A quote request. Not an interrogation.

Your request a quote form template. Make it yours.

Tell us what you have in mind.

1. Your name (required)
So we know who to get back to.

2. Email address (required)
Where should we send our reply?

3. What do you need help with? (required)
Choose a service, including “Not sure yet”.

4. Tell us a little about the work (required)
What would you like to change or achieve? A few sentences are plenty.

5. When are you hoping to get started? (optional)
Offer “I’m flexible” as a choice.

6. Anything else we should know? (optional)
A helpful detail is welcome. Sensitive documents can wait.

Button: Request a quote

Confirmation after a successful save:
Thanks — we’ve received your request. [Explain your real next step and response time.]

Before publishing: remove unused questions, replace bracketed instructions, link your privacy notice and test delivery. This is editable question wording, not an import file or a working form.

A little brief. A better first conversation.

1. Your name (required)
The person we should speak with.

2. Email address (required)
Where should we send our reply?

3. What are you looking for? (required)
List the services you actually offer, plus “Help me decide”.

4. What should this project help you do? (required)
Tell us the problem or goal. You don’t need a finished brief.

5. Website or project link (optional)
A public link is enough. Please don’t send passwords.

6. Budget range (optional)
Use your own ranges and include “I’d like guidance”.

7. Timing (optional)
Is there a real deadline, or are you exploring?

Button: Let’s talk about your project

Confirmation after a successful save:
Thanks — your project enquiry is in. [Explain who reviews it and what happens next.]

Before publishing: remove unused questions, replace bracketed instructions, link your privacy notice and test delivery. This is editable question wording, not an import file or a working form.

Tell us about the job. Start with the basics.

1. Your name (required)
The person we should get back to.

2. Email address (required)
Where should we send our reply?

3. Which service do you need? (required)
Use the jobs you handle, plus “Not sure yet”.

4. What needs doing? (required)
A short description helps us understand the work.

5. Town or postcode (optional)
Start with the area if that is enough to check coverage.

6. Preferred timing (optional)
Ask about timing without promising a booked appointment.

7. Phone number (optional)
Add it if you would prefer a callback. Confirm a suitable time together.

Button: Ask about my job

Confirmation after a successful save:
Thanks — we’ve received your job enquiry. [Explain your actual reply process.] A visit is not booked yet.

Before publishing: remove unused questions, replace bracketed instructions, link your privacy notice and test delivery. This is editable question wording, not an import file or a working form.

Copy the questions into your form builder and replace the bracketed instructions before publishing. The general-service version is deliberately small; the other two add context for a specific kind of work.

The copyable version leaves out the fictional answers. Keep your own service choices, reply process and useful next step.

Design or digital marketing agency? Choose Agency project for a short brief covering the service, business goal, optional website link, budget range and timing. The ready-to-adapt wording is already here.

Digital marketing agency request-a-quote page example

A digital marketing agency quote page should explain the work you offer, ask for the project’s goal and give the visitor a clear next step. Put the short brief beside honest reassurance, then confirm the request only after it is accepted.

Our fictional Northline Studio page shows how those parts fit together. It uses the agency questions above: service, business goal and a reply route first; public website, budget and timing as optional context. No account passwords, no “tell us your life story” energy.

Replace every bracket with a process your agency can actually deliver. A successful submission should leave someone able to review the brief, identify what is missing and plan the next conversation. That is the useful handoff into Kibi CRM.

Every extra question should earn its place.

Picture the person reading the request tomorrow morning. What do they need to decide: “Can we help, who should reply, and what do we need to ask next?” Build around that.

You do not need every detail needed to deliver the work. You need enough to begin a useful conversation. The rest can arrive when someone knows why you are asking.

Budget, phone number, files: ask with a little tact.

A budget question can help an agency suggest a sensible scope. It can also feel like naming your price before anyone has said hello. Explain what the answer helps you do.

Try “Do you have a budget range in mind?” with choices that fit your business and an “I’d like guidance” option. An unknown budget is still useful information.

For a phone number, say why you need it. If the next step is a call, ask for a suitable time and confirm it. Do not make people provide two contact methods just because the fields exist.

A photo may help with a damaged cupboard. An account password will not help your quote form behave better. Ask only for useful material and give sensitive documents a more appropriate route.

If you offer uploads, show the accepted file types and size limit before someone starts. Check where files are stored and who can access them. Do not assume every form-to-CRM connection transfers attachments.

Same starting point. Different conversations.

For an agency, the useful detail is often the business goal. “We want a new website” becomes a better conversation when you know visitors cannot understand the current services.

For a home-service business, service area and the problem itself may matter more. “Two cabinet doors will not close” is a useful first description; the precise cause can be discussed afterwards.

For another service business, start with the general template. Add one question that changes your next move. Leave out the sector-specific extras that do not apply.

Keep a distinction between a service request, a project brief and a supplier RFQ. A buyer sourcing a specified quantity of manufactured parts needs different detail from someone asking about a kitchen repair.

Give it the one-thumb test.

Open the actual page on your phone. Could you understand the first question, answer it and reach the button without wrestling the screen? Your visitor is probably doing this between other things.

Use visible labels rather than relying on placeholder text. Keep instructions beside the question they explain, and clearly mark what is required or optional.

W3C’s form guidance recommends descriptive labels and instructions about required input and formats. The practical benefit is simple: fewer mysteries for the person filling it in.

• Use a single column, readable text and controls that are easy to tap.
• Check that long service names, error messages and the send button fit the narrow screen.
• Use an email or telephone field where appropriate so the keyboard fits the task.
• Make “Other” and “Not sure yet” meaningful choices when the service list cannot cover every enquiry.
• Explain a validation error beside the field and keep the answers the person already entered.
• Test with the keyboard open, a longer description and any optional upload you actually offer.

Make the button honest. Make the thank-you useful.

“Request a quote” fits a request that your team will review. “Get my instant price” suggests something else entirely. Only use that promise if an actual calculation will appear.

After a successful save, explain the next step and a response time your team can meet. If a visit needs arranging, say that a request does not book the visit.

Here is editable wording: “Thanks — we’ve received your request. Our team will review it and contact you by [your real response time] to discuss the next step.”

Replace that bracket. Then check the promise against evenings, weekends and holidays. The form should not flirt with a deadline the team cannot keep.

Put it on the website you already have.

Use your existing form builder if it can handle the questions, validation and delivery you need. This guide is about a better request, not a compulsory website rebuild.

On WordPress, Kibi Forms is a free plugin for creating forms and reviewing saved native entries. If you already use Contact Form 7, our separate walkthrough explains connecting supported new submissions to Kibi CRM.

On Framer, Kibi Forms supplies editable designs and extra fields. The Marketplace edition uses Framer’s own submission settings and does not connect to Kibi CRM. Set and test the destination in Framer.

On another website platform, check the supported connection route before publishing. A nice-looking form and a working CRM connection are two separate things to verify.

Before publishing, follow one request all the way.

Use a clearly fictional test enquiry, a non-sensitive description and an address you control. Check the saved record before celebrating the notification.

Read the description where your team will actually work. Did the service, contact details and useful context arrive? If there is an attachment, check its actual destination separately.

Check who sees the request and who will answer. Then test a broken connection or a failed notification in a safe test setup. The person visiting your website should not have to diagnose it for you.

• The form is understandable on a narrow phone screen.
• Required-field errors are useful and the successful request is saved.
• Any notification reaches the intended business address.
• The CRM receives the supported fields when a connection is enabled.
• The right person can review it and plan the next action.
• The confirmation message matches what really happened.

A few questions before you make the first move.

Useful references, without the homework pile.

The templates and fictional examples are original Kibi editorial material. The accessibility advice draws on W3C’s form tutorials. Once you are ready to issue the quote itself, use guidance relevant to your business and location.