Online quotation form

Online quotation form

Generate accurate quotes with a customizable quotation form 

This Insurance quotation form template is a customizable tool designed to streamline the process of obtaining insurance quotes.

It is used to provide clients with an estimate of their insurance costs. Insurance businesses can use this free online Insurance quote template by simply filling out the applicant's contact information, insurance plan details and costs, and any other additional relevant details.

The template will then automatically convert input data into your responses and you can download and print them for your records or share them with clients.

It is a comprehensive solution for insurance providers and their clients, simplifying the information gathering and submission process.

Learn how to create an insurance quotation form with a step-by-step guide.

Who is it for?

Online quotation formats are perfect for a variety of businesses like sales and service providers, contractors and freelancers, event planning and catering, consulting and professional services, insurance companies, web designers, delivery companies, homeowners and etc.

Features used in this template:

  • Single-step form
  • logic & calculation 
  • Variable field
  • Answer piping
  • Dropdown field 
  • Signature field

With Formaloo logic, you can show or hide specific fields, making filling out the form easier. and with logic and calculation using variable fields, you can calculate and estimate your service price. Use answer piping to show the calculated price in the fields.

Simply drag and drop to modify the font, color, and layout, and add an e-signature area for a polished appearance. For improved team cooperation and to keep your records well-organized, Formaloo even allows you to automatically submit quotes to other platforms, such as Google Drive, Slack, or Monday.com. With all the time you'll save for your business thanks to this free, online Insurance Quote Template, you'll never go back to creating reports and quotes for your clients.

When you’re ready to publish your form, you can add it to your website as an iframe, script, widget, or chatbot. Or send the form URL directly to users.

Want to get started building your online quote form? Sign up for free and see how easy it is to use Formaloo.

This App is Free

Share