When a potential customer fills out a quote request form, that moment is make-or-break for your pipeline. A clunky, generic form signals low effort, and sends high-intent buyers straight to a competitor. The right form builder does more than collect fields: it qualifies leads, adapts to user inputs, and routes the right prospects to your sales team automatically.
This guide covers the best form builders purpose-built (or well-suited) for quote request workflows. Whether you're a SaaS company capturing enterprise leads, a service business pricing custom projects, or an agency managing multiple client pipelines, there's a tool here that fits. We evaluated each on conditional logic depth, lead qualification features, design flexibility, integrations, and pricing transparency so you can make a fast, confident decision.
1. Orbit AI
Best for: High-growth teams that need AI-driven lead qualification built directly into their quote request flow.
Orbit AI is an AI-powered form builder with native lead qualification and scoring, designed specifically for conversion-focused teams.
Where This Tool Shines
Most form builders collect data and stop there. Orbit AI goes a step further by qualifying leads in real time as respondents fill out the form. Instead of dumping every submission into a CRM for a human to sort through, the platform scores and routes leads automatically based on the criteria your team defines.
For quote request workflows specifically, this matters enormously. High-volume quote pipelines can quickly become unmanageable when every submission looks the same. Orbit AI's qualification layer helps sales teams focus on the prospects most likely to convert, without adding manual triage to their workload.
Key Features
AI-Powered Lead Qualification: Scores and routes leads in real time as users complete the form, so your sales team receives pre-qualified submissions.
Conversion-Optimized Templates: Modern, customizable form designs built with completion rates in mind, not just aesthetics.
Conditional Logic: Dynamic quote flows that adapt based on each respondent's answers, showing only the fields that are relevant to their situation.
Automatic Lead Routing: Routes qualified prospects directly to the right sales rep or team based on predefined criteria.
Built-In Analytics: Tracks form performance and submission quality so you can continuously improve your quote request experience.
Best For
SaaS companies, agencies, and service businesses that handle significant quote volume and need a smarter way to separate high-intent buyers from low-quality submissions. Particularly strong for teams where sales time is limited and lead quality matters more than lead quantity.
Pricing
Visit orbitforms.ai for current pricing details and free trial options.
2. Typeform
Best for: Teams that prioritize a polished, conversational form experience to reduce drop-off on longer quote flows.
Typeform is a conversational form builder known for its one-question-at-a-time interface that keeps respondents engaged through longer form sequences.
Where This Tool Shines
Typeform's signature approach, presenting one question at a time, works particularly well for quote requests that involve multiple steps or sensitive pricing questions. The format feels more like a guided conversation than a form, which can improve completion rates for longer flows.
The design quality is consistently high, and brand-matching templates make it easy to create a quote experience that feels native to your website rather than bolted on.
Key Features
Conversational UI: One-question-at-a-time format reduces cognitive load and keeps respondents moving through the form.
Logic Jumps: Branching paths based on user answers allow you to route different quote types through tailored question sequences.
Design Templates: Polished, brand-friendly templates that require minimal customization to look professional.
CRM Integrations: Native connections to HubSpot, Salesforce, Slack, and other common sales tools.
Rich Media Embedding: Supports video and image embedding within form flows for context-rich quote experiences.
Best For
Marketing and sales teams that want a visually impressive quote form and are willing to trade some speed for a more guided, conversational experience. Works well for mid-complexity quote flows where brand presentation is a priority.
Pricing
Free plan available. Paid plans start around $25/month. Verify current pricing at typeform.com/pricing.
3. Paperform
Best for: Service businesses that want to combine explanatory content, pricing context, and quote fields in a single landing-page-style form.
Paperform is a doc-style form builder that lets you mix text, images, and form fields freely on a single page, creating a quote experience that reads more like a sales page.
Where This Tool Shines
Paperform's freeform editor is genuinely different from what most form builders offer. You can explain your service tiers, include pricing tables, add testimonials, and embed form fields all in one place. For service businesses where prospects need context before they can accurately describe their needs, this format removes a lot of friction.
The built-in calculation fields are a standout feature for quote workflows. You can build forms that generate an instant estimate based on the respondent's inputs, giving prospects immediate value and keeping them engaged.
Key Features
Doc-Style Editor: Mix text, images, and form fields freely to create a rich, landing-page-style quote experience.
Calculation Fields: Generate instant quote estimates based on user inputs directly within the form.
Conditional Sections: Show or hide entire content sections based on how respondents answer earlier questions.
Payment Collection: Accept deposits or full payments at the point of quote submission.
White-Labeling: Custom domains and branding options for agencies managing client forms.
Best For
Agencies, consultants, and service businesses where the quote form doubles as a sales asset. Also a strong choice for teams that want to offer instant pricing estimates without building a separate calculator tool.
Pricing
Plans start around $24/month. Verify current pricing at paperform.co/pricing.
4. Jotform
Best for: Teams with complex, multi-step quote requirements who need deep conditional logic and an extensive template library to get started quickly.
Jotform is one of the most feature-rich form builders available, with thousands of templates and advanced logic capabilities suited to complex quote scenarios across industries.
Where This Tool Shines
Jotform's depth is its defining characteristic. The template library includes industry-specific quote request forms for construction, IT services, events, healthcare, and many other verticals, so you're rarely starting from scratch. The conditional logic engine handles sophisticated branching scenarios that simpler tools can't manage.
The approval workflow feature is particularly relevant for quote requests. You can build multi-step review processes where submissions route through internal approvers before a quote is generated, which is useful for organizations where pricing requires sign-off.
Key Features
Extensive Template Library: Thousands of industry-specific quote form templates covering a wide range of business types.
Advanced Conditional Logic: Sophisticated branching and calculation fields for complex quote structures.
Multi-Step Forms: Progress indicators and paginated forms reduce abandonment on longer quote requests.
Approval Workflows: Route submissions through internal review processes before responding to prospects.
100+ Integrations: Connects to CRMs, payment processors, project management tools, and more.
Best For
Operations-heavy teams, field service companies, and organizations in regulated industries that need a proven, template-rich platform with strong logic and workflow capabilities. Less ideal for teams that need a sleek, modern design out of the box.
Pricing
Free plan available. Paid plans start around $34/month. Verify current pricing at jotform.com/pricing.
5. Tally
Best for: Lean teams and early-stage businesses that need a capable, modern quote form without a monthly subscription cost.
Tally is a free-first form builder with a clean Notion-like editor, offering unlimited forms and submissions on its free plan with no artificial caps.
Where This Tool Shines
Tally's free plan is genuinely useful, not a stripped-down teaser. You get unlimited forms, unlimited submissions, conditional logic, and hidden fields without paying anything. For startups or small teams testing a quote request workflow before investing in a more robust platform, this is a significant advantage.
The editor is clean and fast. If your team is comfortable with Notion, Tally will feel immediately familiar, and you can build a functional quote form in minutes rather than hours.
Key Features
Unlimited Free Plan: No submission caps or form limits on the free tier, which is rare among form builders.
Notion-Style Editor: Clean, block-based editing experience that's fast to learn and use.
Conditional Logic: Show or hide fields based on prior answers to create tailored quote flows.
Flexible Embedding: Embed forms anywhere; paid plan removes Tally branding entirely.
Native Integrations: Connects to Notion, Google Sheets, Zapier, and other common tools.
Best For
Early-stage startups, freelancers, and small teams that need a functional quote form without budget overhead. Also a good fit for internal quote request workflows where advanced qualification features aren't a priority.
Pricing
Free plan with no submission or form limits. Pro plan around $29/month. Verify current pricing at tally.so/pricing.
6. Formstack
Best for: Mid-market and enterprise organizations that need end-to-end quote-to-contract workflow automation in a single compliant platform.
Formstack is an enterprise-grade platform that combines forms, document generation, and e-signature, covering the full workflow from initial quote request to signed agreement.
Where This Tool Shines
Formstack's value proposition goes well beyond form building. Once a quote request is submitted and reviewed, the platform can automatically generate a formatted quote document and route it for e-signature, all without leaving the ecosystem. For organizations where quote-to-contract cycle time is a key metric, this end-to-end capability is a meaningful differentiator.
The compliance features, including HIPAA and GDPR support, make Formstack one of the few options suitable for healthcare, legal, and financial services organizations that handle sensitive data in their quote processes.
Key Features
End-to-End Workflow Automation: Connects quote form submission to document generation and e-signature in a single platform.
Document Generation: Automatically create formatted quote documents from form data without manual copy-paste.
Compliance Support: HIPAA and GDPR features for organizations operating in regulated industries.
Multi-Step Approval Workflows: Route quote submissions through internal review and approval chains.
Enterprise Integrations: Deep connections to Salesforce, Microsoft 365, and other enterprise tools.
Best For
Mid-market and enterprise teams in regulated industries where the quote process involves multiple approvers, legal documentation, and compliance requirements. Not the right fit for small teams or straightforward quote workflows where the added complexity isn't justified.
Pricing
Mid-market to enterprise pricing. Verify current plans at formstack.com/pricing.
Which Tool Is Right for Your Quote Request Workflow?
The best form builder for quote requests depends less on which tool has the most features and more on what your specific pipeline actually needs.
If lead qualification is your core challenge, and you're dealing with high quote volume where sales time is precious, Orbit AI is the natural starting point. The AI-powered scoring and automatic routing solve the exact problem that most growing teams hit when their quote pipeline scales faster than their sales capacity.
For teams where the form experience itself is the priority, Typeform delivers a polished, conversational interface that works well for mid-length quote flows. If you need to combine sales content with form fields on a single page, Paperform's doc-style editor is uniquely suited to that use case.
Jotform is the go-to for complex, multi-step quote requirements with sophisticated logic and a need for industry-specific templates. Tally is the obvious choice for lean teams that need a capable free option without committing to a subscription. And for enterprise organizations that need the full quote-to-contract workflow handled in one compliant platform, Formstack stands apart.
The right tool is the one that matches where your team is today, not where you hope to be in two years. Start with your most pressing constraint, whether that's lead quality, form completion rates, design flexibility, or workflow automation, and let that guide your choice.
For high-growth teams serious about turning quote requests into qualified pipeline, start building free forms today and see how intelligent form design can elevate your conversion strategy.
