About this template
Gathering comprehensive property details from clients is essential for accurate quotes, but chasing down information manually slows down deals. This Property Quote Google Form template streamlines the entire intake process by collecting critical data upfront, from applicant details and property specifications to construction types, roof history, and safety features.
Designed for real estate professionals, insurance brokers, and property managers, this form eliminates endless back-and-forth emails. Clients can easily submit their property address, home features, ownership status, and prior claim history in a structured, mobile-friendly format. With all the necessary data organized directly in Google Sheets, you can instantly review risk factors, estimate costs, and prepare precise quotes without delay.
Doc2Form makes it effortless to deploy and customize this template to match your brand. Whether you are quoting home insurance policies or evaluating investment returns, this form ensures you capture every required detail on the very first try, helping you close deals faster and deliver exceptional client service.
Key features
- Collect detailed property and construction specifications in one step.
- Capture applicant and co-applicant information accurately.
- Streamline insurance and real estate investment assessments.
- Organize submissions automatically in Google Sheets for instant review.
- Fully customizable questions to match your exact quoting criteria.
Use cases
Real estate agents estimating investment costs and returns for prospe…
Real estate agents estimating investment costs and returns for prospective buyers.
Insurance brokers collecting property risk data to generate accurate …
Insurance brokers collecting property risk data to generate accurate homeowners insurance quotes.
Property managers onboarding new clients and evaluating home features…
Property managers onboarding new clients and evaluating home features prior to leasing.
What this form collects
- Applicant Full Name (Short answer)Enter your first and last name as it appears on official documents.
- Applicant Date of Birth (Date)Select your date of birth.
- Phone Number (Short answer)Enter the best phone number to reach you during business hours.
- Email Address (Short answer)Enter your primary email address for quote delivery.
- Co-Applicant Status (Multiple choice)Will there be a co-applicant on this property quote?
- Co-Applicant Full Name (Short answer)Enter the full name of the co-applicant, if applicable.
- Co-Applicant Date of Birth (Date)Select the co-applicant's date of birth.
- Property Address (Paragraph)Enter the full street address, city, state, and ZIP code of the property being quoted.
- Mailing Address (Paragraph)Enter your current mailing address if different from the property address.
- Property Use Purpose (Dropdown)Select how the property will primarily be used.
- Home Type (Dropdown)Select the architectural style or structure type of the home.
- Roof Installation or Update Year (Short answer)Enter the 4-digit year the roof was installed or last fully replaced.
- Roof Type (Dropdown)Select the primary roofing material.
- HVAC Installation or Update Year (Short answer)Enter the estimated year the heating, ventilation, and air conditioning system was updated.
- Plumbing Installation or Update Year (Short answer)Enter the estimated year the plumbing system was updated.
- Electrical Installation or Update Year (Short answer)Enter the estimated year the electrical panel and wiring were updated.
- Pool Status (Multiple choice)Is there a swimming pool on the property?
- Pool Enclosure Status (Multiple choice)If there is a pool, is it screened or is the yard fully fenced?
- Home Alarm Status (Multiple choice)Is the property equipped with a security or fire alarm system?
- Prior Claim Damage Status (Past 5 Years) (Multiple choice)Have you filed any property insurance claims in the last 5 years?
- Loss Details (Paragraph)If you answered yes to prior claims, please provide the location, date, and payout amount for each loss.
- Customer Signature & Acknowledgment (Short answer)Please type your full legal name to certify that the information provided above is accurate to the best of your knowledge.
FAQ
How do I share this property quote form with my clients?
Once you convert and customize the template using Doc2Form, you can easily share it via a direct link, embed it on your website, or email it directly to prospective buyers and policyholders.
Can I add or remove specific property questions?
Yes! Since the form is built directly in Google Forms, you have full control to add custom questions, adjust dropdown options, or remove fields that do not apply to your specific quoting process.
Where are the submitted property quotes stored?
All client responses are automatically saved in a connected Google Sheets spreadsheet, giving you an organized, searchable database of every quote request.
Is this property quote template free to use?
Yes, this template is completely free to use and customize for your real estate or insurance business.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.