Quote Request Form Template
Collect detailed project specifications and requirements to generate accurate quotes quickly and efficiently.
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What is a Quote Request Form?
A quote request form is a sales tool that helps prospects describe their project needs in detail, enabling your team to provide accurate, customized pricing. Instead of back-and-forth emails, a structured form captures all necessary information upfront.
This form collects project scope, timeline expectations, budget constraints, and specific requirements. This information allows your sales team to quickly generate competitive quotes without multiple clarification emails.
Effective quote request forms improve response times, reduce pricing errors, and help qualify leads by understanding their budget and scope before investing time in quote preparation.
Key Features
Project Scope Capture
Collect detailed descriptions of project requirements and deliverables
Timeline Understanding
Identify project deadlines and rush requirements upfront
Budget Qualification
Understand budget ranges to ensure pricing alignment
Volume Tracking
Capture quantity or scale information for bulk pricing
Special Requirements
Document customization, compliance, or technical needs
Automatic Routing
Route quotes to appropriate sales team members by project type (Pro)
Why Use This Template?
Faster Quote Generation
All information upfront means your team can quote faster without delays
Better Lead Qualification
Budget and scope information helps identify qualified vs. tire-kicker prospects
Accurate Pricing
Detailed requirements reduce quote revisions and disputes
Professional Image
Structured quote process shows you're organized and detail-focused
What's Included in This Template
Project Description
textareaCaptures the core project scope and requirements
Desired Timeline
selectIdentifies deadline and whether rush delivery is needed
Budget Range
selectQualifies leads and ensures pricing alignment
Deliverables
textareaClarifies what the prospect expects to receive
Quantity/Volume
numberEnables volume-based pricing calculations
Special Requirements
textareaDocuments customization or technical needs
Full Name
textPersonal identification for communication
Email Address
emailPrimary contact method for quote delivery
Perfect For
Design & Creative Services
Collect design brief, style preferences, and revision allowances for accurate quotes
Construction & Contractors
Gather project specifications, materials, and timeline for detailed estimates
Software & Development
Document feature requirements and technical specifications for project quotes
Manufacturing & Production
Collect order volume, specifications, and delivery needs for bulk quotes
Frequently Asked Questions
How long should it take to respond to quote requests?
Industry standard is 24-48 hours for detailed quotes. For simple requests, aim for same-day response. Your response time is a competitive advantage - make it part of your service promise.
Should I ask about budget upfront?
Yes. Budget range helps qualify leads and ensures your quote aligns with their expectations. Options like "Under $500", "$500-$1000", "$1000-$5000", etc. make it easy for prospects to answer.
How do I prevent scope creep after quoting?
Be specific about what's included in your quote. Define deliverables clearly in the form and quote response. Get written approval before adding work beyond the initial scope.
Can I use this form for repeat customers?
Absolutely. You can simplify the form for returning customers by removing fields they've already filled out, or create a separate "rush quote" form for fast requests.
What should I do with quote request data?
Use it for follow-up outreach, sales pipeline tracking, and understanding which projects generate the most interest. Export to your CRM for sales team management.
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