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Templates / Form

Free Architect Questionnaire Template

An architect questionnaire covers the site basics, the project goal and users, planning status, existing information, and any drawings or photos to upload.

Architect Questionnaire template preview

Language:

en

Category:

Last updated:

October 2026

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Planning and pricing can go sideways when the brief lives in emails and a key detail shows up late, so the first step needs one place to pin down the facts. The Architect Questionnaire gathers the information an architect needs before drawing starts, so the design package doesn’t look right on paper and then collide with planning or a builder’s quote. The form sits on an enamel blue and yellow layout under Raleway headings and Roboto body text, so the questions read like a work document, not a brochure.

The opening block explains what the form is collecting and what happens after it’s submitted, then Project details frames the practical context before the questions get specific. The client fills in the site address, the main goal, and who’s using the finished space, then flags any planning, conservation, or listing status that could change what’s possible. The last questions ask what records already exist and include Upload any existing drawings or photos, so the work can start with the right reference material instead of guesswork.

  • Architect Questionnaire The intro text says what the form collects and notes that answers get reviewed for missing information before work starts.
  • Contact details The form collects a name and email address, with an optional date needed for planning or tender.
  • Project details The questions capture the site address, the project’s main goal, and who will use the completed space.
  • Planning status The client selects any known planning, conservation area, or listed status, including previous refusal or permission already granted.
  • Existing info + uploads The form records what drawings or surveys exist and accepts a file upload for existing drawings or photos.

Once the form is in Plutio, you share a link, responses land back in your workspace, and any uploaded files stay attached to the submission so nothing gets lost in a thread.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

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Yazan & MawahebAgency Owners

What to include in an architect questionnaire

PartWhat it covers

Architect Questionnaire

A short opener explains what the form collects and what happens after submission, so clients know what the answers will be used for.

Your name

A required name field identifies who the submission belongs to.

Email address

A required email address gives you a reliable way to follow up on gaps or clarify details.

Date required for planning or tender

An optional date records any deadline you need to plan around for planning or tender.

Project details

A short prompt frames this section as the practical facts you need before starting the design.

Project address (site or property address)

A required address field pins down the exact site or property the work relates to.

What is the main goal for this project?

A required long-answer question captures the brief in the client’s own words.

Who will use the completed space?

An optional multiple-choice question records who the space is for, with an “Other” option when none fit.

Known planning, conservation or listing status

A required select question flags constraints like conservation areas, listed status, previous refusal, or existing permission, including “Not sure”.

What existing information can you provide?

A required multiple-choice question records what reference material exists, from a measured survey to no records at all.

Upload any existing drawings or photos

An optional file upload collects any existing drawings or photos and keeps them attached to the submission.

Who it is for

Architects and architectural technologists in residential architecture, commercial architecture, or heritage & restoration work who need a consistent intake before planning, pricing, and design begin.

The form in full

Architect Questionnaire

This form collects the facts we need to prepare your architectural design package. After you send it we will review answers and confirm any missing information before we start.

  1. Your name (required)
  2. Email address (required)
  3. Date required for planning or tender

Project details

Tell us the practical facts we need to start your design.

  1. Project address (site or property address) (required)
  2. What is the main goal for this project? (required)
  3. Who will use the completed space?
    • Homeowner(s)
    • Small business / shop
    • Landlord or letting agent
    • Property developer
    • Other
  4. Known planning, conservation or listing status (required)
    • Unlisted, outside a conservation area
    • In a conservation area
    • Statutorily listed building
    • Previous planning refusal on site
    • Planning permission already granted
    • Not sure / do not know
  5. What existing information can you provide? (required)
    • Measured survey (DWG/PDF)
    • Existing architect or builder drawings
    • Photographs and notes only
    • No drawings or records available
  6. Upload any existing drawings or photos

Questions about this form template

What should an architect ask a client before starting design work?

An architect questionnaire usually asks for the project address, the main goal, who will use the space, and any planning constraints. This form also asks what existing information is available and lets the client upload drawings or photos.

What information do you need to check planning constraints early?

Planning, conservation area, and listing status change what’s allowed and what approvals may be needed. The form includes a required question that covers unlisted sites, conservation areas, listed buildings, previous refusal, permission already granted, and “Not sure”.

What should I send an architect so they can price the job properly?

Pricing tends to depend on what you’re trying to achieve and what information already exists about the building or site. The form collects the project goal, the address, the available records, and optional supporting files like drawings and photos.

Do I need drawings or a measured survey before speaking to an architect?

A measured survey can help, but it isn’t always available at the start. The form lets a client select anything from a measured survey to photos and notes only, or no records available, so the architect can see what they’re starting from.

Can a questionnaire handle listed buildings and conservation areas?

A questionnaire can flag that the project sits in a conservation area or involves a listed building, which affects the design approach and approvals. This form captures that status early so the architect can confirm any missing details before work starts.

Can clients upload photos and existing drawings in the same intake form?

Yes, the form includes an optional file upload field for existing drawings or photos. The upload stays attached to the submission alongside the written answers.

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