Quick Viewing Request

Who this template is for

Quick Viewing Request 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 5 questions across 1 screen.
• 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.

• 3 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It captures a phone number for urgent follow-up.
• Conditional logic hides 1 question until they are relevant — shorter forms convert better than long ones.
• 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 Quick Viewing Request 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 — 1 conditional rule ship with it.

• Features advanced show logic: if “Are you a cash buyer?” is No, the form dynamically exposes “Do you have a mortgage in principle?”. Otherwise that question never appears.
• All 1 rule are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.