Free Agency Quote Request
Capture scope, budget range and timeline from inbound prospects — a structured intake form agencies use to filter quote requests before proposal time.
Quick answer
Put this intake form in front of inbound prospects so a quote request arrives with scope, budget band and timeline attached, letting the team decide which leads deserve proposal time and which need a call first. It captures declared budgets, which can still move during negotiation.
About this template
Free-form email enquiries eat hours before you know whether a prospect is even worth quoting. This form captures the fields that actually decide fit — company size, project type, budget band, timeline and decision-maker count — so agencies kill bad-fit asks in five minutes and reserve proposal time for real opportunities.
Live Preview
Sample form preview (fillable once the app is published).
What's Included
Everything you need to run this form.
Pre-sales intake fields
Scope, budget, timeline and decision-makers in one flow.
Fully editable fields
Add, remove or reorder to match your service mix.
One-click copy to workspace
Instant import with branding controls.
Exportable results
Hand qualified leads straight to your CRM or sales team.
How It Works
From copy to deliverable in four steps.
Copy template
One-click import into your FormLM workspace — free.
Customize fields
Add or remove scope, budget and timeline options to match your services.
Share the link
Embed on your site, add to email signature, or send in DMs.
Review and export
Read every inbound ask in one view; export qualified leads to your CRM.
Who Is This For
Pick your role — see how it fits your workflow.
Marketing agency founders
Stop writing proposals on prospects who can't afford you.
Freelance consultants
Present as a real operation; capture scope before your first call.
Sales & BD teams
Standardize inbound qualification across reps and regions.
Key Features
What makes this template work as a professional deliverable.
- Structured pre-sales intake (scope, budget, timeline, decision-makers)
- Fully editable fields per service model
- Branded link or embed on your own site
- Unlimited responses
- Exportable to CSV or CRM via FormLM API
- 1-click copy — no setup cost
- Customizable options for niche verticals
Sample Questions Inside
A preview of the collected fields — customize the full version to match your agency.
- Company name, contact name, work email, phone
- Your role in the decision (owner / marketing lead / procurement / other)
- Project type: brand, paid ads, content, SEO, social, full-funnel or other
- Primary goal for the next 6 months
- Monthly budget band (dropdown)
- Timeline / launch date
- Who else is involved in the decision
- How you heard about us