Request a 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
- Seconds to fill the form
- 72
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.
The figures start from a worked example ($19,500) and every answer is worked from the figures you enter: put your own prices, rates, fields and traffic in and read yours.
Download the Request a quote form worked example (CSV)
This is the request a quote form sheet, and it answers the question that decides whether a quote form gets finished: how many fields does the visitor see. Enter the fields every quote needs, the services the form offers, the questions each service adds, the seconds per field, the requests the form takes a month, the minutes it takes you to write a quote, your win rate and your average job. It returns the fields the form is built with, the fields one visitor sees once conditional logic hides the other services' questions, the seconds to fill, the fields per step across three steps, the work quoted and won through the form a month, the minutes spent quoting and what each request is worth. The figure to argue over is the questions per service: each one is a better quote and a longer form.
The fields built and the fields seen
Five fields every quote needs plus four services with 3 questions each is a form built with 17 fields. With conditional logic a visitor who picks one service sees 8, and at 9 seconds a field that is 72 seconds to fill, about 3 fields on each of three steps.
The work the form carries
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, and each request the form takes is worth $195 of won work, which is the price of one abandoned request.
The time the form costs you
30 requests at 20 minutes each is 600 minutes a month writing quotes. Add a question per service and each quote is quicker to write but the form is 9 seconds longer for every visitor, which is the trade the sheet is for.
What site owners ask before they trust the Request a quote form
Why does the sheet show fields built and fields seen separately?
Because conditional logic means the form's size and the visitor's form are different things. The plugin holds 17 fields; the person quoting a fence sees the 5 base fields and the 3 fence questions.
How many steps should a quote form have?
Three on the worked example: contact, service and its questions, address and notes. The sheet prints the fields per step so a step never carries more than a phone screen.
Does Shortcodo send the quote?
No. It sizes the form and keeps each request as an entry with the service picked, the answers and its status. The quote itself is yours; Pro records that it went out and when.
Where the constants in this tool come from
W3C WAI: Forms tutorial, multi-page forms.
MDN: the fieldset element, grouping one service's questions under a legend.