Get Accurate Quotes Faster with Structured Requests
Quote Request Form
Capture detailed requirements, specifications, and timelines upfront—so your sales team delivers accurate quotes on the first try.
About This Template
Vague quote requests waste everyone's time. Prospects send one-line emails asking "how much?" and sales responds with questions. Days pass in back-and-forth before anyone can provide a real number.
This template captures everything needed for accurate pricing in one submission. Product/Service Category routes requests to the right team. Detailed Requirements with a minimum length ensures sufficient context. Budget Limit and Needed By Date set clear expectations.
Deliver quotes in hours instead of days. The structured format lets sales prepare accurate pricing without follow-up calls. Urgency flags ensure time-sensitive requests get immediate attention.
Key Features
- Product/service selection
- Quantity and specifications
- Delivery requirements
- Attachment support for specs
Use Cases
Custom Software Development
Clients need custom development work with varying scope. Without detailed requirements upfront, estimates are wildly inaccurate and lead to scope creep.
Pain point: Initial estimates miss the mark because requirements weren't clear; projects go over budget.
Manufacturing & Production
Customers request quotes for custom parts or bulk orders. Pricing depends heavily on quantity, materials, and delivery timeline.
Pain point: Incomplete specs lead to requoting; quantity tiers affect pricing significantly.
Professional Services Proposals
Consulting firms receive RFQ requests ranging from small assessments to multi-year engagements. Scoping requires understanding client needs upfront.
Pain point: Generic proposals don't win deals; custom scoping requires multiple discovery calls.
Enterprise Software Licensing
Enterprise prospects request pricing for seat-based or usage-based software. Quote accuracy depends on understanding deployment scope.
Pain point: Standard pricing pages don't work for enterprise; custom quotes require sales engagement.
Form Fields (14)
Contact Information
Contact Name
Phone
(555) 123-4567Company Name
Job Title
Quote Details
Product/Service Category
Select product/service category...Detailed Requirements
Please describe your requirements in detail...Quantity Needed
Urgency
Select urgency...Needed By Date
Budget Limit (Optional)
0.00Additional Notes
Customization Tips
Add File Upload for Specifications
Let requesters attach CAD files, RFP documents, or technical specs. Reduces back-and-forth for complex quotes.
Include Product Configurator
For products with options, add multi-select fields for features, add-ons, or configurations that affect pricing.
Add Delivery Location
For physical products, capture shipping address to include freight costs in the quote.
Implement Quote Expiration
Add a workflow that marks quotes as expired after 30 days if not accepted. Keeps pipeline clean.
Track Quote-to-Close Rate
Add a status field to track quote outcomes (won, lost, expired). Analyze win rates by product category or company size.
Suggested Workflows
Send Quote Request Receipt
Trigger: On form submissionConfirm receipt with expected response time based on urgency level. Urgent = 4 hours, Standard = 2-3 days.
Route to Product Specialist
Trigger: On form submission based on productCategoryBased on Product/Service Category, assign the request to the appropriate sales engineer or product specialist.
Alert on Urgent Requests
Trigger: On form submission where urgency != "Standard"Post to #sales-urgent when urgency is "Urgent" or "Priority" with full request details.
Create CRM Opportunity
Trigger: On form submissionGenerate a new opportunity in your CRM with budget, timeline, and requirements. Set stage to "Quote Requested".
Developer Notes
Schema Highlights
Budget stored as currency type enables sum/average reporting across quotes
Urgency field as enum allows SLA-based query filtering and alerts
Requirements field has minLength validation ensuring sufficient detail for quoting
Integration Hints
Webhook to CPQ system (Salesforce CPQ, DealHub) for automated quote generation
POST to project management tool to create estimation tasks for complex requests
Connect to ERP for real-time inventory and lead time checks on product quotes
MongoDB Considerations
Index on {urgency: 1, createdAt: -1} for SLA monitoring dashboards
Index on {productCategory: 1} for category-based quote analytics
Compound index on {company: 1, createdAt: -1} for customer quote history lookups
Tags
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Complexity
Form Type
Est. Completion
~5 min
Total Fields
14
Category
Business & Sales