Collect scope before the sales call
AI Quote Request Form Builder
Create a mobile-friendly request-a-quote form for service needs, project scope, budget, timeline, and contact details. Share it by link or QR code, review responses, export CSV, and route qualified requests through webhook-ready follow-up.
Tell us about your project
Share the scope, budget, and timeline before follow-up.
Best for
Service businesses and agencies searching for a form to collect quote requests before pricing or follow-up.
Create with AI
Create a quote request form that collects contact details, service needed, project scope, budget range, desired timeline, preferred response method, notes, and follow-up consent.
Starter template
Quote Request Form
Why this workflow
Turn a real task into a form you can publish
Start with a template and AI prompt for this workflow, refine the fields, then publish, share, and handle submissions.
Generic contact forms do not collect enough scope, budget, or timing context.
Back-and-forth messages slow down qualification before a useful sales conversation.
Teams need structured requests they can review, export, and route into follow-up.
Recommended fields
Collect enough context for a useful follow-up
Start with service, scope, budget, timeline, and contact details. Keep optional fields short so the request still feels easy to complete on mobile.
Start with the quote request templateName
Work email or preferred contact
Company or organization
Service needed
Project or request summary
Budget range
Desired timeline
Service area or project location
Preferred response method
Additional notes
Follow-up consent
Workflow
From landing page to live form
Describe the service inquiry and the information needed before follow-up.
Let AI draft quote-request fields for contact, scope, budget, and timeline.
Publish a public link or QR code, then review responses, export CSV, or route follow-up through a webhook.
How it fits
Create, share, and follow up around the real workflow
A request form, not an instant quote calculator
Use this workflow to collect the context a service team needs before pricing. It does not calculate prices or generate a formal proposal.
- Ask which service the prospect needs and what outcome they expect.
- Collect a budget range and desired timeline as qualification signals.
- Keep pricing formulas, CPQ, formal quotes, and payments outside the page promise.
Share one form across inquiry channels
Publish the request flow as a public link or QR code for service pages, campaigns, printed materials, or direct outreach.
- Use a public link from a service page or call-to-action button.
- Use QR access at a studio, venue, event, counter, or printed proposal deck.
- Keep the flow concise for prospects completing it on mobile.
Review and route qualified requests
Review structured submissions in the dashboard, export CSV, or send them into a webhook-ready follow-up path.
- Inspect scope, budget, and timeline before a sales conversation.
- Export requests as CSV for spreadsheet-based review.
- Use webhook or bot paths for follow-up without claiming native CRM sync or dispatch.
What you can do
Create, publish, and follow up in one flow
AI-generated quote request fields
Mobile-friendly single-question flow
Public link and QR code sharing
Response dashboard and CSV export
Webhook-ready follow-up
FAQ
Questions before you create
Can I create a quote request form with AI?
Yes. Describe the service and the context your team needs, then use AI to draft a mobile-friendly form for contact details, scope, budget, timeline, and follow-up consent.
What fields should a quote request form include?
Start with name, contact details, company, service needed, project summary, budget range, desired timeline, preferred response method, and optional follow-up consent.
Can customers open the form from a QR code?
Yes. Publish the form as a public link and use QR access for service locations, events, counters, printed materials, or other scan-to-request touchpoints.
Where can I review and export quote requests?
Review submissions in the GenForms response dashboard and export CSV when your team needs spreadsheet-based qualification or follow-up.
Can quote requests be sent to a webhook or team bot?
Yes. You can route new requests through a generic webhook or supported bot path, with delivery logs and retry visibility for the follow-up handoff.
Does GenForms calculate prices or generate formal quotes?
No. GenForms collects structured quote requests. It does not provide pricing formulas, CPQ, instant estimates, formal proposal or PDF quote generation, payments, or invoicing.
Can customers upload plans or photos?
Not in this workflow. The quote request template collects text, selection, budget, timeline, and contact fields; it does not promise file, photo, plan, or blueprint uploads.
Related guides
Understand the workflow, then build it
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