Client project or service request with PDF proposal generation
Who is this template for?
This template helps agencies and service providers streamline how they collect and respond to client project requests. Clients or leads can easily submit their project details, and the form dynamically adapts to show only the relevant follow-up questions based on the selected service type (e.g. web design, branding, or social media marketing).
What's included?
Behind the scenes, built-in logic calculates estimated pricing automatically, factoring in service type, scope, and duration. This ensures you capture the right details upfront while giving your clients a transparent cost estimate.
To save even more time, the template includes ready-made personalized email templates, as well as custom PDF proposal templates. As soon as a client submits the form, a customized proposal PDF is generated with their project specifics and estimated pricing, and is automatically sent to them via email. This turns what used to be a manual process into a fully automated workflow.
With this template, you can:
- Collect structured client requests without back-and-forth emails
- Show only relevant follow-up questions based on the selected service
- Dynamically calculate the estimated cost based on the project/service scope
- Automate proposal generation and delivery with personalized emails and branded PDFs
Customization options
- Adjust the form layout and flow, customize the services, tweak the pricing calculation logic
- Brand the form and emails with your own identity
- Tailor the PDF templates to match your proposal format and style
- Turn the form into a full-blown client portal where logged-in clients can review their requests and track project status