Marketing template · 12 fields (9 required) · ~3 min for respondents to complete · Free plan · No credit card · Fully customizable
Set up your project request form template
Tell us about your project and we'll follow up.
Use this as the first step of your intake so you can size and prioritize requests. Follow up with a scoping call for anything marked high priority or with an unclear budget.
The form separates phone number, company or department, project name, project type into labeled questions. Review the choices and required fields for your organization before sharing it.
Best practices
Use this as the first step of your intake so you can size and prioritize requests. Follow up with a scoping call for anything marked high priority or with an unclear budget.
Customize the phone number and company or department 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 department (Short text, required)
Project name (Short text, required)
Project type (Dropdown, required)
Project description and goals (Long text, required)
Target audience (optional) (Short text)
When do you need it by? (Date, required)
Budget range (Dropdown, required)
Priority (Single choice, required)
Supporting files or examples (optional) (File upload)
Frequently asked questions
What does this project request form template template collect?
Alongside contact details, it asks for phone number, company or department, project name, project type, project description and goals, target audience (optional), when do you need it by?, budget range, priority, supporting files or examples (optional). You can rename questions, change choices and remove fields that your workflow does not need.
How should I use this project request form template form?
Use this as the first step of your intake so you can size and prioritize requests. Follow up with a scoping call for anything marked high priority or with an unclear budget.
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.