Contact Details
Full legal name, role, company, mailing address, email, and direct phone. Accurate contact information is essential for follow-up and background checks where required.
A well-designed Client Enquiry Form centralizes essential data, reduces back-and-forth with prospects, and establishes an auditable record for intake decisions and later compliance checks. It helps standardize service eligibility, speeds quoting, and reduces errors caused by inconsistent fields or missing information.
Different teams may use the same form fields but filter or route entries differently to match internal workflows and compliance needs.
A named person (client or agent) who provides contact details and answers intake questions. This person should be able to confirm authority to request services and respond to clarifying questions; include phone, email, and role for verification.
An individual with legal or financial authority to bind the organization when required, such as a CEO, CFO, or delegated manager. Verify authority and include their full legal name and title, plus documentation if signing on behalf of a company.
Full legal name, role, company, mailing address, email, and direct phone. Accurate contact information is essential for follow-up and background checks where required.
Concise description of the goods or services sought, project scope, or inquiry type so evaluating teams can route and prioritize appropriately.
Requested start date, desired completion timeframe, and budget or price range to set realistic expectations and determine scheduling feasibility.
Placeholders for attachments such as IDs, proof of insurance, project specs, or prior contracts that may be necessary to validate the enquiry.
Consent checkboxes for communications, data processing, and disclosures required by law or company policy; capture explicit consent where consumer protections apply.
Fields or hidden tags for team assignment, priority, and required approvals so the intake populates downstream workflows automatically.
| Field | Configuration |
|---|---|
| Required Fields | Mark name, email, service requested, and consent as mandatory. |
| File Uploads | Allow PDF, DOCX, JPG up to configured size limit. |
| Routing Rules | Route by service type, region, or priority flag automatically. |
| Notifications | Send confirmation to client and assignment notice to intake owner. |
Choose platforms that meet your data security and retention needs and integrate with existing systems to avoid duplication.
Send within 24–48 hours of submission.
Complete triage and assignment within 3–5 business days.
Ask clarifying questions within 5–7 business days if needed.
Deliver estimated quote within agreed SLA, typically 7–10 business days.
Confirm acceptance or close the enquiry within 30 days unless extended.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Save completed forms as PDF/A or DOCX for archival. PDF preserves layout and signatures; PDF/A is preferred for long-term storage.
Include the audit trail or certificate of completion with the signed PDF to document signer identity, timestamps, and IP address for evidentiary purposes.
Store final signed copies in secured cloud repositories with access controls and retention policies to meet compliance and audit needs.
Keep a single master signed copy and use versioning or immutable storage to avoid confusion from duplicate or draft files.
Tim used an online intake to collect tenant and lease details quickly
Optica standardized enquiries to accelerate deal review