---
title: Quote requests
customers-call-it: feature
url: /docs/features/data/presets/quote-requests-table
---

# Quote requests

Keep requests for a quote in one table, from the first enquiry to a won or lost job. It comes with the fields and status choices; you add the requests and keep their progress up to date.

## Use it when

Use it when you need a shared list of people asking about work, their contact details and what they need. For example, a cleaning business could use it to track enquiries about one-off cleans.

## Use something else when

A pressure washing business can use the [pressure washing Quote requests](/docs/features/data/presets/pressure-washing-quote-requests-table) table instead, which adds the service address, the main surface, its size and a preferred date. If people write with questions rather than asking for a price, use [Enquiries](/docs/features/data/presets/contact-form-table). Once a customer has agreed and you want to track the work itself, with a due date, use [Job tracker](/docs/features/data/presets/job-tracker-table).

## How to add it

To take requests from a form on your website:

1. Open **My Sites**, open your site, and choose **Forms** in the editor's side panel.
2. Press **Add a form**, pick **Quote requests** and press **Use**.
3. Choose **New response workspace** and type its **Workspace name** (it starts as "Quote requests"), or choose **Use existing workspace**.
4. Press **Review changes**, then **Apply**. You see **Form and responses saved**, and Quote requests appears in your sidebar.
5. Open the form in **Forms**, press **Settings**, then **Put on a page**. Choose the page, press **Put it here**, then press **Publish**.

To add just the table, follow [How to add the table from your sidebar](#how-to-add-the-table-from-your-sidebar). Or open **My Business**, **Advanced**, **Data**, press **New data** and pick it under **Suggested**.

## How to add a request

1. Open the Quote requests table from your sidebar, or open **My Business**, then **Advanced**, then **Data**, and pick it.
2. Press **New request**. If you renamed the table, the button may say something else.
3. A window called **New request** opens. Type the customer's name in the title at the top, where it says **Untitled**.
4. In the record window, fill in the **Email** and **Phone** if you have them.
5. Press **Create request**.

You see **Request created**.

## How to add the table from your sidebar

1. In the sidebar, point at the place you want it and press **+**, or press **Add item** under the last item.
2. Press **Add feature**.
3. In **Add feature**, type **Quote requests** in **Search**, then pick it.
4. Check what it adds, then press **Apply**.

You see **Added**, and Quote requests appears at the end of your sidebar.

## How to get an email about each new request

New requests don't email anyone until you choose who should hear about them.

1. Open **My Sites**, open your site, and choose **Forms** in the editor's side panel.
2. Open the form, press **Settings**, then **Workspace settings**.
3. Open **Settings**. Under **Who gets new responses?**, tick the staff who should get an email. **Send from** shows the address it's sent from.
4. Press **Save**. From now on, each new response sends them an email.

## What it adds or changes

- **Opens as**: Table only
- **Columns**: Name · Status · Email · Phone · Details · Assigned to

Empty response workspace · notification automation starts paused

It adds a table with these columns:

| Column | Type | Choices |
|---|---|---|
| Name | text |  |
| Status | single choice | New, Quoted, Won, Lost |
| Email | email |  |
| Phone | text |  |
| Details | long text |  |
| Assigned to | person |  |

## How it works

It runs its own built-in automation, called Quote requests. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

## Example

For example, a fictional customer asks for an end-of-tenancy clean. Add their contact details and the property's requirements. Once you have sent the quote separately, mark the request `quoted`. If they accept, mark it `won`.

## If something isn't working

- **Nobody gets an email about new requests.** Nobody has been chosen yet. Follow [How to get an email about each new request](#how-to-get-an-email-about-each-new-request).
- **"No approved business sender. Set one up in Settings → Domains & email."** Set up an address to send from there, then come back and press **Save**.
- **"No approved staff destinations are set up. Ask your business administrator to add one."** Ask your administrator.
- **The form is saved but visitors can't see it.** Put it on a page and press **Publish**.
- **There's no New data button, or it says "You don't have access to make lists here."** Your role can't make tables. Ask an admin of your business for access.
- **"These changes are out of date. Review them and apply again."** Press **Review changes** again, then **Apply**.

## Limits

It is a request tracker, not a quote calculator. It does not calculate prices, create invoices or contact customers.

No example requests or imported contacts are added.

Adding it creates a new table. It is not a way to replace the columns of an existing table.

A website form can collect requests into the table once it is configured to use that table and its fields. Adding the table does not create or publish the form.

## Related

- [Quote requests](/docs/features/sites/presets/quote-request-form): A quote form and a place to follow each request