Financial Advisor Quote Form

A quote, also known as a price quote, is a price offer given at a fixed rate to customers by vendors, agencies, or sellers. Before customers order a product or service, they often get in touch with the business to request a quote.

To make a quote form for your business, you will need a form builder application. Here on forms.app, you will have all the features you need to create your free form and collect data in real time. After sign-in to your account, here are the steps you should follow:

1. Open one of the quote form templates or create a blank form.
2. Add your questions and options for your potential customers.
3. Use Calculator to assign points to answers.
4. Add terms and conditions for your service/product, price quotation, and payment terms.
5. Make customizations that will represent your business.
6. Share or embed your form with your audience.

Yes, you can assign points to some answers and show a price quote at the end of your forms by using the calculator feature of forms.app. Giving quotes automatically will help you save time and have a simpler workflow in minutes. Here are the steps you should follow to show quotes automatically:

1. Head over to the Calculator tab after adding your form content.
2. Select answers and enter points to each of them (leave blank if it won’t affect the price).
3. Open Calculator settings and click on “Show calculation result.”
4. Optionally, you can create customized thank-you page messages for your customers.
5. Now you can give fixed price offers for your goods or services.

From graphic designers to translators, any freelancer or business can use quotation forms to give price estimates or standard prices to their customers. By offering a service quote form, businesses can gather details, such as contact information and job requests. Plus, online quotes are effective and efficient for both buyers and sellers, as they automate the process and make it easier overall.