Moving Company Quote Form Template
This moving company quote form captures both addresses, the inventory scope, and the dates, so your quote is grounded in real details instead of a guessing-game phone call. Every request lands on your board, ready for the estimate, the contract, and the deposit.
Free plan, no credit card required. Built for HVAC companies, plumbers, electricians, landscapers, painters, and contractors.
Prefer a page-layout document to send or print? See the document template version
forms.docotto.com/f/your-business
LiveContact Information
Full Name
Email Address
Phone Number
Move Type
Preview of this template's first step. Every question is editable in the builder.
What this template collects
4 steps, 17 fields. Customers only see the questions that fit their answers, and every field is editable in the builder.
Step 1: Contact Information
- Full Name (required)
- Email Address (required)
- Phone Number (required)
- Move Type (required)
Step 2: Move Details
- Moving From (required)
- Moving To (required)
- Preferred Move Date (required)
- Move Size (required)
Step 3: Services Needed
- Additional Services
- Stairs, Elevators, or Access Notes
- Consent (required)
Step 4: Inventory and access
- Stairs at either address?
- Piano, safe, or oversized items
- Describe the special items
- I need packing help
- Rooms to pack
- I may need short-term storage
Built with home services details in mind
The starter fields are editable, but these examples show the industry logic, pricing, and follow-up this workflow can support.
Common fields to add
- Move type
- Origin ZIP
- Destination ZIP
- Home size
- Stairs or elevator
- Packing help
- Move date
- Inventory notes
- Special items
- Storage need
- Access restrictions
Conditional logic examples
- If long-distance is selected, show destination details and delivery window fields.
- If stairs are selected, show floor count and elevator availability fields.
- If special items are selected, show piano, safe, antique, or oversized item fields.
- If packing help is selected, show room count and supplies fields.
Calculation examples
- Base quote range
- Distance or travel fee
- Packing add-on
- Stairs or heavy-item surcharge
What happens after submit
A basic form builder stops here. DocOtto keeps going: every submission becomes a deal you can track from intake to signed and paid.
Lands on your board
The submission becomes a card on your pipeline the moment it arrives. Assign it, note it, and move it forward.
Customer gets a status page
Every submission gets a Living Link with your branding, so customers always know what happens next.
Contract goes out pre-filled
Create the agreement from your template, filled in with their answers, and send it for e-signature.
Deposit collected via Stripe
Request a deposit or full payment. When it lands, the card on your board moves forward on its own.
Suggested pipeline for this template
Use these stages as a starting point, then rename or reorder them to match how your team works.
- 1Quote requested
- 2Inventory review
- 3Estimate sent
- 4Booking agreement
- 5Deposit paid
- 6Crew scheduled
- 7Move complete
Contract and payment triggers
- Send booking agreement after quote approval.
- Collect deposit to reserve the moving date and crew.
Customer status examples
Example workflow
two-bedroom long-distance move
A customer selects a long-distance move, and the form reveals destination and delivery window questions plus the piano flag under special items. The quote range covers distance, stairs, and packing help. The request lands in Inventory Review, the estimate goes out, and the booking agreement follows. The deposit reserves the date, and the customer tracks the move on their Living Link from estimate sent to crew scheduled.
Why use DocOtto instead of a basic form builder?
Form builders collect responses and stop. DocOtto runs the whole middle: the pipeline that tracks every deal, the contract that fills itself in, the Stripe deposit that follows the signature, and the Living Link that keeps your customer in the loop. From intake to signed and paid, in one place.
Run a home service business? See how the whole workflow fits together.
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View templateFrequently asked questions
- Is the moving company quote form template free to use?
- Yes. Start on the free plan with no credit card, pick this template, and launch it in minutes. Upgrade only when you outgrow the free limits.
- Can I customize the questions?
- Yes. Every field, step, color, and logo is editable in the drag-and-drop builder. Add questions, remove them, or change the math, no code needed.
- What happens after someone submits?
- The submission lands on your pipeline board, the customer gets a Living Link status page, and from there the contract can go out pre-filled for e-signature and the deposit can be collected through Stripe.
- Can this form collect payments and signatures?
- Yes. Connect Stripe to collect deposits or full payments, and add e-signatures through an ESIGN-compliant process to the same workflow.
- How do customers find the form?
- Share it as a link, embed it on your website, print a QR code, post it on social media, or email it straight to your customer list.
- Can this moving quote form handle local and long-distance moves?
- Yes. Conditional logic can show different origin, destination, delivery window, inventory, and travel questions based on move type.
- Can a moving company collect a booking deposit?
- Yes. Send the booking agreement and collect a Stripe deposit to reserve the date and crew.
Launch your moving company quote in minutes
Pick this template, add your logo and pricing, and share the link. Every submission lands on your board, ready for the contract and the deposit.
Build your first workflow free. No credit card required.