Stop Losing Bids to Slow Responses. Start Capturing Every Project Lead.

Instaform gives contractors and construction firms the project quote forms, permit request workflows, and subcontractor applications they need to win more bids — with a built-in CRM that tracks every project lead from first inquiry to signed contract.

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Estos son los retos con formularios y datos que tu sector vive cada día

📞

Quote Requests Come In by Phone

Project inquiries arrive as phone calls and voicemails, requiring staff to call back to gather basic project details that should have been captured in writing from the start.

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Inconsistent Scope-of-Work Intake

Every estimator gathers project details differently, resulting in quotes built on incomplete information, scope creep disputes, and rework that erodes margins.

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Permit Applications on Paper

Permit requests require filling out physical forms, visiting municipal offices, and tracking submission status over the phone — a time-consuming process that delays project starts.

🗂️

Subcontractor Files in Email Threads

Sub applications arrive as email attachments with certificates, licenses, and insurance documents scattered across inboxes — no central record, no expiry tracking.

🔔

Inspection Requests Get Missed

Scheduling inspections involves calling the inspector, waiting for a callback, and manually entering the appointment — a process that stalls projects when a call goes unreturned.

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No Visibility Into the Bid Pipeline

Project managers do not know at any given moment which bids are pending, which have been awarded, and which are stalled — because lead tracking happens in someone's head, not a system.

¿Por qué Instaform?

Un constructor de formularios y CRM hecho a medida para cómo trabaja tu equipo de verdad

📱

Structured Project Quote Request Forms

Capture project type, site address, scope description, timeline, and budget range in a single online form — so every estimator starts with the same complete picture.

👤

Every Inquiry Becomes a CRM Lead

Each project request automatically creates a lead record in your CRM with the full project details, enabling your estimating team to prioritize and respond faster.

📁

Digital Permit and Inspection Request Forms

Replace paper permit applications with online forms that capture all required information, attach supporting documents, and create a timestamped submission record.

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Subcontractor Application Portal

Create a structured sub application form that collects trade specialization, license numbers, insurance certificates, and references in one reviewable package.

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Project Bid Pipeline

Track every project inquiry through stages — from estimate requested to bid submitted to contract awarded — so you always know where each job stands.

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Instant Lead Notifications

Get an alert the moment a project inquiry lands, so your estimating team can respond within hours rather than days and win the bids that go to whoever answers first.

Funciones clave

Herramientas pensadas para tus flujos concretos

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Conditional Logic

Show commercial project fields only when the client selects a commercial project type, and reveal hazardous materials questions only for demolition and remediation scopes.

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File Upload Fields

Let clients upload site plans, architectural drawings, and photos of existing conditions directly in the quote request form — giving estimators everything they need before a site visit.

✍️

E-Signature for Agreements

Collect signatures on subcontractor agreements, lien waivers, and change order acknowledgments digitally — stored with the project record and accessible from anywhere.

✉️

Auto-Confirmation Emails

Clients and subcontractors receive an immediate confirmation when they submit a form, with your expected response time and next steps outlined clearly.

📊

Submission Analytics

See which project types generate the most inquiries, where clients drop off in the quote request form, and how long it takes your team to respond to each inquiry.

🛡️

Secure Document Storage

All uploaded permits, insurance certificates, and project documents are stored securely and linked to the relevant project or subcontractor record in your CRM.

Los números hablan
Contractors who respond to project inquiries within 1 hour are 7x more likely to win the bid than those who respond the next day.

Firms using structured intake forms and CRM tracking report faster response times on leads and a measurable improvement in bid win rates across all project types.

Más allá de los formularios básicos

Descubre cómo se compara Instaform con Typeform, JotForm y Google Forms

FeatureInstaformTypeformJotFormGoogle Forms
Starting priceFree forever$25/mo$34/moFree (limited)
Built-in CRM / contactsYesNoNoNo
Deal / pipeline trackingYesNoNoNo
Conditional logicYesYes (paid)Yes (paid)Limited
File upload fieldsYesYes (paid)YesNo
Team workspacesYesYes (paid)Yes (paid)Limited
Zapier / webhook integrationYesYesYesSheets only

Preguntas frecuentes

¿Instaform es realmente gratis para empezar?+
Sí. Nuestro plan Free es una prueba de verdad — 2 formularios, 100 respuestas al mes, 1 LinkPage y los 11 tipos de campo básicos (texto, email, teléfono, dropdown, etc.). Sientes el producto de punta a punta, incluido el Cubby LinkPage. Starter a $19/mes desbloquea formularios ilimitados, 5.000 respuestas/mes, los 26 tipos de campo, los 4 workspaces Cubby (CRM, Encuesta, Soporte, LinkPage), lógica condicional, pagos Stripe, dominio propio y quita la marca Instaform.
How long does it take to publish a form?+
Most teams publish their first live form in under five minutes. Choose a template for your industry, customize the fields and branding, and share the link or embed it on your site — no code required.
How does Instaform compare to Typeform, JotForm, and Google Forms?+
Typeform and JotForm focus purely on forms — you need separate tools for contacts and deals. Google Forms has no CRM at all. Instaform combines a drag-and-drop form builder with a built-in contacts database and deal pipeline, so your submissions flow directly into your workflow.
Can I connect Instaform to my existing tools?+
Yes. Instaform integrates with Zapier (3,000+ apps), native webhooks, and direct integrations with Slack, Google Sheets, HubSpot, and Mailchimp. Everything that enters a form can be routed wherever you need it.
¿Instaform soporta subida de archivos y firmas?+
Sí. La subida de archivos está en todos los planes — Free admite hasta 2 MB por archivo, Starter hasta 10 MB y Pro no tiene límite de tamaño. Las firmas electrónicas son un tipo de campo avanzado disponible en Starter y superiores. Casos comunes: documentos de intake, contratos, propuestas, verificación de identidad y portfolio.
¿Varios miembros del equipo pueden usar la misma cuenta?+
La colaboración en equipo es una función Pro. Free y Starter son planes solo (1 usuario). Pro ($29/mes) desbloquea las funciones de equipo — invita colaboradores con permisos por rol (editores de formularios, viewers del CRM, administradores), con precio por puesto adicional. Agencia/Enterprise incluye puestos ilimitados en el plan personalizado.

Win More Bids With a Better First Impression

Build a project quote form, subcontractor application, and permit request workflow in minutes — free to start, no construction software required.

  • Gratis para siempre en Starter — sin tarjeta de crédito
  • Respuestas ilimitadas en los planes de pago
  • Contactos de CRM y pipeline de deals incluidos
  • Conecta tus formularios con tus herramientas vía Zapier
  • Soporte prioritario en los planes Pro y Business