Quote request forms
Collect the information needed to prepare a quote
Use a quote request form when price depends on scope, quantity, location, timing, budget, or uploaded files.
PROJECT QUOTE
Review the scope before pricing
A simple workflow
From submission to the next step
- 1
Visitor shares the details
Collect scope, files, location, budget, and timing before the first quote conversation.
- 2
SmartFormify receives the response
Answers and uploaded files stay together, and a configured email notification can be sent.
- 3
You choose the next action
Review the scope, ask a follow-up question, arrange a call, or prepare the quote.
Good to know: SmartFormify collects the request and keeps it ready for review. Your business still assesses the work and prepares the quote.
A practical example
Submitted: Website redesign, 8–10 pages, reference links, budget range, target date, and a project brief. In SmartFormify: The complete request is saved with its files, and the configured notification is sent. Next: Review the scope, ask a follow-up question, arrange a call, or prepare the quote.
Illustrative workflow—not a customer case study or performance claim.
Start from a template
Start with a service quote form
It gives agencies, consultants, trades, and local service businesses a simple way to ask for the details needed before pricing.
Common questions
Ask for contact details, service type, scope, timing, budget range, location, and any files or notes that affect the price.
The request is saved in SmartFormify. You can turn on email notifications or connect Google Sheets, Slack, or Trello when the workflow needs another destination.
Yes. A lead form checks interest. A quote request form asks for the details your business needs before pricing the work.