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Lead generation Free template

Quote request form template

Collect the details needed to price a job: scope, files, site, budget and deadline.

  • 13 questions
  • about 3 min
  • Works on Free
  • Logic
  • Endings
  • File upload
  • Address
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  • Unlimited responses on Free
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Question 1 of 12

Hi! What’s your name?*

What’s inside the quote request form template

This quote request form template gathers what you need to price a job the first time: what the customer wants, files or plans, the site address for on-site work, budget, deadline and how flexible it is. It speaks to the customer by name, one question at a time, so it feels like a conversation, not paperwork.

Change any question, theme or ending in Pulseware’s free online form builder, then share it by link, QR code or embed.

  • One question only appears when an earlier answer calls for it.
  • A logic rule skips ahead or ends early, based on the answers.
  • 2 thank-you screens, picked by the answers: “Thanks, …”, “Thanks, …”.
  • Hidden fields filled from the link: service, utm_source.
  1. 1 Short answer: Hi! What’s your name?
  2. 2 Single choice: What can I help you with, …?
  3. 3 Long answer: Describe the job: what, how much and any must-haves
  4. 4 File upload: Add a brief, plans or examples (optional)
  5. 5 Yes / No: Does the work happen at your location? (optional)
  6. 6 Address: Where is the job? (when needed)
  7. 7 Single choice: What budget do you have in mind (A$)? (optional)
  8. 8 Date: When do you need it done? (optional)
  9. 9 Single choice: How firm is that date? (optional)
  10. 10 Email: Where should I send the quote?
  11. 11 Phone number: Phone (optional) (optional)
  12. 12 Short answer: Business name (if the quote is for a business) (optional)
  13. 13 Short answer: ABN (optional) (optional)

Why this template works

  • Asks for a job address only when the work is on site.
  • Plans, photos and briefs arrive with the request.
  • Budget and deadline questions cut the back-and-forth.

Works with

Connect these after you publish, from the Connect tab.

  • Email me Get each request by email
  • Zapier Draft a quote in Xero, QuickBooks or HubSpot (or use Make)
  • Google Sheets Track requests and quotes
  • PDF of each response Coming soon
  • Uploads over 10 MB Pro On Free: up to 10 MB per file.

Questions about this template

Can the form generate a quote automatically?

Use calculations to show an estimate on the thank-you screen, or send the answers to your quoting tool with Zapier or Make.

Does it work for tradies?

Yes. Rename the services, keep the site-address question and ask for photos of the job.

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Edit it straight away with no account. You only confirm your email when you publish.

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