Quote Request Form

Streamline your sales process with a smart quote request form

Collect client project details, budgets, and timelines in one simple, organized flow. This quote request form helps you qualify leads, speed up response times, and deliver accurate estimates without endless back-and-forth. It’s designed for any business or freelancer who wants to turn inquiries into actionable opportunities with less manual effort and more automation.

Who can use this form?

Perfect for sales teams, agencies, freelancers, and service providers who need a professional way to gather client requirements before sending quotes or proposals. It also suits B2B teams managing custom pricing requests or enterprise service leads.

What features are included?

• Smart Client Intake: Capture all essential project details like goals, budget, and deadlines in one submission.
• Instant Notifications: Automatically alert your sales or project team of new requests.
• Integrated CRM Tracking: Connect the form to your CRM or workflow tools for seamless lead management.
• File Uploads & Attachments: Allow clients to share reference materials, design briefs, or documents.
• Internal Admin Fields: Manage priority, review status, and team assignments privately inside the dashboard.

How to customize it with Formaloo

Easily personalize this form with conditional logic, dynamic fields, or integrations. Automate client follow-ups with email notifications, embed it into your website or customer portal, and use Formaloo dashboards to visualize request trends with charts and tables. You can even connect it to your CRM or Slack to keep your team instantly updated.

Turn your quote request process into a polished, automated experience that delights clients and saves your team time. Customize and publish it today in Formaloo to start collecting requests that convert into real projects.