Request a quote form template
A quote request form that collects what a price depends on the first time: what the job is, how big, where and by when, a rough budget and photos.
What would you like a price for?
Tell us about the job
What needs doing, and anything the price depends on.
How big is it?
Floor area in m² or sq ft, or the number of rooms.
One-off or ongoing?
Where is the job?
Can we visit to look or measure first?
When do you need it done by?
Rough budget
Photos, drawings or a brief
Optional. Up to 10 MB each.
Click or drop a file here
PDF, images, Word · up to 10 MB
15 questions · about 3 min · logic · file upload · prefill from the link
- No sign-up to start
- Unlimited responses on Free
Print it as a PDF Word version
Change the questions in Word, then print.
What you get back
Every response lands in your results the moment it is sent. Turn on email notifications and each one arrives like this, and the same answers become a row in your spreadsheet.
From PulseFormCreator
Subject New response to Request a quote
- What would you like a price for?
- Cleaning
- Tell us about the job
- Weekly office clean: vacuuming, the kitchen, two bathrooms and the trash.
- How big is it?
- 2,400 sq ft, open plan with two meeting rooms
- One-off or ongoing?
- Weekly
- Where is the job?
- 55 King Street, Suite 200, Charlotte NC 28202, United States
- Can we visit to look or measure first?
- Yes
and 6 more answers
| submitted_at | What would you like a price for? | Tell us about the job | How big is it? | One-off or ongoing? | Where is the job? |
|---|---|---|---|---|---|
| 23 Sep 2026 09:41 | Cleaning | Weekly office clean: vacuuming, the kitchen, two bathrooms and the trash. | 2,400 sq ft, open plan with two meeting rooms | Weekly | 55 King Street, Suite 200, Charlotte NC 28202, United States |
Export to CSV or Excel, or send responses to Google Sheets, Notion, Airtable, Slack or a webhook. All free.
What happens after someone submits
Set it up once in the Workflows tab, and every request becomes a lead you follow up.
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Submitted
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A request comes in
AI triage adds a one-line summary and a priority based on your instructions, such as budget and deadline.
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They become a lead
They land in People, with the request, your replies and your notes on one timeline.
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They want a site visit
The thank-you screen offers a Book a time button with their name and email already filled in.
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Over the next week Pro
Three short follow-up emails go out, and stop the moment they reply.
What this form asks, and why
A request a quote form should ask what the customer wants priced, how big the job is, where it is and by when, and how they want the answer. A rough budget and a photo or two can save a site visit on a small job.
The last column shows how often real quote request forms ask for it.
| Question | Why it is there | Real forms |
|---|---|---|
| What would you like a price for? Required | Asked on 7 of 10 forms. A service page’s link can choose it. | 7 of 10 forms |
| Tell us about the job Required | 1 of 10 forms labels a job description; 6 of 10 forms offer only “Comments”. | 1 of 10 forms |
| How big is it? | The biggest price driver, yet cleaning forms often leave it out. | 2 of 10 forms |
| One-off or ongoing? | Regular work is priced differently from a one-off. | 1 of 10 forms |
| Where is the job? Required | Service area and travel, asked on 9 of 10 forms, mostly as a ZIP. | 9 of 10 forms |
| Can we visit to look or measure first? | A yes ends on a screen about booking a look first. | Our own recommendation |
| When do you need it done by? | Rush work costs more, and a date lets you decline early. | 2 of 10 forms |
| Rough budget | Ranges, with “Not sure”, are quicker to answer than a figure. Only 1 of 10 forms asks. | 1 of 10 forms |
| Photos, drawings or a brief | One photo can stand in for a site visit on a small job. | Our own recommendation |
| Your name Required | Who the quote is addressed to. | 9 of 10 forms |
| Company name, if the quote is for a business | Optional, so households are not turned away. Asked on 9 of 10 forms. | 9 of 10 forms |
| Email Required | Where the quote goes, on 10 of 10 forms. | 10 of 10 forms |
| How should we reply? | Respects people who want a written price. A call or a text makes the phone number required. | 1 of 10 forms |
| Phone | Optional for everyone who picked email, so nobody is made to give a number to see a price. | 10 of 10 forms |
| Texts Only when “Phone” is answered | Shown once a number is given, unchecked and about this quote only. 5 of 10 forms ask consent to texts or automated calls. | 5 of 10 forms |
What we left out
- Date of birth, gender and marital status. Insurance rating questions. A price for a job or a service never needs them.
- A required texting consent. Some forms make it a condition of the quote. Asking for a price is not agreeing to marketing texts.
- “How did you hear about us?”. A utm_source value in the link answers it without asking.
What 10 real quote request forms ask
How many include each field, from forms organizations use today. Part of the Form Field Index.
- Any phone or mobile number 10 of 10
- Email address 10 of 10
- Company or organization name 9 of 10
- Job address or ZIP 9 of 10
- Name 9 of 10
- Service wanted 7 of 10
- A general 'Comments' or 'Message' box 6 of 10
- Consent to calls or texts 5 of 10
Read September 2026 · US 9, UK 1 · Sources
- Quality Contact Solutions, Inc. · call center services company, US
- WORD Web Design · web design agency, US
- CallCare · outsourced contact center, UK
- Custom Furniture Collective · furniture manufacturer (trade), US
- QuoteSavant (Careington Benefit Solutions) · insurance agency, US
- JAN-PRO · commercial cleaning franchisor, US
- UniFirst · uniform and facility services company, US
- Stratus Building Solutions · commercial cleaning franchisor, US
- Office Pride Commercial Cleaning Services · commercial cleaning franchisor, US
- Vanguard Cleaning Systems · commercial cleaning franchisor, US
How the form changes as people answer
Most people see a shorter form. These questions and screens only appear when an answer calls for them.
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When “Phone” is answered
shows “Texts”
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When “Can we visit to look or measure first?” is Yes
shows the “Thanks, Tom” ending
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At the end
shows one of 2 thank-you screens, each headed “Thanks, Tom” with its own message
Make it yours
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Preselect the service
Link the “Get a quote” button on each service page with ?service=Cleaning and that service is already chosen.
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See which ads bring jobs
Add ?utm_source=google to ad links and the source is saved with every request.
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Hear about each request at once
Turn on Email me in the Workflows tab, or post requests to Slack, so nobody waits for a price.
Good practice and the law
- US
Autodialed or prerecorded marketing calls and texts to mobiles need prior express written consent, so never make it a condition of a quote. 47 CFR 64.1200
- UK
Marketing emails and texts need specific consent. The soft opt-in for someone negotiating to buy applies only if they could opt out when their details were taken. ICO, electronic mail marketing
Questions about this template
What does “request a quote” mean?
Asking a business for a price before agreeing to anything. The form collects what the price depends on, so the reply can be a number.
Is there a version for cleaners, movers or landscapers?
Yes, above the preview. Cleaning asks rooms, bathrooms, how often and pets; Moving asks both addresses, the date and stairs or an elevator at each end; Landscaping asks the work, the yard size and gate access.
How long should a quote take?
Put your real turnaround on the thank-you screen, which says two business days until you change it. Custom work can take five to seven.
Does it suit printing or custom products?
Pick “Product or custom order” above the preview: quantity, size, material and finish instead of area and frequency. Printed shirts at a set price fit a t-shirt order form.
Which form do you need?
Not quite the job? One of these may fit, or browse all request forms.
- Service call request form
When the customer has decided and wants someone to come, not a price first.
- Website brief
For a website project, where you need the brief before the price.
- Demo request form
For qualifying a sales or demo inquiry rather than pricing one job.
Start with the quote request form template
Open it in the editor, list your services, and put the link on every “Get a quote” button.
By Michael Hodge, founder of PulseFormCreator. Updated 23 Sep 2026.