TrexNext
All guides

Bookings and quotations

What information a quotation form should collect

Collect enough to prepare the next decision, not every detail the project may ever need.

Why it matters

A useful request identifies the service, scope variables, location or delivery context, timing and the best way to clarify uncertainty. The form should reduce a follow-up round without becoming an interrogation.

Common mistakes

  • One long free-text box for every type of request
  • Forcing an exact budget before explaining scope
  • Collecting documents before explaining why they are needed

What you can do now

  • Branch questions by service or request type
  • Explain optional and required information
  • Show a review summary before submission

Key takeaway

The form should prepare a good conversation, not pretend to replace judgement.

Apply it to your business.

You don't need every answer before you talk to us. Tell us your situation and we'll help you decide the first step.

EstimateStart a project