A quote request form for cabinet dealers, with or without a website

Published by Design Master Solutions LLC

Most cabinet jobs start with a text that says "can you price my kitchen?" and a photo. The request form turns that first message into a project with the homeowner's contact, address and pictures already filled in, so you open the app and start the quote instead of asking the same five questions.

Two ways to put it in front of customers

What the homeowner fills in

The request form
FieldNotes
Name and e-mailRequired; a phone number is optional
AddressStreet, city, state and ZIP, so you know the job site before you call
Project typeThe types you set up, for example kitchen or bath
MessageUp to 2,000 characters in their own words
Photos and filesUp to 5 files, 8 MB each: JPG, PNG, WebP, HEIC or PDF

What you get

From the project you can quote by SKU, draw the kitchen and send the client portal link for approval and deposit.

Plan

The quote widget and the hosted request link are on every paid plan, from $59 a month; the Free plan has no widgets. See the pricing table. Compare with Jobber and QuoteIQ, which also offer a request form.

Questions

Do I need a website to use it?

No. The Quote Widget settings give you a request link. Paste it in your Google Business Profile, Instagram bio, a text message or an e-mail signature and it opens the same form the website widget shows.

Can the homeowner send photos?

Yes. They can attach up to 5 files of 8 MB each: JPG, PNG, WebP, HEIC or PDF, so a phone photo of the room or a floor plan goes with the request.

What happens when a request arrives?

It lands in the app as a new project with the homeowner saved as the client, and the person you chose in the widget settings gets an e-mail. You can start the quote from that project.

Is the quote widget on the Free plan?

No. The Free plan has no widgets; the quote widget comes with the paid plans listed on the pricing table.