Price request form

What it solves & why businesses use it

Price request forms help businesses solve the challenge of offering pricing clarity for products or services that don't have a one-size-fits-all price tag. They are used to:

• Generate highly targeted, high-intent leads who are ready for a customized solution.


• Qualify leads by capturing specific details about a potential customer’s needs before providing a custom price.


• Avoid wasting time on low-value inquiries by filtering out unqualified leads through form fields.

When & how to use it

Price request forms work best at strategic points in the user journey to capture buying intent at the right time. Key use cases and triggers include:

• On product pages: When customers are interested in a complex product or custom solution that requires customized pricing based on size, features, or configuration.


• Service pages: When offering consulting services, service packages, or other customized services, allow visitors to submit details for a custom quote.


• After engaging with content: Display the price request form after a visitor engages with specific content, such as a product demo, webinar, or case study.


• After time spent on pricing or demo page: Trigger the price request form if a user spends a certain amount of time on a pricing or demo page. This shows they are likely interested but need specific pricing information.


• Sitewide with launcher: Use a sitewide launcher that subtly encourages users to engage without interrupting their browsing.

How it looks

Price request forms are designed to collect detailed information to provide a customized quote while maintaining simplicity and clarity. Key visual elements include:

• Form fields: Include fields for essential details that will help generate a quote, such as business size, service requirements, budget range, and timeline.


• Incentive/value proposition: If applicable, offer something of value to encourage form submission, like a free consultation or free trial for submitting a request.


• Multi-step design: The form should be simple yet include necessary fields (e.g., contact info, product specs), with a focus on guiding the user to submit their request without feeling overwhelmed.

How to set it up

Let’s set up a price request form in Claspo that not only looks great but also helps you collect real leads and future buyers.

Step 1: Pick a template

Claspo offers a variety of request form templates, including both single-page and multi-step forms. For this setup, we’ll choose a multi-step widget. It’s a great way to break the important pricing questions into bite-sized sections.

It might feel like jumping ahead, but this step is worth doing before you start customizing your template. It’s best to launch this kind of widget using a launcher — it stays visible, so users can open the pop-up anytime and fill out the form when they’re ready. To link the launcher to your widget right from the start, just click the radio button next to it.

Step 2: Customize it

You can fully customize the template’s look and message to match your website’s style. To edit any widget element, just click on it — the settings panel will appear on the right. To move to the next page of the form, either click the tab you need or simply scroll down.

To customize the design you can upload your own image or select one from Claspo’s built-in free library. Adjust the background color and button styles to match your brand.

To edit radio buttons:

1. Click on a field to open settings.


2. Go to General > Edit Options > Add Option to include custom choices.

Don’t forget to edit the Success page — this is where you confirm the request and set expectations. Or leave the default message that fully meets this task.

Step 3: Set up triggers

Since the widget is triggered by the launcher, there’s no need to set additional display rules. One of the perks of using a launcher is that users can’t accidentally close or remove it. It’s a small, non-intrusive element that doesn’t get in the way but is always right there when needed.

Step 4: Integrate with your marketing tools

To respond quickly and keep leads organized, connect Claspo with your CRM and ESP. This way, quote requests flow directly into your system, and you can send personalized responses without delays. Also, set up an email template to speed up replies.