Form · Contact
Sales inquiry form template
Asks the things a salesperson needs before replying: what the buyer is after, rough quantity, budget position and timing. Anyone who wants to start this month is asked for a phone number and a good time, and lands on an ending that promises a call. Everyone else is asked who makes the decision.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Thanks for your interest. A few questions and we'll come back with something useful, not a brochure.
Who should we reply to?
Which company are you buying for?
What are you looking for?
Describe what you need. Sizes, specs or the problem you're solving all help.
Roughly what quantity are you thinking of?
Where are you with budget?
When do you want to get started?
What's the best number for a quick call?
When's a good time to ring?
Who makes the final decision?
How did you hear about us?
Endings
Thanks, we'll be in touch by email
Great, we'll call you 📞
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Single select
Long text
Number
Single select
Single select
Phone
Single select
Single select
Dropdown
What this template uses
- Contact info
- Short text
- Single select
- Long text
- Number
- Phone
- Dropdown
- 4 branches
- 2 endings
Questions to consider
- What do you sell by: units, seats, hours or projects? Reword the quantity question to match.
- Which timeline counts as ready to buy for your sales cycle?
- Do you need budget figures, or is knowing whether a budget exists enough?
- Who calls the fast-track leads, and how quickly can they do it?
How to use the responses
Call everyone who reached the call ending first, while the need is fresh. For the rest, answer the specific question in their description before adding anything else, and use the decision question to judge whether to offer material they can pass on. Check the source dropdown every month to see which channels bring enquiries that turn into sales.
How to customize and share it
- 1Replace the options in the first choice question with your real product lines or services.
- 2Adjust the timeline options to your sales cycle, and move the fast-track branch to whichever option means ready to buy.
- 3Embed the form on your pricing and product pages, where buyers already have a question in mind.
Frequently asked questions
What should a sales inquiry form ask?
What the buyer wants, roughly how much, their budget position, when they need it and how to reach them. Asking who makes the decision helps you pitch the reply at the right level.
How is a sales inquiry form different from a lead capture form?
A lead form starts a relationship with basic contact details. A sales inquiry has a specific buying question behind it, so it collects enough detail for a real answer.
Should I ask for budget on a sales inquiry form?
Asking for an exact figure puts some buyers off. Asking where they are with budget, as this form does, tells you whether to send a price or start a conversation.
Can I send hot leads somewhere different?
Yes. This form already sends buyers who want to start this month to their own ending and asks for a phone number. You can change which answer triggers it in the builder.