Quote Forms
Free Bid Proposal Form
The bid proposal form is used by organizations or companies such as construction business to convince or persuade clients, investors, or contractors to agree in completing a particular project. This form will be beneficial for you if you are trying to create a bid proposal for your project. This bid proposal form will need information such as date, the start date of the project, the completion date of the project, project description, scope of work, estimated cost, and payment.
Go to Category:Quote FormsProforma Invoice Form
A Proforma Invoice is considered as a quotation of the goods that will be purchased by the client. Once the client confirms the invoice and agrees to proceed with the order, another invoice will be sent. This Proforma Invoice Form Template contains fields that are asking for the invoice details, item or purchased goods, billing information, who will receive the goods, payment information, and the shipping details. It also uses conditions that calculates the quantity to the unit price of each product in the purchased items table. Using the Form Calculation widget, the value of the Subtotal, Tax, and Shipping Fee fields will be added automatically to get the Total Amount. This form template is using the Unique ID widget to automatically generate the invoice number.
Go to Category:Quote FormsResponsive Wordpress Sidebar Contact Form
Professional looking contact form for Wordpress sidebar or any platforms. The form width automatically shrink depending on the container width where you embed the form.
Go to Category:Web Design Forms
Online Order Form Without Payment
An Online Order Form Without Payment is used by salons, barbershops, spas, and other beauty industry businesses to record customer orders.
Go to Category:Order Forms
Car Insurance Quotation Form
With this insurance quote request form template, you can give your customers proper quotes easily as this insurance quotation template states full details with the owner information to ensure that the quotation is accurate. You can gather information like type of the vehicles, number of drivers, type of cargos, the radius of operation along with liability information. Also, your customers can leave additional details if needed. Go ahead, try this insurance quotation form and start giving your customers quotes now!
Go to Category:Business FormsLife Insurance Quote Form
Use this life insurance quote sheet template for your life insurance program and get a quote quickly from your clients. You can collect personal information for example name, address, number, email, birth date, life plan, height, weight, health issues by using this insurance quote form template. This life insurance quote form allows asking some questions such as "Total life insurance on you right now?", "Are you planning on canceling any existing life insurance?". In addition, your clients can add additional comments and questions by using this insurance quote form.
Go to Category:Insurance Forms
Car Rental Request
Car Request Form gathers date/time information, preferred car type, pick-up details, car delivery details, babysit, booster, GPS features, further comments and contact information thus allows your customers to easily rent a car.
Go to Category:Services FormsProduct Quote Form
A product quote form is a form used by manufacturers to collect data on what a client is looking for from their business. Whether you are a manufacturer or a distributor, use this free Product Quote Form.
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Travel Agent Quote Template
A travel agent quote template is used by seasoned travel professionals to give potential travelers an estimate of how much a trip would cost.
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Get A Quote Web Design
Here is a website quote form for you. Whether if you are running a website design agency, or you are a freelance website developer, you can use this website quote form to give quotes for your customers. Use this form and let your customers get a quote from you today!
Go to Category:Web Design Forms
Shipping Quote Form
Do you deal with a delivery business and look for a shipping quote request form? Then let your customers know how much they are going to pay for the shipping in advance, with this easy to use shipping quote request form template. Within this shipping quote template, you will be able to find so many required questions about shipping quote form template.
Go to Category:Business FormsWebsite Design Quote And Order Form
A simple Web Design Quote Form template, which allows people to sell and quote websites to their customers. The template allows gathering all necessary information regarding building a website and customer contact details.
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Service Estimate Form
Collect and generate estimates for clients requesting your services. Calculate total costs automatically. Easy to customize, embed, and integrate. No coding.
Go to Category:E-commerce Forms
Profile Questionnaire Form
Here is a multiple page profile questionnaire form template with beautiful field inputs and labels. This profile questionnaire form template's fields are designed with icons which makes it more professional and elegant. One of the finest forms that can be gathered business, marketing, project details and this profiling questionnaire completely fits on the information technology business industry.
Go to Category:Business Forms
Printing Quotation Request Form
With this simple printing quotation request form, you can collect printing requests in a really fast and easy way. Your customers can fill this form in a minute to request for printing quote. You will receive their contact information along with the printing options for example paper size, paper orientation, quantity, and color. Also, your customers can leave additional notes/comments by using this quotation request form.
Go to Category:Business Forms
Painting, Quote And Estimation Form
The Painting, Quote and Estimation form allows your customers to contact you regarding their request through simply providing their contact details, preferred contact time with the requested service and project details.
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Commercial Cleaning Quote
Do you have a commercial cleaning company? Create this commercial cleaning quote template for finding customers who want to get their house cleaned. Office cleaning quote template contains contact information and type of cleaning services.
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Home Insurance Quote
Your home is your castle — protect it with our free Home Insurance Quote Form.
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Christmas Theme Contact Form
Contact form for the Holiday Season. Get to know what your customers are up to this holiday season using this Christmas Themed Contact Form. This would perfectly fit your website's holiday theme.
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Request For Pricing
A request for pricing form is a document for buyers or sellers to make price inquiries and establish a price range for goods and services.
Go to Category:Business Forms
Detailed Service Request
Here's a service request form that you could use to schedule an appointment with details about something that needs service or serviced such as getting your hair done or a car fixed.
Go to Category:Customer Service Forms
Solar Power Quote Request Form
A solar power quote request form is used by homeowners to get quotes for solar panel installation services. Accessible and editable on any mobile device.
Go to Category:Quote Forms
Handyman Quote Request Form
Receive quote requests from clients. Great for independent contractors and mechanics. Easy to customize and share. Fill out and view responses on any device.
Go to Category:Quote FormsAbout 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.
Frequently Asked Questions
1. What is a quote form?
A quote form is an online tool used by businesses to collect information from potential customers who are seeking a price estimate for products or services.
2. Why are quote forms important for businesses?
Quote forms streamline the process of gathering detailed requirements, enabling businesses to provide accurate and timely price estimates, which can improve customer satisfaction and conversion rates.
3. What information should be included in a quote form?
Typical fields include contact details, service or product selection, quantity, project specifications, preferred dates, and any additional requirements relevant to the quote.
4. Are there different types of quote forms?
Yes, quote forms can be tailored for various industries and purposes, such as service quotes, product quotes, insurance quotes, and event quotes, each with unique fields and requirements.
5. Who typically uses quote forms?
Business owners, sales teams, freelancers, agencies, and customer service representatives commonly use quote forms to manage inquiries and generate estimates.
6. How do quote forms help solve communication issues?
By standardizing the information collected, quote forms reduce back-and-forth emails and ensure all necessary details are provided upfront, minimizing misunderstandings.
7. Can quote forms be integrated with other business tools?
Yes, many quote forms can be integrated with CRM systems, email marketing platforms, and payment gateways to automate workflows and improve efficiency.
8. Are quote forms secure and private?
When built with reputable platforms like Jotform, quote forms use secure data encryption and privacy controls to protect sensitive customer information.