Quote request form template
Price new work faster with this free quote request form template. Prospects tell you what they need, their budget and when they want to start, so you can reply with a proposal instead of a list of questions.
Read the template guide- 1What's your name?Name
- 2Work emailEmail
- 3Company nameShort text
- 4What do you need help with?Checkboxes
- 5What's your budget?Multiple choice
- 6When do you want to start?Multiple choice
- 7Anything else we should know?Long text
Make the most of your next form.
Questions to consider for your quote request form
The template covers the essentials. Use these as ideas when you edit it: keep the ones that fit your purpose and add any details your process needs.
- What does success look like for this project?
- Do you have a deadline or a launch date?
- Who else is involved in the decision?
- Have you worked with an agency or freelancer on this before?
- Can you share examples of work you like?
How to use the responses
Sort quote requests by budget and start date so the most urgent, best-fit leads get a reply first. Use the “just exploring” answers for a lighter follow-up, such as a price guide or case study, and save your proposal time for people ready to start.
Ask about budget without scaring people off
Budget ranges get more honest answers than an open number field. People pick the band that fits instead of guessing what you want to hear, and you learn straight away whether a project is a fit.
Put budget after the questions about the work itself. Once someone has described their project they are more willing to share what they can spend, and the form feels like a conversation rather than a screening.
How to customize and share this template
- 1
Replace the services and budget bands with the ones you actually offer and charge.
- 2
Use logic to ask different follow-up questions for each service, so a branding lead isn’t asked about code.
- 3
Send each request to your CRM or a Google Sheet, and link the form from your pricing or services page.
Make it yours with Tapzy.
Start free with no credit card. Every template works on every plan.
Show follow-ups only for the services someone picks, so every prospect sees a short, relevant form.
Create a contact in HubSpot or a row in Google Sheets or Notion for every quote request.
The step-by-step layout keeps longer forms easy to finish on a phone.
Frequently asked questions
What is a quote request form?
A form prospects fill in to ask for a price. It collects the scope of work, budget and timeline so you can send an accurate quote without a discovery call.
Should a quote form ask for budget?
Yes, as a range. It helps you qualify leads and tailor the proposal, and most people prefer picking a range to typing a number.
Can quote requests go to HubSpot?
Yes. Connect HubSpot and each submission creates or updates a contact with the answers mapped to fields.
Can I change the services and budget options?
Yes. Every option, question and the thank-you message can be edited before and after you publish.
Can I customize this quote request form template?
Yes. Add, remove or reword any question, change the design, add logic, and edit the thank-you screen before you publish. No code needed.
Keep the ideas coming.
A starting point. Make it your own.
Copy the free quote request form template into your account, add your personal touch and share it by link, embed or QR code. Free forever, no credit card.