Key tips to design quote request web forms

Key tips to design quote request web forms



If you are a single freelancer or a head of large web design agency, your website should get the priority of serving as a place to contact for your clients. You can place a portfolio with some client’s testimonial. However, the main object will be the contact forms or “request a quote” forms. By a well decorated contact form, you can drive your visitors into the sales department. This article will discuss about some key factors about “request a quote” form.

Asking appropriate questions

It is not needed to ask questions for contact form. According to your needs, you can want to know some typical information that might be useful to win that client.

Contact information

It is needed but should not be long enough to create boredom. You can ask for email id, existing website (optional) and phone/Skype id. Street address is not needed before creating the contract for the project.

Tell something about yourself

You can ask for some personal information like working industry, competitors, customers and basic of business.

Specific needs

Some clients don’t know but some are well known about their needs. You can use checkbox, drop-down menu or CMS to get some important info.

Timelines

Is there any deadline? You should have an option to indicate that.

Uploading document

This is not a common part of a form. However, this should be attached to include image or word document. These documents may contain already written project requirement of the clients.

Budget

As budget is very important in web design industry, you should put this at the earlier portion of the form. You should use template based design with costing range. Some ballpark numbers should present early to save time.

Considering User experience

You should design for particular user experience in every web designing project. The main thing would be to measure how much time you want to fill up your form. You should use quick and simple method. You should ask for basic questions and a time schedule to chat. Short contact forms are always proven to be effective.

Copy, personality and receptive web form

You will represent your personality within contact form. The contact form is also the first step of relationship with your client. You can use a few well-crafted copies to help the clients along their progression. You should use that interface which shows great personality. You can use bold perspective, awesome design and some short text hints.

Project worksheet vs. contact forms

“Request a quote” forms are used for primary stage of relationship with clients. Project worksheet works with specific questions about the project. In this occasion, you can use bold perspective to reach the clients into their needs. You can set up PDF for including text-input-field to show it like a web form. You can use different worksheets for brand design and web design.

Resource to design contact form

You can use FormStack (drag-and-drop contact form builder) and Gravity Forms (for wordpress sites) to build your form. Take some helps from online if it is needed.

Packing up

To design “request a quote” forms are not only for the website but also important for your whole business. Careful consideration, reassessing and testing will help you to capture more business and clients.

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