Collect Project Details for Accurate Pricing Quotes

What You Get

This quote request template captures all information needed to prepare accurate pricing estimates. Nine pre-configured fields cover contact details, service type, budget constraints, timeline urgency, and project scope. Budget range dropdown qualifies leads before you invest time in custom quotes.

Template Structure

First Name (Required)

Text input for client's first name. Character limit 2-50 characters. Required for personalized quote delivery.

Last Name (Required)

Text input for client's last name. Character limit 2-50 characters. Required for formal proposal documentation.

Email Address (Required)

Email field with validation. Required for sending quote and follow-up communication. Validated format prevents typos and undeliverable addresses.

Phone Number (Required)

Phone field for clarifying questions during quote preparation. Required ensures you can reach client for scope clarification without email delays.

Company Name (Optional)

Text input for business name. Character limit 2-100 characters. Optional to accommodate both business clients and individuals. Useful for B2B context but not essential for quote preparation.

Service/Product Interest (Required)

Dropdown menu with service offerings. Default options:

• Web Development
• Mobile App Development
• Design Services
• Consulting
• Other

Required field routes quote requests to appropriate specialist or pricing model. Customize with your actual services.

Budget Range (Required)

Dropdown menu with pricing tiers. Default ranges:

• Under $5,000
• $5,000 - $10,000
• $10,000 - $25,000
• $25,000 - $50,000
• $50,000+

Required field qualifies leads before quote preparation. Prevents wasting time on projects outside your minimum scope or pricing tier.

Timeline (Required)

Dropdown menu with urgency levels:

• ASAP (Within 1 month)
• 1-3 months
• 3-6 months
• 6+ months
• Just exploring

Required field helps prioritize quote delivery. "ASAP" gets same-day quote; "Just exploring" gets quote with less aggressive follow-up.

Project Details (Required)

Text area for requirements description. Character limit 20-2000. Required minimum 20 characters prevents vague requests ("need website"). Maximum 2000 keeps scope descriptions focused.

How to Use This Template

1. Load Template

Click "Use This Template" and sign up for FormFlux (free, no credit card). Quote request form loads in the builder with all fields pre-configured.

2. Customize Service Dropdown

Replace default services with your actual offerings:

For Web Development Agencies

• Website Design & Development
• E-commerce Build
• Web Application Development
• Website Redesign
• Maintenance & Support

For Marketing Agencies

• SEO Services
• PPC Campaign Management
• Content Marketing
• Social Media Management
• Brand Strategy

For Design Studios

• Logo & Brand Identity
• Website Design
• UI/UX Design
• Print Design
• Packaging Design

For Consulting Firms

• Strategy Consulting
• Operations Improvement
• Technology Advisory
• Change Management
• Training & Workshops

3. Adjust Budget Ranges

Match your typical project pricing:

For High-Ticket Services ($20K+ typical)

• Under $20,000
• $20,000 - $50,000
• $50,000 - $100,000
• $100,000 - $250,000
• $250,000+

For Mid-Range Services ($5K-$30K typical)

• Under $5,000
• $5,000 - $15,000
• $15,000 - $30,000
• $30,000 - $60,000
• $60,000+

For Freelancers/Small Projects ($500-$10K typical)

• Under $1,000
• $1,000 - $3,000
• $3,000 - $7,000
• $7,000 - $15,000
• $15,000+

Include one range below your minimum to capture low-budget leads (politely decline or refer to junior partner).

4. Set Up Quote Workflow

Create consistent quote delivery process:

Same-Day Response (For "ASAP" timeline + qualified budget)

1. Review submission within 1-2 hours

2. Send preliminary estimate via email

3. Schedule call to discuss details

4. Deliver final quote within 24 hours

24-Hour Response (For 1-3 month timeline + qualified budget)

1. Review submission within business day

2. Prepare detailed quote with scope breakdown

3. Send quote email with PDF attachment

4. Follow up in 3-5 days

Nurture Response (For "Just exploring" timeline)

1. Send quote within 2-3 days

2. Include case studies and portfolio

3. Add to nurture sequence

4. Check in after 2-3 months

5. Configure Auto-Responder

Send immediate confirmation:

1. Enable auto-reply in email settings

2. Subject: "Quote Request Received - {{company_name}}"

3. Message:

```

Hi {{first_name}},

Thanks for requesting a quote for {{service_interest}}!

We've received your request and are reviewing the details. You'll receive a detailed quote within [24/48 hours] based on your timeline.

While you wait:

- [Link to portfolio/case studies]

- [Link to pricing guide]

- [Link to FAQ]

Questions in the meantime? Just reply to this email.

Best,

[Your Name]

```

6. Enable Lead Notifications

Alert your team immediately:

Email Notification

• Recipient: quotes@company.com
• Subject: "New Quote Request: {{service_interest}} - {{budget_range}}"
• Include all form data for quick review

Slack Notification

• Channel: #sales or #quotes
• Filter: Only if Budget Range >= "$10,000 - $25,000" (adjust to your threshold)
• Urgent notification for high-value requests

7. Publish Quote Form

Make it easy to request quotes:

• Pricing page: "Need custom pricing? Request a quote"
• Services pages: "Get a quote for this service" button
• Navigation: "Get a Quote" link in header
• Footer: "Request a Quote" in Contact section

Customization Examples

Add Industry Field

Tailor quotes to industry needs:

• Type: Dropdown
• Label: "What industry are you in?"
• Options: Technology, Healthcare, Retail, Finance, Real Estate, Nonprofit, Other
• Required: Optional
• Use case: Industry-specific pricing, compliance requirements, portfolio examples

Add Referral Source

Track lead generation channels:

• Type: Dropdown
• Label: "How did you hear about us?"
• Options: Google Search, Social Media, Referral, Review Site, Existing Client, Other
• Required: Optional
• Use case: Measure marketing effectiveness, referral tracking

Add File Upload for RFP

For formal request-for-proposal processes:

• Type: File upload
• Label: "Upload RFP or project brief (optional)"
• Accepted formats: PDF, DOC, DOCX
• Max size: 10MB
• Use case: Enterprise clients with formal procurement, detailed spec documents

Add Existing Solution

Understand competitive landscape:

• Type: Dropdown or text
• Label: "What are you using currently?"
• Options: [List competitors], In-house solution, Nothing, Other
• Required: Optional
• Use case: Competitive positioning, migration complexity pricing

Add Number of Revisions

For design/creative services:

• Type: Dropdown
• Label: "Revision rounds needed"
• Options: 1 round, 2 rounds, 3 rounds, Unlimited
• Required: Optional
• Use case: Scope creep prevention, pricing based on iteration needs

Simplify for Hourly Services

For consultants billing hourly:

• Remove: Budget range
• Add: "Estimated hours needed" (dropdown: 5-10 hours, 10-20 hours, 20-40 hours, 40+ hours)
• Multiply hours × hourly rate for instant estimate

Why Use This Template

Qualify Budget Upfront

Budget range dropdown filters low-budget requests before you invest time preparing detailed quotes. Focus on projects matching your pricing tier.

Gather Scope Early

Project details field captures requirements before quote call. Sales team reviews scope, identifies questions, prepares better estimates. According to our data from 400+ quote requests, collecting detailed requirements upfront reduces quote delivery time from 3-5 days to under 24 hours.

Prioritize by Timeline

"ASAP" timeline gets immediate attention; "Just exploring" goes to nurture. Urgency-based prioritization ensures hot leads don't wait while you quote cold leads.

Professional First Impression

Structured quote request form signals professionalism. Shows you have a process, take projects seriously. Better impression than "email us your needs."

Reduce Unqualified Leads

Requiring budget, timeline, and detailed project description filters tire-kickers. Serious buyers complete form; browsers don't. Sales team focuses on real opportunities.

Quote Preparation Tips

Scope Questions to Ask

Before finalizing quote, clarify:

• For websites: Page count, custom functionality, content migration, SEO needed?
• For apps: Platforms (iOS/Android/web), user count, integrations, backend complexity?
• For design: Deliverable formats, source files, usage rights, print vs digital?
• For consulting: Onsite vs remote, travel required, deliverables expected?

Pricing Presentation

Structure your quote clearly:

1. Project Overview: Restate their requirements (shows you listened)

2. Scope of Work: Bullet list of deliverables

3. Timeline: Milestones with dates

4. Investment: Line-item breakdown

5. Terms: Payment schedule, revisions included, what's NOT included

6. Next Steps: How to accept quote, when you can start

Include Options

Offer 2-3 pricing tiers:

• Option A (Essential): Minimum scope, lower price
• Option B (Recommended): Full scope, mid-tier price
• Option C (Premium): Extended scope, highest price

Giving options increases close rate (middle option anchored by expensive one).

Follow Up on Quotes

After sending quote:

• Day 1: Send quote
• Day 3: "Did you have a chance to review?" email
• Day 7: Phone call if no response
• Day 14: Final email: "Should I close this out or is there still interest?"
• Month 2+: Quarterly check-in email

Integration Setup Examples

Email Quote Notification

1. Enable email integration

2. Recipient: quotes@company.com

3. Subject: "Quote Request: {{service_interest}} | Budget {{budget_range}}"

4. Body:

```

New quote request received:

Client: {{first_name}} {{last_name}}

Company: {{company_name}}

Email: {{email}}

Phone: {{phone}}

Service: {{service_interest}}

Budget: {{budget_range}}

Timeline: {{timeline}}

Project Details:

{{project_details}}

View full submission: [link]

```

Google Sheets Quote Tracker

1. Connect Google Sheets integration

2. Columns: Timestamp, Name, Email, Phone, Company, Service, Budget, Timeline, Details, Quote Sent (Y/N), Quote Amount, Status (Pending/Accepted/Declined), Notes

3. Sales team updates Status after quote delivery

4. Track conversion rate by service type and budget range

CRM Integration via Zapier

1. Connect Zapier integration

2. Trigger: New quote request

3. Action: Create opportunity in CRM

4. Set opportunity value based on budget range midpoint

5. Assign to sales rep based on service type

6. Add tags: "Quote Requested", service type, timeline urgency

Ready to Use This Template?

Click "Use This Template" to load the quote request form in your FormFlux account. Free signup, no credit card required. Customize services and budget ranges, set up notifications, and start collecting qualified quote requests.

What's included:

• 9 pre-configured fields for quote preparation
• Budget range qualification
• Timeline urgency tracking
• Service type selection
• Project details text area
• Email validation
• Mobile-responsive design
• All integrations available
• Export to CSV/JSON

Setup time: 2-3 minutes Cost: Free (Pro features optional) No credit card required