Quote request form: ask for the details up front

Updated 2026-10-30

Prospects write "how much would this cost?" and you reply with a list of questions. They answer half of them. I would rather ask everything in one go, so your first reply can be a real quote. Use it as a quote request template for any service.

What should a quote request ask?

The need in one line, then the details of the job. Add a budget range, the date it is needed by and how firm that date is. These let you decide quickly whether the work suits you.

Why ask who decides and who else is quoting?

It tells you how to follow up. One decision maker moves quickly. A group wants a written quote. A prospect who is comparing offers needs you to spell out exactly what is included.

Can the prospect's AI fill it in?

Yes. Their AI might ask "What do you need a quote for?" Then "What is your budget range?" Then "When do you need it done?" It shows all answers, asks "Send it?" and submits only after a yes. Read about agent-fillable forms.

Keep the budget as ranges, and add a plain link question so prospects can point to plans or examples. Browse forms for home services and trades, forms for accountants, lawyers and consultants and forms for agencies and freelancers. A service request form suits urgent calls, and an interior design form goes deeper on design jobs.

Questions

Why are the budget choices ranges?

Many people cannot name one figure but can pick a band. Change the ranges to suit your work, and sort the CSV by that column to answer larger jobs first.

Can I reuse the form for different services?

Yes. Edit the labels and the budget ranges, or create one form per service. Each form has its own link and its own CSV of requests.

Can I stop requests when I am fully booked?

Yes. Set close_at or max_responses, and the link stops taking new requests. Reopen the form when you have room again.

Try the form

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Ask for a quote

Tell us what you need. The more detail you give, the closer our first quote will be.

Size, place, materials, goals. Anything that shapes the price.

Budget range, in your own currency
How firm is that date?
Who decides?
Are you asking others for quotes too?
How should we reply?
Use this templateAll templates

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text
Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "Ask for a quote",
  "description": "Tell us what you need. The more detail you give, the closer our first quote will be.",
  "fields": [
    {
      "id": "contact_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "contact_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "contact_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "company_name",
      "label": "Company, if any",
      "type": "short_text",
      "max_length": 150
    },
    {
      "id": "quote_subject",
      "label": "What do you need a quote for?",
      "type": "short_text",
      "required": true,
      "max_length": 200
    },
    {
      "id": "scope_details",
      "label": "Tell us about the job",
      "type": "long_text",
      "required": true,
      "help": "Size, place, materials, goals. Anything that shapes the price.",
      "max_length": 3000
    },
    {
      "id": "budget_range",
      "label": "Budget range, in your own currency",
      "type": "single_choice",
      "options": [
        "Under 1,000",
        "1,000 to 5,000",
        "5,000 to 20,000",
        "Over 20,000",
        "Not sure yet"
      ]
    },
    {
      "id": "needed_by",
      "label": "When do you need it done?",
      "type": "date"
    },
    {
      "id": "dates_flexible",
      "label": "How firm is that date?",
      "type": "single_choice",
      "options": [
        "Fixed",
        "Flexible by a few weeks",
        "Fully flexible"
      ]
    },
    {
      "id": "who_decides",
      "label": "Who decides?",
      "type": "single_choice",
      "options": [
        "Just me",
        "Me and one other person",
        "A group or committee"
      ]
    },
    {
      "id": "comparing_quotes",
      "label": "Are you asking others for quotes too?",
      "type": "single_choice",
      "options": [
        "Yes",
        "No, you are my first choice",
        "Not sure yet"
      ]
    },
    {
      "id": "brief_or_plans_url",
      "label": "Link to plans, a brief or examples",
      "type": "url"
    },
    {
      "id": "reply_method",
      "label": "How should we reply?",
      "type": "single_choice",
      "options": [
        "Email",
        "Phone call",
        "Text message"
      ]
    }
  ]
}

Or call the API

bash
curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Ask for a quote","description":"Tell us what you need. The more detail you give, the closer our first quote will be.","fields":[{"id":"contact_name","label":"Your name","type":"short_text","required":true,"max_length":150},{"id":"contact_email","label":"Your email","type":"email","required":true},{"id":"contact_phone","label":"Your phone","type":"phone"},{"id":"company_name","label":"Company, if any","type":"short_text","max_length":150},{"id":"quote_subject","label":"What do you need a quote for?","type":"short_text","required":true,"max_length":200},{"id":"scope_details","label":"Tell us about the job","type":"long_text","required":true,"help":"Size, place, materials, goals. Anything that shapes the price.","max_length":3000},{"id":"budget_range","label":"Budget range, in your own currency","type":"single_choice","options":["Under 1,000","1,000 to 5,000","5,000 to 20,000","Over 20,000","Not sure yet"]},{"id":"needed_by","label":"When do you need it done?","type":"date"},{"id":"dates_flexible","label":"How firm is that date?","type":"single_choice","options":["Fixed","Flexible by a few weeks","Fully flexible"]},{"id":"who_decides","label":"Who decides?","type":"single_choice","options":["Just me","Me and one other person","A group or committee"]},{"id":"comparing_quotes","label":"Are you asking others for quotes too?","type":"single_choice","options":["Yes","No, you are my first choice","Not sure yet"]},{"id":"brief_or_plans_url","label":"Link to plans, a brief or examples","type":"url"},{"id":"reply_method","label":"How should we reply?","type":"single_choice","options":["Email","Phone call","Text message"]}]}'

JSON definition

json
{
  "title": "Ask for a quote",
  "description": "Tell us what you need. The more detail you give, the closer our first quote will be.",
  "fields": [
    {
      "id": "contact_name",
      "label": "Your name",
      "type": "short_text",
      "required": true,
      "max_length": 150
    },
    {
      "id": "contact_email",
      "label": "Your email",
      "type": "email",
      "required": true
    },
    {
      "id": "contact_phone",
      "label": "Your phone",
      "type": "phone"
    },
    {
      "id": "company_name",
      "label": "Company, if any",
      "type": "short_text",
      "max_length": 150
    },
    {
      "id": "quote_subject",
      "label": "What do you need a quote for?",
      "type": "short_text",
      "required": true,
      "max_length": 200
    },
    {
      "id": "scope_details",
      "label": "Tell us about the job",
      "type": "long_text",
      "required": true,
      "help": "Size, place, materials, goals. Anything that shapes the price.",
      "max_length": 3000
    },
    {
      "id": "budget_range",
      "label": "Budget range, in your own currency",
      "type": "single_choice",
      "options": [
        "Under 1,000",
        "1,000 to 5,000",
        "5,000 to 20,000",
        "Over 20,000",
        "Not sure yet"
      ]
    },
    {
      "id": "needed_by",
      "label": "When do you need it done?",
      "type": "date"
    },
    {
      "id": "dates_flexible",
      "label": "How firm is that date?",
      "type": "single_choice",
      "options": [
        "Fixed",
        "Flexible by a few weeks",
        "Fully flexible"
      ]
    },
    {
      "id": "who_decides",
      "label": "Who decides?",
      "type": "single_choice",
      "options": [
        "Just me",
        "Me and one other person",
        "A group or committee"
      ]
    },
    {
      "id": "comparing_quotes",
      "label": "Are you asking others for quotes too?",
      "type": "single_choice",
      "options": [
        "Yes",
        "No, you are my first choice",
        "Not sure yet"
      ]
    },
    {
      "id": "brief_or_plans_url",
      "label": "Link to plans, a brief or examples",
      "type": "url"
    },
    {
      "id": "reply_method",
      "label": "How should we reply?",
      "type": "single_choice",
      "options": [
        "Email",
        "Phone call",
        "Text message"
      ]
    }
  ]
}