Estimate Approval Form

Who this template is for

Estimate Approval Form is built for builders, electricians, plumbers and contractors who need to scope a job and price it without a site visit for every enquiry.

• Builders, electricians, plumbers and contractors working in home services & trades.
• Teams who need to scope a job and price it without a site visit for every enquiry without writing code or paying for a custom build.
• Anyone replacing quoting blind and travelling out for work that never lands with one structured record per enquiry.
• Respondents are homeowners and site managers — the form asks them 18 questions across 4 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of quoting blind and travelling out for work that never lands and turns each submission into a record your team can act on immediately.

• 11 questions are required, so submissions arrive complete instead of needing a follow-up email.
• 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.
• Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Estimate Approval Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 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.
4. 4Publish 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.
5. 5Watch 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 — 4 conditional rules ship with it.

• Features advanced show logic: if “Is a deposit required before work starts?” is Yes, the form dynamically exposes “Deposit amount”. Otherwise that question never appears.
• Features advanced show logic: if “Is a deposit required before work starts?” is Yes, the form dynamically exposes “Deposit due date”. Otherwise that question never appears.
• Features conditional hiding: if “Do you agree to the scope of work as described?” is No — I have questions first, “Signature” is removed from the form and is never submitted.
• Features advanced show logic: if “Do you agree to the scope of work as described?” is No — I have questions first, the form dynamically exposes “What questions do you have before approving?”. Otherwise that question never appears.
• All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.