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Logistics Inquiry Form

A free Logistics Inquiry Form template for freight quotes, shipping requests, and supply chain RFQs. Capture origin, destination, cargo type, weight, dimensions, and timing in one structured intake, then route the lead to the right desk. Customize every field, add conditional follow-ups, and embed on your site in minutes.

Logistics And Supply Chain Forms

About this template

Freight brokers, 3PLs, and shipping desks lose deals in the inbox. A loose email asking for "a quote" misses the weight, the pickup window, the cargo class, the destination port. The dispatcher chases. The lead cools.

This template fixes the intake. One structured form, every field a quoting team actually needs, routed straight to the right rep.

Use the Formester Form Builder to tune fields to your service mix, full truckload, LTL, ocean, air, last-mile, or warehousing. Turn on Conditional Logic so a "refrigerated" cargo answer surfaces temperature range, and an "international" pickup answer surfaces customs documentation.

Attach File Upload Forms for bills of lading, commercial invoices, or packing lists. Confirm receipt with Autoresponder Email so the requester sees a quote ETA inside 60 seconds. Push every submission to your CRM with webhooks.

Embed on your quote page with Embed Forms, or share a QR Code on dispatch paperwork. Spam protection keeps the inbox clean.

How to customize this form

The template is a starting point. Here is the exact path from clone to launch, including the swaps most logistics teams make on day one.

Clone the template

Click "Use Template" to clone the form into your Formester account.

Rename fields to your service catalog

Open the builder and rename fields to match your service catalog.

Add conditional rules

Add conditional rules, for example, show "Hazmat class" only when cargo type is "Hazardous."

Connect your CRM

Connect a webhook or native integration to your CRM, Salesforce, HubSpot, Pipedrive, or a custom endpoint, with Formester integrations.

Embed, share, or print a QR code

Embed on your site, share a direct link, or generate a QR code for dispatch paperwork.

Need a starting point for a different intake shape? The AI Form Generator drafts a logistics intake from a one-line prompt.

When to use this template

Six common scenarios where this template fits without modification. If your use case is close but not exact, the Customize section below covers the swaps.

Freight quote requests

FTL, LTL, ocean, or air shipments where the quoting team needs lane, weight, and timing in one capture.

Last-mile and courier inquiries

Ecommerce brands routing delivery requests to a courier or in-house fleet without inbox ping-pong.

Supply chain RFQs

Procurement teams collecting structured bids from carriers, forwarders, and 3PL partners.

Warehousing and 3PL inquiries

Storage, pick-and-pack, and fulfillment service requests with volume, SKU, and timing details.

Customs brokerage requests

Cross-border shipping intake that captures HS codes, commercial invoices, and country pairs upfront.

Reverse logistics and returns

Returns coordination, RMA pickup scheduling, and refurbishment intake for retail and B2B operations.

Fields included

Every field in the template, what it captures, and the type that ships by default. Add, remove, or reorder in the builder, no code.

  • Full name and company Short text

    Identifies the requester and the business behind the inquiry for routing and CRM lookup.

  • Business email and phone Email, Phone

    Primary contact channels for the quote reply and any follow-up clarifications.

  • Pickup location, city, postal code, country Address

    Origin details the dispatcher needs to price the lane and assign the right carrier.

  • Delivery location, city, postal code, country Address

    Destination details for lane pricing, customs check, and last-mile planning.

  • Cargo type, general, fragile, hazardous, refrigerated, oversized Dropdown

    Drives downstream conditional questions for hazmat class, temperature range, or dimension fields.

  • Weight and dimensions Number

    Core inputs for cubing, freight class, and equipment selection.

  • Number of pallets or units Number

    Capacity planning input so the quoting team picks the right trailer or container.

  • Preferred pickup date and delivery window Date

    Timing constraints that shape mode selection and quote validity.

  • Urgency, standard, expedited, same-day Dropdown

    Sets the priority tier for the desk and surfaces premium service options.

  • Mode of transport, road, rail, ocean, air, multimodal Dropdown

    Routes the inquiry to the right service line and pricing engine.

  • File upload for spec sheets, BOL, or commercial invoice File upload

    Attach a bill of lading, packing list, or product spec at the time of inquiry. Accepts PDFs, images, spreadsheets.

  • Additional notes Long text

    Free-text catch-all for special handling, insurance, or carrier preferences.

Every field is editable. Add, remove, or reorder in the builder, no code.

FAQ

Questions freight brokers, 3PLs, and in-house logistics teams ask before they ship this intake form to live.

What is a logistics inquiry form?
A logistics inquiry form is a structured intake that captures everything a freight, shipping, or 3PL team needs to quote a job: origin, destination, cargo type, weight, dimensions, timing, and special handling. Replacing email back-and-forth with a single submission cuts response time and reduces missing-info follow-ups.
Who should use this template?
Freight brokers, 3PL providers, trucking and courier companies, ocean and air freight forwarders, warehousing operators, customs brokers, and in-house logistics teams at manufacturers, distributors, and ecommerce brands. Anyone who quotes shipments or services for a living.
Can I customize the form to my service mix?
Yes. Add or remove fields, change dropdown options, and apply brand colors and logo in the no-code builder. Conditional logic lets the form adapt to each submitter, an oversized-cargo answer surfaces dimension fields, an international-pickup answer surfaces customs questions.
Can submitters upload documents like a BOL or invoice?
Yes. The file upload field accepts PDFs, images, and spreadsheets so submitters can attach a bill of lading, commercial invoice, packing list, or product spec sheet at the time of inquiry. File size and accepted types are configurable per field.
Can leads route automatically to the right rep or CRM?
Yes. Use email routing rules to send submissions to the right desk based on cargo type, lane, or service line. Webhooks and native integrations push every submission into Salesforce, HubSpot, Pipedrive, or any CRM with an API.
Is the form mobile-friendly for drivers and field staff?
Yes. Every Formester form renders responsively on phones and tablets. Share a direct link, embed on your site, or print a QR code on dispatch paperwork so drivers can submit pickup or delivery confirmations from the cab.