Form templates / Professional Services
Proposal Request Form
A proposal request form protects the most expensive thing a professional firm produces. Requirement, criteria, budget, timeline and who decides - before anyone writes twelve pages.
For consultancies, advisers and professional firms.
Ask how the decision will be made
Proposals are lost to process far more often than to price or quality. A competitive tender scored on criteria you weren't told about, a decision deferred by a committee, an incumbent who was always going to win - all knowable in advance.
So this template asks how many firms are being approached, what the evaluation criteria are, and who signs off. Sometimes the honest answer is that you shouldn't bid - and knowing that on day one is worth more than a well-written proposal on day ten.
Fewer calls, better numbers
A phone call is a fine way to build trust and a terrible way to collect specifications - nobody remembers everything, and nothing is written down. Collect the facts in writing first, and use the call for the part that actually needs a human.
You'll also stop quoting jobs you didn't want: when the form asks about budget and timing, the mismatches disqualify themselves.
A first impression that reads as organised
In professional services the enquiry process *is* a sample of your work. A form that asks precise questions and loads instantly says something that a generic "contact us" box cannot.
It also protects your time: the questions that qualify a piece of work - scope, timing, who decides - are far easier to ask in writing than in a first call.
Price the right jobs
Every quote costs you time whether or not you win it. Asking about budget and timing up front isn't rude - it's how both sides avoid a week of conversation about a job that was never going to happen.
Edit it like a document, publish like a link
Add questions, remove questions, change the order and the wording, set your accent colour. When you save, the form is live at its own address - share it by link, QR code or a button on your site, and read the answers in your dashboard.
What this template asks
- Your name
- Job title
- Email address
- Phone number
- Organisation
- What do you need?
- Which services do you think are involved?
- What's happening now?
- How will you judge whether it worked?
- How many firms are you approaching?
- What will the decision be based on?
- Who's involved in the decision?
- When do you need the proposal?
- When will you decide?
- Budget range
- Is it approved?
- When would the work start?
- Expected duration
- Is there an incumbent supplier?
- Anything else we should know?
More Professional Services forms
Questions
Is it rude to ask who else is bidding?
No - professional buyers expect it, and the answer shapes your approach. Offer "prefer not to say" and note that the refusal is itself informative.
What if they won't share a budget?
Ask for a range including "not yet defined", and price your proposal in options. A three-tier proposal handles budget uncertainty far better than a single number.
Can I ask for photos or files?
Not yet - uploads are on the roadmap. In the meantime, most people ask for a link to photos, or reply to the response with an email asking for them. Everything else about the job is captured here.
Can I see where each quote request came from?
Yes. Add a hidden tracking parameter to the link (for example one link on your site and another on your Google profile) and it's stored with the response.
How fast can I put this live?
About a minute. Pick the template, change the wording, press save - saving is publishing - and you get a link to share.
Can I route enquiries to the right team?
Ask what the enquiry is about in a dropdown and notify a shared inbox; the answer is in the email, so whoever triages can forward it once, correctly.
Publish your proposal request form today
Start from this template and change anything you like. Free to begin.