Quote requestConsultants & agencies

Agency project quote request form

Many quote requests arrive as a one-line email, and your first reply is a list of questions. This form asks those questions up front: which services the client needs, their company and current website, when they'd like to start, roughly how big the project is and what they want to achieve. You can answer with a realistic quote or a short call instead of a questionnaire.

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Opens as an editable form in your dashboard. If you're not signed in yet, you'll sign in or create an account first.

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Try the fields: this preview doesn't send or store anything. The form you create works the same way and emails each submission to you.

What's in this template

Every field can be renamed, reordered, made optional or removed in the form builder.

  • What do you need help with?Multiple choice · Required
  • Company nameShort answer · Required
  • Current website (optional)Short answer · Optional
  • When would you like to start?Dropdown · Required
  • Project sizeDropdown · Required
  • Tell us about your projectLong answer · Required
  • Full nameShort answer · Required
  • EmailEmail · Required
  • Phone numberPhone · Optional
  • How did you hear about us?Dropdown · Optional

How to use this template

  1. Open it in your dashboardSelect “Use this template”. If you don't have an account yet, sign up first; the form opens right after.

  2. Make it yoursChange the questions, options, colours and the thank-you message in the form builder, then save.

  3. Share it and get submissionsShare the form's link or link to it from your website. Each submission is emailed to you and saved in your dashboard.

Tips for this form

  • Edit the services list so it mirrors how you package your work; clients recognise themselves faster in familiar terms.
  • Project size deliberately avoids amounts. If you prefer budget ranges, add them as options in your own currency.
  • Use conditional fields to ask follow-up questions for some services only, such as the number of pages for a website.
  • Look through the 'How did you hear about us?' answers now and then to see which channels bring in project enquiries.

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Questions about this template

Why is there no budget field?

Many clients don't know their budget before they've spoken to you, and a required amount can put them off. The project size question gives you a rough idea; you can rename it or add your own budget ranges in the builder.

Can I ask for files such as a brief or a logo?

Yes. Add a file upload field in the builder if you want clients to attach documents. The template leaves it out to keep the first step short.

Where do the enquiries end up?

Every enquiry is emailed to your account address and saved under Submissions in your dashboard, where you can also export them as a CSV file.

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Start with this form, change anything later

The template opens in the form builder, where you can edit every question and choose who receives the submissions.