Jewelry Appraisal Form Template
Collect accurate item details and client information before the jewelry appraisal begins, so every assessment starts with a complete record.
When jewelry appraisal clients arrive unprepared, without the right documentation or jewelry item details, appraisers spend the appointment filling information gaps instead of doing the valuation. Missing provenance, an unrecorded hallmark, a misremembered carat weight—any of these can undermine the valuation. Typeform's jewelry appraisal form template gives jewelers and appraisers a consistent way to collect item descriptions, client details, and appraisal purposes before the work begins.
The form captures the client's contact information, item type, metal and gemstone details, estimated age, provenance or purchase history, prior appraisal records, and the purpose of the appraisal (e.g., insurance replacement, estate settlement, resale, donation). Typeform surfaces one question at a time, so clients can describe each piece clearly without skipping over details that affect the valuation. Conditional logic adapts based on the appraisal purpose—an insurance appraisal surfaces different follow-up fields than an estate settlement—keeping the intake accurate for each use case.
Share the form via email before the appointment or embed it on your booking confirmation page. Responses sync to your client management system or Google Sheets via Zapier. A complete intake on file before the appointment means less time gathering basics and more time doing the actual appraisal, so every jewelry appraisal client leaves with a thorough, defensible assessment.
A jewelry appraisal form is a structured intake document that collects item descriptions, client details, and appraisal purposes before a formal valuation takes place. It captures metal type, gemstone details, estimated age, provenance, and any prior appraisal records for each piece. It gives the appraiser everything they need before the appointment starts, so the session is spent evaluating, not gathering information.
Every minute spent collecting basic details during the appointment is time taken away from the valuation. A pre-appointment intake shifts that work to before the visit, so appraisers arrive prepared and appointments run on schedule. It also creates a written record of what the client reported, which is useful if ownership, provenance, or item description disputes arise later. Organized intake protects the appraiser and the client.
Cover every detail that affects an accurate valuation:
- Client's full name, contact details, and mailing address
- Item type (ring, necklace, bracelet, brooch, watch, etc.)
- Metal type and purity (gold, platinum, silver; karat or hallmark)
- Gemstone type, estimated carat weight, and visible quality indicators
- Approximate age or era of the piece
- Known provenance or purchase history
- Purpose of appraisal (insurance replacement, estate, resale, charitable donation)
- Prior appraisal records or gemological certificates (if available)
- Photographs of the item
Yes. The file upload field lets clients attach photographs of each piece before the appointment. Appraisers can see what’s coming in, so they can flag anything that needs a specialist and can prepare accordingly. The file upload field supports JPG and PNG formats up to 10MB, and is available on paid Typeform plans.
Connect the form to Google Sheets or Airtable via Zapier, and every submission creates a new row with the client's name, item details, appraisal purpose, and any uploaded photos. Tag rows by appraisal type to filter insurance clients from estate or resale clients. A single organized log replaces scattered paper intake forms and gives you a searchable history of every item you've assessed.
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