Quote Request Form Template
Let prospects request custom quotes and pricing.
A quote request is the highest-intent signal a prospect can send — treat it like one. This template captures project scope, budget, and timeline up front, so your first reply is a real proposal conversation instead of three rounds of discovery email.
Fields in this template
- Company name*Text
- Project details*Long text
- Budget rangeSelect
- TimelineSelect
Every field is customizable — add, remove, or reorder in the editor.
Scope before the call
Budget and timeline fields qualify the request instantly — no more proposals for prospects with a tenth of your minimum.
Fast replies win deals
Instant Slack and email alerts mean sales responds while the prospect is still on your site.
Straight into pipeline
Requests sync to your CRM with all context attached, creating deals automatically.
How to use this template
- 1
Click "Use this template" and sign in (free plan works).
- 2
Tune the budget ranges and service options to your offering.
- 3
Set routing rules — big budgets to senior reps, others to nurture.
- 4
Embed on your pricing or services page.
Frequently asked questions
Should I ask for budget on a quote form?
Yes — use ranges rather than a free-text field. Prospects self-select comfortably, and you avoid spending hours on quotes that were never in budget.
How fast should we respond to quote requests?
Within an hour if possible. Response speed is the single biggest factor in winning inbound deals — instant notifications make it achievable.
Can different request types go to different people?
Yes — routing rules can assign requests by budget, service type, or region to the right rep or team channel.
Can I create CRM deals from quote requests automatically?
Yes. Native CRM integrations create contacts and deals with the full request context attached, so nothing is re-typed.
Launch your quote request form in minutes
Start from this template, make it yours, and publish — free.