← All templates Intake · works with n8n

Quote Requests

Quote requests need a fast, tracked response. Capture them on a board and draft and send the quote when you mark it ready.

Runs on the free plan

Install it in Snapi

One click creates the form, the board, and a hub — wired together and ready. It fits the free plan.

In Snapi

Install the Quote Requests app

Creates 2 forms and a board (New → Quoted → Won → Lost).

Automate it

Optional: the matching n8n workflow

Prefer to pipe decisions into n8n, Make, or Zapier? A ready webhook workflow is included — paste its URL into the form's post-webhook. Totally optional; the template works on its own.

n8n workflow

What the form collects

Quote request

  • Ref #auto-number
  • Nametext · required
  • Companytext
  • Emailemail · required
  • What do you need quoted?textarea · required

Board columns

New Quoted Won Lost

Make it yours

Everything is editable after install — rename fields, add your own, restyle, delete. Templates are a starting point, not a lock-in.

More templates

Expense Approval Content Approval Refund Requests Purchase Order Approval Time-Off Requests Lead Intake & Qualification

All templates →

Install quote requests in one click.

Runs on the free plan

Install in Snapi