Frequently Asked Questions

How do you write a request for a quote?

One of the more efficient ways to create a request for a quote is to use our predefined request-a-quote form template that you can customize in just a few clicks. When you make your version, you might want to include details such as the client’s contact information, the services they’re interested in, a timeline, or any other essential information that your customer might want to share.

How do you email a quote to a client?

To email a quote to a client, first, you need their email address, which is critical to ask for when you’re structuring your request-a-quote form. Make this field mandatory to assess their request and send the quotation by email. With 123FormBuilder, you can plug in an email service provider such as Mailchimp or GetResponse and automate this process.

Customize template

Accept quote requests for your services any time of day or night with an online form. This request a quote form template is meant for you to tailor to your own business. Simply drag and drop any kind of data field you need—dropdowns, checkboxes, free text, Captcha, and more. There’s even the option of conditional logic to show and hide follow-up questions according to the answers.

Publish template

This request a quote form works just about anywhere online. To put it on your own website, simply copy and paste the embed code to the page. Additionally, you can email a link or post it on social media in just a few clicks. Any way you share, you can be sure the price quote form will look professional: it sports a responsive design that adapts its layout according to whether it’s shown on a smartphone, tablet or desktop.

Collect & manage data

All your request a quote form submissions live in a secure database hosted in our form builder – 123FormBuilder. You can view them one by one or export the entire collection at any time. Check out the analytics features that help you visualize which services are most in-demand. Last but not least, be sure to integrate your form with any CRM or marketing services you may be using, including Salesforce and Constant Contact.

Optimize processes

Streamline your projects with an online request a quote form! Your web form will collect all the details of your clients’ proposals, and make sure they do not omit essential information. Unlike phone orders or paper forms, your online form will automatically create a searchable record for you to consult later. Furthermore, all inquiries are time-stamped, making it easy to see in which order you should respond to customers.

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