Starter Guides -

Starter Guide: How to Create a Request a Quote Form 

By Megan Jones Published October 15, 2020

If you are running a project-based service business, then displaying a high-end, user-friendly request a quote form on your website is must. This type of form will not only make it easy for your customers to get in contact with you, it will also ensure that you collect all the information you need to provide a personalized quote for each individual that gets in touch.

In this Starter Guide, we look at how to create a basic request a quote form as well as discuss some customization options, extra field types, and add-ons that you may want to take advantage of to ensure your form relates directly to your business goals. We also discuss some top tips to ensure your form’s success. Let’s get started…

Creating an Effective Request a Quote Forms

Request a quote forms are useful for any kind of service business where prices alter depending on the size and requirements of the project. This could include in-person services like building work or gardening maintenance, as well as online services like web design projects or translation and editing services.

An effective request a quote form can help you automate and scale your business, enabling you to collect leads and offer tailored quotes to potential clients. So let’s consider a few points to help you create a valuable form…

• Collect the Right Information – Before you start creating your request a quote form, think carefully about what questions you need answered to ensure you can give an accurate quote – these all need to be included in the form.

• Form Length – No one likes to complete a lengthy form, so you need to find the right balance between collecting the information you need and ensuring that your form length doesn’t affect conversions. Luckily, with Gravity Forms, you can use conditional logic to hide questions, or only ask specific questions depending on a user’s previous answers. This helps the form appear shorter and more manageable, helping to increase form submissions.

• Integrate with a CRM or Email Marketing Service – Request a quote forms are a useful way to collect potential leads, so make sure you connect your form to a CRM or email marketing provider to help you manage those leads and follow up with them in a timely manner (more on our CRM and email marketing Add-Ons later).

With those top tips in mind, let’s find out how to create a request a quote form…

Import Our Request a Quote Form Template

Within the Gravity Forms Template Library, you will find a pre-built request a quote form that can be imported and used on your site. This template is totally customizable, so can be altered to fit your exact business needs.

To use this template, simply click on the Get this Form Template button at the bottom of the page – the form will download to your computer as a .JSON file.

Then open your WordPress dashboard and select Forms > Import/Export > Import Forms > Choose Files. Select the request-a-quote-form.JSON file from your computer and hit Import.

The request a quote form template will now be ready to customize within the form editor.

Customize the Personal Information Fields

The personal information fields that you display on your form will depend on your business and the information you require. As you can see, the Gravity Forms template includes these three fields…

• Name
• Email
• Address

If your business is in-person and will involve you visiting a person’s property to carry out the service, it will be necessary to keep the Address field and you may also want to add a Phone Number field.

(Note: All personal information fields can be found within the form editor under Advanced Fields).

However, if you offer an online service then collecting a user’s address and phone number may be totally irrelevant to your quote. If you offer a business-to-business service, the Website field may be more appropriate.

Ask Questions About your Services

Within your form you probably want to give your users the option of selecting from one or more of your services. The request a quote form template uses the Checkbox field, allowing users to select more than one service. However, if you would rather a user only selects one specific service then you could consider using the Dropbox or Radio Buttons fields, found under Standard Fields.

If you want to ask further questions, relevant to the service/s a user has selected, then you can use conditional logic to display different questions for each service. To do so, simply add extra fields containing follow on questions, and then configure the conditional logic settings to display specific fields once a particular service is selected.

You may also want to give customers the option of adding any extra information. Here you can see the template uses the Paragraph Text field, also found under Standard Fields, to display a ‘How Can We Help You?’ section. Again, edit the text of this field to make it relevant to your customers and business.

Add Extra Fields

There are a number of extra fields you may want to add to your form. These include…

File Upload Field

With the Gravity Forms file upload feature, users can upload a wide assortment of files to your website via your form. This could come in handy if you want a potential client to share a project brief with you or other planning documentation.

For information on how to use the file upload field, have a read of this article – How to Accept File Submissions Through a Form.

CAPTCHA Field

Spam form entries can be a source of great annoyance, especially if high in number. To try and combat spam and bot abuse, Gravity Forms supports Google reCAPTCHA v2.

Google reCAPTCHA is a free security service that protects your website from fraud and abuse. By adding reCAPTCHA to your forms, you can block automated software from submitting form entries, while still ensuring a user-friendly experience for human users.

To find out more about how to add the CAPTCHA field to your request a quote form, take a look at this article – How to Add reCAPTCHA to your Forms.

Consent Field

With the rise of privacy protection laws over the last few years it is important that your users agree to the storage and use of their data. With Gravity Forms, you can display your privacy policy via the Consent field, found under Advanced Fields.

For more information on how to use this field, check out the article How to Collect and Store Consent with the Gravity Forms Consent Field.

Integrate Your Form with a CRM or Email Marketing Service

Gravity Forms integrates with a wide assortment of CRMs and email marketing services. These include…

• ActiveCampaign
• AWeber
• Campaign Monitor
• Constant Contact
• EmailOctopus
• Mailchimp
• HubSpot
• Agile CRM
• Capsule CRM

Using any one of these services will help you to stay in contact with your target audience, further promote your business, and nurture these leads into paying customers.

Final Thoughts on How to Create a Request a Quote Form

Although creating a request a quote form is a quick and easy process, such a form can have a big impact on your business. By displaying a user-friendly quote form, tailored to your business and services, your potential customers can easily get in contact, helping you to collect leads and supply personalized quotes.

Are you ready to add a request a quote form to your website? Don’t forget to download the form template from our template library!

Not a Gravity Forms customer yet? Sign up for our free demo to check out just how easy it is to create your own forms as well as customize our many form templates.