Project Intake Form

Project Intake Form Template

Q: How will I know when someone sends me a new project proposal?

Imagine getting a high-five every time a new proposal lands—our Zaps are kind of like that, but for your inbox. This template comes with an email notification Zap so you'll be in the loop faster than you can say "boom!"

Q: Can I jazz up the Project Intake Form Template to reflect my brand's unique style?

You bet! With Interfaces premium, this template becomes a chameleon, ready to adapt to your brand's look and personality. Slap on your logo, switch up the colors, and tweak the form fields to gather the intel you need. It's your brand's party, and this template is here to fit in.

Q: Do I need any coding skills to use this template?

Nope. This template is a no-code solution which means you can use it without ever writing a line of code.

Accept project requests from client submissions for a streamlined process

This template is your go-to for transforming potential client proposals from a chore into a breeze. With Zapier's automation magic, you can customize your intake process, get organized swiftly, and keep your clients smiling with a professional, seamless experience.

Why you should use the Project Intake Form Template

In the whirlwind of business, time is of the essence, and simplicity is your ally. Our Project Intake Form Template is crafted to slice through the clutter. It captures essential project details with ease, keeps your data tidy, and allows you to evaluate a project request quickly.

How the template works

Project Intake Form - Canvas

Powered by Zapier Tables, Interfaces, and Workflows, this template turns form submissions into a neatly arranged Table, ready for your perusal. Customize the Interface to echo your brand's vibe, and make every client touchpoint count.

An automatic workflows is set up to notify you the moment a new project lands in your lap. Want more? Automate follow-ups, task assignments, or calendar events to keep the momentum going without missing a beat by connecting to over 6,000+ other apps.

Who should use this template

Are you a freelancer juggling gigs, an agency with a roster of clients, or a business that thrives on projects? This template is your new best friend. Maybe your a project manager—this request form will save you tons of time and get any potential project organized.

Key benefits of this template

Stay in the know: Instant email updates when proposals pop in.
Make it yours: Customize the form to fit your brand and business quirks.
Connect the dots: Set Zaps in motion to automate more of your client intake process

Ready to elevate your proposal intake game? Our Project Intake Form Template is here to make sure you can focus on wowing your clients, while the template handles the behind-the-scenes orchestration.

Made with

Zaps

Tables

Interfaces