Free Customer Quote Request Form Template
Get the scope, the quantity, the deadline and the budget in one request, with specs or drawings attached, so you can send an accurate quote.
Free Customer Quote Request Form Template
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Who this template is for
Manufacturers, agencies, wholesalers, contractors and software sellers use this template when a price depends on the details. A buyer says what they want priced, how many units or seats they need, when they need it and their budget range, describes the scope and attaches any specs, drawings or reference files.
It also asks whether they make the decision or are researching for someone else, so you know who you are writing for and how much detail the quote needs.
From request to accepted quote
Every request lands in your submissions with the scope, quantity, deadline and attachments together, and you get an email for each new one. Open the files, work out the price and reply with your quote.
With the CRM Cubby, each request also becomes a Contact and a deal you move through your own stages, for example from new request to quote sent to won. Keep your notes from follow-up calls on the deal.
What's included
The details you need to price a job, plus room for attachments. Change what buyers can ask you to price and the budget ranges in the editor.
Businesses using this template
Manufacturers and print shops
Collect quantities, specs and drawings before you price a run.
Agencies and studios
Scope a project and its budget before the first call.
Wholesalers and distributors
Take bulk order requests with the volumes stated up front.
Contractors and trades
Get the job description, the deadline and photos in one request.
Software and subscription sellers
Price by seats and see whether you are talking to the decision maker.
Customization notes
Most businesses change the list of things buyers can ask to price, set the budget ranges in their own currency, and remove the company question if they sell to individuals. The heading promises a reply within two business days, so change it to the promise you can keep and say the same in the message buyers see after they submit.
Frequently asked questions
You can preview it on any plan. The attachments question is a file upload, which is an advanced field, so creating a form from this template needs the Starter plan or higher.
Specs, drawings, photos or reference documents. The size limit for each file depends on your plan.
Yes. The first question covers products, services, custom builds, bulk orders and subscriptions. Rename or remove options to match what you sell.
Every request lands in your submissions and you get an email for each one. With the CRM Cubby it also becomes a Contact and a deal you move through your own stages.
Yes. The template comes in English, Spanish and Brazilian Portuguese, and the form is created in the language your dashboard is set to.
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