Quote request form template
A free quote request form template for agencies, contractors and service businesses. Ten screens collect the service, scope, a rough budget, the deadline, the location and any photos or plans, then the contact details, and small jobs are pointed to your price list. Clone it and publish it as the request a quote form on your contact page.
Free plan, no card. Unlimited forms and unlimited quote requests, forever.
10
Questions, all editable
2
Logic rules pre-built
∞
Quote requests on the free plan
$0
To clone, publish and collect
What's inside
Ten screens, the job first and the contact details last
One question per screen, answered with the keyboard or a thumb, so nobody faces a wall of fields on a phone. Here is question 3, which sorts small jobs from big ones.
3 →
What budget do you have in mind?
In thousands of US dollars. A rough figure is fine; 50 means 50 or more.
A Slider Scale from 0 to 50 in steps of 1, counted in thousands of dollars, so nobody has to type an exact figure. See how conversational forms behave.
The full question list
What do you need a quote for?
Multiple ChoiceTell us about the job
Long TextWhat budget do you have in mind?
Slider ScaleWhen do you need it done by?
DateWhere is the job, or where can we see your website?
Short TextAnything we should look at? Photos, plans or a brief
File Upload OptionalWhat's your name?
Full NameWhich email should the quote go to?
EmailWhat's the best number if we have a question?
Phone Number OptionalThanks. Your quote is on its way within one business day.
Thank You
A hidden clarifier appears only after Something else at question 1. Swap any question type, reword it or drag the order.
Before you publish
How to write a request a quote form you can price from
A quote request form has one job: give you enough to put a number on the work without a phone call first. Every question should either help you price the job or help you reach the person. Anything else is a reason to close the tab.
Lead with the work, not the paperwork
Someone asking for a price wants to talk about their job, and three opening screens of name, email and phone feel like a sign-up. The template asks about the work first and saves contact details for questions 7 to 9, when people want the answer. Agencies that run it next to a creative brief and a client intake form template will find the full set on the form builder for agencies page.
Let the first question sort the requests
Question 1 is Multiple Choice because real jobs overlap: a bathroom is design and installation, a website is design and build. Keep it to five options in your customers' words, not your internal service names, and keep Something else so nobody is forced into the wrong box.
Get the scope in their words
The Long Text question does the heavy lifting. Its help text asks for sizes, quantities, what is there now and what they want at the end, which gets you measurements instead of adjectives. Shift+Enter starts a new line, so a list of rooms or pages arrives as a list.
Ask for a budget, even a rough one
People avoid naming a number because they fear you will quote exactly that. The help text says a rough figure is fine, and a slider counted in thousands reads as a ballpark, not a commitment. If your work comes in fixed bands, swap the slider for a Single Choice with four ranges, start the lowest at your real minimum and point Rule 1 at that band.
Ask for a deadline and a location
“When do you need it done by?” tells you whether the job fits your calendar and whether a rush rate applies; a start date only says when they would like you to begin. Question 5 asks where: an address for a contractor, a URL for an agency. If you only need one, switch it to the Address type (street, city, state, ZIP and country, each part can be switched off) or to Website.
Photos and plans save a site visit
Three photos of the space can replace a trip across town, and a brand guide settles half an agency's questions. Keep the file upload question optional, because plenty of good jobs have nothing to attach yet.
Already wired in
The logic that fast-tracks small jobs to your price list
Two rules ship switched on, in the same Logic panel every form uses: AND/OR conditions, 20 operators and four actions (show, hide, jump and end form).
Conditional Logic
2 rules configured
Rule Summary
When What budget do you have in mind? less than "2" → Jump to field: What's your name?
Rule 1, opened. The panel writes a plain summary line under every rule.
Rule 1: small budgets skip to the contact details
If the budget slider comes back under 2 (under $2,000), the form jumps from question 3 to question 7. Small jobs skip the deadline, location and upload screens, still leave a name and an email, and finish on the Thank You step, whose optional redirect points to your price list. You keep the lead; they see your prices a minute later.
Rule 2: Something else asks what the job is
Pick Something else at question 1 and a short text question asks what the work is. Everyone else never sees it.
Thanks. Your quote is on its way within one business day.
Smaller job? Most have a fixed price on our list.
The Thank You step, its optional redirect pointing at a price list. Everyone who finishes sees it, so word it for a $1,500 job and a $40,000 one.
Move the threshold to your own minimum, point the redirect at your own price list, or delete the rule. Every operator is on the conditional logic page.
After the submit
From quote request to sent quote
Every request lands in the form's responses table, with search, a date filter, CSV export and a drawer holding every answer and file. Upform stops there: the price is yours to write.
Responses
27 total
| Date | Form | What's your name? | What do you need a quote… | What budget do you… | When do you need it… |
|---|---|---|---|---|---|
| Sep 28 | Quote requests | Priya Nair | Design, Build or installation | 18 | 11/20/2026 |
| Sep 28 | Quote requests | Owen Brooks | Repair or maintenance | 1 | |
| Sep 27 | Quote requests | Carmen Diaz | Build or installation | 35 | 02/15/2027 |
| Sep 25 | Quote requests | Grace Kim | Something else | 0 |
Example requests, budget in thousands of dollars. Rows under 2 skipped the deadline screen, so that cell is empty.
Read the deadlines first
A job due in three weeks needs an answer today; one due next spring can wait for Friday.
Price from the brief and the files
The row's drawer holds the scope, budget and uploads, usually enough to price without a call.
Send the quote from your own tool
A quoting app, an invoice draft or a plain email. If you take a deposit, add your payment link.
What the form does, and what you do
- Collects the service, scope, budget, deadline, location and files
- Fast-tracks small budgets to your price list
- Posts each request to Slack or a sheet as it lands
- No price calculation or totals. You write the number.
- No deposit or payment step. Your own payment link does that.
- No PDF quote. Send it from your quoting or invoicing tool.
Selling fixed-price products rather than quoting? The order form template collects the order and hands off to your own payment link.
Where requests go
Where the quote requests land
Send every request where your team already works, so nobody has to remember to check a dashboard.
SlackPosts each request to #quotes
Google SheetsA row per request, ready to price
HubSpotCreates or updates the contact
NotionAdds a row to your jobs database
monday.comA board item per request
n8nSigned webhook into any workflowEach one connects your own account, all on the free plan. Routing leads into a CRM is covered under lead generation forms; every destination is on the integrations page.
Related templates
Four more forms from the same free library, all clonable in one click.
What budget range are you working with?
Client intake form
The fuller brief once a quote becomes a project.
OnboardingWhat would you like to order?
Order form
Fixed-price items, quantities and delivery.
EcommerceWhich service are you booking?
Booking form
Service, date and contact details for an appointment.
EventsWhat's your email?
Next →Contact form
A short inquiry form for everything else.
Lead generationFrequently asked questions
Is this quote request form template free?
Yes, and it stays free. Cloning the template, publishing it and collecting requests all run on the Upform free plan, which caps neither forms nor responses. Your published form shows a small Upform badge; Pro is $12 a month and removes it, lifts the 100 MB file storage limit and adds up to five team members.
Can the form calculate a price or a total for the customer?
No. Upform has no calculation or scoring engine, so the form collects what you need to price the job and you write the quote yourself. If you publish fixed prices for small jobs, point the Thank You step's optional redirect at that price list.
Should I ask for a budget on a request a quote form?
Yes, as a rough figure. It tells you whether the job and the money match before you spend an hour pricing it. The template uses a slider from 0 to 50 in thousands of dollars; swap it for a Single Choice with ranges if your work comes in fixed bands.
Can people attach photos, plans or a brief?
Yes. Question 6 is an optional File Upload set to PDF, JPG and PNG up to 10 MB, and both the file types and the size limit are editable. Uploads are stored per form and open from the response drawer. The free plan includes 100 MB of storage.
How do I see new quote requests as soon as they arrive?
Connect Slack and each request posts to a channel as it lands, or Google Sheets for a row per request. Every request also sits in the form's responses table with search, a date filter and CSV export.
Get started
Stop pricing jobs from one-line emails
Clone the quote request form template, set your budget threshold and your price list link, publish. About ten minutes.
No credit card. Unlimited forms and unlimited quote requests on the free plan.