How do I automate B2B quoting with Jotform?
The B2B quoting problem
Manual quoting is slow. A lead fills out a contact form, someone copies the details into a spreadsheet, a sales rep builds a quote, a manager approves it, someone emails it back. Days pass. The lead goes cold. Every step is a handoff that costs time and introduces errors.
How Jotform automates the loop
- Conditional service picker with live pricing
- Quantity and tier discounts calculated in the form
- Approval workflow routes quotes above a threshold to a manager
- CRM integration creates a deal on approval
- Payment link sent automatically on approval
The Quote Request Kit
The Quote Request Kit includes a service picker form with conditional pricing, approval routing that escalates quotes above your chosen threshold, CRM integration that creates a deal when the quote is approved, and PDF quote generation that emails a polished quote to the lead. Install it in your Jotform account, map your services and pricing, and go live.
When to build custom vs use the kit
The kit works for standard service-and-quote flows: pick services, see pricing, get approval, send quote. Build a custom workflow when you need multi-currency support, complex multi-level approval chains, direct ERP integration, or product catalog rules that go beyond what conditional logic can express.
I built quote request workflows for Jotform users across agencies, consultancies, and B2B SaaS companies during my time on the product team.
- Jotform approval workflowsJotform
- Jotform payment integrationsJotform
- HubSpot deals APIHubSpot
Related questions
How much does the Quote Request Kit cost?
$129 one-time. You install it in your own Jotform account. No recurring fees from WorkflowKits — you just need an active Jotform plan that covers approval workflows and integrations.
Can the kit connect to Salesforce or HubSpot?
Yes. The kit uses Jotform's native CRM integrations to create deals in Salesforce, HubSpot, or Pipedrive on approval. Field mapping is pre-configured; you adjust it to match your CRM setup.
Does the kit handle multi-currency quotes?
Not out of the box. The kit is built for single-currency quoting. For multi-currency, you would need a custom build with conditional currency selection and exchange rate logic, or a webhook to your own pricing engine.