Quote Request Form for Professional Services

# Quote Request Form - Professional Services

## Purpose
Embed on your website to replace vague email enquiries with structured requests that speed up your quoting process.

## When to Use
A detailed quote request form that gathers project requirements, specifications, budget range, and timeline so you can provide accurate, competitive quotes.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your professional services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (HubSpot or Zapier)

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## Quote Request Form

**Purpose:** Replace vague email enquiries with structured requests that contain the information you need to provide accurate, competitive quotes faster.

### Section 1: Your Details
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Full Name | Text | Yes | Min 2 characters | Jane Smith |
| Email Address | Email | Yes | Valid email format | jane@company.com.au |
| Phone Number | Phone | Yes | Australian format | 04XX XXX XXX |
| Company Name | Text | No | - | Acme Pty Ltd |
| ABN (for business clients) | Text | No | 11 digits | XX XXX XXX XXX |

### Section 2: Service Required
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| What service do you need? | Dropdown | Yes | - | [Customise with your service categories] |
| Is this a new project or ongoing work? | Radio | Yes | - | New Project / Ongoing or Recurring / Not Sure |
| Location of Work (if on-site) | Text | No | - | Full address or suburb |

### Section 3: Project Requirements
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Describe what you need | Textarea | Yes | Min 30 characters, Max 2000 | Please describe your project or requirements in as much detail as possible, including quantities, specifications, and any specific outcomes you need... |
| Do you have plans, drawings, or specifications? | Radio | No | - | Yes, attached below / No / Will provide at site visit |
| Upload Reference Files | File Upload | No | Max 5 files, 10MB each, PDF/JPG/PNG/DWG | Upload plans, photos, specs, or reference materials |

### Section 4: Budget & Timeline
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Budget Range | Dropdown | No | - | Under $5,000 / $5,000-$15,000 / $15,000-$50,000 / $50,000-$100,000 / Over $100,000 / Not sure yet |
| When do you need this completed by? | Dropdown | Yes | - | ASAP / Within 2 weeks / Within 1 month / Within 3 months / Flexible / Specific date |
| Specific Deadline (if applicable) | Date | No | Future date only | DD/MM/YYYY |
| Is a site visit required for accurate quoting? | Radio | No | - | Yes / No / Not Sure |
| Preferred Site Visit Date and Time | Text | No | - | e.g., Tuesday mornings or any weekday afternoon |

### Section 5: Additional Information
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Have you received other quotes for this work? | Radio | No | - | Yes / No / Waiting on Others |
| What is most important to you? | Checkbox (multi-select) | No | - | Quality / Price / Speed / Reliability / Warranty |
| How did you hear about us? | Dropdown | No | - | Google Search / Referral / Social Media / Website / Previous Customer / Other |
| Anything else we should know? | Textarea | No | Max 500 characters | Any other details that would help us provide an accurate quote... |

### Conditional Logic
- If "Is a site visit required?" = "Yes", show "Preferred Site Visit Date and Time" field
- If "When do you need this completed by?" = "Specific date", show date picker
- If "How did you hear about us?" = "Referral", show additional field: "Who referred you?"
- If "Budget Range" = "Not sure yet", show note: "No problem. We will provide an itemised quote so you can see the breakdown clearly."

### Submission
- **Button text:** "Request a Quote"
- **Confirmation message:** "Thank you for your quote request. We will review your requirements and get back to you within 2 business days with a detailed, no-obligation quote. If a site visit is needed, we will contact you to schedule a time."
- **Notification:** Create deal in CRM, email sales team with full details, send auto-acknowledgement to customer

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**Complexity:** simple | **Setup time:** 10 minutes | **Tools:** HubSpot, Zapier, Xero

Note: This template has been tailored for professional services businesses in Australia. Adjust terminology and compliance references to match your specific context.