Client project or service request with PDF proposal generation

Who is this template for?

This template is built for agencies, freelancers, and service providers who need a faster, more professional way to collect client project requests and respond with branded proposals. Whether you offer web design, branding, marketing, consulting, or other services, this template helps you eliminate endless back-and-forth emails and deliver instant, customized proposals.

What’s included?

The template goes beyond a simple form. It uses smart logic and calculations to adapt questions to the service type, capture only relevant details, and automatically estimate project costs. Once a client submits their request, the system generates a personalized PDF proposal and sends it via email instantly—no manual work required.

Key benefits:

• Collect  structured project requests without chasing details
• Show only the follow-up questions that match the selected service
• Auto-calculate pricing based on project scope, duration, and services
• Deliver  instant branded PDF proposals via automated email
• Save time with  ready-to-use email templates for client communication

Customization options:

• Adjust form layout, fields, and service categories to fit your business
• Modify pricing logic to match your cost structure
• Brand emails and PDF proposals with your  logo, fonts, and colors
• Extend the form into a  client portal, letting clients log in, review requests, and track project status

Why use this template?

By combining project intake, cost calculation, and proposal generation into one automated workflow, this template helps you respond to clients faster, improve conversion rates, and build trust through transparency. It’s a must-have tool for any agency or service provider looking to streamline operations and scale without adding extra admin work.