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

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Do you want to create a request a quote form in WordPress?

A request a quote form allows potential customers to contact you and get 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 will show you how to easily create a request a quote form in WordPress to generate more leads from your website.

Creating a request a quote form in WordPress

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

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

For instance, if you have a WordPress website for providing gardening services, then your rates may vary depending on lawn size, job type, and time.

Similarly, if you sell products in bulk in your WooCommerce store, then you may be able to adjust pricing based on the customer’s order.

Preview of a request a quote form

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

This provides a dedicated channel for communication between potential customers and your business, saving time and improving customer experience.

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.

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How to Create a Request a Quote Form in WordPress

You can easily create a request for a quote form in WordPress using WPForms. It is the best WordPress contact form plugin on the market that is used by over 6 million websites.

This plugin 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 also use WPForms Lite, which is completely free, to create a request a quote form in WordPress. However, we will be using the premium plan of the plugin for this tutorial.

Upon activation, head over to the WPForms » Settings page from the WordPress admin sidebar to enter your license key.

You can find this information in your account on the WPForms website.

Entering your license key for WPForms

Next, you need to visit the WPForms » Add New page from the WordPress dashboard.

This will direct you to the ‘Select a Template’ page, where you can start by typing a name for the form you are about to create.

Once you’ve done that, locate the ‘Request A Quote Form’ template and click the ‘Use Template’ button under it.

Select the Request A Quote form template

This will launch the WPForms drag-and-drop form builder on your computer screen.

Here, you will notice that the available form fields are in the left column, and a form preview is displayed in the right corner of the screen.

The default Request a Quote template in the WPForms form builder

Now, by default, the request a quote form template already comes with built-in name, email, phone, business, and request fields.

However, you can easily drag and drop additional form fields from the sidebar on the left into the form preview on the right.

For example, you can add the checkboxes field to your request a quote form if you want to provide some choices for a question to your users.

Add fields from the left column

Once you’ve done that, you can also configure the individual form field settings by clicking on them. This will open up the ‘Field Options’ tab in the left column of the screen.

From here, you can change the label, description, field size, placeholder text, and format and even enable smart conditional logic for the field.

Field settings for the Checkboxes field

You can also toggle the ‘Required’ switch to active so that users won’t be able to submit a form without filling in that specific field.

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.

Make sure you press the Save button to save your changes to the form

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 site

First, you need to open up a new or existing page/post where you want to add the form from the admin area.

Once you are there, click the ‘Add Block’ (+) button at the top left corner of the screen to open up the block menu.

From here, locate and add the WPForms block to the page/post. After that, select the request a quote form that you created from the dropdown menu in the block itself.

Add the Request a Quote form to your WordPress page

Finally, click the ‘Publish’ or ‘Update’ button to save your changes.

Now, you can visit your WordPress website to view the request a quote form.

The request a quote form live on our demo website

Tip: If you are using the classic editor, then you can easily add the form by clicking the ‘Add Form’ button.

This will open up the ‘Insert Form’ prompt, where you can choose a form to add from the dropdown menu.

Adding a form to the page using the classic WordPress editor

Changing the Confirmation Message and Notifications for Your Form

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

However, you can easily change this confirmation message to your liking.

To do this, head over to the WPForms » All Forms page from your WordPress admin sidebar and click the ‘Edit’ link under the request a quote form that you created earlier.

This will launch the WPForms form builder on your screen. Next, you have to click on the ‘Settings’ button in the left column and switch to the ‘Confirmations’ tab.

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

Editing the confirmation message that users see after submitting the form

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

You can also change the email notification message sent by your form. This is the message that the admin or users receive upon form submission.

To do this, switch to the ‘Notifications’ tab from the left column.

Once you are there, you’ll notice that the ‘Send To Email Address’ setting defaults to {admin_email}. This means that you’ll receive an email every time a user submits the request a quote form on your website.

If you want to send a confirmation email to the users as well, then you have to expand the ‘Show Smart Tags’ option above the ‘Send To Email Address’ field.

Add the Email smart tag

Next, simply add the email smart tag to the field by clicking on it. Now, the form submission notification email will also be sent to users.

Keep in mind to separate both the smart tags in the ‘Send To Email Address’ field with a comma.

Send to user and admin email address

Tip: If you are not getting emails from your form, then you may need to see our tutorial on how to fix WordPress not sending emails issue.

After that, you can change the subject line and the From Name in the email by scrolling to these fields and typing a subject line of your choice.

You can even draft your own form submission confirmation message in the ‘Message’ field.

For more detailed instructions, you may want to see our beginner’s guide on how to send confirmation emails after WordPress form submission.

Draft a confirmation message for Request a Quote form

Additionally, you can also 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.

Once you are done, click the ‘Save’ button at the top to store your form settings

Bonus: Get More Leads by Offering a Free Quote

WPForms makes it super easy to create a request a quote form in WordPress. However, you may need to give your customers a nudge in 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 that helps you turn abandoned website visitors into subscribers and customers.

OptinMonster example

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

It comes with beautiful popups, powerful on-site targeting, countdown timers, floating bars, and more. All of these features 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 beginner’s guide on how to choose the best domain registrar and our expert picks for the best email marketing services to help grow your business.

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Editorial Staff

Editorial Staff at WPBeginner is a team of WordPress experts led by Syed Balkhi with over 16 years of experience in WordPress, Web Hosting, eCommerce, SEO, and Marketing. Started in 2009, WPBeginner is now the largest free WordPress resource site in the industry and is often referred to as the Wikipedia for WordPress.

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2 CommentsLeave a Reply

  1. Syed Balkhi says

    Hey WPBeginner readers,
    Did you know you can win exciting prizes by commenting on WPBeginner?
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  2. Jiří Vaněk says

    I came across this link in another article of yours. Since I have the WPForrms plugin, I am interested in all its options. I’m still amazed at what this plugin can do and I never thought it could even do a quote. So far, I have dealt with this quite unprofessionally using an ordinary contact form. Thanks for your effort and all the articles about WPForms. Since I use it, these tutorials are very useful for me.

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