The Best Instant Quote WordPress Plugin in 2025

Looking for an instant quote WordPress plugin? You just need a form builder! We’ll show you how to use this WordPress quote generator today for easy quotes!

Approximate read time: 9 minutes

A typical request a quote plugin won’t do the trick when your customers need an instant quote.

This post will show how any business owner can turn a single WordPress site into a lead generation machine.

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Sometimes, visiting the WordPress.org plugin directory gives you depressing results. Just try searching for a WordPress quote plugin. Unfortunately, there isn’t a great plugin that can handle it all.

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So what’s the next best thing? A plugin that can!

We’ll show you how a simple form plugin can turn any form into a WordPress quote generator. Even without a cost calculator!

Key features: Lookup Fields • CSV Importer • Email Notifications • WooCommerce Add-on • Drag and Drop Form Builder

An instant quote WordPress plugin + more

In the past, we showed how Formidable’s calculated fields help streamline business processes.

If you haven't read it, check out our case study of the window cleaner who cut admin workload by 25%. Their business used calculations to build an online quote form with Formidable Forms.

So, we’ll show you how to create an instant quote generator with the same plugin!

For those who don’t know, Formidable Forms is one of the best form plugins for WordPress. And it makes much more than simple contact forms. With its built-in form builder, you have all the custom fields you need to sell products or services online easily. And its premium plugin packs all the features you need to keep customers in your flow after the quote!

But don't worry — our solution isn't complicated.

Sometimes, variables are difficult to calculate when a simple addition or percentage change doesn't give an accurate price. This is an issue many have faced as website developers and WordPress admins.

So, we’ll show you how to convert a complex quote calculator into a simple solution using Lookup Fields.

This little-known feature can help when calculations become complicated (which we’ll discuss below).

A scenario showing Lookup Fields as a better option

THE PROJECT: Using the example of a vacation/accommodation business, we will build an online quote form. Our fictional website visitors use it to choose add-on options and get an accurate pricing quote for their stay.

THE PROBLEM: We want to create a user-friendly WordPress quote request form that handles many variables. Using our vacation/accommodation business example, our customers' accommodation options are 81 separate combinations. It would be complex and time-consuming to create calculated fields for these.

THE SOLUTION: Instead of using calculated fields, we will use Lookup Fields. This requires the use of two forms:

The actual quotation form
A price list form that the customer doesn't see

The price list form will contain all the options and prices. The actual quote form uses Formidable’s Lookup Fields to scan the pricing form and return the quote "on the fly."

Only the admin sees the pricing form commonly populated using CSV. This saves time and makes it easier to get the correct price.

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For our example, we'll build a request a quote form for a vacation business.

The form will have four categories of options, but many more are possible, and the options can be as complex as your business needs.

Our customers will have a choice of:

Room type (Standard, Deluxe, or Suite)
Package type (Room only, Bed & breakfast, or All inclusive)
Spa Package Option (Half day or Full day)
Day Tour Option (1 or 2 Day tours)

Our Example: a request a quote form for a vacation business

This tutorial will build a quotation form for a vacation/accommodation business.

As mentioned, customers can choose from a few options, and the price will adapt based on the selected product or service.

So, it's just five steps to get a working instant quote form:

Build the price list form
Import the CSV file
Build the online quotation form
Publish and test your WordPress quote request form
BONUS: Make your WordPress quote request form better

Step 1: Build the price list form

First, we'll build the Price List Form, which customers won't see.

In the WordPress dashboard, we'll go to Formidable → Forms and click the Add New button. Next, we can choose three ways to create a form: build one from scratch, use a pre-built WordPress form template, or use the AI form builder.

Since we want to customize our form, we'll start from scratch. Then, it'll take us to the drag and drop interface to build the form. This form will be linked internally behind the scenes to the actual request a quote form the customer will use on the front end.

As you can see, we’ve titled this form Pricing Matrix. We also added four Dropdown fields — one for each of the four categories of options mentioned above.

Finally, we added a Number field, which will act as our Price field. Since we won't enter data, you can make this Read Only.

WordPress Price List form to request a quote

Below is a look at our data for the hotel stays, each with its own options and price. Even for our simple example with four categories of options, there are 81 possible combinations of options. Manually populating a price for every combination of options would be overly time-consuming.

This is where Formidable's CSV import and export features are really useful.

WordPress quote request form CSV Data file

Pro-tip for formatting your CSV file properly: Manually fill out one or two entries in the form and then export the entries. Open the exported file, and you’ll have your columns set up. Add to it from there.

You only need to fill out the user-editable fields; columns for timestamp, entry key, IP, etc. can be left blank. Add one row for each possible combination of options until all are covered.

Step 2: Import the CSV file

Once the CSV is complete with all the rows of possible combinations, go to the WordPress dashboard. Next, go to Formidable → Import/Export and click the Choose File button to select the CSV file on your computer.

Then, we'll choose the CSV Delimiter (usually just a comma) and which form the data goes to with the Import Into Form dropdown.

Formidable Forms import screen with a field for the CSV delimiter and which form to import the data into

Last, click the Upload file and import button.

On the next page, we can map the fields. There are three columns: CSV header, Sample data, and Corresponding field. Since we had matched the column titles, Formidable automatically mapped the data for us.

Formidable's mapping screen to map the fields to the data for easy entry

NOTE: If any pricing changes, edit the entry or entries in this form to update the results shown in the instant quote.

So, to view the quote submission entries, we'll go to Formidable → Entries in the WordPress dashboard and filter by the correct form.

An arrow points to the View All Forms filter in Formidable Forms

Step 3: Build the online quotation form

This request-a-quote form is the user form and will contain the same four categories of options as our Price List Form.

It will dynamically get the price from the entries of the Price List Form, depending on the selected options. To retrieve the data, we will build our User Form using Lookup Fields for the four categories of options.

We'll add four Lookup Fields. Then, we'll use the dropdown option for the Display Type, and title them the same as the fields in the Pricing Matrix form.

We'll use the Get Options From dropdown on each field set to choose the Pricing Matrix form and the correct field (column title).

Wordpress Online Quotation Form that user will see

Next, add a number field to display the price.

This field should be set to Read Only to prevent users from modifying the price returned by the form.

To get this value from the form, we need to use the lookup feature for the number field. In the field options, go to the Advanced tab and choose the Looker option next to Default Value (it's the magnifying glass).

In the Search In section, we'll choose the Pricing Matrix form and the Price field. Finally, we need to filter the results for the selected options. So we'll set up the Watch Lookup fields section to watch each Lookup field.

Dynamically retrieve the value from a Lookup field

Step 4: Publish and test your WordPress quote request form

Last, you must find the post or page where you want to put the form.

For us, we'll put ours on our homepage to make it easy. Next, we'll add a WordPress block and find the Formidable Forms block. Then, we'll choose our Quotation form from the dropdown.

This will automatically display our form so we can understand what it will look like. Then, we'll test it out, and here's how it looks:

Online request a quote form for vacation business

BONUS: Make your WordPress quote request form better

Allowing potential customers to generate a quotation is helpful.

But if you stop there, you may lose out on business. Here are three bonus ideas to help you maximize this quote functionality.

Use the power of email. Instead of displaying the price on the screen, add a field to your form for an email address and send the quote via email. Use the Mailchimp and Form Action Automation add-ons for better email marketing.
Take deposits and bookings. Using the Paypal or Stripe add-ons, turning a quotation into a transaction is easy. You can allow clients to pay the full amount upfront. Or if a smaller deposit is more appropriate for your business, setting up a percentage deposit is easy.
Make a sale! The WooCommerce Add-On uses the value calculated as the price of your product. This means you can add the quote for WooCommerce to customized products and subscriptions! Your customers can choose their options and sign up instantly.

More than an instant quote WordPress plugin

Formidable’s calculated fields are indispensable.

But as we’ve seen here, Lookup Fields can be used to build solutions when calculated fields require too much finagling. What kinds of quotation forms are you itching to build with Formidable’s Lookup Fields? Be sure to visit the Lookup Field documentation for more step-by-step instructions.

And, if you're ready to create a quote generator in WordPress today, grab the best instant quote WordPress plugin and try it out!

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