Enterprise quote forms aren't just about collecting information—they're about orchestrating complex pricing conversations at scale. When a prospect requests a quote, your form needs to capture nuanced requirements, apply sophisticated pricing logic, route high-value opportunities to the right teams, and integrate seamlessly with your CRM and approval workflows. The difference between a basic form builder and true enterprise quote software shows up in your conversion rates, sales team efficiency, and ability to handle complex configurations without manual intervention.
We evaluated platforms based on their ability to handle enterprise-grade requirements: AI-powered lead qualification, multi-step approval routing, deep CRM integrations, security certifications, and the flexibility to manage variable pricing structures. Here are the top enterprise form solutions transforming how organizations capture and process quote requests.
1. Orbit AI
Best for: High-growth enterprises needing AI-powered lead qualification and intelligent routing for quote requests
Orbit AI brings artificial intelligence directly into the quote request process, automatically scoring leads and routing high-value opportunities before they hit your CRM.
Where This Tool Shines
The platform's AI analyzes prospect responses in real-time, identifying which quote requests represent genuine enterprise opportunities versus tire-kickers. This means your sales team focuses on qualified prospects while lower-priority requests follow automated nurture sequences.
The conversion-optimized design approach ensures your quote forms don't just capture data—they create the modern, polished experience enterprise buyers expect. Forms adapt based on responses, eliminating unnecessary fields and reducing friction at every step.
Key Features
AI-Powered Lead Qualification: Automatically scores prospects based on response patterns, company signals, and deal potential without manual intervention.
Intelligent Routing: Routes high-value quote requests to senior sales reps while directing standard requests through appropriate channels.
Native CRM Integrations: Seamlessly connects with Salesforce, HubSpot, and Pipedrive, syncing qualified leads with proper context and scoring.
Conversion-Optimized Design: Creates forms specifically engineered for maximum completion rates with progressive disclosure and smart field ordering.
Automated Workflow Sequences: Triggers follow-up actions, notifications, and nurture campaigns based on lead score and quote characteristics.
Best For
High-growth B2B companies handling significant quote volumes where lead quality varies dramatically. Particularly valuable for teams struggling with unqualified requests consuming sales resources, or organizations needing sophisticated routing logic that goes beyond basic form rules.
Pricing
Contact for enterprise pricing. The platform scales with your quote volume and includes AI capabilities in enterprise plans.
2. Formstack
Best for: Organizations requiring extensive approval workflows and compliance certifications for regulated quote processes
Formstack specializes in complex workflow automation, making it ideal for enterprises with multi-level approval requirements and strict compliance needs.
Where This Tool Shines
When your quote process requires multiple stakeholders to review, approve, or modify requests before reaching sales, Formstack's approval routing handles the complexity. The platform tracks every step, maintains audit trails, and ensures nothing falls through the cracks.
For regulated industries, the SOC 2 and HIPAA compliance certifications provide the security assurance enterprise buyers demand. The document generation feature automatically creates PDF quotes from form submissions, eliminating manual document creation.
Key Features
Multi-Step Approval Workflows: Routes quote requests through customizable approval chains with notifications, reminders, and escalation rules.
Advanced Conditional Logic: Shows or hides fields, entire form sections, or pricing options based on previous responses and business rules.
Compliance Certifications: Maintains SOC 2 and HIPAA compliance with data encryption, access controls, and audit logging.
Document Generation: Automatically creates formatted PDF quotes, proposals, or contracts from form submission data.
Salesforce-Native Integration: Built specifically for Salesforce with bi-directional sync and custom object mapping.
Best For
Enterprise organizations in healthcare, finance, or other regulated industries needing robust compliance features. Also ideal for companies with complex internal approval processes where multiple departments review quotes before sales engagement.
Pricing
Enterprise plans start at $83/month when billed annually. Higher tiers include additional compliance features and increased submission volumes.
3. Typeform
Best for: Enterprises prioritizing user experience and completion rates on customer-facing quote request forms
Typeform revolutionized form design with its conversational, one-question-at-a-time approach that dramatically improves completion rates compared to traditional forms.
Where This Tool Shines
The platform's signature interface reduces cognitive load by presenting one question at a time, making even lengthy quote requests feel manageable. This approach consistently delivers higher completion rates, particularly for complex quotes requiring detailed specifications.
The logic jump functionality creates truly personalized paths through your quote form. If a prospect indicates they need enterprise features, the form automatically adapts to ask relevant follow-up questions while skipping irrelevant sections—creating a consultative experience that builds trust.
Key Features
Conversational Interface: Presents questions individually with smooth transitions, creating an engaging experience that feels more like a conversation than a form.
Logic Jumps: Dynamically adjusts question flow based on responses, ensuring prospects only see relevant fields for their specific needs.
Custom Branding: Fully customizable design matching your brand identity, from colors and fonts to custom backgrounds and themes.
HubSpot Integration: Native connection to HubSpot CRM with automatic contact creation and deal pipeline updates.
Calculator Features: Built-in calculation fields for instant pricing estimates based on prospect selections and quantities.
Best For
B2B companies where quote request completion rates directly impact pipeline, particularly those with longer forms requiring detailed specifications. Works especially well for design-conscious brands wanting to differentiate through user experience.
Pricing
Business plan at $59/month includes logic jumps and integrations. Enterprise pricing available with advanced features, priority support, and custom contracts.
4. Jotform Enterprise
Best for: Organizations needing white-label capabilities, extensive templates, and flexible deployment options including local data residency
Jotform Enterprise offers one of the market's most comprehensive feature sets with over 10,000 templates and extensive customization options.
Where This Tool Shines
The template library includes dozens of pre-built quote request forms across industries, dramatically reducing deployment time. Rather than building from scratch, teams can start with proven templates and customize for specific requirements.
White-label capabilities allow organizations to completely remove Jotform branding and deploy forms under their own domain with custom styling. For enterprises with data sovereignty requirements, local data residency options ensure quote information stays within specific geographic regions.
Key Features
HIPAA Compliance: Available HIPAA compliance with Business Associate Agreements for healthcare organizations collecting protected health information.
White-Label Capabilities: Complete branding control with custom domains, no Jotform branding, and fully customizable themes.
Template Library: Over 10,000 pre-built form templates including industry-specific quote request forms ready for customization.
PDF Quote Generation: Automatically generates professional PDF documents from submissions with custom formatting and branding.
Local Data Residency: Options to store form data in specific geographic regions for compliance with data sovereignty requirements.
Best For
Enterprises requiring complete control over branding and user experience, or organizations with strict data residency requirements. Particularly valuable for agencies managing quote forms for multiple clients needing separate branded experiences.
Pricing
Enterprise pricing available on request with custom features and support. Gold plan at $99/month includes many enterprise features for smaller deployments.
5. Cognito Forms
Best for: Quote forms requiring sophisticated calculations, line item pricing, and immediate payment collection capabilities
Cognito Forms excels at handling complex pricing logic and calculations, making it ideal for quotes with variable pricing based on quantities, options, and configurations.
Where This Tool Shines
The calculation engine handles sophisticated pricing formulas including quantity discounts, conditional pricing rules, and multi-line item totals. Prospects see pricing update in real-time as they make selections, providing immediate transparency and reducing back-and-forth.
Repeating sections allow prospects to add multiple line items, products, or services within a single quote request—essential for organizations selling configurable solutions or project-based services where requirements vary significantly between customers.
Key Features
Advanced Calculation Fields: Supports complex formulas with conditional logic, mathematical operations, and reference to other field values for dynamic pricing.
Repeating Sections: Allows prospects to add multiple line items, each with its own quantity, specifications, and pricing calculations.
Built-In Payment Processing: Accepts deposits or full payments directly through the quote form via Stripe or Square integration.
Pricing Tables: Creates structured tables showing quantities, unit prices, line totals, and grand totals with automatic calculations.
Conditional Pricing Rules: Applies different pricing based on prospect responses, quantities ordered, or selected product combinations.
Best For
Organizations selling configurable products or services where pricing depends on multiple variables. Particularly strong for project-based businesses, equipment suppliers, or any company needing to show detailed line-item breakdowns with real-time calculations.
Pricing
Pro plan at $24/month includes unlimited forms and advanced features. Team plan at $74/month adds collaboration features and increased submission limits.
6. FormAssembly
Best for: Salesforce-native deployments requiring deep CRM integration and bi-directional data synchronization for quote workflows
FormAssembly was built specifically for Salesforce environments, offering the deepest native integration in the market for organizations heavily invested in the Salesforce ecosystem.
Where This Tool Shines
The bi-directional Salesforce sync goes beyond basic data push—forms can prefill from existing CRM records, update opportunities in real-time, and maintain complete data consistency between systems. This eliminates duplicate data entry and ensures sales teams always have current information.
For enterprises with strict security requirements, the SOC 2 Type II certification and GDPR compliance tools provide the necessary assurances. The platform handles sensitive quote data with enterprise-grade encryption and access controls.
Key Features
Bi-Directional Salesforce Sync: Reads from and writes to Salesforce objects in real-time, maintaining perfect data consistency across systems.
SOC 2 Type II Certified: Maintains rigorous security standards with regular audits, encryption, and access controls for sensitive quote data.
CRM Data Prefill: Automatically populates form fields from existing Salesforce records, reducing friction for known prospects.
Multi-Page Workflows: Breaks complex quote requests into logical sections with progress indicators and save-and-resume functionality.
Compliance Tools: Built-in features for GDPR consent management, data retention policies, and audit trails.
Best For
Salesforce-centric organizations where quote forms need to integrate tightly with opportunity management, account records, and sales processes. Essential for companies requiring SOC 2 compliance or handling highly sensitive quote information.
Pricing
Premier plan at $249/month includes Salesforce connector and advanced features. Enterprise pricing available for larger deployments with custom requirements.
7. Wufoo
Best for: Organizations needing straightforward, reliable quote forms with quick deployment and minimal configuration complexity
Wufoo focuses on simplicity and ease of use, making it ideal for teams wanting to deploy professional quote forms without extensive technical configuration.
Where This Tool Shines
The drag-and-drop builder eliminates the learning curve—teams can create functional quote request forms in minutes rather than hours. The interface prioritizes clarity over feature complexity, making it accessible for users without technical backgrounds.
While less feature-rich than specialized enterprise platforms, Wufoo's reliability and straightforward approach work well for organizations with standard quote request needs. The Zapier integration extends functionality by connecting to hundreds of business applications without custom development.
Key Features
Simple Drag-and-Drop Builder: Intuitive interface for creating forms quickly without technical knowledge or extensive training.
Payment Integration: Accepts deposits or payments through integrated payment processors for quotes requiring upfront commitment.
File Upload Support: Allows prospects to attach specifications, drawings, or reference documents to quote requests.
Basic Workflow Rules: Sends notifications, confirmation emails, and simple routing based on form responses.
Zapier Integration: Connects to thousands of business applications for extended functionality beyond native integrations.
Best For
Small to mid-sized enterprises with straightforward quote request needs, or larger organizations wanting simple forms for specific use cases. Works well when speed of deployment matters more than advanced features or complex workflow automation.
Pricing
Professional plan at $29/month includes core features and reasonable submission limits. Advanced plan at $74/month adds increased capacity and priority support.
8. 123FormBuilder
Best for: Global enterprises requiring multi-language forms, e-signature capture, and product catalog functionality for international quote operations
123FormBuilder stands out for its international capabilities and built-in e-signature functionality, making it valuable for global quote processes requiring legal signatures.
Where This Tool Shines
The multi-language support goes beyond simple translation—forms automatically detect visitor language preferences and display appropriate versions, ensuring prospects worldwide experience quote requests in their native language. This significantly improves completion rates in international markets.
Built-in e-signature capture eliminates the need for separate DocuSign or Adobe Sign integrations. Prospects can review quote terms and provide legally binding signatures directly within the form, streamlining the quote-to-contract process.
Key Features
E-Signature Capture: Collects legally binding electronic signatures directly within forms without third-party integrations.
Product Catalog: Maintains centralized product libraries with descriptions, images, and pricing that populate into quote forms automatically.
Multi-Language Forms: Creates forms in multiple languages with automatic language detection and switching based on visitor preferences.
Conditional Logic: Shows or hides fields, sections, and pricing options based on previous responses and business rules.
GDPR Compliance Tools: Built-in consent management, data retention controls, and privacy features for European operations.
Best For
Multinational enterprises collecting quotes across different countries and languages, or organizations needing e-signature capabilities as part of the quote request workflow. Particularly valuable for companies wanting to consolidate tools by handling signatures within the form platform.
Pricing
Professional plan at $24.99/month includes multi-language support and core features. Enterprise pricing available for larger deployments with advanced requirements.
9. Zoho Forms
Best for: Organizations already using Zoho ecosystem seeking seamless integration between forms, CRM, and quote management modules
Zoho Forms delivers exceptional value for companies invested in the Zoho suite, with native connections across CRM, Books, and other Zoho applications.
Where This Tool Shines
The native Zoho CRM integration creates a unified experience where quote requests automatically become leads or deals with full context. Data flows seamlessly between systems without middleware or custom integration work, reducing technical complexity and maintenance overhead.
For cost-conscious enterprises, Zoho Forms provides enterprise-grade features at significantly lower price points than competitors. The approval workflow functionality handles multi-step quote approvals without requiring expensive add-ons or custom development.
Key Features
Native Zoho CRM Integration: Direct connection to Zoho CRM with automatic lead creation, deal updates, and contact synchronization.
Approval Workflows: Routes quote requests through customizable approval chains with notifications and status tracking.
Payment Collection: Accepts deposits or full payments through integrated payment processors directly within quote forms.
Mobile-Responsive Forms: Automatically adapts form layout and design for optimal display on smartphones and tablets.
Custom Branding: Full control over form appearance including colors, fonts, logos, and custom CSS for advanced styling.
Best For
Organizations already using Zoho CRM or other Zoho applications where native integration provides immediate value. Also attractive for budget-conscious enterprises needing solid functionality without premium pricing.
Pricing
Professional plan at $25/month includes CRM integration and core features. Premium plan at $50/month adds workflow automation and increased submission capacity.
Matching Your Quote Workflow to the Right Platform
The right enterprise form software depends on your specific quote process complexity and existing technology infrastructure. If lead quality varies significantly and you're drowning in unqualified requests, AI-powered qualification from Orbit AI eliminates wasted sales cycles by identifying high-value opportunities automatically. For Salesforce-heavy environments, FormAssembly's native integration depth justifies the investment through seamless data flow and reduced technical maintenance.
Organizations with complex approval chains benefit from Formstack's workflow automation, while companies prioritizing completion rates should consider Typeform's conversational interface. If your quotes require sophisticated calculations and line-item pricing, Cognito Forms handles the complexity elegantly. Global enterprises operating across languages and requiring e-signatures find 123FormBuilder's international capabilities particularly valuable.
Think about your primary pain points: Are unqualified leads consuming sales resources? Does your current form create friction causing prospect drop-off? Do approval bottlenecks delay quote delivery? The platform addressing your biggest constraint delivers the highest ROI, even if it costs more than alternatives.
Security and compliance requirements often narrow the field significantly. Regulated industries need platforms with proper certifications—Formstack and FormAssembly both maintain SOC 2 compliance, while Jotform offers HIPAA capabilities. Don't compromise on security requirements regardless of other features.
Transform your lead generation with AI-powered forms that qualify prospects automatically while delivering the modern, conversion-optimized experience your high-growth team needs. Start building free forms today and see how intelligent form design can elevate your conversion strategy.