Setting up Instagram Shopping can transform your social media presence into a powerful sales channel, but getting everything configured correctly—from product catalogs to shoppable tags—requires expertise. This Instagram Shopping Setup Service Quote template helps social media agencies, eCommerce consultants, and digital marketing specialists gather the information needed to provide accurate, tailored quotes for Instagram Shopping implementation.

Whether you're helping a boutique clothing brand enable checkout, a beauty business organize product collections, or a growing eCommerce store leverage influencer collaboration tools, this form captures every detail needed to scope the project properly. From catalog size and checkout requirements to shoppable post volumes and insights tracking needs, you'll collect everything in one professional submission.

Perfect for social media agencies, eCommerce consultants, Instagram marketing specialists, and digital strategists working with retail brands, DTC businesses, and online stores ready to monetize their Instagram presence. The form guides prospects through key decision points—catalog complexity, existing Meta Business Suite setup, tagging requirements, and collaboration needs—ensuring your quote reflects the true scope of work.

Built on Paperform, you can customize the form to match your agency branding, add conditional pricing logic, and integrate directly with your CRM or project management tools. Connect responses to Stepper (stepper.io) workflows to automatically trigger follow-up emails, create project briefs in Notion or ClickUp, or route quotes to your sales pipeline. Add payment fields to collect deposits once quotes are approved, or link to Papersign (papersign.com) for seamless service agreement signatures—keeping your entire sales-to-delivery process connected and professional.