How do I create a request form?

Start from one of the 14 templates or a blank form, then add the fields you need using text, multiple choice, dropdowns, dates, or file upload. Mark the essentials as required so nothing submits incomplete, and add conditional logic to hide irrelevant fields. Set routing so each submission reaches the right reviewer, then publish by link, email, or embed. Keeping the form short matters: at 1 to 10 questions, completion sits at 99.0%.

What should a client intake form include?

A client intake form should gather everything you need to start without a follow-up: contact details, a description of the project or need, deadlines, budget range, and file attachments for briefs or references. The client intake form template ships with these fields and is the most-used in this category. Use required fields to enforce the must-haves, and conditional logic to surface follow-up questions only when an earlier answer calls for them.

How do I automate request form notifications?

Configure routing in the form settings before you publish. Each submission then goes to the right team member, a shared inbox, or a connected project-management tool automatically, and you can send the submitter an automated confirmation too. Most teams skip this and route by hand, which adds delay. Setting routing at publish time keeps requests moving without you sitting in the middle of every one.

How many questions should a request form have?

Use as few as the work requires. Forms with 1 to 10 questions complete at 99.0%, and the average request form here runs 8.1 questions. Every field beyond what you need to act adds friction. Start with the template fields, then cut any field you would not block work over if it came in blank. Whatever is left becomes your required set.

What is the difference between a request form and a work order?

A request form collects the information needed to initiate something: a project, a service, an approval. A work order typically authorizes and records the work after a decision is made. Many teams use a request form for intake, then generate the work order or ticket through an integration. SurveyMonkey Forms connects to third-party tools, so submitted details route into whatever system manages the downstream work.

Request Form Templates (14 Forms)

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Request form templates

Streamline inquiries with our request form templates. Whether it’s service requests or employee and product queries, our templates are made for your needs.

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Request form templates

Adoption Application Form Template

Easily collect applications and screen prospective adoptive parents using our adoption application form template. Get started today!

Sponsorship Form Template

Manage sponsors effectively and attract new opportunities with our expert-crafted Sponsorship Form Template. Simplify your process today!

Client Intake Form Template

Streamline onboarding with the Client Intake Form Template from SurveyMonkey. Gather essential information efficiently and improve your client experience today!

Suggestion Box Form Template

Foster innovation with the Suggestion Box Form Template powered by SurveyMonkey. Collect anonymous feedback to improve processes and ideas.

Online Complaint Form Template

Address customer concerns effectively with the Online Complaint Form Template powered by SurveyMonkey. Gather and resolve feedback quickly and professionally.

Change Request Order Form Template

Keep everyone on the same page on contract or project changes with an easy-to-use change order form. Get started with our pre-built template!

Request Form Template

Streamline issue resolution with the Support Request Form Template from SurveyMonkey. Collect and manage support requests efficiently to improve service quality.

Employee Complaint Form Template

Address workplace concerns effectively with the Employee Complaint Form from SurveyMonkey. Provide a safe, confidential space for employees to share feedback and report issues.

Time Off Request Form Template

Simplify leave management with the Time Off Request Form Template powered by SurveyMonkey. Collect and track employee requests efficiently.

Daycare Tour Form Template

Simplify scheduling with the Daycare Tour Inquiry Form Template from SurveyMonkey. Capture parent interest and streamline the tour booking process with ease!

Employee Swag Request Form Template

Simplify the process of distributing company swag with our Employee Swag Request Form Template. Get started to manage your corporate swag more efficiently.

Referral Form Template

Streamline referrals with the Referral Form Template from SurveyMonkey. Easily collect and manage recommendations for your business or services.

Medical History Form Template

Collect accurate and detailed medical history with our expert crafted Medical History Form Template.

Pet Adoption Form Template

Streamline the pet adoption process with our fully customizable pet adoption form template. Get started now!

Request form templates at a glance

Stat	Figure
Total request form templates	14
Most-used template	Client intake form
Short form completion rate (1-10 questions)	99.0%
Medium form completion rate (11-20 questions)	95.7%
Long form completion rate (21+ questions)	80.1%
Overall completion rate	96.6%
Average question count	8.1

What are request forms?

Short request forms on this platform complete at 99.0%; once they pass 21 questions, that figure falls to 80.1%. The length of the ask, not the topic, decides whether the work starts. A request form collects the information you need from a person or team in one structured intake, so the work can move forward without a chain of follow-up emails. These 14 templates cover the most common asks: client onboarding, time-off requests, change requests, support tickets, and more.

The SurveyMonkey Forms product handles the mechanics that make intake reliable: typed fields, conditional logic, required fields, file upload, routing and notifications, approvals, integrations, branding, and embedding. Conditional logic shows or hides fields based on earlier answers, so a submitter only sees what applies to them. Required fields block submission until the essentials are filled in, which closes the most common failure mode, an incomplete intake that bounces back to your inbox.

At 8.1 questions on average, most forms in this category sit comfortably in the short band that completes at 99.0%. Routing then sends each finished submission to the right person automatically, so a request does not stall in a shared inbox.

How to create a request form

Start from one of the 14 templates on this page, or open the client intake form template for the most common setup.
Add the fields you need, choosing from text, multiple choice, dropdowns, date pickers, rating scales, and file upload for supporting documents.
Mark required fields for any information you cannot start work without, so nothing submits half-finished.
Add conditional logic to reveal follow-up fields only when an earlier answer makes them relevant.
Set up routing and notifications so each submission reaches the right reviewer or team the moment it lands.
Publish by web link, email, or embed on your site or portal, then review submissions in one dashboard.

When to use request forms

Client onboarding and intake: Collect background, goals, and project details before the first call, so you arrive prepared instead of starting cold.
HR and employee requests: Give employees one consistent way to file time off, complaints, or swag orders, with each type routed to the right reviewer.
IT and operations: Capture what you need to act on a change request, support ticket, or maintenance request without an email back-and-forth.
Healthcare and services: Gather medical history, referral details, or patient intake before the appointment so clinical staff can prepare.
Community and programs: Manage adoption applications, sponsorship inquiries, and daycare tour requests through a single form that routes to the right coordinator.
Internal approvals: Route a request through a review workflow so the right person signs off before anything proceeds.

Who uses request forms

Operations managers and administrators: They own the intake workflows that keep teams moving, and a structured form replaces ad-hoc email threads with one routable collection point.
HR managers: They handle employee-facing requests at volume, and notification routing sends each type to the right person without manual sorting.
Client-services teams: They need complete intake before work begins, which is why the client intake form is the most-used template in this category.
Healthcare administrators: They collect medical history and referral details ahead of appointments, with required fields preventing a submission that is missing what a clinician needs.
Small teams: They want a working form in minutes, and a tested template beats designing fields and logic from zero.

Tips for creating a request form

Keep it to 10 questions or fewer: Short forms complete at 99.0% versus 80.1% past 21 questions, so include only the fields you cannot start work without.
Enforce required fields: Set the fields you always need as required so incomplete submissions never reach you, and leave the nice-to-haves optional.
Use conditional logic to trim the form: Show a follow-up field only when an earlier answer makes it relevant, which shortens the perceived form and cuts drop-off.
Set routing before you publish: Decide who receives each submission upfront so requests move forward automatically, instead of routing them by hand after the fact.

Frequently asked questions about request forms

How do I create a request form?
Start from one of the 14 templates or a blank form, then add the fields you need using text, multiple choice, dropdowns, dates, or file upload. Mark the essentials as required so nothing submits incomplete, and add conditional logic to hide irrelevant fields. Set routing so each submission reaches the right reviewer, then publish by link, email, or embed. Keeping the form short matters: at 1 to 10 questions, completion sits at 99.0%.
What should a client intake form include?
A client intake form should gather everything you need to start without a follow-up: contact details, a description of the project or need, deadlines, budget range, and file attachments for briefs or references. The client intake form template ships with these fields and is the most-used in this category. Use required fields to enforce the must-haves, and conditional logic to surface follow-up questions only when an earlier answer calls for them.
How do I automate request form notifications?
Configure routing in the form settings before you publish. Each submission then goes to the right team member, a shared inbox, or a connected project-management tool automatically, and you can send the submitter an automated confirmation too. Most teams skip this and route by hand, which adds delay. Setting routing at publish time keeps requests moving without you sitting in the middle of every one.
How many questions should a request form have?
What is the difference between a request form and a work order?
A request form collects the information needed to initiate something: a project, a service, an approval. A work order typically authorizes and records the work after a decision is made. Many teams use a request form for intake, then generate the work order or ticket through an integration. SurveyMonkey Forms connects to third-party tools, so submitted details route into whatever system manages the downstream work.

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Order forms · Contact forms · Application forms · Consent forms · Donation and payment forms · Forms