Learn how to build a Request a Quote form in Attain OS. Use Atty AI to draft it fast. Collect project details and deliver accurate pricing estimates.
When a potential customer asks for a quote, every detail matters. A well-structured Request a Quote form captures project scope, timeline, and budget constraints upfront—saving you from endless email chains and back-and-forth clarifications. Instead of piecing together a form in a separate tool, Attain OS lets you build it directly inside your operating system, alongside your other business apps.
With Atty, Attain OS’s built-in AI agent, you can go from a blank page to a nearly finished form in minutes. Atty drafts the form based on your project context, and you review, tweak, and publish it. No integrations, no imports—just a faster way to get a polished quote request into the hands of your clients.
A graphic designer needs to collect client project details like brand guidelines, preferred styles, and deadlines. Instead of emailing back and forth, they create a Request a Quote form with fields for file uploads and project descriptions. Atty drafts the initial form, which the designer adjusts to match their workflow.
A contractor wants to estimate materials and labor for home renovations. They build a form that asks for property type, square footage, and desired rooms. Atty suggests relevant questions based on common construction projects, and the contractor publishes it to their website via Attain OS’s built-in sharing hub.
A marketing consultant offers different packages (basic, standard, premium). Their Quote Request form includes dropdowns for service tier, project length, and additional needs. Atty populates the form structure from previous quotes stored in Attain OS, ensuring consistency.
Navigate to the Forms app within Attain OS. Start a new form and click the Atty AI assistant icon. Describe that you need a 'Request a Quote' form for collecting project details for pricing estimates.
Atty uses your existing project data, past quotes, and common industry practices to generate a set of fields. For a quote request, it might include project name, description, budget range, timeline, and contact information. The draft appears instantly for your review.
Edit field labels, add or remove options, and set required fields. You can rearrange the order, add conditional logic (e.g., show 'number of floors' only if 'property type' is 'house'), and tweak the design. Atty’s draft is a starting point, not a final product.
Once satisfied, publish the form using Attain OS’s Sharing Hub. Generate a direct link or embed code for your website. When a client submits the form, the data is stored in Attain OS’s Customer Management and Tasks apps, ready for you to create a quote.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Tell us about your project and we'll provide a customized quote within 2 business days.
Yes. Atty provides a starting structure, but you can edit every field, change labels, reorder questions, and adjust the layout using Attain OS’s form builder. The design is fully customizable to match your brand.
Attain OS Forms support conditional fields (e.g., show a discount code field if budget exceeds $10,000). You can set up these rules manually; Atty does not automatically apply pricing logic, but it can suggest common conditions based on your form context.
The submission data is stored in Attain OS’s Customer Management and Tasks apps. You can review it, assign it to a team member, and use the built-in Tasks app to track the quote creation process. No separate CRM needed.
Attain OS does not have automated email triggers. However, you can manually send a personalized thank-you or quote via the Email app. Atty can help draft the response based on the submission data.
