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Project Intake Form Template

As a manager, you should convey to your team all the information about the project they will carry out in detail. But there may be issues that you overlooked. Therefore, it is most logical to use the project intake form. It's easy to start with's project intake form template and customize it, or create a form from scratch and gather all the information. And you don't need any coding knowledge to get started right away!

Project Intake Form Template


What does the project intake form template do?

The project intake form is the document that the customers send to the relevant teams for the projects they want to have done. In addition to the project requests such as the type of project to be made, the start and end date, the allocated budget, contact information such as phone number, name, the surname is also included in the form. By using's online project intake form, you'll save dozens of paperwork and save time. You can also get started right away as you can easily access all the information you need.

What are the benefits of using a project intake form?

If you are managing more than one project, you should create a project receipt form standard. So you can follow the workflow more easily. Here are a few tips:

●     Create a project intake form for your company; so you create a standard order of future works. This will help you be more practical and explain your work routine to new employees.

●     Request all the information you need; In order to start the project immediately and then proceed with the right steps, you must master all the details. It is also needed in order to understand customer expectations without wasting time.

●     Try to analyze the customer brand; By using inquiry forms, you can collect information about your customer's target audience, vision, and goals they want to achieve.

How to perfect the online project intake form?

First of all, you should learn all the contact information of the customer requesting the project. This is the most practical way to resolve an unclear issue by discussing it with the customer. Ask questions to learn which colors and patterns should be used in the project design. Thus, you will not do anything contrary to the corporate identity of the customer brand. Then you can design your online project purchase form with the font, color, and background you want. If you wish, you can add your business logo and design the form in this way. Finally, you can preview your form by clicking the browse button. Use's unlimited customization options and share your project intake form now!

By using’s easy and extensive form builder user interface, you can create online forms, surveys, and exams with less effort than anything else! You can quickly start with a ready-made template and customize it according to your needs or you can start from scratch and build your form with many different types of form fields and customization options. 

Powerful features: 

  • Conditional logic 
  • Create forms with ease
  • Calculator for exams and quote forms
  • Geolocation restriction
  • Real-time data
  • Detailed design customization

Automations between the tools you use are vital as it saves time and deducts tons of workload. Imagine that you would need to transmit data from your form responses to another tool manually. That would be boring and time-consuming distracting you from your real work. integrates with +500 third-party applications such as Asana, Slack, and Pipedrive via Zapier. Thus, you can automate your workflows and focus more on enriching your business.

Let our templates do errands for you and let you focus more on critical parts of your forms and surveys such as form fields, questions, and design customization. With over 100 templates, enables you to create a form that you need and customize it according to your needs by using our form creator.

You can share your forms in any way you like. If you want to share your form and collect responses through your form’s unique link, you can simply adjust privacy settings and copy paste your form link anywhere. And if you would like to embed your form in your website, you can easily copy and paste embed code in your website HTML.

On, you can customize your form’s theme and design elements in depth. Once you switch to the ‘Design’ tab after getting your form done, you will see many different design customization options. You can change your form theme by choosing your own colors or picking one of many ready-made themes.