Sales & B2B · Automation KitComing soon

Quote requests that qualify themselves: conditional scope capture that routes to the right rep

Updated Apr 24, 2026

Every B2B quote form is either too lazy (email + message, nothing else) or too aggressive (20 required fields, 60% abandon). Your best leads are the ones who want to share scope. But your form isn't built to receive it. Then the one rep who gets the email takes three days to respond.

Notify me when it shipsThis kit is being built. Get on the list and I will reach out when it is ready.

What you'll receive

4 Forms
4 Emails
4 Workflows
4 Integrations
3 Extras

Plus: Internal scoring dashboard for opportunity review, Auto-generated quote-summary PDF for reps, Loss-reason follow-up form for declined quotes

Installed in your Jotform account.
You own everything. No monthly fees to me.

Kit contents

B2B Quote Automation & RFP Intake Kit

01Progressive quote form (scope → budget → timeline)form
02File upload for existing RFP documents and briefsform
03Contact form with company, role, and decision timelineform
04Attachment review step with submission previewform
05Auto-reply with expected turnaround and next stepsemail
06Internal quote-request alert with full scope summaryemail
07Follow-up reminder to sales rep if SLA lapsesemail
08Qualified-lead escalation to sales leadershipemail
09Territory or account-size based rep routingworkflow
10Budget-threshold branching for VIP handlingworkflow
11Response SLA tracking with escalationworkflow
12Quote-status dashboard for sales managerworkflow
13CRM handoff (HubSpot, Pipedrive, Salesforce)integration
14Slack sales-channel alertintegration
15Google Sheets backupintegration
16Calendar integration for discovery callsintegration
17Internal scoring dashboard for opportunity reviewextra
18Auto-generated quote-summary PDF for repsextra
19Loss-reason follow-up form for declined quotesextra

System diagram

The solution

How this kit actually works.

50+ quote intakes shaped this version. Progressive disclosure (so prospects don't bail at field 12), routing by deal size, SLA tracking, and a follow-up email that doesn't sound automated.

What's included

Every piece planned. Shipping when the kit launches.

Forms

Progressive quote form (scope → budget → timeline)
File upload for existing RFP documents and briefs
Contact form with company, role, and decision timeline
Attachment review step with submission preview

Emails

Auto-reply with expected turnaround and next steps
Internal quote-request alert with full scope summary
Follow-up reminder to sales rep if SLA lapses
Qualified-lead escalation to sales leadership

Workflows

Territory or account-size based rep routing
Budget-threshold branching for VIP handling
Response SLA tracking with escalation
Quote-status dashboard for sales manager

Integrations

CRM handoff (HubSpot, Pipedrive, Salesforce)
Slack sales-channel alert
Google Sheets backup
Calendar integration for discovery calls

Extras

Internal scoring dashboard for opportunity review
Auto-generated quote-summary PDF for reps
Loss-reason follow-up form for declined quotes

Pricing

Planned pricing. Subject to change before launch.

Base Kit

Ready to run, self-setup

$99

All forms, emails, and workflow configs
Setup documentation
30-minute video walkthrough
14-day email support

Not yet available

Pro Setup

Kit + setup call + customization

$199

Everything in Base
45-minute setup call
Custom territory routing configured
CRM integration for your stack
30-day email support

Not yet available

Done-For-You

Full implementation by me

$499

Everything in Pro
Full implementation in your Jotform account
Sales team training session
Custom SLA tracking and reporting
60-day priority support

Not yet available

Frequently asked

The questions I get before someone buys.

How does the routing to the right rep work?
You define the rules: territory, account size, industry, or round-robin. The form reads the submission, applies your rules, and routes via webhook + email. The Pro tier sets up your specific logic.
Can prospects upload their existing RFP documents?
Yes. File upload accepts PDFs, Word docs, and slide decks up to 25MB. Files route to your document inbox alongside the structured form data.
What's the SLA tracking about?
When a quote lands, a timer starts. If no rep replies within your target window (default: 24 business hours), the system escalates: reminder to the rep, then CC to the manager, then reassignment. Configurable per deal size.
Does it filter out tire-kickers?
Partially. Budget and timeline gates screen out the worst mismatches, but real qualification still needs a human. The kit's job is to make sure the humans only see the opportunities worth their time.

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Want to know when this kit ships?

This kit is on my build list. Leave your email or book a call and I will reach out the day it is ready. Early buyers get a discount.

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Quote requests that qualify themselves: conditional scope capture that routes to the right rep

Updated Apr 24, 2026

Notify me when it shipsThis kit is being built. Get on the list and I will reach out when it is ready.

Every piece planned. Shipping when the kit launches.

Forms

Progressive quote form (scope → budget → timeline)
File upload for existing RFP documents and briefs
Contact form with company, role, and decision timeline
Attachment review step with submission preview

Emails

Auto-reply with expected turnaround and next steps
Internal quote-request alert with full scope summary
Follow-up reminder to sales rep if SLA lapses
Qualified-lead escalation to sales leadership

Workflows

Territory or account-size based rep routing
Budget-threshold branching for VIP handling
Response SLA tracking with escalation
Quote-status dashboard for sales manager

Integrations

CRM handoff (HubSpot, Pipedrive, Salesforce)
Slack sales-channel alert
Google Sheets backup
Calendar integration for discovery calls

Extras

Internal scoring dashboard for opportunity review
Auto-generated quote-summary PDF for reps
Loss-reason follow-up form for declined quotes

Planned pricing. Subject to change before launch.

Base Kit

Ready to run, self-setup

$99

All forms, emails, and workflow configs
Setup documentation
30-minute video walkthrough
14-day email support

Not yet available

Pro Setup

Kit + setup call + customization

$199

Everything in Base
45-minute setup call
Custom territory routing configured
CRM integration for your stack
30-day email support

Not yet available

Done-For-You

Full implementation by me

$499

Everything in Pro
Full implementation in your Jotform account
Sales team training session
Custom SLA tracking and reporting
60-day priority support

Not yet available

The questions I get before someone buys.

How does the routing to the right rep work?

You define the rules: territory, account size, industry, or round-robin. The form reads the submission, applies your rules, and routes via webhook + email. The Pro tier sets up your specific logic.

Can prospects upload their existing RFP documents?

Yes. File upload accepts PDFs, Word docs, and slide decks up to 25MB. Files route to your document inbox alongside the structured form data.

What's the SLA tracking about?

When a quote lands, a timer starts. If no rep replies within your target window (default: 24 business hours), the system escalates: reminder to the rep, then CC to the manager, then reassignment. Configurable per deal size.

Does it filter out tire-kickers?

Partially. Budget and timeline gates screen out the worst mismatches, but real qualification still needs a human. The kit's job is to make sure the humans only see the opportunities worth their time.