Can you attach your plans and photos here?
This form type does not accept files, so the buyer hits a step that cannot be completed. Ask for a shared link to the plans, or ask for the key dimensions in the scope field.
Sales & MarketingForms
Request a quote form: gather scope before you price the work
A request a quote form asks a buyer for the scope, quantities, location and timing that a price depends on, so your team can estimate before a call. Ask for what changes the price and name what is not included, because an open-ended request can produce an estimate you cannot defend. The key judgement is to collect enough to quote a range honestly, and to say plainly that the final price depends on a review of the scope.
What people search
Request a quote form: 170 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Request for quotation: 1,900 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Questions to leave out
Questions that slow a quote without changing the price
What are your tax ID and bank details?
A quote does not need them, and a quote form is the wrong place to collect them. Financial details belong in a later step that your own process controls.
Give us the exact start date of every task.
Buyers often do not know the sequence of a job at this stage. Ask for the date the work must be finished, and let your estimator plan the steps.
Field blueprint
Fields that change the price, in the order to ask them
| Field | Type | Required | Why you ask it |
|---|---|---|---|
Who is asking | Section header | Separates the contact details from the questions about the work. | |
Company or name | Short text | Required | The quote is addressed to this name. Business and personal quotes often need different terms, so the answer matters. |
Work email | Required | Where the quote will be sent. Reply from an address someone checks every day, or the answer may sit unread. | |
Phone number | Phone | Optional | Useful only if a short call would clarify the scope faster than email. Leave it optional. |
What you need | Section header | Starts the section that determines the price, so the buyer knows the next questions are about the job. | |
Type of serviceOne-time projectRecurring serviceSupplies or equipmentNot sure yet | Single choice | Required | One-time projects and recurring services are usually priced differently, so this answer sets the basis for the quote. |
Scope of workDescribe the result you need, not the steps to get there. | Long text | Required | The outcome sets what is included. A request framed around a method can miss the result the buyer wants. |
What is not included? | Long text | Optional | Naming exclusions up front can prevent a later disagreement about what the quote covered. |
Number of units (for example rooms, items or seats)Enter the number only, and say what it counts in the scope box. | Number | Required | Price sheets are built on this number, so it must be read the same way every time. |
City or site | Short text | Optional | A city or site name is enough at this stage. Travel and access can change the price, so note any constraints in the scope. |
Budget rangeChoose the range closest to what you expect to pay, or Not sure yet. Under $1,000$1,000 to $5,000More than $5,000Not sure yet | Single choice | Optional | Lets you suggest a smaller scope if the budget is tight, rather than quoting work the buyer cannot use. |
Date you need the work finished | Date | Optional | Shows whether the timeline is realistic. It is a target the buyer hopes for, not a delivery date you are promising. |
How should we reply?EmailPhone call | Single choice | Required | Sets the follow-up channel. Offer the channels your team uses for quotes, and no others. |
Try it
Preview how the form reads on a phone
A filled example
A completed request, as the estimator would see it
Example only, not a real submission
- Company or name
- Sample Client LLC (fictional)
- Work email
- [email protected]
- Type of service
- One-time project
- Scope of work
- Repaint the front office and the two meeting rooms, including ceilings and trim. Walls are in good condition, and no plaster repair is expected.
- What is not included?
- Furniture moving, electrical work and floor finishing.
- Number of units (for example rooms, items or seats)
- 3 rooms
- City or site
- Downtown office, second floor
- Budget range
- $1,000 to $5,000
- Date you need the work finished
- November 30, 2026
- How should we reply?
After a response arrives
What the estimator sees after a request arrives
Each request is saved, then handled by the scheduled job
The scheduled job picks up new requests at its next hourly run in production. Only the form's creator is notified, so count that wait in the turnaround you promise.
Keep a quote log from the export
Read each request in the submissions grid, and export a CSV when you need a log of the quotes you have sent. Keep the log in the same place as your other sales records.
Assign follow-up when a quote needs an owner
Customer Care, an optional setting, can open a case for each request, so a larger or recurring quote gets a tracked owner. Set the priority and tags in form settings, and use the option only where follow-up needs a record.
Set a turnaround you can keep
Write how long a quote takes after the request arrives, and state that the final price depends on a review of the scope. Use the same wording on the confirmation you send.
Mistakes to avoid
Four quote-request mistakes that cost time
A bare number with no unit
A field labeled Quantity lets one buyer enter 40 square feet and another enter 40 people. Put the unit in the label, and repeat it in the scope so the estimator reads both the same way.
A single price for an unclear scope
A single number with no stated inclusions reads as a promise. Quote a base price with named additions, or a range, and say what would change it.
Treating the form as the quote
The form gathers the request. It does not replace the written quote, which should go out through your normal process with your terms attached.
Leaving the validity period unstated
A quote with no end date stays open indefinitely and can be accepted after your costs have changed. State how long the price holds in the quote itself, not only on the form.
Frequently asked questions
What is the difference between a request for quotation and a quote request form?
A request for quotation, or RFQ, is usually a formal document a buyer sends to suppliers. A quote request form is what a supplier publishes so buyers can ask for a price. If you are the buyer, use this page's field list as a checklist for your RFQ. If you are the supplier, publish the form and answer each request in writing.
Should a quote request form ask for a budget?
An optional range helps you decide whether a smaller scope fits. Some buyers skip it when they are unsure, so include a Not sure yet option and never make the question required.
Can a buyer attach plans or photos to a quote request?
Not through this form type, which does not accept file uploads. Ask for a link to a shared folder that holds the plans, or ask the buyer to describe the key dimensions in the scope field.
Is there a free request a quote form template?
You can rebuild the field list above in whatever document or form tool your team already uses. A template only lists questions. The scope wording and the stated exclusions are what make a quote usable, so put your effort there.
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How to build it
Choose a category and a form type in the wizard. Answer three Atty Suggestions questions, then give the form a title. Atty builds the fields in the background. Edit the fields and ask Atty to refine them, then publish and share the /f/ link.
