Property Valuation Request Form

Who this template is for

Property Valuation Request Form is built for agents, lettings teams and property managers who need to pre-qualify enquiries and gather documents up front.

• Agents, lettings teams and property managers working in real estate & property.
• Teams who need to pre-qualify enquiries and gather documents up front without writing code or paying for a custom build.
• Anyone replacing viewings booked with people who were never eligible with one structured record per enquiry.
• Respondents are buyers, renters and landlords — the form asks them 19 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 viewings booked with people who were never eligible and turns each submission into a record your team can act on immediately.

• 8 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 captures a full postal address.
• It allows multiple selections without free text.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.

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 Property Valuation Request 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. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 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.
6. 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 — 3 conditional rules ship with it.

• Features advanced show logic: if “What is the valuation for?” is Letting, the form dynamically exposes “Is the property currently tenanted?”. Otherwise that question never appears.
• Features advanced show logic: if “What is the valuation for?” is Selling, the form dynamically exposes “Are you buying another property?”. Otherwise that question never appears.
• Features conditional validation: if “Would you like a visit or a desktop estimate?” is In-person visit, “Days that suit a visit” becomes mandatory before the form can be sent.
• All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.