Handle requests efficiently with forms

Build request forms that streamline how you receive and process customer requests. Perfect for quotes, support, and services.

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What is a Request form?

A request form is a structured document used to collect and process specific requests from customers, employees, or stakeholders. These forms standardize how requests are submitted and tracked, ensuring nothing falls through the cracks. Request forms are used for everything from quote requests to support tickets to internal approvals.

When to use a Request form

Quote and estimate requests
Service and support requests
Feature or product requests
Time off and leave requests
IT support tickets
Information and documentation requests

Essential Request form fields

Here are the key fields to include in your request form:

  • 1

    Requester name and contact info

  • 2

    Request type or category

  • 3

    Detailed description of request

  • 4

    Priority or urgency level

  • 5

    Preferred timeline

  • 6

    Budget or budget range

  • 7

    Relevant attachments or files

  • 8

    Department or project reference

  • 9

    Approval requirements

  • 10

    Follow-up preferences

Request form best practices

Categorize requests for proper routing
Set clear expectations for response time
Use conditional logic to show relevant fields
Auto-assign requests to appropriate team
Send status updates to requesters
Track request completion and satisfaction
Archive requests for future reference
Analyze request patterns for improvements

Related topics

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