Lead Generation & Quote Request Form Templates
Capture leads that sales can act on. These templates qualify prospects with company size, budget and timeline, and cover quote requests, demo bookings and agency project inquiries — so every lead arrives with context.
4 templates
Sales Lead Form
Company size, interest, budget and timeline to qualify leads.
Quote Request Form
Service, project details, budget and deadline for a quote.
Demo Request Form
Book product demos with team size and use case.
Project Inquiry Form
For agencies and freelancers: scope, budget, timeline and links.
Choosing a template: Sales & Lead Gen
Sales Lead Form is a full qualification form for B2B sites. Demo Request is shorter and focused on booking a call, while Quote Request lets prospects describe a job and attach plans or photos.
Project Inquiry is built for agencies and freelancers, with services, budget bands and a brief. Ask only for qualifying details you will use: each extra field costs conversions, so remove what your sales process doesn't need.
Sales & Lead Gen: frequently asked questions
Can leads go straight into my CRM?
Yes. Use a webhook, or one of Formclick's integrations, to create a CRM contact from every submission.
How many fields should a lead form have?
As few as you need to qualify. Name, work email and company are usually enough for a first conversation; add budget and timeline only if they change how you follow up.
Can prospects upload files with a quote request?
Yes. The Quote Request template includes a multi-file upload for plans, photos or specs, up to 5 MB per file.
Do I need a server to run these lead forms?
No. Each template posts to api.formclick.io, so Formclick is the backend. Paste the HTML into any static site, page builder or framework, add your access key, and submissions arrive in your dashboard and inbox.