Project Intake Form Template

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 forms.app'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.

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.

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 forms.app's unlimited customization options and share your project intake form now!