Let prospects pick tier, seats and add-ons before the pricing call — every quote starts from a configured request instead of an open question.
Quick answer
A configurator prospects complete before the pricing call — tier, seats and add-ons — so every quote starts from a stated request instead of an open question.
Pricing calls collapse into negotiation theater when the buyer has never said what they actually want. This form puts the menu in front of the prospect first: tier, seat count, add-ons, contract length — so the quote you send matches a configuration they chose themselves, and the conversation starts at specifics instead of 'so, what are your options?'
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
Prospects read your tiers as structured choices, not a PDF dump.
Tier, seats and add-ons arrive as one quotable basket.
A go-live date tells you how fast to turn the quote.
The first quote is close to final because they built it.
From copy to deliverable in four steps.
Copy it and list your real plans, seats and add-ons.
Attach where you would normally send a rate card.
They assemble the package they actually want.
Return a precise number against their own selections.
Pick your role — see how it fits your workflow.
Turn 'what does it cost?' calls into quote confirmations.
Let clients pick retainer tiers and extras before scoping.
Standardize how configuration requests reach you.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
