<h3>Who is this template for?</h3> 
 
<p>This template is built for&nbsp;<strong>agencies, freelancers, and service providers</strong>&nbsp;who need a faster, more professional way to collect client project requests and respond with branded proposals. Whether you offer&nbsp;<strong>web design, branding, marketing, consulting, or other services</strong>, this template helps you eliminate endless back-and-forth emails and deliver instant, customized proposals.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>The template goes beyond a simple form. It uses&nbsp;<strong>smart logic and calculations</strong>&nbsp;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&nbsp;<strong>personalized PDF proposal</strong>&nbsp;and sends it via email instantly&mdash;no manual work required.</p> 
 
<h3>Key benefits:</h3> 
 
<ul> 
 <li> 
 Collect&nbsp; <strong>structured project requests</strong>&nbsp;without chasing details 
 </li> 
 <li> 
 Show only the follow-up questions that match the selected service 
 </li> 
 <li> 
 <strong>Auto-calculate pricing</strong>&nbsp;based on project scope, duration, and services 
 </li> 
 <li> 
 Deliver&nbsp; <strong>instant branded PDF proposals</strong>&nbsp;via automated email 
 </li> 
 <li> 
 Save time with&nbsp; <strong>ready-to-use email templates</strong>&nbsp;for client communication 
 </li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<ul> 
 <li> 
 Adjust form layout, fields, and service categories to fit your business 
 </li> 
 <li> 
 Modify pricing logic to match your cost structure 
 </li> 
 <li> 
 Brand emails and PDF proposals with your&nbsp; <strong>logo, fonts, and colors</strong> 
 </li> 
 <li> 
 Extend the form into a&nbsp; <strong>client portal</strong>, letting clients log in, review requests, and track project status 
 </li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>By combining&nbsp;<strong>project intake, cost calculation, and proposal generation</strong>&nbsp;into one automated workflow, this template helps you respond to clients faster, improve conversion rates, and build trust through transparency. It&rsquo;s a must-have tool for any agency or service provider looking to streamline operations and scale without adding extra admin work.</p> 
 
<p>&nbsp;</p>

Client project or service request with PDF proposal generation

<h2><strong>Who is this template for?</strong></h2> 
 
<p>For small businesses, makers, and creators who sell limited-quantity products.</p> 
 
<h2><strong>What&rsquo;s included?</strong></h2> 
 
<ul> 
 <li>A ready-made order form with <strong>basic customer details</strong> and <strong>individual product fields with images &amp; description</strong></li> 
 <li>Built-in <a href="https://help.formaloo.com/en/articles/12041238-how-to-limit-availability-with-formaloo-s-reservation-option"><strong>availability limits per product</strong></a>&nbsp;to prevent overselling</li> 
 <li>Instructions and <strong>sample email templates</strong> for order confirmations and status updates</li> 
</ul> 
 
<h2><strong>Key benefits:</strong></h2> 
 
<ul> 
 <li>Showcase products with images and descriptions</li> 
 <li>Prevent customers from ordering out-of-stock items</li> 
 <li>Track and manage order statuses (received, shipped, delivered)</li> 
 <li>Send confirmation and status update emails automatically</li> 
</ul> 
 
<h2><strong>Customization options:</strong></h2> 
 
<ul> 
 <li><a href="https://help.formaloo.com/en/articles/11321512-customize-your-form-app-layout-and-design"><strong>Fully customize the form</strong></a> &ndash; adjust the layout and design, add or remove fields, update product descriptions and images, and personalize all messaging</li> 
 <li><a href="http://help.formaloo.com/en/articles/12041238-how-to-limit-availability-with-formaloo-s-reservation-option"><strong>Set individual availability limits</strong></a> for each product to reflect stock</li> 
 <li><a href="https://help.formaloo.com/en/articles/8489213-how-to-calculate-the-additional-price-in-your-order-form">Adjust the price calculation logic</a> to show the total price based on selected products</li> 
 <li><a href="https://help.formaloo.com/en/articles/9973252-how-to-send-and-receive-conditional-email-notifications"><strong>Set up automated confirmation or follow-up emails</strong></a> for order confirmation, shipping, and delivery updates</li> 
 <li><a href="https://help.formaloo.com/en/articles/8707867-how-to-create-an-order-form-with-online-payment"><strong>Integrate payments</strong></a> to collect payments securely within the form</li> 
</ul> 
 
<h2><strong>Why use this template?</strong></h2> 
 
<p>This template helps you sell products online without worrying about overselling or messy spreadsheets. It keeps your stock, orders, and customer updates organized &ndash;&nbsp;while giving buyers a smooth and branded experience.</p>

Order form with limited availability per product

<h2><strong>Customer Registration &amp; Feedback Form: Streamline Data Collection and Insights</strong></h2> 
 
<p>Easily collect customer details and feedback in one clean, professional form. With this template, you can capture essential contact information, understand how customers discovered you, and gather honest input to improve your services, all in a structured, user-friendly flow.</p> 
 
<h2><strong>Create a Seamless Customer Experience</strong></h2> 
 
<p>Our template is designed to:</p> 
 
<ul> 
 <li><strong>Register new customers quickly</strong>: Collect names, addresses, emails, and phone numbers with clear, easy-to-use fields.</li> 
 <li><strong>Understand customer discovery</strong>: Track how people found your business (internet, word of mouth, events, or other).</li> 
 <li><strong>Gather valuable feedback</strong>: Use open-text questions to learn what customers love and where you can improve.</li> 
 <li><strong>Measure recommendations</strong>: See if customers would recommend your services with a simple satisfaction question.</li> 
 <li><strong>Collect references</strong>: Add space for reference contacts to build stronger customer profiles.</li> 
</ul> 
 
<h2><strong>Who Should Use This Customer Registration &amp; Feedback Form?</strong></h2> 
 
<p>This template is perfect for:</p> 
 
<ul> 
 <li><strong>Service providers</strong>: Onboard new clients while gathering feedback.</li> 
 <li><strong>Agencies &amp; consultancies</strong>: Combine client intake with satisfaction surveys in one step.</li> 
 <li><strong>SMBs &amp; startups</strong>: Capture data from new customers while improving services based on real input.</li> 
 <li><strong>Training programs &amp; events</strong>: Register attendees and collect their impressions all in one place</li> 
</ul> 
 
<h2><strong>What You Can Achieve With This Template</strong></h2> 
 
<p>With this form, you can:</p> 
 
<ul> 
 <li>Simplify customer onboarding.</li> 
 <li>Improve retention by acting on real feedback.</li> 
 <li>Keep records consistent and professional.</li> 
 <li>Build a stronger relationship with every new client.</li> 
</ul> 
 
<h2><strong>Key Features</strong></h2> 
 
<ul> 
 <li>Clean, minimal design (with optional custom CSS for a polished look).</li> 
 <li>Organized flow across sections.</li> 
 <li>Fully customizable fields, logic, and branding.</li> 
</ul>

Business

Client project or service request with PDF proposal generation

Order form with limited availability per product

New customer registration & feedback