Quote Forms

Quote forms are specialized online forms designed to collect information from customers or clients seeking a price estimate for products or services. These forms are commonly used by businesses in industries such as insurance, construction, event planning, logistics, and professional services, where pricing can vary based on specific requirements. By gathering essential details—such as project scope, service preferences, quantities, and contact information—quote forms enable businesses to provide accurate, tailored quotes efficiently. They streamline the initial inquiry process, reduce back-and-forth communication, and help both parties set clear expectations from the outset.

With Jotform, creating and managing quote forms becomes effortless, even for users with no technical background. Jotform’s intuitive drag-and-drop Form Builder allows you to customize every aspect of your quote form, from adding dynamic fields to integrating payment gateways or conditional logic. You can choose from a wide range of ready-to-use templates or build your own from scratch, ensuring your form matches your brand and business needs. Submissions are automatically organized in Jotform Tables, making it easy to track, manage, and respond to quote requests promptly. This not only enhances your workflow but also improves customer satisfaction by delivering fast, professional responses.

Use Cases of Quote Forms

Quote forms are versatile tools that cater to a variety of industries and business models. They solve the challenge of collecting detailed, structured information needed to generate accurate price estimates, saving time for both service providers and clients. Here’s how quote forms can be adapted for different scenarios:

1. Possible Use Cases:

• Service-based businesses (e.g., cleaning, landscaping, consulting) collecting project details for custom quotes.
• Product suppliers or manufacturers providing bulk or custom order pricing.
• Insurance agencies gathering client information for policy quotes.
• Event planners or caterers estimating costs based on guest count, venue, and preferences.
• Logistics and transportation companies calculating shipping or delivery fees.

2. Problem Solving Points:

• Reduces manual data entry and follow-up by collecting all necessary information upfront.
• Minimizes errors and miscommunication by standardizing the inquiry process.
• Enables faster response times, improving customer experience and conversion rates.

3. Possible Owners and Users:

• Small business owners, sales teams, customer service representatives, freelancers, and agency staff.

4. Differences of Creation Methods:

• Content and fields vary by industry: a cleaning service quote form may ask for property size and type, while an insurance quote form requires personal and risk-related details.
• Some forms may include file upload fields (e.g., for floor plans or photos), while others use dropdowns or checkboxes for service options.
• Conditional logic can be used to show or hide fields based on previous answers, ensuring forms remain concise and relevant.

In summary, quote forms are adaptable tools that can be tailored to fit the unique quoting needs of any business, ensuring efficient and accurate communication with potential clients.

How to Create a Quote Form

Creating a quote form with Jotform is a straightforward process that can be customized to fit any business scenario, whether you’re offering services, products, or specialized solutions. A well-designed quote form not only collects the right information but also streamlines your workflow and enhances your professional image. Here’s how to create an effective quote form using Jotform, tailored to your specific use case:

1. Start with the Right Template or a Blank Form:

• Log in to your Jotform account and click “Create” on your My Workspace page.
• Choose “Form,” then select either “Start from Scratch” or “Use Template.” Jotform offers a variety of quote form templates for different industries, which you can customize as needed.

2. Select the Appropriate Layout:

• Decide between a Classic Form (all questions on one page) or a Card Form (one question per page). For longer or more detailed quote forms, the Card Form can provide a guided, user-friendly experience.

3. Add Essential Form Elements:

• Use the “Add Element” menu to drag and drop fields such as:
• Name and contact information
• Service or product selection (dropdowns, checkboxes, or radio buttons)
• Quantity or project details (short/long text, number fields)
• Date pickers for scheduling
• File upload fields for supporting documents or images
• For service-based quotes, include fields for location, preferred dates, and specific requirements.
• For product quotes, add fields for item specifications, quantities, and customization options.

4. Incorporate Conditional Logic:

• Set up conditional logic to show or hide fields based on user responses. For example, if a user selects “Event Catering,” additional fields for guest count and menu preferences can appear.

5. Customize the Design:

• Click the Paint Roller icon to access the Form Designer.
• Adjust colors, fonts, and layout to match your brand identity.
• Add your company logo and a custom thank-you message for a professional touch.

6. Set Up Email Notifications:

• In the Settings menu, configure email notifications to alert your team of new quote requests.
• Set up autoresponder emails to confirm receipt to the requester, providing reassurance and next steps.

7. Publish and Share Your Form:

• Click “Publish” to generate a shareable link or embed the form on your website.
• Share the form via email, social media, or QR code to reach your audience wherever they are.

8. Manage and Respond to Submissions:

• Access all quote requests in Jotform Tables for easy tracking and follow-up.
• Use advanced search and filtering to prioritize urgent or high-value inquiries.

By following these steps, you can create a tailored quote form that collects all the necessary information, reduces manual work, and helps you deliver fast, accurate quotes to your clients.