Get Quote Service Template

Capture customer quotes effortlessly with this template, designed for seamless lead generation

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Template Overview

The Get Quote Form Template is a versatile, easy-to-use form designed to help businesses collect essential information from potential customers seeking quotes for products or services. Whether you're offering insurance, construction services, or customized products, this template ensures that your team captures the right details to deliver accurate and personalized quotes quickly. Customizable fields allow you to adjust the form to match your unique requirements, ensuring a streamlined quote process.

Key Features

  1. File upload element

  2. Collect contact information

  3. Single choice question elements

  4. Connect to marketing and sales tech elements

Benefits

  • Increased Conversion Rates: Streamlines the lead generation process, making it easier for customers to request quotes.

  • Improved Lead Management: Automatically stores collected data for easy access and follow-up by your sales or customer service teams.

  • Lead Qualification: Allows for lead qualification based on the responses provided in the form, improving follow-up efficiency.

  • Data Accuracy: Reduces errors by including validation fields for correct contact information and quote specifications.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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