Project Request Form Template

Capture key project details up front with a form that simplifies planning and eliminates back-and-forth.

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Overview

This free project request form template helps you gather essential project information before work begins, so your team can plan, scope, and execute with clarity.

It's perfect for internal teams or client-facing workflows. With built-in conditional logic, it ensures you only collect what's relevant, and all responses are sent to your connected data source in real time.

The template includes a sample database to help you get started, but it also works with Google Sheets, HubSpot, monday.com, ClickUp, and other Softr-supported data sources.

Why use this project request form template

Centralized project intake: Collect project descriptions, goals, timelines, budgets, and more, all in one place.
Connected data source: Sync responses directly to your database to keep all your project data structured and accessible.
Add documentation: Let users upload supporting materials like project plans, images, or references during submission.

Template features:

Customizable fields
Capture everything from contact info to deadlines using flexible field types like dropdowns, checkboxes, toggles, file uploads, and more.
Conditional logic
Tailor follow-up questions based on previous answers. Show only what’s relevant to each project type, client, or department.
Multi-step layout
Break the form into manageable sections to reduce friction and improve completion rates.
2-way data sync
All submissions are automatically saved to Airtable, Google Sheets, Notion, ClickUp, or another connected data source, with no manual entry required.
Responsive design
The form looks great and works smoothly across all screen sizes, from desktop monitors to smartphones.
Thank you page
Add a personalized thank you message to confirm the submission and guide the requester on next steps.
Structured project categorization
Route each request by project type, whether it's web development, mobile app development, marketing, or design, so teams can prioritize and assign work faster.
Priority and deadline tracking
Capture priority level, request date, and deadline for every submission, so nothing falls through the cracks.

Who is this project request form template for?

This template is designed for teams that need a consistent, efficient way to intake project requests. Here's how it fits different use cases:

Internal teams: Collect project briefs from other departments and prioritize requests based on scope, timeline, and impact.
Agencies: Standardize how clients submit project ideas, with key details like budget, brand assets, and deadlines included upfront.
Freelancers: Get everything you need before starting a project, from goals to references, without chasing clients for info.
IT & ops teams: Use the form to gather requests for internal tools, workflows, or infrastructure upgrades, complete with approvals.
Marketing departments: Collect campaign requests from across the org and track everything from strategy to asset needs in one place.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your project request form template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your project request form is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

What is a project request form?
A project request form is used to gather the initial details of a proposed project so it can be properly scoped, resourced, and approved. It’s commonly used by agencies, marketing teams, product teams, and operations departments.
What data sources can I use this form with?
The template includes a sample database, but you can also use Google Sheets or any Softr-supported source like Notion, HubSpot, or SQL databases.
Why use conditional forms instead of static forms?
Static forms show every field to every requester. Conditional forms only show what's relevant, for example the Website type and Technology stack questions appear when someone picks Web Development as the Project type, while Platform and Build type show up instead for Mobile App Development.
This keeps each request short and gives your team cleaner, more consistent data to work from.
Is this project request form customizable?
Yes. Duplicate the template into your Softr workspace, then prompt the AI Co-Builder for the change you want, for example "add an Urgent option to Priority" or "make Budget required for every submission."
Prefer hands-on control? Use the visual editor to edit fields, reorder sections, and update the thank you page yourself, no prompt needed.
How do I customize this project request form template?
Duplicate the template into your Softr workspace, then prompt the AI Co-Builder to add project types, adjust conditional logic, or rebrand the form.
If you'd rather build hands-on, use the visual editor to add fields, sections, or logic step by step.
Can I automate follow-ups after a project request comes in?
Yes. Set up a Softr Workflow to notify the right team lead when a high priority request, or a specific project type like a design or mobile app request, is submitted.
You can also trigger a confirmation email to the requester automatically.