Project request form template
This five-step project request form asks the project type, the budget range, the deadline and what the work involves, followed by the contact details. You can clone this template straight into your Growform account and rename the project types.
What the form asks, step by step
The questions follow the order of a first sales conversation, from the kind of work to the money and the date. The written scope comes once those are settled.
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Step 1: “What type of project is this?”
New builds, upgrades and ongoing support usually belong to different people on your team.
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Step 2: “What is your budget range?”
The bands run from under $10,000 to over $150,000, which sets the proposal’s size.
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Step 3: “When do you need the project completed?”
A deadline within a month needs a different answer from an open-ended one.
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Step 4: “What does the project involve?”
This is the only typed answer, and it gives the proposal its starting point.
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Step 5: “Who should receive the proposal?”
Name, email and phone come last.
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After submitting
The closing message promises a reply with next steps, and you can add your usual response time to it.
Who it’s for
This template suits agencies, software studios, consultancies and in-house teams that receive project work through a website. Each submission arrives as a short brief with the type of work, a budget band, a deadline and a written description of the scope. That is enough to decide whether to send a proposal, book a call or decline politely. Some companies use it as a simple RFP form for suppliers, and others place it on a services page as a project inquiry form for new clients.
For website projects, the web design template asks narrower questions.
Why this structure converts
- The first three answers are single taps, so the person has made progress before any typing is required.
- Budget is asked in bands, which is easier to answer than a request for an exact figure.
- The written scope comes fourth, when the type of work, the budget and the deadline are already on record.
- Contact details sit under a heading that promises a proposal in return.
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Make it yours
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Use your own project types
Replace the five options on step one with the services you sell, and keep “Other” for requests that do not fit.
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Adjust the budget bands
The template starts at under $10,000. Set the lowest band at your minimum engagement so small requests are obvious at a glance.
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Add a company name field
The contact step asks for a name, an email address and a phone number. Add a company field if you sell to businesses.
Frequently asked questions
What should a project request form include?
It should cover the type of project, the budget, the deadline and a description of the work. This template asks those four things and then requests a name, an email address and a phone number.
Can I use it as an RFP form?
Yes. Rename the steps to match your procurement process and send the link to suppliers. The template has no file upload step, so add one if suppliers need to attach documents.
Where do project requests go?
Each request is emailed to you by default. You can also send it to HubSpot, Pipedrive, Asana or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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