Establishing secure connection…Loading editor…Preparing document…

Customer Sizing Questionnaire

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

CUSTOMER SIZING QUESTIONNAIRE AND SERVICE AGREEMENT

Parties

Client Name:

Client Contact (email/phone):

Provider Name:

Provider Contact (email/phone):

Recitals

WHEREAS, Client desires to procure sizing services and related deliverables for custom products or services as described in this Questionnaire; and

WHEREAS, Provider represents that it has the experience and capability to perform sizing evaluations, collect and verify measurements, and prepare documented specifications for manufacture or delivery; and

WHEREAS, the parties desire to set forth the scope, payment terms, confidentiality obligations, and other material terms governing Provider's performance and Client's reliance on sizing data.

Customer Information

Scope of Work

Provider will perform the services described below, including measurement collection, sizing verification, and preparation of a sizing specification document to be relied upon by Client and Client's manufacturer or installer. Provider's obligations are limited to the items expressly described.

Measurement Details

Measurement Date:

Measurement Method:
In-person measurement Remote (self-measured) Existing garment/specification

Payment Terms

Total Fee: $

Late Payment Fee:

Term and Termination

Agreement Start Date:     End Date:

Termination Notice Period:

Termination for Cause: Either party may terminate for material breach if the breaching party fails to cure within the notice period specified above. Termination will not relieve Client of payment obligations for work performed and deliverables provided prior to termination.

Confidentiality

All non-public information and measurement data disclosed by Client to Provider or created by Provider in connection with the Scope of Work (collectively, Confidential Information) shall be held in strict confidence. Provider shall use Confidential Information solely for performance of the Scope of Work and shall not disclose such information to third parties except to Provider's employees, contractors, or manufacturers who have a need to know and are under binding confidentiality obligations. Confidential Information does not include information that: (a) is or becomes publicly available through no breach by Provider; (b) was rightfully known by Provider prior to disclosure by Client; or (c) is required to be disclosed by law or court order, provided Provider gives Client prompt notice where permitted and cooperates to seek protective measures.

Confidentiality Term: Confidentiality obligations shall remain in effect for three (3) years following termination or expiration of this Agreement, except that trade secrets shall remain protected for so long as they qualify as trade secrets under applicable law.

Warranties, Liability, and Indemnity

Provider warrants that services will be performed in a professional manner consistent with industry standards. Client acknowledges that sizing relies on accurate measurements and that Provider's recommendations are based on information provided and measurements taken. Client is responsible for final acceptance of sizing specifications and for instructing manufacturers or installers accordingly. Neither party shall be liable for consequential or special damages except for damages arising from gross negligence or willful misconduct. Each party shall indemnify the other for claims arising from its own negligence, breach, or misconduct.

Governing Law; Entire Agreement

Governing Law: This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles.

Entire Agreement: This Questionnaire and Agreement constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior proposals, negotiations, and communications, whether written or oral. Any amendment must be in writing and signed by both parties.

Acknowledgements and Certifications

Measurement Accuracy Certification: Client certifies that measurements provided or verified in this Questionnaire are accurate to the best of Client's knowledge. Client acknowledges that Provider is not responsible for corrections required due to inaccurate measurements supplied by Client or third parties.

Reliance: Client acknowledges that Provider's sizing recommendations are professional judgments based on available information and that final fitting and acceptance rests with Client and Client's manufacturer or installer.

Special Instructions / Additional Notes

By signing below, the parties agree that the information provided in this Customer Sizing Questionnaire is incorporated into and governed by the terms of this Agreement. The parties authorize Provider to proceed with the Scope of Work upon execution and any required deposit or initial payment in accordance with the Payment Terms.

Client Name:

By:

Date:

Provider Name:

By:

Date:

Enter text✕

What the Customer Sizing Questionnaire Is and When It’s Used

A Customer Sizing Questionnaire is a structured form used to capture quantitative and qualitative data about a customer or account to estimate required resources, pricing tiers, and implementation scope. Typical items include company demographics, headcount, current technology stack, usage metrics, and projected growth. Organizations use the completed questionnaire to produce consistent capacity estimates, inform commercial proposals, and align delivery teams. The form may be distributed as a fillable PDF or an online form and is commonly combined with an electronic signature to record consent and approvals.

Why a Consistent Sizing Questionnaire Matters

A standard Customer Sizing Questionnaire reduces subjective estimates, speeds proposal preparation, and creates auditable inputs for pricing and delivery planning. Consistent data improves comparability across opportunities and reduces negotiation cycles while preserving a documented basis for resource commitments.

Why a Consistent Sizing Questionnaire Matters

Who Typically Completes and Uses a Sizing Questionnaire

Completed questionnaires inform commercial proposals, statement-of-work drafts, and internal resource allocation decisions before signing.

  • Sales operations and account executives — collect baseline metrics and validate buyer expectations for pricing.
  • Solution architects and implementation leads — use technical and integration data to size deployment effort.
  • Customer success and finance — review projected usage and renewals to plan OPEX and support levels.

Core Sections to Include in a Professional Questionnaire

A clear structure ensures completeness: demographic data, usage metrics, technical environment, business drivers, purchase intent, and approvals. Each section should include precise fields and example values to reduce ambiguity.

Company Details

Legal entity name, primary address, and tax ID where relevant. This anchors the record to a single contracting party and supports billing and compliance checks.

Primary Contact

Name, role, direct phone, and email of the person approving sizing. Accurate contact details reduce follow-up and speed validation of assumptions.

Usage Metrics

Current user counts, concurrent users, transaction volumes, and monthly active users. These metrics drive capacity planning and licensing tiers.

Technical Environment

List of integrated systems, on‑prem vs cloud, expected data volumes, and security controls. Integration complexity affects implementation timelines.

Business Assumptions

Projected growth rate, expected go-live date, and critical deadlines. Documented assumptions make future change requests and scope revisions easier to manage.

Approval and Signatures

Designated approver name, title, and signature block. A dated signature records consent to estimates and acceptance of assumptions used for pricing.

Step-by-Step: How to Complete and Approve the Questionnaire

Follow these steps to collect data, validate assumptions, and record approvals so the output can be used directly in proposals and resource planning.

  • 01
    Prepare: Gather company documents and current usage reports before you begin.
  • 02
    Populate Fields: Enter requested metrics, avoiding estimates when exact numbers exist.
  • 03
    Validate: Review entries with technical and finance stakeholders to confirm assumptions.
  • 04
    Sign and Archive: Collect authorized signature(s) and save the final record with version control.

How to Configure an Online Sizing Workflow

Set up an online form with field validation, conditional questions, and routing to reduce manual steps and errors.

Field Mapping Map questionnaire fields to CRM properties for automatic record creation.
Conditional Logic Show or hide fields based on earlier answers to keep the form concise.
Notifications Email reviewers on submission and flag incomplete fields for follow-up.
Integrations Connect to CRM, ERP, or project tools to auto-populate estimates.
Storage Location Route completed forms to a secure document repository for retention.

Typical Routing and Submission Path for the Questionnaire

A standardized routing model reduces handoffs and captures approvals in a predictable order.

  • Submission: Requester submits the completed questionnaire to the account team.
  • Technical Review: Technical lead verifies integration and data assumptions.
  • Commercial Review: Pricing team converts inputs into an estimate or quote.
  • Approval and Signing: Authorized approver signs to lock assumptions for contracting.

Technical Considerations for Digital Forms and eSubmission

Use platforms that support form validation, audit trails, and export to your CRM or document repository to ensure traceability and reduce manual transcription errors.

  • Document Formats: PDF, DOCX, or web form
  • Integrations: CRM and cloud storage
  • Authentication: Email, SMS code, or stronger

Required Information Elements and Sensitive Data Handling

Personal Data: Collect minimal PII
Financial Metrics: Include revenue and contract values
Usage Counts: Monthly and concurrent figures
Technical Inventory: List integrations and environments
Signatory Identity: Name, title, and authorization
Supporting Files: Attach diagrams or reports as needed

Typical Timelines and Response Deadlines

Set clear internal deadlines for completion and review so the questionnaire informs timely commercial decisions.

Initial Request:

Sent during discovery or prior to proposal drafting.

Customer Response Window:

Commonly 3–10 business days depending on data complexity.

Internal Review:

Allow 2–5 business days for technical and commercial validation.

Approval Deadline:

Align with proposal expiration or pricing validity window.

Retention Start:

Clock starts on final signed date for archival rules.

Common Mistakes to Avoid When Preparing a Sizing Questionnaire

  • Using vague ranges instead of exact counts increases the risk of under- or over-provisioning and can lead to scope change requests.
  • Failing to document assumptions (for example, growth rate or peak season multipliers) makes later disputes about scope and cost more likely.
  • Omitting integration details forces technical teams to re-survey customers, delaying timelines and increasing implementation costs.
  • Relying on outdated contact information or a single approver can stall approvals and extend the commercial cycle unnecessarily.

Consequences of Inaccurate or Incomplete Questionnaires

Under‑sizing: Leads to performance issues
Over‑pricing: Reduces competitiveness
Contract Delays: Approval bottlenecks
Regulatory Risk: Improper data handling
Customer Dissatisfaction: Missed expectations
Billing Errors: Incorrect invoice amounts

Real-World Examples of Questionnaire Use

The following examples show how different organizations used sizing questionnaires to inform proposals and delivery scope.

Optica Ventures

Optica standardized a short form for small transactions to reduce back-and-forth.

  • The form focused on headcount and expected transactions.
  • As a result, the sales team reduced clarification cycles and produced repeatable, auditable estimates that aligned expected delivery effort with pricing.

Xerox (NetSuite Integration)

Xerox used a detailed questionnaire for enterprise integrations to capture NetSuite mappings.

  • The questionnaire captured integration endpoints and data volumes.
  • This ensured the implementation team had documented inputs and reduced scope creep during development and testing phases.

Typical eSignature Pricing and Feature Comparison for Questionnaire Workflows

The table compares starting price and typical feature availability among common eSignature vendors used to collect and sign questionnaires. Pricing models and feature lists vary by plan and billing frequency.

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 Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently Asked Questions About the Customer Sizing Questionnaire

Answers to common operational, legal, and technical questions encountered when preparing or processing a Customer Sizing Questionnaire.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users