How to Create a Quote Form in WordPress Using a Form Builder Plugin

How to Create a Quote Form in WordPress Using a form builder featured image
How to Create a Quote Form in WordPress Using a form builder featured image

Running a service business requires many things to make it succeed. One of them is allowing your prospects to request a quote with ease on your website. One of the best ways to do this is to use a drag and drop form builder because it’s quite fast. We have plenty of WordPress form builders in the market. One that stands out for us is Formidable Forms. In this guide, we are going to show you how to create a responsive quote form on your WordPress website. The WordPress quote plugin that we are going is paid for because it allows users to create mobile-ready forms. We’ll get to that in a bit. Firstly, let’s discuss the basics of quote marketing.

When you want to gauge if the customer is interested in your service, you will need to provide a quote form for them to fill out. If they do, it means they mean business! An online quote also helps you to know who your prospects are and what kind of service they are looking for. Once you get this info from your chances, you can start negotiating with them. Come to think about it; it’s a contact form disguised as a quote form. Quote, forms are best used for lead generation. The selling process starts once a client submits a quote form. When your client wants to find out about the price, it’s not a good idea to tell them the exact amount when they request a quote.

Prospects don’t need to know all the info about the cost of your service before they decide to go for it. If you give them all the info, you may lose then even before you start to engage. What you want your quote to do is generate leads first and the rest later. For a business that receives many inquiries, an order form is used instead. An order form is different from a quote form because the client gets to pay on the spot using order forms.

You need an instant quote form builder for your site because it allows your clients to satisfy their curiosity on price estimates. Service jobs that where quantity is necessary, will find a website quote calculator handy. A printing business, for example, where various variables are used. They include paper-type, format, size, and more. Printers charge extra for rush delivery and usually have volume discounts. Prospects and clients, most of the time, compare prices first before making a decision. If you don’t have a cost-accurate instant quote, you will hurt your business.

In this guide, we’ll be focusing on building quote forms for many online service ventures. The quote request form we are going to create will help you achieve the following:

  • Gather customer contact info
  • Knowing what kind of service the client needs
  • Send a notification email to the client
  • Send a notification email to you and/or your service team

How to Create a Quote Form Using Plugin in WordPress With 3 Easy Steps 

Below are the three steps we are going to use to create a quote for your WordPress website:

  • Installing Formidable Forms
  • Creating and publishing the quote form
  • Email notifications setup

Step 1. Installing Formidable Forms

Installing the free version of Formidable Forms plugin is the first thing you need to do. To do this, just go to your WordPress Admin section and head over to the Add New Plugin page. The free version of Formidable Forms is all you need to create a basic quote request form.

quote form - Install formidable

Step 2. Building and Publishing the Quote Form 

The Next thing to do once you’ve installed and activated the form plugin is to build your quote form. Your form building process is cut out for you, thanks to the drag and drop form builder. Just go to Formidable >> Forms and click on Add New. This is found at the top of the page.

quote form - Building and Publishing


After that, click on the Blank Form. Before you click on the Create button, you need to name your quote form first.

Also, you can read Increase Conversion Rate by Adding a Multi-Step Form In WordPress

What follows is adding of form fields. This is also simple since you only need to drag and drop.

quote form - Drag and drop

Since you are creating a quote request form, we suggest adding these field types:

  • Text fields – First name, Last name, Organization
  • Email Address field
  • Website/URL field
  • Dropdown – This field allows your clients to choose their service
  • Radio buttons – For clients to decide if they should be contacted through phone or email
  • Paragraph field – This will enable clients to expound further on what they need

Remember to adjust your field options when you are done placing the fields you want. This allows you to make your quote form to be as concise as possible. For instance, you can mark the fields as require or change the Field Labels. Once you’ve done that, click on the Update button to save your form. Next, look for your form’s shortcode. You will find it in the Forms section of Formidable. The shortcode should be placed where you want your quote request form to appear. You can insert your form anywhere, whether it’s in a page, post, or widget.

See More:- How to Create a File Upload Form in WordPress

Step 3. Email Notification Setup

After the quote form is filled out, it’s now time to choose what happens next. The proper thing to do is notify the client that the request was received. The service team also needs to be told that the request was sent. This is done by setting up email notifications. This is not that complex as it sounds.

First, head to your form and click on Settings >> Actions & Notifications. You will see that there is already an email notification set up by default.

You can change this by clicking on the Email Notification button.

quote form - Email notification setup

Editing your email notifications requires you to configure a few options. The Form address is one of them. You should also ensure that the client who requested a quote is the one who will be notified. The next thing is to write an email. You can also write another email to your service team. You can play around by trying a few things. Since there are several ways to set up notifications, make you pick the desired choice, before saving the changes. That’s it!

Wrapping Up 

As you can see, creating a quote request form is that easy? A quote form allows you to connect with your clients and prospects to negotiate before settling for the cost of service. It also helps you to generate leads that will eventually lead to conversation and sales. We hope that this guide on how to create a quote request form was helpful, and you can now create your quote form. Feel free to drop your comments below.

Here are a few more topics that you shouldn’t miss:
How to Make a Quiz in WordPress with Formidable Forms
How to Set up WordPress Mail Log In WordPress
5 Popular Free & Paid Form Builder Plugins for WordPress

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