Proposal Writer Quote Form Template
Can we start with your name please? 💡 *Creator tip:* _You can personalize the experience by recalling the answer to any question using @. Try it out in the next question._
Thanks, {{field:name}}. Which service do you need a quote for? 💡 *Creator tip:* _Place the services you offer and feel free to delete or add as many as you'd like._ [service #1], [service #2], [service #3], [service #4]
Great! Let us know any specific information about your quote request here. 💡 *Creator tip:* _This question gives people the chance to give you as much detail as possible, and allows you to respond more personally to their request._
Where should we send an email to follow up? 💡 *Creator tip:* _Send all your respondents’ answers straight to Google Sheets or your favorite CRM by finding integrations in the Share tab._
Are you interested in speaking over the phone as well? If so, leave your phone number here. 💡 *Creator tip:* _Make sure to let them know you won’t be disclosing any of their details to third parties. It makes people feel safe. You can also give respondents the choice to skip this question by making this question not required in the Question panel._
When do you need it by, {{field:name}}? 💡 *Creator tip:* _You might want to charge extra for more urgent projects. Go to the ‘Logic’ panel to see how you can get more information for these customers._ In 2 weeks or less, Within a month, Within 3 months, I'm flexible
Okay, {{field:name}}. What date shall we book that in for? 💡 *Creator tip:* _If you’d like to set up a time as well, you can follow up using the contact details you’ve collected. You can also add a Calendly integration in the Share panel_
Thanks for your request! We’ll be in touch in the next 24 hours to confirm your price and timeline.