Get a Quote

A prospect who wants a price has to guess what to include in a cold email, and the business owner has to write back three times to get a budget out of them. This template fixes both problems at once. The person requesting the quote gets a guided set of questions that takes 4 to 6 minutes and tells them exactly what to provide. You get a request that already names the service, a budget bracket, and a timeline, so your first reply can be a real number instead of a list of clarifying questions.

From inbox pile to yes-or-no decisions

Every submission lands in your Uplup dashboard with the same structure, which makes triage fast. A request marked ASAP with a $15,000 - $50,000 budget goes to the top of the list. One marked Flexible with no budget selected can wait until Friday. Per-question breakdowns show you patterns across all requests, like which service gets picked most or where budgets cluster, and you can export everything to CSV when it's time to report on pipeline.

If quotes feed a CRM or a sales channel, webhooks and the Zapier integration push each new request out the moment it arrives, so follow-up doesn't depend on someone remembering to check the dashboard.

Nine fields that do the qualifying for you

The form opens with a contact block: full name, email, and phone are required, company name is optional. Then it gets to the substance. A required select asks which service or product the prospect is interested in, with a Not Sure option so early-stage buyers aren't forced to guess. A required Project Description field gives them room to explain the job in their own words.

The two fields that save you the most back-and-forth come next. Budget Range offers five brackets from Under $1,000 to Over $50,000, and it's deliberately optional, since forcing a number is the fastest way to lose a hesitant lead. Timeline is required, with choices from ASAP to Flexible. An optional additional details box closes things out. The whole thing runs across a cover page, two pages of questions, and an ending page, so nobody faces a wall of fields.

Swap Service A for what you actually sell

The service options ship as placeholders (Service A, Service B, Service C, Custom Package), and renaming them to your real offerings takes a minute in the editor. The same goes for budget brackets: match them to your actual pricing tiers so the data you collect maps to how you quote. You can add fields, remove them, or reword anything.

The template recommends conversational mode, which presents one question at a time with a progress bar and back navigation, a good fit for a form that asks about money. Add your logo and brand colors, then share the form by link, QR code, or social post, embed it on your site, or drop it into a WordPress page with the Uplup plugin's shortcode.

Who quotes custom work with this form

This is a lead-gen template built for anyone whose pricing depends on the project: marketing and design agencies, freelancers, contractors and trades, consultants, and software shops quoting custom builds. If your answer to 'how much does it cost' is always 'it depends,' this form collects the things it depends on before the conversation starts.