Business template · 12 fields (7 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable
Set up your project intake form
Tell us about your project so we can get started.
Review new requests weekly and reply with next steps or a discovery call. Ask for budget as a range so people are comfortable answering.
The form separates phone number, company or organization, project name, project type into labeled questions. Review the choices and required fields for your organization before sharing it.
Best practices
Review new requests weekly and reply with next steps or a discovery call. Ask for budget as a range so people are comfortable answering.
Customize the phone number and company or organization questions to match your records and terminology.
Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
Keep uploads limited to relevant supporting material. Use your approved private process for sensitive records and verify response access before sharing.
Every field, explained
Your full name (Name, required)
Email address (Email, required)
Phone number (Phone)
Company or organization (Short text, required)
Project name (Short text, required)
Project type (Dropdown, required)
Project goals and description (Long text, required) — What you want done, why it matters and what success looks like.
Estimated budget (Dropdown, required)
Target completion date (optional) (Date)
Key decision maker, if not you (optional) (Short text)
Supporting documents (optional) (File upload)
How did you hear about us? (Dropdown)
Frequently asked questions
What does this project intake form template collect?
Alongside contact details, it asks for phone number, company or organization, project name, project type, project goals and description, estimated budget, target completion date (optional), key decision maker, if not you (optional), supporting documents (optional), how did you hear about us?. You can rename questions, change choices and remove fields that your workflow does not need.
How should I use this project intake form form?
Review new requests weekly and reply with next steps or a discovery call. Ask for budget as a range so people are comfortable answering.
Can I edit this form and print a copy?
Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.