Quote Request Form Template

Quote request form

Comprehensive multi-step quotation request form template to allow visitors to request a work quotation. Collect client information (contact details, and company info), project details (project type, budget, team configuration), design preferences (if UI / UX design is needed), and technical specifications (inquire about other requirements such as security, compliance, and integrations). Easily customize the form to add your logo, change form fields, and even add live calculations to show an initial estimate.

62 downloads

19 fields

4 steps

Welcome step of 'Quote request form' with introduction text, and a 'Request a quotation' button

Secure
GDPR-compliant
Mobile-friendly
WCAG2-compliant
Blazing fast
Customizable

Form layout

This request form uses a multi-step layout to effectively gather the required information from prospects:

Welcome page: Shows the name of the company, and can optionally include a logo and other text
Client information: Collect personal and contact info about the client
Project details: Questions to better understand the project, like budget, app type, team size, timeline, etc ...
Design preferences: Inquire if the client would need design services as a part of the project. Edit this step to add other questions specific to the selected project type.
Technical specifications: Other questions to assess the technical requirements of the project, and allow visitors to leave open-ended comments.

Template variations

You can adapt this demo request form to suite a wide range of industries. Some examples:

Healthcare:
A demo request form for electronic medical records software, capturing practice size and specialty to tailor the demonstration.
E-Commerce:
A form for online retailers to request demos of shopping cart platforms, including current sales volume and desired integrations.
Education:
A form for schools to schedule demos of virtual classroom software, including number of students and existing tech infrastructure.

Workflows and integrations

Use our native integrations and workflows to create an efficient quotation intake process. Examples:

Create PDF:
Generate a PDF based on the form response
Email:
Notify admins about the new quotation request that just came in
Salesforce:
Create a new opportunity record in Salesforce (with attached PDF)

Project type insights

Run a field analysis on the project type field to see which development type gets requested the most. This can help your agency understand market demand better.