Architect Client Questionnaire — shared by the community
Tom H. shared this 25-question build with 2 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use creative, design & media form for studios, freelancers and creative agencies: 25 questions, 3 pages, 2 conditional rules.
- Shared by
- Tom H. · Agency owner
- Questions
- 25
- Replies
- 4
- Copies taken
- 265
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Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
Page 1 of 3 — Client, site and purpose
This template runs as a straight sequence — no branching rules.
Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Architect Client Questionnaire is built for studios, freelancers and creative agencies who need to brief a project properly before work starts.
- Studios, freelancers and creative agencies working in creative, design & media.
- Teams who need to brief a project properly before work starts without writing code or paying for a custom build.
- Anyone replacing scope creep caused by an incomplete brief with one structured record per enquiry.
- Respondents are clients and collaborators — the form asks them 25 questions across 3 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of scope creep caused by an incomplete brief and turns each submission into a record your team can act on immediately.
- 10 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It accepts a document or photo upload as evidence.
- It records a signature you can keep as proof of agreement.
- It pins the request to a specific date.
- It captures a full postal address.
- It captures a numeric value you can filter and sort on.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Architect Client Questionnaire lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 2 conditional rules ship with it.
- Features conditional validation: if “Existing building involved?” is Yes, “Current occupancy and known building issues” becomes mandatory before the form can be sent.
- Features conditional validation: if “Site records available?” is Yes, “Existing drawings, surveys and site photos” becomes mandatory before the form can be sent.
- All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Page 1 — Client, site and purpose
- Primary clientrequired
- Email addressrequired
- Phone number
- Client organization, if applicable
- Project site address
- Project typerequired
- Project purpose and desired spacesrequired
- Approximate target floor area in square feet
- Relationships between spaces and daily use
Page 2 — Existing conditions and priorities
- Existing building involved?required
- Current occupancy and known building issues
- Site records available?required
- Existing drawings, surveys and site photos
- Ownership or authority to commission work
- Known site restrictions and approval history
- Usability, energy and material priorities
- Site access and investigation constraints
Page 3 — Budget and project decisions
- Construction budget range in USDrequired
- Budget allowances for fees, consultants and contingencies
- Funding status and timing
- Decision-makers and authorized representativerequired
- Desired occupancy date
- Critical milestones and flexibility
- Agreementrequired
- Client representative signaturerequired
Conditional logic in this build
- When “Existing building involved?” is Yes, require “Current occupancy and known building issues”.
- When “Site records available?” is Yes, require “Existing drawings, surveys and site photos”.
Questions about this shared form
Does this establish an architect-client contract?
No. Use a separately reviewed engagement setting out services and responsibilities.
Can clients submit without a survey?
Yes. Mark records unavailable so the architect can discuss what information is needed.
Where should furnishing preferences go?
Interior Design Questionnaire provides a more detailed room, finish and retained-furniture brief.
Are the requested areas guaranteed?
No. The architect must assess site constraints, requirements and budget before confirming a workable design scope.
Is the Architect Client Questionnaire template free to use?
Yes. You can preview and test Architect Client Questionnaire on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Architect Client Questionnaire template ask for?
It asks 25 questions across 3 pages, 10 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Architect Client Questionnaire form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this creative, design & media form work?
2 conditional rules ship with the template: Features conditional validation: if “Existing building involved?” is Yes, “Current occupancy and known building issues” becomes mandatory before the form can be sent. Features conditional validation: if “Site records available?” is Yes, “Existing drawings, surveys and site photos” becomes mandatory before the form can be sent. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.
Where do responses to the Architect Client Questionnaire form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Architect Client Questionnaire form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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