Form templates / Professional Services
Service Quote Form
A service quote form works for anything sold by scope and frequency. What they need, how much of it, how often, and where - the four answers that turn an enquiry into a price.
For consultancies, advisers and professional firms.
One-off or ongoing changes the whole quote
The same service priced as a one-off and as a twelve-month retainer are different numbers for good reasons: set-up cost is amortised, and a committed client is worth a lower rate. Yet most quote forms don't ask.
So this template asks about frequency early and offers "not sure" honestly. It also asks what they're doing at the moment, because a client switching from another provider needs a different pitch from one buying the service for the first time.
A quote request that actually contains the job
"How much do you charge?" is unanswerable, and answering it with a range makes you look expensive to some and cheap to others. The fix isn't a longer reply - it's a better question.
Scope, timing, location and budget are on this form because those four answers turn a vague enquiry into something you can price with confidence, usually without a call.
A first impression that reads as organised
In professional services the enquiry process *is* a sample of your work. A form that asks precise questions and loads instantly says something that a generic "contact us" box cannot.
It also protects your time: the questions that qualify a piece of work - scope, timing, who decides - are far easier to ask in writing than in a first call.
Let them show you, not describe it
A sentence about the problem is a guess; a photo is a fact. This template asks for the details in the client's own words *and* keeps the questions short enough that they answer all of them.
Make it yours in a minute
Change the wording, drop the questions you don't need, add the ones you do, put your own colour on it. Saving publishes it, and you get a link to paste into your website, your email signature or a message. Responses land in your dashboard and download as a spreadsheet whenever you want them.
What this template asks
- Your name
- Email address
- Phone number
- Company, if applicable
- Where are you based?
- What service do you need?
- How much of it?
- One-off or ongoing?
- What are you doing at the moment?
- What's prompting the change?
- When do you need it?
- Is there a fixed date?
- Budget
- Who decides?
- Are you getting other quotes?
- Anything else?
More Professional Services forms
Questions
Should I quote one-off and ongoing prices?
Yes, when both apply - it's the easiest legitimate upsell there is, and it lets the client choose rather than negotiate.
How do I handle enquiries outside my area?
Ask for a postcode and state your coverage on the form. It saves the enquirer's time as much as yours.
Can I ask for photos or files?
Not yet - uploads are on the roadmap. In the meantime, most people ask for a link to photos, or reply to the response with an email asking for them. Everything else about the job is captured here.
Can I see where each quote request came from?
Yes. Add a hidden tracking parameter to the link (for example one link on your site and another on your Google profile) and it's stored with the response.
How fast can I put this live?
About a minute. Pick the template, change the wording, press save - saving is publishing - and you get a link to share.
Can I route enquiries to the right team?
Ask what the enquiry is about in a dropdown and notify a shared inbox; the answer is in the email, so whoever triages can forward it once, correctly.
Publish your service quote form today
Start from this template and change anything you like. Free to begin.