Price Quote Form
Send a formal, itemised price quote to a prospect with line items, validity date and acceptance signature.
A ready-to-use e-commerce & payments form for online shops, makers and subscription brands: 13 questions, 3 pages, 3 conditional rules.
- Questions
- 13
- Pages
- 3
- Layouts
- classic · card
- Conditional rules
- 3
- Typical time
- 4 min
Searches this template answers
Live preview and test console
This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.
Page 1 of 3 — Quote details
Every question on this page is currently visible.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
Price Quote Form is built for online shops, makers and subscription brands who need to take an order, a deposit or a recurring payment without a checkout build.
- Online shops, makers and subscription brands working in e-commerce & payments.
- Teams who need to take an order, a deposit or a recurring payment without a checkout build without writing code or paying for a custom build.
- Anyone replacing orders arriving as half-finished emails with no payment attached with one structured record per enquiry.
- Respondents are shoppers and repeat customers — the form asks them 13 questions across 3 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of orders arriving as half-finished emails with no payment attached and turns each submission into a record your team can act on immediately.
- 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It records a signature you can keep as proof of agreement.
- It lets people pick products and quantities.
- It pins the request to a specific date.
- It captures a numeric value you can filter and sort on.
- Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Price Quote Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Connect payments in form settings so the amount is taken with the submission rather than invoiced later.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 3 conditional rules ship with it.
- Features conditional validation: if “Would you like to accept this quote now?” is Yes, I accept, “Signature” becomes mandatory before the form can be sent.
- Features advanced show logic: if “Would you like to accept this quote now?” is No, I have questions, the form dynamically exposes “Questions or requested changes”. Otherwise that question never appears.
- Features advanced show logic: if “Payment terms” is Deposit required, the form dynamically exposes “Deposit amount or percentage”. Otherwise that question never appears.
- All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
A price quote form is the document a seller sends once pricing is decided, not the intake form that gathers requirements before it. This template starts from the customer and project details, moves into line items and quantities, and closes with a validity date and a signature field so the quote can double as a lightweight agreement once accepted. It differs from a request-for-quote intake in direction: this one is filled in by the seller (or a sales rep working from a completed RFQ) and sent to the buyer for approval, not the other way round. A discount field and a payment-terms dropdown cover the two things that most often change between quotes for the same product, and an optional notes field lets a rep add delivery caveats or exclusions without cluttering the line items. Because the quote carries a validity date, the follow-up logic is built in: expired quotes should be reissued rather than honoured at the old price, which the form makes explicit to the customer at signing. Pair it with Quick RFQ Form upstream to gather requirements and Invoice Request Form downstream once the quote is accepted and work is ready to bill.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Quote details
- Customer namerequired
- Email addressrequired
- Company name
- Quote reference number
- Quote valid untilrequired
Page 2 — Pricing
- Line items and quantities
- Discount (%)
- Payment termsrequired
- Deposit amount or percentage
- Notes, exclusions or delivery terms
Page 3 — Acceptance
- Would you like to accept this quote now?required
- Questions or requested changes
- Signaturerequired
13 questions in total.
How the form changes as it's filled in
This template ships with 3 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Would you like to accept this quote now?”
- Makes answers required
If “Would you like to accept this quote now?” is Yes, I accept, “Signature” becomes required before the form can be submitted.
- Reveals questions
If “Would you like to accept this quote now?” is No, I have questions, the form reveals “Questions or requested changes”.
Driven by “Payment terms”
- Reveals questions
If “Payment terms” is Deposit required, the form reveals “Deposit amount or percentage”.
Set it up step by step
- 1
Always set a validity date
Costs and availability shift; a validity date protects the seller from honouring a stale quote months later.
- 2
Keep line items granular
Separate rows for each product or service line make it easy to approve part of a quote and query the rest.
- 3
Route acceptance straight to fulfilment
Wire a signed acceptance into your order or project system so nothing waits on a manual re-entry step.
- 4
Reissue rather than override
If a quote lapses, send a fresh one instead of manually honouring an old price — it keeps your numbers consistent.
Mistakes to avoid
- Omitting a validity date, so customers try to accept a quote at last year's pricing.
- Skipping the signature field and treating an emailed reply as binding acceptance.
- Bundling discount negotiation into the same form as the original quote request instead of issuing a revised quote.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
- Request A Quote
- Quick RFQ Form
- Invoice Request Form
What to do with the responses
On acceptance, convert the quote into an invoice or order confirmation and archive the signed copy for your own records.
Works in both layouts
Forms that overlap this one
These pages cover the same subject ground as the price quote form, matched on the words people actually search for.
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customermanagerquote
Quick Reorder Form
checkoutcustomerinvoiceitemorder
Refund Request Form
checkoutcustomerinvoicemanagerorder
Return & Refund Request Form
checkoutcustomerinvoiceitemmanager
Product Order Form
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Wholesale Application
accountbusinescheckoutinvoicemanager
Privacy & compliance
This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.
Frequently asked questions
How is this different from Request A Quote?
Request A Quote is filled in by a prospect asking for pricing. This Price Quote Form is filled in by the seller once pricing is known, and it includes a signature field so the buyer can formally accept it.
Should I use this instead of Quick RFQ Form?
No — use Quick RFQ Form first to collect the buyer's requirements, then use this template to send back the priced response.
Can this replace an invoice?
Not directly. Once a quote is accepted, move to Invoice Request Form or your billing system to issue the actual invoice for payment.
What happens if a customer wants changes after seeing the quote?
The "questions or requested changes" field captures that without forcing a decision — reissue an updated quote once terms are agreed.
Is the Price Quote Form template free to use?
Yes. You can preview and test Price Quote Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Price Quote Form template ask for?
It asks 13 questions across 3 pages, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Price Quote Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this e-commerce & payments form work?
3 conditional rules ship with the template: Features conditional validation: if “Would you like to accept this quote now?” is Yes, I accept, “Signature” becomes mandatory before the form can be sent. Features advanced show logic: if “Would you like to accept this quote now?” is No, I have questions, the form dynamically exposes “Questions or requested changes”. Otherwise that question never appears. Features advanced show logic: if “Payment terms” is Deposit required, the form dynamically exposes “Deposit amount or percentage”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Price Quote Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Price Quote Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can this form take payments?
Yes — this template includes a payment step, so the amount is collected as part of the submission instead of invoiced afterwards. Connect your payment provider in form settings and set the currency and prices you want.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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