Templates

Quote Request Form Template

Let prospects request custom quotes and pricing.

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About this template

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.

B2B servicesCustom pricingEnterprise sales

Fields in this template

Quote Request Form
  • Company name*
    Your answer
  • Project details*
    Type your answer…
  • Budget range
    Choose an option
  • Timeline
    Choose an option

Every field is customizable — add, remove, or reorder in the editor.

Why this template

Built to convert from day one.

Scope before the call
Budget and timeline fields qualify the request instantly — no more proposals for prospects with a tenth of your minimum.

Scope before the call

Fast replies win deals
Instant Slack and email alerts mean sales responds while the prospect is still on your site.

Fast replies win deals

Straight into pipeline
Requests sync to your CRM with all context attached, creating deals automatically.

Straight into pipeline

Getting started

How to use this template

  1. 1

    Click "Use this template" and start your 7-day free trial.

  2. 2

    Tune the budget ranges and service options to your offering.

  3. 3

    Set routing rules — big budgets to senior reps, others to nurture.

  4. 4

    Embed on your pricing or services page.

FAQ

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.

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