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Service Request Form Spreadsheet Template

Captures details of a customer's request for service or information.

Service Request Form
Purpose:
	This form captures customer requests for services or information for further processing by the customer service department.

Request Information
Request ID:	{requestId}
Date Submitted:	{dateSubmitted}
Customer Name:	{customerName}
Email Address:	{email}
Phone Number:	{phoneNumber}
Preferred Contact Method:	{contactMethod}

Service Details
Service Type:	{serviceType}
Urgency Level:	{urgencyLevel}
Requested Date:	{requestedDate}
Additional Notes:	{notes}

Requested Items
Item	Description	Quantity	Unit Price	Total
{#requestedItems.item}	{#requestedItems.description}	{#requestedItems.quantity}	{#requestedItems.unitPrice}	{#requestedItems.total}

Total Cost	=SUM(requestedItems[Total])

Internal Use
Assigned To:	{assignedTo}
Status:	{status}
Resolution Notes:	{resolutionNotes}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Service Request Form template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Service Request Form Using Forms

collect customer service requests via online form and generate Excel

capture service inquiry data through embedded form and create spreadsheet

build support ticket request form that auto-generates Excel summary

create web form for internal support requests and log data in spreadsheet

share intake form with customers and export submissions to Excel template

Generate Service Request Form Using APIs

generate service request Excel file from CRM via API

auto-fill customer support spreadsheet using REST API integration

trigger Excel spreadsheet creation from service chatbot via API

use API to populate service request template after webform submission

connect mobile app to backend API to log service requests in Excel file

Integrations / Automations

automatically generate service request Excel from Google Forms via Zapier

use Make.com to fill Excel template when helpdesk ticket is submitted

create service request spreadsheet from HubSpot form entry with Zapier

trigger Excel creation in OneDrive when Slack form is submitted

log customer service requests into Excel via Jotform and Zapier workflow

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