Quote request software that scopes the job before you reply
Turn a vague 'how much does it cost?' into a structured request with the scope, timeline, and location you need to quote, so your first reply is a real number instead of twenty questions.
Quote request software collects the specific details a business needs to price a job — service type, scope, quantity, timeline, and location — through a guided form, so estimates can be prepared without a round of back-and-forth. MeritsOnly builds interactive quote forms that branch by service, capture the scoping details that matter for your trade, and route the finished request to the right estimator.
The problem with a plain contact form
Most quote requests arrive useless: 'How much for a new roof?' with no size, no material, no address, no timeline. Before anyone can put a number on it, an estimator has to call, leave a voicemail, wait, call again — and meanwhile the customer has already gotten a quote from the competitor who happened to pick up.
Bad requests also waste money at the top of the funnel. Paid traffic sends you price-shoppers and out-of-area inquiries that look identical to real jobs until you've spent time on them.
Interactive quote software fixes both ends: it asks the scoping questions specific to your trade up front, screens out the requests you can't serve, and hands the estimator a request that's ready to price on the first touch.
Who it's for
How it works
Pick the service
The first step branches by what they need — repair vs. replacement, product line, project type — so the rest of the questions fit.
Scope the job
Capture the details that drive your price: size, quantity, materials, condition, access, and timeline.
Check location and fit
Confirm the job is in your service area and within the range of work you actually take before anyone spends time on it.
Screen and qualify
Out-of-budget or out-of-scope requests get filtered or flagged separately from ready-to-quote ones.
Route to quote
The scoped request routes to the right estimator or branch, ready to price without a discovery call.
What you get
Quote-ready requests
Service, scope, timeline, and location arrive together, so the first reply is a number, not a question.
Fewer junk requests
Screen out price-shoppers, out-of-area inquiries, and jobs you don't take before they cost you time.
Win on speed
When the request is complete on arrival, you quote first — and the fastest credible quote usually wins.
Branch by trade
Different services ask different questions; the form adapts so you never collect irrelevant details.
Route to the right estimator
Send requests to the correct branch, product desk, or rep automatically by the answers given.
Capture anywhere
Embed on service pages, link from Google Business, or put a QR code on the truck, the yard sign, and the flyer.
Interactive quote software vs. a 'request a quote' contact form
| Plain quote contact form | MeritsOnly | |
|---|---|---|
| Scoping questions | One free-text box | Trade-specific scoping per service |
| Ready to price | Needs a callback first | Complete on arrival |
| Filters bad requests | No | Screens out-of-area / out-of-scope |
| Branches by service | Same form for everything | Adapts to repair, replace, product, project |
| Routing | One inbox | To the right estimator or branch |
| Response speed | Slowed by back-and-forth | Quote on the first reply |
Quote forms by industry
Frequently asked questions
What if a request doesn't fit any of the scoping questions we set up?
Add a catch-all option like "something else" to any step and route those to a general inbox for manual review. Most trades cover the large majority of requests with the guided questions and only need the fallback for genuine edge cases.
How does it reduce bad quote requests?
By asking the scoping questions specific to your trade up front and screening on the answers. Out-of-area, out-of-budget, and out-of-scope requests can be filtered or flagged before they reach an estimator, so your team spends time only on jobs it can actually win.
How is this different from a contact form?
A contact form gives you 'how much for a new roof?' and nothing else. An interactive quote form branches by service and captures size, materials, condition, access, and timeline — so the estimator can quote on the first reply instead of starting with a discovery call.
Can it route requests to different branches or estimators?
Yes. Requests route automatically based on the answers — by location, service line, or product — so the right estimator or branch gets a complete, scoped request in real time via webhook.
Does faster quoting actually win more jobs?
In competitive trades, the first credible quote frequently wins. When a request arrives complete, you skip the back-and-forth and reply with a real number while the customer is still deciding — which is where speed converts.
Do I need a developer to set it up?
No. Build the quote flow visually, start from an industry template, and embed it with one snippet or share it as a link. Most businesses are live in under an hour.
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