Get Quotation Form Template
Capture price requests with enough detail to quote on the first reply — no more three-email back-and-forth before you can put a number on it.
A complete get quotation form that gathers buyer contact, project scope, quantities, budget range, and deadline in a single shareable link. Sales reps get the brief they need up front, and prospects get a faster, more accurate price.
Why use a get quotation form?
What's included in this template
14 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
Key features of this get quotation form template
Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.
Conditional scope questions
Show different specification fields depending on whether the buyer picks a product, a service, or a custom build — so each request comes in with the right detail.
File attachments on every request
Buyers can drop a drawing, an RFQ PDF, or a reference photo straight into the form. No more "can you email that over separately?" follow-ups.
Budget-range qualifier
A simple dropdown that filters tire-kickers without scaring serious buyers. Reps see budget at a glance and prioritize accordingly.
Auto-routing to the right rep
Route requests by country, product line, or deal size using the Slack and HubSpot integrations — the right person sees it within seconds.
Mobile-first capture
Buyers on a phone at a trade show or a job site fill it in one-handed. The form renders cleanly without zooming or pinching.
Built-in acknowledgement
A consent checkbox creates a clean record that the buyer asked to be contacted — useful for both GDPR compliance and avoiding spam-trap complaints.
Perfect for
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to HubSpot or Slack with one click, then embed on your site or share the link.
Ways to use this template
Custom manufacturing RFQs
A precision-parts shop posts the form link in their website footer. Buyers attach drawings, specify quantities and tolerances, and pick a deadline — the rep quotes the same day instead of after three email exchanges.
Event hire and venue pricing
An events company uses one form for venue, catering, and AV requests. Conditional logic shows only the fields relevant to what the buyer picked, and budget range helps the team match the right package on first reply.
Freelance project scoping
A designer puts the link in their LinkedIn bio. Prospects describe the project, drop a brief, and pick a timeline — the designer sees enough to send a fixed quote or schedule a call without a discovery meeting.
Distributor bulk orders
A wholesaler routes incoming bulk-order quote requests by country to the right regional rep using Slack channel routing. Each request lands with company, quantity, and required-by date already captured.
IT services and consultancy
A consultancy uses the form to scope new engagements. Buyers describe what they want built, attach existing docs, and pick a budget band — engagement managers triage in HubSpot without a single back-and-forth email.
Trade show lead capture
A rep at a booth shares the form link via QR code. Visitors fill in their request in 60 seconds on their own phone, and the booth team gets a clean list of qualified quote requests by the end of the day — no business-card pile.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Why choose Flexform?
Frequently asked questions
How is this different from a generic contact form?
A contact form asks for a name and message. A quote form asks the specific questions you need to actually put a price on the work — quantity, deadline, budget, specs, and any reference files. The result is one round-trip instead of four.
Can I add fields specific to my product or service?
Yes. Open the form in FlexForm and describe what you need in plain English — "add a material dropdown with steel, aluminum, and brass, and make it required" — and the AI updates the form. No drag-drop builder to learn.
Where do submissions go?
Wherever your team already works. The HubSpot integration creates a deal with the contact and scope pre-filled. Slack pings a channel. Google Sheets keeps a running log. Or just have submissions emailed to your sales inbox — all four work at the same time if you want.
Can buyers attach drawings, RFQ documents, or photos?
Yes — the form includes a file-upload field for reference briefs, technical drawings, RFQ PDFs, or product photos. Uploads are stored with the submission so reps see them in context, not as separate email attachments.
Do I need a paid plan to use this?
No. FlexForm has a free forever plan that covers real production use, including the integrations mentioned above. You only move to a paid plan if you need higher volume, advanced workflows, or premium support.
Can I embed this inside my own mobile app instead of just sharing a link?
Yes. FlexForm has a Kotlin Multiplatform SDK that renders the same form natively inside Android and iOS apps with a single codebase. Useful if you have a field-sales app or a buyer portal where the quote request needs to live in-app.
How do I qualify out tire-kickers without scaring serious buyers?
The budget-range dropdown is the simplest qualifier. Add brackets that make sense for your category — buyers who pick "under £500" on a £5k+ service self-select out, while serious buyers comfortably tick a real range and move on without friction.
Can I route different request types to different people?
Yes. Use the Slack integration to send requests to different channels based on country, product line, or budget. In HubSpot, you can assign the deal to the right owner using the same fields. It happens automatically once you set the rule up.
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Use this get quotation form template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
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