Service Quotation Forms

Service quotation forms are structured documents used to collect the details needed to generate a service quote, estimate, or proposal. They help businesses gather consistent information about the requested service, scope, timelines, location, and customer preferences so pricing can be accurate and comparable. Service quotation forms are commonly used by service businesses such as maintenance providers, cleaning companies, agencies, consultants, event vendors, IT service teams, and contractors for quoting labor based services. By standardizing quote intake, these forms reduce back-and-forth with customers, speed up response time, and improve the quality of estimates.

With Jotform, service quotation forms can be created quickly using a no-code, drag-and-drop Form Builder and customized for different service types and pricing models. Conditional logic can show different questions based on the selected service, and file upload fields can collect photos, requirements documents, or reference files that help build an accurate quote. Submissions are stored in Jotform Tables, making it easy to track incoming quote requests, assign them to a sales or service team member, and follow up. Automated notifications can alert teams when a new request arrives, and autoresponders can confirm receipt to the requester.

Use Cases of Service Quotation Forms

Service quotation forms support lead intake, scoping, and quote generation across many service industries. Below are common ways these forms are used and the challenges they help solve.

Possible Use Cases:

• General service quote request and lead intake
• On-site service estimate and visit scheduling requests
• Project based service proposal requests
• Recurring service pricing requests (monthly, weekly, retainer)
• Service package selection and upsell quote requests
• Customer requirement collection for customized service pricing

Problem-Solving Points:

• Collect all scoping details upfront for more accurate quotes
• Reduce time spent clarifying basic requirements by email
• Help teams prioritize leads based on urgency and complexity
• Create a trackable pipeline of quote requests and outcomes

Possible Owners and Users:

• Sales and customer service teams
• Service managers and estimators
• Operations teams scheduling visits
• Customers, clients, or internal requesters submitting quote needs

Differences of Creation Methods:

• Service quote request intake forms focus on customer contact info, service type selection, location, preferred timeline, and a clear description of the requested scope.
• On-site estimate and inspection quote forms emphasize appointment availability, site conditions, access instructions, and photo or document uploads to support accurate pricing.
• Service package and proposal quote forms prioritize service tier selection, add-ons, budget range, deliverables, and approval or contract next-step fields.

How to Create a Service Quotation Form

Creating a service quotation form with Jotform helps you capture quote details consistently and respond to customers faster.

1. Choose a Template or Start from Scratch

In My Workspace, click “Create” and select “Form.” Start with a quote request template and customize it for your services.

2. Add Customer and Service Context Fields

Collect customer name, email, phone, service location, and service category. Use dropdowns for service options.

3. Capture Scope and Pricing Inputs

Add fields for project description, size or quantity, preferred schedule, and any required materials or deliverables.

4. Use Conditional Logic for Different Services

Show different questions depending on the selected service type. For complex work, collect photos, documents, or additional specs.

5. Set Up Notifications and Follow-Ups

Send notifications to your sales or estimating team. Use autoresponder emails to confirm receipt and set expectations.

6. Track Quote Requests in Jotform Tables

Store submissions in Tables to filter by service type, urgency, and status and export data for reporting.