Online quote form

Work quoted through the form a month
$19,500
Fields the form is built with
17
Fields one visitor sees, with conditional logic
8

These sheets have no constants. Every number is worked from the figures you enter: the prices, the quantities, the option fee, your sales tax rate, your processor's rate and fixed fee, the fields, the seconds per field, the visitors, the start and finish rates, the services, the questions, the requests, the win rate and the job value, with the arithmetic printed beside each answer. The defaults are one site owner's worked example, not a tax rate this site publishes and not a processor's price list.

An online quote form is the page a service business wins or loses its next job on, and most of them ask for everything the owner might ever need instead of what pricing this one job needs. The visitor picks a service, sees the questions that service requires and nothing else, gives the contact details the quote has to reach, and presses send in about a minute. This guide is the owner's side of that form: which fields every quote needs, which belong to one service and should only appear when it is picked, how many steps to split it into, and what the requests a month are worth once your own win rate and job value are applied. Every figure here is the request a quote form sheet's own arithmetic from the figures you enter.

Open the Request a quote form Free to use. No account, no card, no trial clock.

Separate the fields every quote needs from the ones a service needs

Name, email, phone, the job address and a notes box are needed whatever was picked; on the worked example that is 5 base fields. Four services with 3 questions each add 12 more, so the form is built with 17 fields, but with conditional logic a visitor who picks one service sees 8.

Split the 8 visible fields across three steps and time it

Contact details first, the service and its questions second, the address and notes last: about 3 fields a step. At 9 seconds a field the visible form takes 72 seconds, which is the figure to test against your own phone before the form goes on the page.

Price the form by what the requests are worth

30 requests a month at a $650 average job is $19,500 quoted through the form. At a 30% win rate that is 9 jobs and $5,850 won, 600 minutes a month writing quotes, and $195 of work won for every request the form takes, which is what a single abandoned request costs you.

What site owners ask before they trust the Online quote form

Should the quote form ask for a budget?

Only if you price differently by budget. A budget field is one more required box on the second step, and on the sheet every extra field is 9 seconds and a share of the starts that never finish. Ask for the job's size and material instead; the budget follows from your price list.

How does the sheet count the fields a visitor sees?

The base fields plus the questions of one service. With conditional logic the other services' questions are hidden until their service is picked, so a form built with 17 fields shows 8 on the worked example.

Does Shortcodo write the quote?

No. It sizes the form and keeps the request as an entry with its status. The quote itself, the price and the terms are yours.

Will Shortcodo carry your forms? Ask about the Online quote form

Tell us what your site takes in through its forms, how many entries a month it gets and where those entries live today, and we will say plainly whether Shortcodo carries it.

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