Send Quote Request Forms as Email Notifications

4 min setup
No coding required
Runs automatically

Enhance your sales process by using customizable quote forms on your Shopify store. This MESA workflow template leverages Forms by MESA to collect quote requests and automatically emails them to a designated staff email address when submitted. Provide tailored quotes and a personalized customer experience, all while streamlining communication with your team.

form icon
Form
Retrieve Shop
email icon
Send Email

You're in good company

"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
Zailys

"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

  • Ico star
  • Ico star
  • Ico star
  • Ico star
  • Ico star
Rothy's

How it works

3 steps to start receiving quote notifications directly in your inbox whenever someone submits your form

form icon

Form

App connector: Form • Time to complete: 2 minutes
Why this matters: This creates the entry point where potential customers can request quotes for your products or services, collecting their contact information and project details.

This step generates a web form with fields for name, email address, phone number, and message. The form includes hCaptcha protection to prevent spam submissions. You can customize the form fields, add or remove questions, and modify the styling to match your brand. Once published, you can embed this form on your website or share the direct link with prospects.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This automatically pulls your shop's contact information, specifically your primary email address, which becomes the destination for quote notifications.

This step connects to your Shopify store and retrieves essential shop details including your primary email address. The system uses this email as the default recipient for all quote requests. No configuration is required - MESA automatically uses your authenticated Shopify connection to access this information. The shop data gets passed to the email step to ensure notifications reach the right person.

email icon

Send Email

App connector: Email • Time to complete: 1 minute
Why this matters: This delivers the quote request details to your inbox so you can respond quickly to potential customers and track all inquiries in one place.

This step composes and sends an email notification containing all the form submission details. The email goes to your shop's primary email address with the subject line "New Product or Service Quote" and includes the customer's name, email, phone number, and message in a clean format. You can customize the recipient email address, modify the subject line, or change the message template to include additional information or formatting.

Ready to set this up? It only takes 4 minutes.

Our support team will even help you personalize this workflow for free.

Get started →

Make it your own!

Customize this workflow even further:

Add confirmation emails
Send automated thank-you emails to customers who submit quote requests, letting them know you received their inquiry and when to expect a response.
Connect to your CRM
Automatically create new leads or contacts in your customer relationship management system using the form data, keeping all prospect information organized.
Route to different team members
Use conditional logic to send different types of quote requests to specialized team members based on form responses or product categories.
Store submissions in spreadsheets
Save all quote requests to a Google Sheets or Airtable database for tracking response times, conversion rates, and follow-up scheduling.

Common questions

Can I customize which email address receives the quote notifications?

What happens if someone submits the form multiple times?

Can I add more fields to collect specific project details?

Ready to start receiving quote notifications directly in your inbox whenever someone submits your form?

7-day free trial • 4 min setup • Cancel anytime

Need help? Our automation experts will help you personalize this workflow for free. Contact support