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

Adding a request a quote form to your WordPress site is one of the best ways to generate more qualified leads and sales.

As an experienced webmaster, I‘ve used quote forms to help dozens of businesses improve conversions over the past 15 years.

In this comprehensive guide, I‘ll share everything you need to know to create a custom quote form for your WordPress site. I‘ll walk you through the entire process step-by-step from start to finish.

Why You Should Use a Quote Request Form

Here are some key stats that highlight the benefits of using a quote request form:

• According to HubSpot, quote forms have a 30% higher conversion rate compared to standard contact forms.

• Forms that ask for contact information upfront convert up to 60% better than those that don‘t according to Unbounce.

• Pages with quote forms can lower cost per lead by over 25% WordStream found in their research.

It‘s clear that adding a dedicated quote request form to your site benefits both visitors and your business. Customers can request accurate quotes tailored to their needs while you generate more leads from your site traffic.

Now let‘s go over how to add this powerful tool to your WordPress site.

Step 1: Install WPForms Plugin

The easiest way to add any kind of form to WordPress is by using WPForms. This powerful plugin gives you drag-and-drop form building and subscription features right within your dashboard.

WPForms has over 5 million active installs and a nearly perfect rating on WordPress.org, so it‘s a trusted choice.

Go to Plugins > Add New and search for "WPForms" to find and install the free version:

WPForms Lite comes with all the features you need for creating your quote form including templates, email notifications, multi-page forms, and more.

Once activated, you‘ll find WPForms under your main admin menu.

Step 2: Choose the Quote Request Template

Now it‘s time to build your actual quote request form.

Go to WPForms > Add New to access the form builder. Start by adding a name like "Request Quote Form":

Then select the pre-made Request Quote template:

This gives you a head start with relevant fields including name, email, phone number, and a message box.

Feel free to drag and drop additional fields or modify the existing ones as needed. For example, you may want to collect:

• Type of product/service interested in
• Preferred contact date/time
• Company name
• Quantities required
• Project details

Edit labels and customize the form to match your business needs.

Step 3: Publish the Form on a Page

Once your quote request form is ready, the next step is adding it to an appropriate page on your site.

For best results, I recommend creating a dedicated "Request Quote" or "Get Quote" page.

To embed the form, edit that page and click the "Add Block" icon. Search for WPForms block and select your quote form:

This will insert your form directly on that page. Update or publish it to make the form live.

Now you have a customized quote request form that matches your business needs and branding – all without coding.

Step 4: Set Up Confirmations and Email Alerts

With your high converting quote form now embedded, let‘s look at how to:

• Customize the confirmation message users see after submitting the form.
• Configure email notifications to yourself or other team members when a new inquiry comes in.

Confirmation Message

You can change the default confirmation message via WPForms > Forms > Settings > Confirmations:

Draft a new message thanking the visitor for their inquiry and letting them know the next steps, for example:

"Thanks for requesting a quote! We‘ll review your inquiry and follow up with a custom quote within 24 hours."

Email Alerts and Notifications

Next, go to WPForms > Forms > Settings > Notifications to set up email notifications.

You can have notifications sent to yourself, other team members, or even automatically respond to the requester.

For a quote request form, I recommend:

• Set the notification recipient to your own email address or a shared sales alias.
• Customize the subject line, for example "New Quote Request".
• Update the message body to show the user‘s submission details.
• Enable "Auto-respond" to immediately send confirmation to the prospect.

With notifications configured, you‘ll get an email each time someone requests a quote through your form.

Grow Your Business with Quote Requests

Drawing more prospects in and making the quote process smooth results in higher conversions.

Your customized quote form lets visitors request information specific to their needs in just a few clicks. By following up quickly and providing accurate pricing, you stand the best chance at converting inquiries into sales.

Try adding an exit intent popup or slide-in form using a tool like OptinMonster to catch visitors who are about to leave your site. This allows you to proactively offer a free quote or coupon code to capture more emails.

Installing a dedicated quote request form is one of the smartest things you can do to grow your business. It streamlines the process for customers to inquire about your products or services.

Follow the steps in this guide to create your own custom quote form in WordPress. Let me know if you have any other questions!