Creating sales intake forms with Jotform

Learn how to streamline your sales process with better quote request forms. You'll stop chasing customers and trading 30 emails just to get the details you need to create a quote.

A better quote request or intake form will help you in multiple ways. 
For one, you’ll be able to qualify the customer before you spend 5-15 minutes on the phone. Not every job is a good job. Wouldn’t you rather know that before wasting your time?

Two, you’ll cut out a lot of back and forth via email or phone. If you ask the right questions in the form, you should have everything you need to create a ballpark quote for your customer.

Three, it can also be a great way to train new team members on how to take quotes and orders from customers.

There are quite a few off-the-shelf tools that will help you build a better quote request form. Jotform is one of the more popular ones.

I specifically like the ability to change the form questions depending on how a customer or lead responds. If they don’t need installation, why ask them for an address?

You can even use automation tools like Zapier to send the data from your forms to your print shop management software.