Quote requests that qualify themselves - conditional scope capture that routes to the right rep
Every B2B quote form is either too lazy (email + message, nothing else) or too aggressive (20 required fields, 60% abandon). Your best leads are the ones who want to share scope - but your form isn't built to receive it. Then the one rep who gets the email takes three days to respond.
- 4 Forms
- 4 Emails
- 4 Workflows
- 4 Integrations
- 3 Extras
Plus: Internal scoring dashboard for opportunity review, Auto-generated quote-summary PDF for reps, Loss-reason follow-up form for declined quotes
Installed in your Jotform account.
You own everything. No monthly fees to me.
How this kit actually works.
A logic-gated quote intake that captures scope, budget, timeline, and file attachments, scores the opportunity, and auto-routes to the right sales rep with a follow-up SLA clock already running. Built by someone who saw the Jotform quote-form pattern from the inside a hundred times over.
Every piece, ready the day you buy it.
Forms
- Progressive quote form (scope → budget → timeline)
- File upload for existing RFP documents and briefs
- Contact form with company, role, and decision timeline
- Attachment review step with submission preview
Emails
- Auto-reply with expected turnaround and next steps
- Internal quote-request alert with full scope summary
- Follow-up reminder to sales rep if SLA lapses
- Qualified-lead escalation to sales leadership
Workflows
- Territory or account-size based rep routing
- Budget-threshold branching for VIP handling
- Response SLA tracking with escalation
- Quote-status dashboard for sales manager
Integrations
- CRM handoff (HubSpot, Pipedrive, Salesforce)
- Slack sales-channel alert
- Google Sheets backup
- Calendar integration for discovery calls
Extras
- Internal scoring dashboard for opportunity review
- Auto-generated quote-summary PDF for reps
- Loss-reason follow-up form for declined quotes
Pick the fit. Upgrade later if you need to.
Base Kit
Ready to run, self-setup
$99
- All forms, emails, and workflow configs
- Setup documentation
- 30-minute video walkthrough
- 14-day email support
Pro Setup
Kit + setup call + customization
$199
- Everything in Base
- 45-minute setup call
- Custom territory routing configured
- CRM integration for your stack
- 30-day email support
Done-For-You
Full implementation by me
$499
- Everything in Pro
- Full implementation in your Jotform account
- Sales team training session
- Custom SLA tracking and reporting
- 60-day priority support
The questions I get before someone buys.
How does the routing to the right rep work?
You define the rules - territory, account size, industry, or round-robin. The form reads the submission, applies your rules, and routes via webhook + email. The Pro tier sets up your specific logic.
Can prospects upload their existing RFP documents?
Yes. File upload accepts PDFs, Word docs, and slide decks up to 25MB. Files route to your document inbox alongside the structured form data.
What's the SLA tracking about?
When a quote lands, a timer starts. If no rep replies within your target window (default: 24 business hours), the system escalates - reminder to the rep, then CC to the manager, then reassignment. Configurable per deal size.
Does it filter out tire-kickers?
Partially. Budget and timeline gates screen out the worst mismatches, but real qualification still needs a human. The kit's job is to make sure the humans only see the opportunities worth their time.
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Not sure if this is the right kit?
Free 20-minute call. Tell me what you're trying to do - I'll tell you if a kit fits, or if you need something custom, or if you shouldn't pay me at all.