# Request a quote template — Formwink

> Request a quote: a form template for Trades, installers, and local service firms quoting fixed-scope work.

Source: https://formwink.ai/templates/request-a-quote

Templates · Service businesses

# Request a quote

For trades, installers, and local service firms quoting fixed-scope work.

Success goal

Quotes sent to inquiries the business can actually serve

[Use this template](/beta?source_page=%2Ftemplates%2Frequest-a-quote&intent=request_quote&template=request-a-quote)

## What it asks

Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.

- 1 What needs doing?
- 2 Branch: repair · install · replace · not sure
- 3 Where is it, and can we access it?
- 4 Roughly how big, or how many?
- 5 When do you need it done?
- 6 Photos (optional)
- 7 Name, phone or email

### Qualification criteria

These are the fit checks. Everything else is for the brief, and unknown answers stay unknown.

- Job type offered
- Location served
- Timing available

### What happens next

Email or text to the owner; respondent gets “we’ll quote within two days.”

### What could be learned

Which job descriptions turn into accepted quotes, and whether asking for photos changes completion.

Could be — not will be. Learning needs your reviews and recorded outcomes.

## Put this form to work

Where the completed form goes. Method, direction and availability are stated separately on every connector.

[Integrations E Email Team notifications and respondent confirmations, kept separate.](/integrations/email) [Integrations GS Google Sheets Every inquiry, organized in your spreadsheet.](/integrations/google-sheets)

## Keep exploring

[Templates Client intake form template A first-conversation form for consultancies and service firms, with fit criteria attached.](/templates/client-intake-form-template) [Templates Studio project inquiry template The Loomwork form: problem-first, branching, service fit before budget.](/templates/agency-client-inquiry)

## Other templates

[Consultancies Client intake form Reviewed qualified intakes per visitor](/templates/client-intake-form-template) [Studios & agencies Studio project inquiry Reviewed qualified inquiries per visitor](/templates/agency-client-inquiry) [Studios & agencies Website project brief Briefs complete enough to scope without a discovery call](/templates/website-project-brief)

[Use this template](/beta?source_page=%2Ftemplates%2Frequest-a-quote&intent=request_quote&template=request-a-quote) [All templates](/templates)