Use Cases

How to Build a Quote Request Form in WordPress

A quote request form gathers exactly what you need to price a job — scope, timeline, budget range and supporting files — before you spend time on a call. Auto Form Builder captures those details for free, routes requests by service type with conditional logic, and stores everything where your sales team can respond fast. This guide focuses on structuring a quote form that wins more work with less back-and-forth.

What makes a good quote request form

Ask scoped questions with conditional logic so a kitchen remodel enquiry never sees commercial roofing fields — each prospect answers only what applies to their project.
Capture budget ranges with a Dropdown instead of free text so you can prioritize leads and filter submissions without parsing vague answers like "flexible."
Let people attach files or creative briefs with the File Upload field — RFPs, floor plans and spec sheets arrive with the request instead of in a follow-up email.
Route requests by service type using dropdown answers and conditional email rules so the right estimator or account manager gets notified first.
Respond faster with stored, searchable requests — every quote enquiry lives in your dashboard with export when you need to track pipeline volume.

Recommended fields

Name Field — Name personalizes your quote reply and helps sales remember who they spoke with — split first and last if your CRM expects separate columns.
Email Field — Email delivers the quote and follow-up questions — require it and validate format so every request includes a reachable address.
Phone Field — Phone enables a quick clarifying call on complex projects — optional on the first screen keeps the form lightweight for simple enquiries.
Dropdown Field — Dropdowns define service type, budget band or timeline buckets so conditional logic and routing rules have clean values to work with.
File Upload Field — Attachments let prospects send briefs, photos or spreadsheets with the initial request — set allowed types and limits for security.

Helpful features

Conditional Logic — Show project-specific questions only when the selected service requires them — fewer fields mean higher completion on high-intent quote pages.
Form Submission Management — Tag quote requests by status, add internal notes and export lists for weekly pipeline reviews without digging through email threads.
Form Webhooks & Integrations — Send new quote requests to your CRM or project tool via Zapier, Make or GoHighLevel the moment they submit so sales acts while interest is hot.

How to build a quote request form

Install Auto Form Builder free from WordPress.org.
Create a new form — drag on the fields above, or describe it and let AI build it.
Add the helpful features (logic, spam protection, notifications).
Style it to match your brand — no CSS.
Copy the shortcode or embed code and paste it on any page.

FAQ

Can I ask different questions per service?

Yes — conditional logic shows only the questions relevant to the service type selected.

Can people attach a brief?

Yes — add a file upload field with your preferred document types and size limit.

Related form types

The faster you can quote, the more jobs you win. Auto Form Builder captures every detail you need to price accurately — free, organized, and ready to route to the right person.