Quotation 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.
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
- Design preferences: Inquire if the client would need design services as a part of the project
- Technical specifications: Other questions to assess the technical requirements of the project
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.
Related templates
- Secure
- GDPR-compliant
- Mobile-friendly
- WCAG2-compliant
- Blazing fast
- Customizable