Quotation Form Template
Capture quote requests with every detail your sales team needs — line items, deadlines, budget — in one shareable form.
A quotation form template built for service businesses, suppliers, and freelancers who need clean quote requests instead of vague email threads. Prospects fill in scope, quantities, deadlines, and contact details, and your team gets a structured record they can price against the same day.
Why use a 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 quotation form template
Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.
Line-item structure
Quantity, product type, and specs each live in their own field, so pricing is a calculation instead of a reading exercise.
File attachments
Prospects can upload drawings, briefs, or reference PDFs directly with the quote request — no follow-up email required.
Budget pre-qualification
An optional budget range field helps you spot the requests worth replying to in the first 5 minutes of the day.
Mobile-ready
A buyer on a job site can submit a request from their phone without pinching to read the form.
AI field tuning
Need to add a product SKU lookup or a multi-line cart? Describe it in plain English and the form updates.
Instant routing
Send new submissions straight into Slack for the sales channel, or append a row in Google Sheets for your pipeline tracker.
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
Print and packaging shops
Customers specify quantity, paper stock, size, and turnaround in one go. Sales reps reply with a price by lunch instead of trading emails for two days.
Freelance and agency project quotes
Designers and consultants collect scope, deliverables, deadline, and budget range upfront, then quote with confidence instead of guessing what the client wants.
Logistics and freight RFQs
Shippers submit origin, destination, weight, dimensions, and target pickup date. Dispatchers see a structured request they can price against carrier rates in minutes.
Equipment and venue rentals
Renters select equipment type, rental dates, and delivery location. The form prevents the constant back-and-forth about which days are actually needed.
Trade contractor estimates
Homeowners describe the job, attach photos of the space, and pick a preferred site-visit window. The contractor arrives already knowing roughly what they're quoting.
B2B supplier inbound
Procurement teams submit a structured RFQ with part numbers, quantities, and required delivery date — replacing the spreadsheet attachments and chase emails.
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
Can I add custom fields for my specific product or service?
Yes — every field is editable, and you can add new ones in seconds. If you need something specific like a vehicle registration field for a transport quote or a square-footage input for flooring, describe it in plain English in the AI editor and the form updates on the spot.
How do prospects send me their quote requests?
You share a link — that's it. The link works in an email signature, a button on your website, a WhatsApp message, or an Instagram bio. There's no account or app install required on the prospect's side, so the bounce rate stays low.
Do submissions show up in real time?
New quote requests can post into a Slack channel within seconds, drop into a Google Sheets tracker for your pipeline, or create a deal in HubSpot. You pick where the data should land when you set up the form.
Can buyers upload reference files with their request?
Yes. The file upload field handles PDFs, images, and most document formats, so a customer can attach a drawing, a spec sheet, or a photo of the space they want quoted. Files arrive with the submission, ready for your team to review.
Is this really free to use?
The free plan covers live quote intake, customization, and a public share link without a time limit. Paid tiers add higher submission volumes and advanced workflow features once you outgrow the free quota.
Can I embed the form inside my own mobile app?
Yes — FlexForm ships a Kotlin Multiplatform SDK that renders forms natively inside both Android and iOS apps. Field staff or sales reps can collect quote requests from inside your own app instead of a browser tab.
Will my pricing or internal notes ever be visible to the buyer?
No. The form only collects what the buyer fills in. Anything you do with that data afterwards — pricing, internal scoring, deal notes — stays in your CRM or spreadsheet, not in the form they see.
How long does it take to set up?
Most teams have a customized quotation form live in under 10 minutes. Start from this template, rename a few fields to match your business, and copy the share link into wherever you collect inbound requests today.
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Use this quotation form template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
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