Sales Inquiry Form Template
Efficiently capture and route sales inquiries to accelerate the sales process and improve lead qualification.
Let Users Fill This Form via Conversation
Unlike traditional form builders, Formbot supports conversational chat mode. Instead of filling rigid fields, users can chat naturally with your form — just like texting a friend. Our AI understands natural language and fills in the fields automatically.
Natural Language
AI parses responses
Higher Completion
Feels like texting
No Rigid Fields
Flexible responses
What is a Sales Inquiry Form?
A sales inquiry form is a lead generation tool designed specifically for B2B companies and high-touch sales organizations. It gathers detailed information about prospects' needs, timeline, and budget to help sales reps prioritize and personalize outreach.
Unlike generic contact forms, sales inquiry forms qualify leads by collecting information about decision-makers, current solutions, pain points, and budget. This allows your sales team to distinguish genuine prospects from tire-kickers and focus on high-probability deals.
Sales inquiry forms also enable efficient routing - sending inquiries to the right sales rep based on industry, geography, or product interest. This improves sales team efficiency and reduces response times.
Key Features
Lead Qualification
Collect budget, timeline, and decision-maker info to prioritize sales follow-up
Pain Point Assessment
Understand specific challenges to enable consultative selling
Current Solution Understanding
Know what prospects currently use to position your solution effectively
Intelligent Routing
Route by industry, product interest, or geography to right sales rep
Relationship Tracking
Document multiple stakeholders and their roles
CRM Integration
Automatically create leads in your CRM system (Pro)
Why Use This Template?
Higher Close Rates
Pre-qualified leads with clear pain points and budget convert 3-5x better
Faster Sales Cycles
Skip discovery questions - you already have the context you need
Better Sales Productivity
Sales reps spend time on qualified prospects, not sorting tire-kickers
Improved Lead Assignment
Right rep to right prospect based on expertise and territory
What's Included in This Template
Company Name
textLegal entity identification for CRM tracking
Industry
selectDetermines fit and enables industry-specific sales messaging
Number of Employees
selectIndicates company size and potential contract value
Decision-Maker Name
textIdentifies primary contact and decision authority
Decision-Maker Title
textHelps position value proposition appropriately
Current Solutions
textareaUnderstand competitive landscape and pain points
Specific Pain Points
textareaReveal challenges to address in sales conversation
Interested In
checkboxSpecific product areas or features of interest
Budget Range
selectQualifies prospect and sets pricing expectations
Timeline
selectIdentifies buying urgency and sales cycle length
Preferred Contact Method
selectRespects prospect communication preference
Perfect For
B2B SaaS
Qualify enterprise prospects and efficiently route to account executives
Consulting Services
Understand client needs and match with appropriate service offerings
Enterprise Software
Manage complex enterprise sales with multi-stakeholder qualification
Professional Services
Route service inquiries to specialists with relevant expertise
Frequently Asked Questions
How should I prioritize sales inquiries?
Use budget range and timeline as primary filters. Prospects with 6-12 month buying timelines and clear budgets are typically highest priority. Route high-fit leads to top sales reps.
What makes a sales inquiry "qualified"?
Typically: identified decision-maker, stated budget, clear timeline (within 12 months), and specific problem to solve. If inquiry missing any of these, it's still worth pursuing but may require more nurturing.
How quickly should sales reps respond?
Within 24 hours during business hours. Faster response (within 1 hour) can significantly increase conversion rates for hot leads. Set response time SLAs and hold reps accountable.
Should I follow up if a rep doesn't respond?
Yes. If lead goes unresponded for 48 hours, reassign to another rep or follow up yourself. Bad lead follow-up is a major cause of missed revenue.
Can I use this form for inbound and outbound leads?
Yes. You can send to prospects you target (outbound) or they can fill it out themselves (inbound). Track source separately to measure channel effectiveness.
Ready to Create Your Sales Inquiry Form?
Generate a professional form in seconds with our AI-powered builder. No coding required.
Free forever • No credit card required • 3-day Pro trial included
