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How to Create a Request a Quote Form in WordPress (Step by Step)

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Recent­ly, a read­er asked how to add a request a quote form in Word­Press?

A request a quote form allows poten­tial cus­tomers to con­tact you to get a pric­ing infor­ma­tion for your prod­uct or ser­vice. This is par­tic­u­lar­ly help­ful for busi­ness­es that offer var­ied pric­ing based on a customer’s require­ments.

In this arti­cle, we’ll show you how to eas­i­ly cre­ate a request a quote form in Word­Press to gen­er­ate more leads from your web­site.

request a quote main - How to Create a Request a Quote Form in WordPress (Step by Step)

What is a Request a Quote Form and Why Create One in WordPress?

A ‘Requet a Quote’ form allows your cus­tomers to con­tact you with their spe­cif­ic infor­ma­tion to get pric­ing based on their require­ments.

For instance, if you pro­vide gar­den­ing ser­vices, then your rates may vary depend­ing on lawn size, job type, and time. Sim­i­lar­ly, if you sell prod­ucts in bulk, then you may be able to adjust pric­ing based on customer’s order.

quoteformpreview - How to Create a Request a Quote Form in WordPress (Step by Step)

Request a quote form basi­cal­ly allows you to col­lect all the cus­tomer infor­ma­tion you need to offer them accu­rate pric­ing for the job.

Quote request forms typ­i­cal­ly see high­er con­ver­sions because users don’t need to enter pay­ment details right away. This helps you gen­er­ate more leads and make more sales.

That being said, let’s take a look at how to eas­i­ly cre­ate a request a quote form in Word­Press.

Creating a Request a Quote Form in WordPress

For this tuto­r­i­al we’ll be using the WPForms, which is the best Word­Press con­tact form plu­g­in on the mar­ket.

It allows you to eas­i­ly make any kind of form using a sim­ple drag and drop form builder, right inside your Word­Press site.

First, you need to install and acti­vate the WPForms plu­g­in. For more details, see our step by step guide on how to install a Word­Press plu­g­in.

Note: you can use the free ver­sion of WPForms as well to cre­ate this form.

Upon acti­va­tion, go to WPForms » Set­tings to enter your license key. You can find this infor­ma­tion under your account on WPForms web­site.

wpforms settings license key - How to Create a Request a Quote Form in WordPress (Step by Step)

Next, go to WPForms » Add New to launch the WPForms form builder. You need to give your form a name and click on the ‘Request a Quote’ tem­plate.

request quote name create form - How to Create a Request a Quote Form in WordPress (Step by Step)

You will then see the drag and drop form builder with the default Request a Quote tem­plate in place.

wpforms request quote template default - How to Create a Request a Quote Form in WordPress (Step by Step)

Now, you can go ahead and edit the fields on your form. For our demo form, we changed the ‘Name’ field to a sim­ple for­mat, and we changed the ‘Request’ field label to some­thing more spe­cif­ic.

request a quote form modified - How to Create a Request a Quote Form in WordPress (Step by Step)

You can eas­i­ly add or remove fields on your form by sim­ply click­ing on the Add Fields tab, and then drag and drop your cho­sen field onto your form.

We’ve added a check­box­es field, so users can choose what ele­ments they want for their web­site.

checkboxes field added to form - How to Create a Request a Quote Form in WordPress (Step by Step)

To edit the new field, just click on it. The field options will open up on the left-hand side of the screen.

Here, you just need to type in the text that you want to use for the field label and options.

editing checkboxes field - How to Create a Request a Quote Form in WordPress (Step by Step)

You can also add or remove options using the + and – but­tons.

Once you’ve fin­ished cre­at­ing your form, don’t for­get to click the Save but­ton at the top of the screen to save your changes.

request quote save button - How to Create a Request a Quote Form in WordPress (Step by Step)

Adding Your Request a Quote Form to Your Website

Now, that you have cre­at­ed your Request a Quote form, it is time to add it to your Word­Press web­site.

First, you need to either cre­ate a new page or edit an exist­ing one where you want to add your form.

Next, you need to click the + but­ton to add a WPForms block using the Word­Press block edi­tor.

add wpforms block to page - How to Create a Request a Quote Form in WordPress (Step by Step)

Once the block is added, you need to choose your form in the drop­down. After that go ahead and pub­lish the page.

Next, you can pre­view the page to see how your form looks. Here’s how the request a quote form looked on our demo web­site:

get quote form on website - How to Create a Request a Quote Form in WordPress (Step by Step)

Tip: If you’re using the clas­sic edi­tor, it’s easy to add your form using the Add Form but­ton. It’s next to the Add Media but­ton.

classic editor add form button - How to Create a Request a Quote Form in WordPress (Step by Step)

Changing the Confirmation Message and Notifications for Your Form

When a poten­tial cus­tomer requests a quote, they’ll see the default con­fir­ma­tion mes­sage: ‘Thanks for con­tact­ing us! We will be in touch with you short­ly.’

You can eas­i­ly change this con­fir­ma­tion mes­sage. To do so, sim­ply go to the WPForms » All Forms page in your Word­Press admin, then click on the title of your form to edit it.

Next, click the Set­tings » Con­fir­ma­tions tab of your form.

You will see a con­fir­ma­tion mes­sage box where you can edit and cus­tomize the default mes­sage.

wpforms edit confirmation message - How to Create a Request a Quote Form in WordPress (Step by Step)

Don’t for­get to click the Save but­ton at the top of the screen after mak­ing changes.

You can also change the noti­fi­ca­tion mes­sage sent by your form. To do this, click on the Noti­fi­ca­tion tab. It’s easy to change things like your email sub­ject line and who receives the emails.

The ‘Send To Email Address’ defaults to {admin_email}. You can change this admin email in your Word­Press set­tings.

wpforms change notification emails - How to Create a Request a Quote Form in WordPress (Step by Step)

Tip: If you’re not get­ting emails from your form, then you may need to use our instruc­tions to fix Word­Press not send­ing emails issue.

You could even send mul­ti­ple noti­fi­ca­tions from your form. This lets you send an email to your cus­tomer to auto­mat­i­cal­ly con­firm the details of what they’ve request­ed.

We hope this arti­cle helped you learn how to cre­ate a request a quote form in Word­Press. You might also like our arti­cle on the best Word­Press plu­g­ins for busi­ness web­sites.

Bonus: Get More Leads by Offering Free Quote

WPForms makes it super easy to cre­ate a request a quote form. How­ev­er, you may need to give your cus­tomers a nudge into the right direc­tion to fill in the form.

This is where Opt­in­Mon­ster comes in. It is the best lead gen­er­a­tion and con­ver­sion opti­miza­tion soft­ware on the mar­ket.

optinmonster requestdemo example - How to Create a Request a Quote Form in WordPress (Step by Step)

It helps you con­vert more users by nudg­ing them to per­form the desired action like fill­ing out a form, join­ing your email list, buy­ing a prod­uct.

It comes with beau­ti­ful pop­ups, pow­er­ful on-site tar­get­ing, count­down timers, float­ing bars, and more. All of them help you bring in more leads and cus­tomers to grow your busi­ness.

We hope this arti­cle helped you learn how to cre­ate a request a quote form in Word­Press. You may also want to see our com­par­i­son of the best busi­ness phone ser­vices to auto-redi­rect cus­tomer calls to boost sales, and our com­par­i­son of the best email mar­ket­ing ser­vices to auto­mat­i­cal­ly send fol­low-up emails after some­one requests a quote.

If you liked this arti­cle, then please sub­scribe to our YouTube Chan­nel for Word­Press video tuto­ri­als. You can also find us on Twit­ter and Face­book.

The post How to Cre­ate a Request a Quote Form in Word­Press (Step by Step) appeared first on WPBe­gin­ner.

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