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Quote and Estimate Request Forms

A quote request form that asks the questions your team would ask on the phone, changes with the type of job, and delivers a complete request to the right person, so your first reply can already contain a price or a clear next step.

Quote and estimate forms are built with TheoForms, my own WordPress form plugin, as part of a website project from $3,500, with no monthly form subscription. A typical project takes 5–7 weeks from the first payment to launch.

Start Your Project Brief
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What Your Customers Can Do

Describe the job

Choose the type of work and answer only the questions that apply to it.

Fill it in on a phone

Choices and short fields instead of long typing, so a request takes a minute.

See a starting price

Where your pricing follows clear rules, a calculator shows a starting price before the request is sent.

Know what happens next

A confirmation on screen and by email with the expected response time.

What Your Team Gets

Complete requests

Every request arrives with the details you need to quote, not just a name and a phone number.

Routed by job type

Requests go to the right person or inbox depending on the service or the area.

Saved on your website

Every request is stored in the WordPress dashboard as well as emailed, so nothing is lost in an inbox.

Edited without code

Questions, choices, and notification addresses are changed in the form builder in the dashboard.

Where Quote Forms Help Most

Jobs that need a quote before work starts: HVAC, plumbing, and electrical installations, remodeling projects, and repairs at auto shops. Coaches and consultants use the same forms as applications for high-touch programs.

How It Is Built

Forms are built with TheoForms, my own form plugin for WordPress, which handles conditional questions, email notifications, stored entries, and spam protection. Price calculators are built for your pricing rules; the project brief on this website is an example of a form that turns answers into a written proposal.

Price

This feature is part of a WordPress website project, not a separate subscription. A complete WordPress website starts at $3,500, and the written proposal lists the feature in your scope with one fixed price. Third-party charges, such as payment processing, plugin licenses, or AI usage, are paid directly to the providers. See Pricing.

Who Does the Work

I handle every project myself: research, writing, design, development, and the server. I have worked on websites, servers, and search for over 20 years, and I work in writing during US business hours. There is no account manager between you and the person doing the work. More about me.

How Long It Takes

The feature is built as part of the website project, which typically takes 5–7 weeks from the first payment to launch. The written proposal, sent within two business days of your brief, states the schedule and the launch date. The schedule assumes you answer questions and review pages within two business days. You receive a written report every week.

How Payment Works

Projects under $5,000 are paid in two parts: 50% when the project is agreed, before research begins, and 50% when the agreed site is ready for final review and corrections are complete, before public launch. From $5,000 there are three payments: 40% at the start, 40% after the structure, content plan, and one representative page are approved, and 20% before public launch. Provider charges, such as payment processing or plugin licenses, are paid directly to the providers.

What You Receive at Handover

  • The website, hosting, and business accounts, registered in your name
  • Administrator access to WordPress
  • Forms with your questions, job types, and routing rules
  • Test requests delivered to every address before launch
  • Written instructions for editing questions and notification addresses in the form builder
  • A working backup process

Work You Can Check

Own website · WordPress

The project brief on this site

Built on TheoForms: the questions change with the type of project, and the answers become a written proposal.

Open the project brief

Questions About Quote and Estimate Request Forms

Can customers attach photos?

File uploads are assessed in the proposal. The standard form collects text answers and choices.

Can the form show a price?

Yes, when your prices follow clear rules, such as a price per unit or per size. Jobs that need a site visit stay as a request.

Where do requests go?

To the email addresses you choose and to the form entries in your WordPress dashboard. A connection to your CRM can be added.

Will spam get through?

Forms use spam protection and rate limits, so automated submissions are filtered out.

How long does it take?

The feature is built as part of the website project, which typically takes 5–7 weeks from the first payment to launch. The written proposal, sent within two business days of your brief, states the schedule and the launch date.

What do I need to prepare?

The questions your team asks before quoting, your job types, who should receive which requests, and your pricing rules if the form should show a starting price.

Can you add a quote form to my existing website?

If it runs on WordPress, possibly. Describe the current site in the brief; the proposal explains whether adding the feature or rebuilding is the better option.

Get Requests You Can Quote Right Away

Describe your business in the brief and receive a written proposal with a fixed price.

Start Your Project Brief