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Delivery Quotation Form Template

Stop quoting deliveries over WhatsApp screenshots — one shareable form that captures every detail your dispatcher needs to price the job.

A delivery quotation form that collects pickup and drop-off addresses, cargo dimensions, weight, timing, and special handling in a single intake. Customers fill it in 2 minutes, dispatchers price it the same hour, and nothing important gets missed in the back-and-forth.

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No signup required
AI customizable
✓ Free forever plan✓ Embed on any website✓ GDPR compliant✓ No code required

Why use a delivery quotation form?

Quoting a delivery over WhatsApp or email almost always ends the same way. The customer sends an address and a vague description. You reply asking for weight. They send the weight, but forget to mention the package is 1.8 meters long. Two days later the driver arrives with a sedan and discovers it should have been a van. A structured delivery quotation form fixes that loop by collecting every detail you need to price the job — addresses, dimensions, weight, timing, access notes — in one pass. Dispatchers stop chasing customers for missing fields, drivers show up with the right vehicle, and the quote you send is the quote you can actually honor. It works for a 2-person courier outfit running 8 jobs a day and for a regional freight operator handling 40. The intake is the same problem at both scales: get the facts once, price it accurately, send the number back fast enough that the customer doesn't book a competitor instead.

What's included in this template

15 fields — customize any field or add new ones with AI.

Short textFull name✱
Short textCompany name
EmailEmail✱
PhonePhone number✱
Long textPickup address✱
Long textDrop-off address✱
DatePreferred pickup date✱
DropdownService type✱
Long textCargo description✱
NumberApproximate weight (kg)✱
Short textDimensions (L x W x H, cm)
NumberNumber of items / packages✱
CheckboxesSpecial handling requirements
File uploadPhotos of the cargo
Long textAdditional notes for the dispatcher

Need different fields?

Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.

Key features of this delivery quotation form template

Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.

1

Address fields that catch the gaps

Separate pickup and drop-off textareas with prompts for floor, access notes and contact-on-site — the details that decide whether a job takes 20 minutes or 2 hours.

2

Weight and dimensions captured upfront

Numeric weight, dimension text and item count fields force the customer to commit to numbers, so you stop pricing blind off a single photo.

3

Photo uploads for awkward cargo

A file field lets customers attach 1–3 photos of the load. Dispatchers see at a glance whether it fits a bike, a hatchback or a van.

4

Service-type dropdown that matches your fleet

Configure options like Same-day, Next-day, Scheduled, or vehicle classes (bike, car, van, truck) so the quote maps directly to capacity you actually have.

5

Special handling checkboxes

Fragile, refrigerated, oversized, stairs-only access, signature on delivery — each as its own checkbox, not buried in a free-text note nobody reads.

6

Mobile-first by default

Customers fill it on a phone while standing next to the cargo. The form re-flows for small screens and photo uploads use the camera directly.

Perfect for

Last-mile courier companies, freight brokers, moving and relocation crews, white-glove furniture delivery operators, restaurant supply distributors, e-commerce fulfillment teams quoting bulk shipments, and independent owner-operators who need a quote form that looks more professional than a WhatsApp thread.

How to use this template

1

Open the template

Click "Use this template free." Flexform loads the form instantly — no account needed to preview.

2

Customize with AI

Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.

3

Connect & publish

Link to Slack or Google Sheets with one click, then embed on your site or share the link.

Ways to use this template

Same-day courier intake

A two-rider courier service in a dense city center uses the form to triage same-day requests. The dispatcher only sees jobs where the customer confirmed weight under 15 kg and pickup before 4 PM, so routing stays clean.

Moving company estimates

A residential moving outfit sends the link to anyone requesting a quote from their site. Photos of the load plus dimensions let them estimate truck size before sending a crew to survey in person.

B2B freight quoting

A regional freight broker uses the form as the first step in every new-client conversation. The structured submission becomes a HubSpot deal with all cargo details already in the notes field — sales reps skip the discovery call.

Restaurant supply rounds

A food-service distributor lets restaurants request unscheduled top-up deliveries through the form. The cargo description and pickup window pre-fill the next morning route sheet automatically.

White-glove furniture delivery

A premium furniture retailer routes high-value delivery quotes through the form so installers see stairs, elevator access and assembly requirements before the truck leaves the warehouse.

Owner-operator side gigs

An independent van owner running weekend deliveries embeds the form on a one-page site. Customers self-serve a quote request, and the operator replies once that evening with a price.

Workflow integrations

Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.

SlackGoogle SheetsHubSpotEmail
⚡

Real-time sync

Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.

🔀

Conditional routing

Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.

🔁

Two-way data flow

Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.

Why choose Flexform?

FlexForm gives you a delivery quotation form that ships in minutes, not the half-day a typical web developer needs. Open the template, change the labels to match your service tiers, and you have a working intake at your own domain or a shareable link. No account needed for customers — they tap the link, fill it in, submit. When you want to adjust something — add a question about pallet count, rename "Service type" to "Vehicle class", or add a field that only appears for international jobs — you describe the change in plain English and the AI editor rewrites the form. New quotes can drop straight into a Slack channel for the dispatcher on shift, append to a Google Sheet your accounts team already uses, or push into HubSpot as a deal. Same intake, three destinations, zero glue code. If you run a customer-facing app, our Kotlin Multiplatform mobile SDK embeds the same form natively in Android and iOS — same fields, same validation, same theme — so your in-app quote flow stays consistent with the web version. And the free forever plan covers the small operator getting started; you only pay when volume justifies it.
One link, share anywhere
Native iOS & Android SDK
Free forever plan

Frequently asked questions

Can I customize the service-type options for my fleet?

Yes — open the dropdown field in the editor and replace the options with whatever you actually offer. Bike, car, van, refrigerated truck — call them what your team calls them. You can also use the AI editor to add a new field that only appears when a specific service type is selected.

How do quotes actually get to my dispatcher?

Each submission can post to a Slack channel, append to a Google Sheet, or create a HubSpot deal — set this up once in the integrations panel. Most courier teams pick Slack so the dispatcher on shift sees the request without opening another tab.

Can customers upload photos of the cargo?

The file upload field accepts photos, PDFs and common image formats up to 25 MB per file. Customers on phones get the camera directly; dispatchers see thumbnails inside the submission view without downloading anything.

Does the form work without a customer account?

No login required — share the link and anyone can submit. This matters for delivery quoting because customers want a price in under 5 minutes, not after creating yet another account.

Can I embed it in our existing courier app?

Yes, two ways. For web you can embed the form in any page with one snippet. For native Android or iOS apps, our Kotlin Multiplatform SDK renders the same form with native components, so the in-app quote flow looks like part of your app, not a webview.

Is there a way to require photos for jobs over a certain weight?

Conditional logic handles that — set the file field to be required only when weight exceeds your threshold (say, 50 kg). The form hides or shows fields as the customer fills them in, so the experience stays clean for small jobs.

How fast can we go live with this template?

Most teams customize and publish in under 20 minutes. Rename a few fields, plug in your Slack workspace or Sheet, paste the link into your website or WhatsApp Business profile, and you are taking quotes that afternoon.

Is the template really free?

The free plan covers the template, unlimited form views, and standard integrations. You only move to a paid plan if you need higher submission volumes, advanced workflow automations, or premium support — there is no time-limited trial.

Related templates

Use this delivery quotation form template free

Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.

No signup required · Free forever plan