How to Create a Request a Quote Form in WordPress (Step by Step)

Recently, a reader asked how to add a request a quote form in WordPress?

A request a quote form allows potential customers to contact you to get a pricing information for your product or service. This is particularly helpful for businesses that offer varied pricing based on a customer’s requirements.

In this article, we’ll show you how to easily create a request a quote form in WordPress to generate more leads from your website.

Creating a request a quote form in WordPress

What is a Request a Quote Form and Why Create One in WordPress?

A ‘Requet a Quote’ form allows your customers to contact you with their specific information to get pricing based on their requirements.

For instance, if you provide gardening services, then your rates may vary depending on lawn size, job type, and time. Similarly, if you sell products in bulk, then you may be able to adjust pricing based on customer’s order.

Preview of a request a quote form

Request a quote form basically allows you to collect all the customer information you need to offer them accurate pricing for the job.

Quote request forms typically see higher conversions because users don’t need to enter payment details right away. This helps you generate more leads and make more sales.

That being said, let’s take a look at how to easily create a request a quote form in WordPress.

Creating a Request a Quote Form in WordPress

For this tutorial we’ll be using the WPForms, which is the best WordPress contact form plugin on the market.

It allows you to easily make any kind of form using a simple drag and drop form builder, right inside your WordPress site.

First, you need to install and activate the WPForms plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Note: you can use the free version of WPForms as well to create this form.

Upon activation, go to WPForms » Settings to enter your license key. You can find this information under your account on WPForms website.

Entering your license key for WPForms

Next, go to WPForms » Add New to launch the WPForms form builder. You need to give your form a name and click on the ‘Request a Quote’ template.

Naming your form and selecting the Request a Quote template in WPForms

You will then see the drag and drop form builder with the default Request a Quote template in place.

The default Request a Quote template in the WPForms form builder

Now, you can go ahead and edit the fields on your form. For our demo form, we changed the ‘Name’ field to a simple format, and we changed the ‘Request’ field label to something more specific.

You can easily add or remove fields on your form by simply clicking on the Add Fields tab, and then drag and drop your chosen field onto your form.

We’ve added a checkboxes field, so users can choose what elements they want for their website.

Adding a checkboxes field to your request a quote form

To edit the new field, just click on it. The field options will open up on the left-hand side of the screen.

Here, you just need to type in the text that you want to use for the field label and options.

Editing the newly added checkboxes field

You can also add or remove options using the + and – buttons.

Once you’ve finished creating your form, don’t forget to click the Save button at the top of the screen to save your changes.

Make sure you press the Save button to save your changes to the form

Adding Your Request a Quote Form to Your Website

Now, that you have created your Request a Quote form, it is time to add it to your WordPress website.

First, you need to either create a new page or edit an existing one where you want to add your form.

Next, you need to click the + button to add a WPForms block using the WordPress block editor.

Add a WPForms block to your page in WordPress

Once the block is added, you need to choose your form in the dropdown. After that go ahead and publish the page.

Next, you can preview the page to see how your form looks. Here’s how the request a quote form looked on our demo website:

The request a quote form live on our demo website

Tip: If you’re using the classic editor, it’s easy to add your form using the Add Form button. It’s next to the Add Media button.

Adding a form to the page using the classic WordPress editor

Changing the Confirmation Message and Notifications for Your Form

When a potential customer requests a quote, they’ll see the default confirmation message: ‘Thanks for contacting us! We will be in touch with you shortly.’

You can easily change this confirmation message. To do so, simply go to the WPForms » All Forms page in your WordPress admin, then click on the title of your form to edit it.

Next, click the Settings » Confirmations tab of your form.

You will see a confirmation message box where you can edit and customize the default message.

Editing the confirmation message that users see after submitting the form

Don’t forget to click the Save button at the top of the screen after making changes.

You can also change the notification message sent by your form. To do this, click on the Notification tab. It’s easy to change things like your email subject line and who receives the emails.

The ‘Send To Email Address’ defaults to {admin_email}. You can change this admin email in your WordPress settings.

Changing the details of the notification emails

Tip: If you’re not getting emails from your form, then you may need to use our instructions to fix WordPress not sending emails issue.

You could even send multiple notifications from your form. This lets you send an email to your customer to automatically confirm the details of what they’ve requested.

We hope this article helped you learn how to create a request a quote form in WordPress. You might also like our article on the best WordPress plugins for business websites.

Bonus: Get More Leads by Offering Free Quote

WPForms makes it super easy to create a request a quote form. However, you may need to give your customers a nudge into the right direction to fill in the form.

This is where OptinMonster comes in. It is the best lead generation and conversion optimization software on the market.

OptinMonster example

It helps you convert more users by nudging them to perform the desired action like filling out a form, joining your email list, buying a product.

It comes with beautiful popups, powerful on-site targeting, countdown timers, floating bars, and more. All of them help you bring in more leads and customers to grow your business.

We hope this article helped you learn how to create a request a quote form in WordPress. You may also want to see our comparison of the best business phone services to auto-redirect customer calls to boost sales, and our comparison of the best email marketing services to automatically send follow-up emails after someone requests a quote.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create a Request a Quote Form in WordPress (Step by Step) appeared first on WPBeginner.

How to Add Caption to Images in WordPress

Do you want to add captions to your images in WordPress? Captions are brief text descriptions that you can add to your images. They are typically used to provide additional details about an image.

WordPress comes with the built-in capability to easily add a caption and other metadata including title and alternative text for each image.

In this beginner’s guide, we will show you how to easily add a caption to images in WordPress.

How to Add Caption to Images in WordPress

Adding Caption to Images in WordPress

The first thing you need to do is to upload an image. On the post edit screen, click the ‘Add Block’ icon and select the ‘Image’ block.

Add Image Block in WordPress

Upon clicking on it, the Image block will be added to your post area.

Image Block Added In WordPress

You can now click on the upload button to select and upload an image from your computer to WordPress. You can also select a previously uploaded image by clicking on the media library button.

To learn more, see our article on how to add and align images in WordPress.

As soon as you add an image, it will appear inside the editor with a text box labeled ‘Write caption…’ below it.

That’s where you can add a caption for your image.

Add Caption to Image in WordPress post

Once done, you can save your post by clicking on the publish or update button.

That’s all. Wasn’t that easy?

Add Captions to Your Gallery Images

WordPress editor also comes with a Gallery block allowing you to upload multiple images and display them in a grid layout with rows and columns.

Let’s see how to add captions to images in a WordPress gallery block.

To create a gallery, go to your page or post edit screen. Then click the ‘Add Block’ icon and select the ‘Gallery’ block in the Common Blocks tab.

Add Gallery Block in WordPress

Next, you will see the Gallery block added to your page/post area. Now, you can upload images one by one from your computer or select the pre-uploaded pictures from your media library.

Gallery Block Added to a WordPress Page

If you upload images individually, then you can add a caption after uploading each one. When an image is uploaded, simply click on the image and the ‘Write caption…’ field will appear. You can add a caption by clicking on that.

Add Caption to Gallery Images in WordPress

If you select pre-added images from the library, you can add a caption to your pictures from the image metadata section on the right. If the photos already have a caption, then you don’t need to add it again.

Select Images to Create Gallery in WordPress

Adding Captions to Images in WordPress Media Library

WordPress allows you to upload images directly to the media library without embedding it in a post or page.

Here we will show you how to add caption to images when uploading them directly to the Media Library.

First, you need to visit Media » Add New page in WordPress admin area.

Add New Media to WordPress

From here, you can upload an image by dragging and dropping or by selecting one from your computer.

Once done, you will see the uploaded image below the Upload New Media box. You need to click the ‘Edit’ link.

Edit Image Option in WordPress Media Upload Page

Next, it’ll open the edit media page in a new tab. You may notice that the edit media screen looks similar to the post edit screen. That’s because WordPress treats attachment (for example, image) as a default post type.

This allows it to store image metadata like title, description, and caption in WordPress database.

From this screen, you can edit your image title, add image metadata including caption, alternative text, and description.

Image Post Edit Screen in WordPress

Once you add the necessary information, you can update your image. This image metadata will now be saved in your media library.

You can add this image on as many posts as you like without having to add the caption and other metadata again. Whenever you add this image to your post from the media library, it comes with the metadata already saved.

Select Image to Add in a WordPress Post

Adding Caption to Images in WordPress with Old Classic Editor

If you are still using the old Classic Editor on your WordPress site, then this is how you would add captions to images in WordPress.

Simply click on the Add Media button above the post editor to upload an image or select one from the media library.

Add media button in the old classic editor

Once the image is uploaded you can enter meta data like title, alt text, and a caption of your image.

Adding caption to images using the Classic Editor

Click on the ‘Insert into post’ button to add the image to your post or page.

You will now be able to see the image preview in your post editor with the caption. You can save your changes and preview the post to see how it would look on your live site.

Preview of an image with the caption

Adding Captions to Gallery Images in WordPress with Classic Editor

You can also add captions to images when creating a gallery using the Classic Editor. Simply upload and select multiple images and then click on the ‘Create gallery’ link from the left column.

Create gallery in media uploader

After that, you will need to click on the ‘Create a new gallery’ button at the bottom right corner of the popup.

Create a new gallery with selected images

Now you will be able to add captions directly below each image or click on an image to load its settings in the right column and then add the caption.

You can now click on the Insert Gallery button to add gallery into your WordPress post or page.

Classic editor gallery images with captions

We hope this article helped you to add caption text to your images in WordPress. If you liked this article, you might also want to see our guide on how to fix common image issues in WordPress.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

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