This is a simple enquiry record which can be used to capture relevant enquiry details, including services/product enquiries, timescales, additional requirements, preferred contact methods and if quotations are required.

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on customer enquiries and quality management:

• Quality Management Systems
• Purchasing and Supplier Management
• What is a Management System?

Logo Update Service

Download this form template with your company name and logo already added!
Document Preparation is included with the alphaZ subscription.

How to Download

This file is included in the alphaZ subscription. This form is also included in the ISO 9001 Toolkit and every alphaZ ISO toolkit that covers quality and management systems, so the toolkit route gives you this file plus everything else you need in one download.

Need Help Implementing?

If you'd like hands-on help setting up your enquiry handling, or your wider quality management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Enquiry Record Form Template

An enquiry record form for capturing a customer enquiry. It records the customer contact details, the quantities and description of what is wanted, the requirements and timescale, and the quote requirements, then records when it was passed for quotation and the quote issued.

A quality management system aligned with ISO 9001 expects customer requirements to be captured and reviewed before they are committed to. This form gives you a consistent way to record an enquiry and move it through to quotation.

Built for Customer Requirements and ISO 9001

The form captures what handling an enquiry needs:

• The customer and their contact details
• The quantities and description of what is required
• The timescale, additional requirements and preferred contact method
• The quote requirements and a record of the quotation issued

What's Included in this Enquiry Record Form

The form is set out so an enquiry can be captured and passed for quotation in one place:

• Enquiry header - completed by and date
• Customer details - customer name, address, representative, contact number and email
• Requirements - the quantities and description required, timescale or date required, additional requirements, preferred contact method and any other comments
• Quotation - the quote requirements, the date passed for quote, who issued the quote and the date issued
• V2 - includes more space for adding enquiry details 

Who Needs an Enquiry Record Form?

Any organisation that takes customer enquiries and needs to capture them consistently before quoting - manufacturers, trades, service providers, suppliers. It suits smaller businesses handling enquiries without a dedicated sales system, and anyone maintaining a quality management system aligned with ISO 9001.

Pairs with your quotation and order documents

An enquiry is the first step in the sales process, so it works alongside the quotation, order and job documents in the ISO 9001 Toolkit, which carry an enquiry through to a confirmed order and delivery.