Freelance enquiries completion review template
Review freelance enquiries against agreed criteria and actual evidence. Separate completed checks from work requiring follow-up.
When this template is useful
Use this after the recorded freelance enquiries work, or at an agreed review point. Compare the result with the written criteria and keep evidence of any outstanding exception.
How to complete this record
- Check enquiry message against the stated service / enquiry date. Freelancer obtains the file-delivery requirement and updates scope and price before confirming the offer. Keep the confirmation reference and the actual completion date together.
- Record evidence by file, booking or decision reference so another person can find it. Keep pending work open until its required check has been completed.
Completion checks
- Deliverable and deadline are clear before quoting
- Excluded work and unanswered questions are recorded
What to fill in
Begin with the identifying details below. The examples show the level of detail to include; replace them with information that applies to your own task.
| Field | Example entry · fictional |
|---|---|
| Record period | November 2026 |
| Responsible person | Alex Morgan |
| Service / enquiry date | Booklet layout / enquiry 05 Nov |
| Requested deliverable / deadline | Six-page PDF / due 30 Nov |
| Supporting record / revision | ENQ-014 / working copy 18 Nov 2026 |
| Dependency review / owner | 19 Nov 2026 / Jamie Lee |
Check 1
Compare the result with the stated criterion. Keep exceptions visible until the follow-up has been verified.
Check 2
Compare the result with the stated criterion. Keep exceptions visible until the follow-up has been verified.
See a worked example
The entries below are fictional. They show the detail needed for this task, including confirmed decisions or clearly named follow-up. Keep the example separate when sharing your own completed record.
Check 1
Acceptance criterion
Deliverable and deadline are clear before quoting
Observed result / evidence
Enquiry dated 05 Nov specifies a six-page booklet due on 30 Nov. Source: Enquiry message. Record: ENQ-014
Decision
Met
Follow-up / owner / due
Retain the dated check in ENQ-014 / Alex Morgan / 19 Nov 2026
Check 2
Acceptance criterion
Excluded work and unanswered questions are recorded
Observed result / evidence
Client confirmation of editable source delivery remains unconfirmed. Do not treat this criterion as fully verified. Record: ENQ-014
Decision
Follow-up needed
Follow-up / owner / due
Freelancer obtains the file-delivery requirement and updates scope and price before confirming the offer / Jamie Lee / 19 Nov 2026
Need help with the files? Read the download, editing and printing guide. How we prepare and maintain templates.
Choose the right download
| Format | Best for | Before sharing |
|---|---|---|
| Typing into blank fields with a compatible PDF reader, or printing on US Letter and writing by hand. PDF totals are entered manually. | Print your completed blank pages; leave out the example. | |
| Excel XLSX | Typing into a spreadsheet. Two sheets are included: Form for your entries and Example for a fictional worked copy. Amber cells are editable; formula cells are separate. | Check the print preview and any supplied formula ranges before sharing. |
| Editable HTML | Typing into the downloaded file in a modern browser; no account required. | Use Save edited copy before closing. Print / Save PDF uses your browser's print dialog. |
HTML entries are not uploaded to this site. Save the edited file somewhere you can find it, because closing or refreshing before saving can lose changes. PDF blank pages have fillable text fields; totals are entered manually. Save a local copy in your PDF reader after editing. Quotation, purchase request, inventory, monthly budget and expense HTML editions calculate from your inputs.
Spreadsheet calculations
This spreadsheet is an editable record without built-in calculation formulas.
Where supplied, formula cells are marked separately from input cells. If you add rows or change the structure, check that the formulas still cover the records you intend to include.
Questions before you start
What should I double-check for this task?
Deliverable and deadline are clear before quoting. Excluded work and unanswered questions are recorded.
What if I need more space for freelance enquiries completion review?
Print another blank copy or use Add row in the HTML edition. The Excel edition has preallocated rows; check formula ranges and print areas after inserting additional rows. Quotation PDF includes an extra item page. Add the main document reference so additional records remain connected.
Should I include the filled example when sharing?
No. Share only your completed pages and any additional records you actually used. Keep the fictional example and guidance for your own reference.
Is this an official or jurisdiction-specific form?
This is a general-purpose organizer. If an employer, authority or receiving organization specifies a form, use its current requirements. This download does not establish legal, tax or professional compliance.