SaaS companies
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Job Title” in particular and adapt it to the detail you need.
Business Inquiry Form Template
Stop receiving vague 'I'm interested' emails. This business inquiry form captures the context you actually need — company name, job title, industry, inquiry type, timeline, and a detailed message — so you can walk into every conversation prepared. It's the professional first step in any B2B relationship.
Free for non-commercial projects, with unlimited forms and responses.
Last updated
About this template
A business inquiry form serves a different purpose than a general contact form. Where a contact form opens a conversation, a business inquiry form qualifies it. By collecting company name, role, industry, inquiry type, and timeline upfront, you arrive at every sales conversation with enough context to make it worthwhile — for both parties.
More about this template
This template is designed around the information a B2B sales or services team actually needs to triage and respond to inbound interest. The company size and timeline dropdowns let you prioritize follow-up: an enterprise company with an immediate timeline gets a different response than a ten-person team just exploring options. The inquiry type radio button routes submissions mentally before you've even picked up the phone.
formformform makes it easy to manage a steady flow of business inquiries. Every submission arrives in your inbox with the full context, and all responses are stored in your dashboard for team review. Embed the form on your pricing page, your services page, or a dedicated 'Talk to us' landing page — wherever B2B prospects land when they're ready to engage.
10 fields to make your own5 required in this starting form
Make it fit your workflow.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
The questions, explained
Fields in this template
Review the starting questions and choices. You can change them in your own copy.
Full Name
Jane Smith
Job Title
Marketing Director
Work Email
jane@company.com
Phone Number
(555) 123-4567
Company Name
Acme Corp
Industry
12 choices
- Technology
- Healthcare
- Finance
- Retail & E-commerce
- Education
- Manufacturing
- Professional Services
- Real Estate
- Media & Entertainment
- Nonprofit
- Government
- Other
Type of Inquiry
4 choices
- Products or services
- Pricing and packages
- Enterprise or custom solution
- General question
Company Size
5 choices
- 1–10 employees
- 11–50 employees
- 51–200 employees
- 201–1,000 employees
- 1,000+ employees
Timeline
5 choices
- Immediately
- Within 1 month
- 1–3 months
- 3–6 months
- Just exploring
Tell Us More
What are you hoping to accomplish? The more context you share, the better we can help.
Where it fits
Who uses this template
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
B2B service providers
Collects facility type, square footage, cleaning frequency, and location from office and facility managers comparing janitorial providers.
Consulting firms
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Type of Inquiry” in particular and adapt it to the detail you need.
Marketing agencies
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Company Size” in particular and adapt it to the detail you need.
Enterprise software vendors
Captures company size, use case, and integration requirements from enterprise prospects evaluating a software platform for company-wide rollout.
Managed service providers
Collects current infrastructure stack, pain points, and headcount from small businesses exploring outsourced IT management.
Wholesale suppliers
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Job Title” in particular and adapt it to the detail you need.
Professional services firms
Ask for the context needed to understand the request before replying. This reduces the back-and-forth needed to establish the basic facts. Review “Industry” in particular and adapt it to the detail you need.
What's included
Contact info, company details, and inquiry type fields
Industry and company size dropdowns for lead qualification
Timeline dropdown to prioritize follow-up
Open message field for project context
Instant email notification on every submission
Embeds on any website or landing page
Unlimited submissions — no per-lead fees
All data exportable from your dashboard
How to create a business inquiry form
- 1
Click 'Use this template' to open it in formformform with all fields pre-built.
- 2
Customize the inquiry type radio options to reflect your actual service categories — 'Implementation', 'Custom development', 'Training', etc.
- 3
Update the industry dropdown to match the verticals you serve, or remove it if you serve all industries.
- 4
Set your notification email so submissions reach your sales or business development team directly.
- 5
Optionally add a 'How did you hear about us?' field to track lead sources.
- 6
Publish and embed — add it to your pricing page, services page, or a dedicated contact page for business inquiries.
Best practices for your business inquiry form
Put company name before job title
your CRM likely keys records to company, so make it prominent and required.
Keep the timeline dropdown
it's the single best signal for prioritizing follow-up without asking for budget directly.
Use work email as the email field
it filters out casual browsers and ensures your team can reach a real business contact.
Set a clear SLA in the intro
'We follow up within one business day' sets expectations and increases form completion.
Route by inquiry type
if your team handles sales, support, and enterprise separately, use the inquiry type field to assign submissions correctly.
Don't ask for budget directly
it creates friction. The timeline and company size fields together give you a strong proxy for deal size.
10 form ideas you can build with this template
SaaS Enterprise Inquiry Form
Captures company size, use case, and integration requirements from enterprise prospects evaluating a software platform for company-wide rollout.
Managed IT Services Inquiry Form
Collects current infrastructure stack, pain points, and headcount from small businesses exploring outsourced IT management.
Digital Marketing Agency Inquiry Form
Gathers current marketing goals, monthly ad budget range, and primary channels from businesses seeking agency partnership.
Commercial Cleaning Services Inquiry Form
Collects facility type, square footage, cleaning frequency, and location from office and facility managers comparing janitorial providers.
Staffing Agency Business Inquiry Form
Captures job category, number of open positions, urgency, and industry from HR teams seeking temporary or permanent placement services.
Corporate Training Inquiry Form
Collects team size, training topic, preferred delivery format, and timeline from L&D managers evaluating external training vendors.
Logistics Provider Inquiry Form
Gathers shipment volume, freight type, origin and destination regions, and timeline from operations managers evaluating shipping partners.
Wholesale Distribution Inquiry Form
Collects product category interest, order volume, distribution territory, and business type from retail buyers seeking wholesale accounts.
Legal Services Business Inquiry Form
Captures matter type, company size, and urgency from in-house legal teams and executives seeking outside counsel.
Custom Software Development Inquiry Form
Collects project type, tech stack preferences, estimated scope, and timeline from product teams seeking development partners.
Frequently asked questions
Is this business inquiry form free?
Yes, completely free. You can customize it, embed it, and receive unlimited B2B inquiries at no cost — no subscription, no per-lead fee.
How do I connect form submissions to my CRM?
You can export all submissions from your formformform dashboard as CSV, or use the webhook feature to push submission data to your CRM in real time.
Can I remove fields I don't need?
Yes. Open the form editor and delete any field. You can also add fields, reorder them, or make optional fields required.
Can I use this form on a landing page?
Yes. Copy the iframe embed code or share link from your dashboard and add it to any landing page, pricing page, or 'Contact Sales' page on your website.
How quickly do I get notified of new inquiries?
Instantly. As soon as someone submits the form, you receive an email with their full details — company, role, inquiry type, timeline, and message.
Can multiple team members receive the notification?
You can set one notification email address in the form settings. To notify multiple people, use a shared team inbox or a distribution list email address.
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