Everyday · free template

Vehicle Trade-In Appraisal Form

Desk appraisals that hold up: spec, history, condition, damage notes and finance settlement.

A ready-to-use automotive, travel & more form for garages, dealers and fleet operators: 17 questions, 2 pages, 4 conditional rules.

Questions
17
Pages
2
Layouts
classic · card
Conditional rules
4
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Live preview and test console

This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.

Page 1 of 2The vehicle

Trade-in appraisal

Every question on this page is currently visible.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Vehicle Trade-In Appraisal Form is built for garages, dealers and fleet operators who need to capture vehicle detail, service needs and contact preferences.

  • Garages, dealers and fleet operators working in automotive, travel & more.
  • Teams who need to capture vehicle detail, service needs and contact preferences without writing code or paying for a custom build.
  • Anyone replacing quotes based on missing vehicle information with one structured record per enquiry.
  • Respondents are vehicle owners and buyers — the form asks them 17 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of quotes based on missing vehicle information 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 accepts a document or photo upload as evidence.
  • It pins the request to a specific date.
  • 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 2 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 Vehicle Trade-In Appraisal 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 — 4 conditional rules ship with it.

  • Features advanced show logic: if “Outstanding finance?” is Yes, the form dynamically exposes “Lender and settlement figure”. Otherwise that question never appears.
  • Features conditional validation: if “Outstanding finance?” is Yes, “Lender and settlement figure” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Outstanding finance?” is Yes, the form dynamically exposes “Settlement letter upload”. Otherwise that question never appears.
  • Features advanced show logic: if “Service history” is None, the form dynamically exposes “Valuation impact note”. 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.

About this template

A trade-in figure given without seeing the car is only as good as the information behind it, and this form is built to gather exactly what a desk appraiser would ask for over the counter. Specification questions come first — registration, make, model, trim, year and mileage — because these alone set the baseline before condition is even discussed. Transmission and key count follow, since both move a valuation more than customers expect. The second page turns to the things that actually separate a fair offer from a wrong one: service history, MOT expiry, damage and faults, described in the customer's own words and backed by photos. Outstanding finance is asked plainly and, when present, opens fields for the lender name and settlement figure plus an upload for the settlement letter, because a part-exchange cannot be structured correctly until the existing finance is known. A missing service history triggers a short note explaining why that affects the number, so the eventual offer does not come as a surprise.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — The vehicle

  • Registrationrequired
  • Makerequired
  • Model and trimrequired
  • Yearrequired
  • Mileagerequired
  • Transmission
  • Number of keys

Page 2 — Condition & finance

  • Service historyrequired
  • Valuation impact note
  • MOT expiry
  • Damage or faultsrequired
  • Photos
  • Outstanding finance?required
  • Lender and settlement figure
  • Settlement letter upload
  • Name and phonerequired
  • Email addressrequired

17 questions in total.

How the form changes as it's filled in

This template ships with 4 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Outstanding finance?

  • Reveals questions

    If “Outstanding finance?” is Yes, the form reveals “Lender and settlement figure” and “Settlement letter upload”.

  • Makes answers required

    If “Outstanding finance?” is Yes, “Lender and settlement figure” becomes required before the form can be submitted.

Driven by “Service history

  • Reveals questions

    If “Service history” is None, the form reveals “Valuation impact note”.

Set it up step by step

  1. 1

    Get specification details before condition

    Year, mileage and trim set the baseline figure that condition then adjusts.

  2. 2

    Ask for photos of every fault mentioned

    A written list of damage without pictures leads to renegotiation on arrival.

  3. 3

    Settle outstanding finance before quoting

    The part-exchange cannot be structured until the settlement figure is confirmed with the lender.

  4. 4

    Flag missing service history early

    Telling the customer up front avoids a disappointed reaction to the final offer.

Mistakes to avoid

  • Quoting a firm figure before finance settlement details are known.
  • Skipping photos and relying only on a written description of damage.
  • Not asking about the number of keys, which affects resale cost more than expected.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Cross-check the desk figure against trade guides, confirm any settlement with the lender, and present the final offer alongside a physical inspection.

Works in both layouts

These pages cover the same subject ground as the vehicle trade-in appraisal form, matched on the words people actually search for.

Frequently asked questions

Is a desk appraisal binding?

No, it is an estimate only — the final figure follows a physical inspection of the vehicle.

What if finance settlement is more than the trade-in value?

That shortfall needs discussing with the customer before any deal proceeds.

Do I need MOT expiry if the car has just passed?

Ask anyway; it confirms remaining cover and avoids relying on memory.

How much does missing service history typically affect the offer?

It varies by vehicle, but it is one of the larger single deductions an appraiser applies.

Is the Vehicle Trade-In Appraisal Form template free to use?

Yes. You can preview and test Vehicle Trade-In Appraisal Form 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 Vehicle Trade-In Appraisal Form template ask for?

It asks 17 questions across 2 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 Vehicle Trade-In Appraisal Form 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 automotive, travel & more form work?

4 conditional rules ship with the template: Features advanced show logic: if “Outstanding finance?” is Yes, the form dynamically exposes “Lender and settlement figure”. Otherwise that question never appears. Features conditional validation: if “Outstanding finance?” is Yes, “Lender and settlement figure” becomes mandatory before the form can be sent. Features advanced show logic: if “Outstanding finance?” is Yes, the form dynamically exposes “Settlement letter upload”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Vehicle Trade-In Appraisal Form 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 Vehicle Trade-In Appraisal Form 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.

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