method of contact, request type, and more.
Add a Multiple Choice field, Checkboxes, or Dropdown to your request a quote form template so people can select which services of yours they’re interested in. You can also add a Single Item form field to determine the potential customer’s approximate budget for their project.
Eliminate unnecessary back and forth with potential clients and ask the must-know questions from the first interaction. Next, head over to the Settings tab in the form builder to create your email notifications and confirmation messages. These features help you let potential clients know that you’ve receive their request.
Finally, add your request a quote form to your site with the WPForms block. Select your form from a dropdown menu to add it to any post, pages, or widget area.
More Features of WPForms Request a Quotation Form Template
This form integrates with CRMs like Salesforce and HubSpot, project management tools, and your email marketing platform.
Quote requests can automatically create leads in your sales pipeline or trigger follow-up sequences. Configure integrations in Marketing » Integrations. Takes a few minutes to connect, then runs automatically.
Start Collecting Quote Requests
A request for quote form will help you collect client requests and respond to them with your quotations quickly and efficiently. With a quick response, your conversion rate and customer satisfaction will skyrocket.
So, what are you waiting for? Get started with WPForms today to create your own request a quote form. By signing up with WPForms, you’ll have access to our request a quote form template and hundreds more pre-made form templates.
