Methods to create a request for citation in WordPress (step-by-step)

Recently a reader asked how to add a quote form to an inquiry in WordPress.

When you request a quote form, potential customers can contact you to get pricing information for your product or service. This is particularly useful for companies that offer different prices depending on customer requirements.

In this article, we are going to show you how to easily create a quote form in WordPress to generate more leads from your website.

What is an RFQ and why create one in WordPress?

Using the “Book Back Offer” form, your customers can contact you with their specific information in order to receive prices based on their requirements.

For example, if you offer gardening services, your prices may vary based on lawn size, job type, and time. If you sell products in bulk, you may be able to adjust prices based on the customer’s order.

Preview a request using a quote form

When you request a quote form, you can basically collect all of the customer information you need to offer them accurate prices for the job.

Request for quotation forms typically have higher conversions because users don’t have to enter payment details right away. This will help you generate more leads and generate more sales.

Let’s take a look at how to easily create an RFQ in WordPress.

Creating an offer form in WordPress

For this tutorial we are using WPForms, the best WordPress contact form plugin on the market.

With a simple drag and drop form builder, you can easily create any type of form right on your WordPress site.

First you need to install and activate the WPForms plugin. For more information, see our step-by-step guide on installing a WordPress plugin.

Note: You can also use the free version of WPForms to create this form.

After activation, go to WPForms »Settings to enter your license key. You can find this information under your account on the WPForms website.

Enter your license key for WPForms

Next go to WPForms »Add new to start the WPForms Form Builder. You will need to name your form and click on the Get a Quote template.

Name your form and choose the template in WPForms

The form creator for drag & drop is then displayed with the standard template “Request a quote”.

The standard template for requesting a quote in the WPForms Form Builder

You can now edit the fields on your form. For our demo form, we’ve changed the Name field to a simple format and changed the Request field label to a more specific format.

You can easily add or remove fields on your form by simply clicking the Add Fields tab and then dragging and dropping the selected field onto your form.

We added a check box so that users can choose which elements they want on their website.

Add a check box field to your request a quote form

To edit the new field, just click on it. The field options will open on the left side of the screen.

Here you just need to enter the text you want to use for the field label and options.

Edit the newly added check box field

You can also add or remove options using the + and – buttons.

After creating your form, don’t forget to hit the save button at the top of the screen to save your changes.

Make sure you click the Save button to save your changes to the form

Adding your request A quote form to your website

Now that you’ve created your RFQ form, it’s time to add it to your WordPress website.

First, you’ll either need to create a new page or edit an existing page where you want to add your form.

Next, you need to click the + button to add a WPForms block using the WordPress block editor.

Add a WPForms block to your page in WordPress

Once the block has been added, you will need to select your form from the drop down list. Then publish the page.

Next, you can preview the page to see what your form will look like. This is what the request for a quote form looked like on our demo website:

Request a quote form live on our demo website

Tip: If you’re using the classic editor, you can easily add your form using the Add Form button. It’s next to the Add Media button.

Adding a form to the page using the classic WordPress editor

Change the confirmation message and notifications for your form

When a prospect requests a quote, they’ll see the standard confirmation message: ‘Thank you for contacting us! We will contact you shortly. ‘

You can easily change this confirmation message. To do this, just go to WPForms »All forms In your WordPress admin, click the title of your form to edit it.

Then click on Settings »Confirmations Tab of your form.

You will see a confirmation box where you can edit and customize the default message.

Edit the confirmation message users see after submitting the form

Don’t forget to click the Save button at the top of the screen after making any changes.

You can also change the notification message sent by your form. To do this, click the Notification tab. It’s easy to change things like your email subject line and the recipient of the emails.

The default ‘Send to email address’ is {admin_email}. You can change this administrator email in your WordPress settings.

Change the details of the notification emails

Tip: If you’re not getting emails from your form, you may need to use our instructions to fix WordPress not sending emails.

You can even send multiple notifications from your form. That way, you can email your customer to automatically confirm the details of what they requested.

We hope this article has helped you learn how to request a quote form for inquiries in WordPress. You might also like our article on the best WordPress plugins for business websites.

Bonus: Get more leads by making a free quote

With WPForms you can easily create a request for a quote. However, you may need to nudge your customers in the right direction to fill out the form.

This is where OptinMonster comes in. It’s the best lead generation and conversion optimization software out there.

OptinMonster example

It helps you convert more users by getting them to take the action they want, such as: For example, fill out a form, join your email list, or buy a product.

It includes gorgeous popups, powerful spot targeting, countdown timers, floating bars, and much more. They all help you get more leads and customers to grow your business.

We hope this article has helped you learn how to request a quote form for inquiries in WordPress. You might also want to see our comparison of the best business phone services to automatically redirect customer calls to drive sales and our comparison of the best email marketing services to automatically send follow-up emails after someone requests a quote.

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