<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

<h3><strong>Job quote calculator form</strong></h3> 
 
<p><strong>Easily estimate project costs before getting started.</strong></p> 
 
<p>This Quote Calculator form helps clients and agencies quickly generate accurate cost estimates based on services, hours, team size, and timelines. By collecting the essentials upfront, it saves time on back-and-forth communication and ensures everyone has clear expectations from the beginning.</p> 
 
<p><strong>Who is it for?</strong></p> 
 
<ul> 
 <li>Agencies providing project-based services</li> 
 <li>Freelancers who want to offer instant quotes</li> 
 <li>Clients who need quick and transparent pricing</li> 
</ul> 
 
<p><strong>What does it include?</strong></p> 
 
<ul> 
 <li>Service selection to define project scope</li> 
 <li>Estimated hours and team requirements</li> 
 <li>Timeline preferences for scheduling</li> 
 <li>Auto-calculated total cost for clarity</li> 
</ul> 
 
<p><strong>Why it&rsquo;s useful:</strong><br> 
This form standardizes how quotes are generated, keeps pricing transparent, and helps agencies respond to client requests faster.</p>

Job quote calculator form

<h2><strong>Project Confirmation &amp; Automated PDF Approval</strong></h2> 
 
<p>Easily capture all project details and legal acceptance from clients. Clients review and accept terms, submit their project information, and then your team reviews, signs, and confirms. After confirmation, a professionally formatted PDF agreement is automatically generated and delivered to the client by email, ensuring a reliable, compliant, and fully automated workflow.</p> 
 
<h2><strong>Who should use this template?</strong></h2> 
 
<ul> 
 <li>Service businesses and agencies that need client confirmation and clear project documentation</li> 
 <li>Teams who want to streamline project onboarding&nbsp;</li> 
 <li>Any organization looking to ensure legal, audit-ready project agreements</li> 
</ul> 
 
<h2><strong>Features</strong></h2> 
 
<ul> 
 <li><strong>Client project intake:</strong>&nbsp;Clients submit required details and confirm terms and conditions</li> 
 <li><strong>Internal approval &amp; signature:</strong>&nbsp;Only your authorized team provides the legally binding signature before finalization</li> 
 <li><strong>Automated PDF agreement:</strong>&nbsp;Once approved, the template compiles all details into a signed PDF document</li> 
 <li><strong>Instant email delivery:</strong>&nbsp;The confirmed, signed PDF is automatically sent to the client, closing the onboarding loop</li> 
 <li><strong>Field flexibility:</strong>&nbsp;Capture project scope, client info, budgets, deliverables, timelines, and requirements</li> 
</ul> 
 
<p>Make your client onboarding and project confirmation compliant, professional, and streamlined, with every step automated and every document delivered right on time.</p>

Project confirmation with contract PDF

<p>Capture client requests once and auto-fill every new project with accurate, ready-to-use details.</p> 
 
<h3>Who is this template for?&nbsp;</h3> 
 
<p>Streamline how you capture client requests and keep project records consistent with this agency-ready memory form. Instead of retyping client information for every new request, clients create a Profile once (with details like name, company, email, industry, and billing address). Every future project request form then auto-fills these details automatically, saving time and ensuring accuracy.</p> 
 
<h3>Why use this template?</h3> 
 
<p>Do you struggle with incomplete briefs or repetitive back-and-forth emails? This template helps agencies collect structured requests, qualify leads, and keep all client data in one place.</p> 
 
<ul> 
 <li>Clients fill out their profile once &mdash; no more duplicate or missing details.</li> 
 <li>Agencies see all project requests in one place, linked back to each client profile.</li> 
 <li>Status fields (Project Status, Review Status, Follow-up Status) keep your pipeline organized.</li> 
 <li>Smart dashboards and kanbans let your team track work from request to completion.</li> 
 <li>Clean, ready-made PDF summaries make client handoffs and proposals effortless.</li> 
</ul> 
 
<h3>What&rsquo;s included?</h3> 
 
<ul> 
 <li><strong>Client Profile Form (Memory Form):</strong>&nbsp;Stores reusable client info across all projects.</li> 
 <li><strong>Project Request Form:</strong>&nbsp;Structured scoping with goals, audience, channels, budget, and success metrics.</li> 
 <li><strong>Data Blocks:</strong>&nbsp;Centralized dashboards for Project Status, Review Status, and Follow-up Status.</li> 
 <li><strong>Email Templates:</strong>&nbsp;Auto-confirm submissions, update clients on status, and notify managers for review.</li> 
 <li><strong>PDF Template:</strong>&nbsp;Professional summaries of each request, ready to share internally or with clients.</li> 
</ul> 
 
<h3>Who is this for?</h3> 
 
<p>This template is perfect for:</p> 
 
<ul> 
 <li><strong>Marketing Agencies</strong>&nbsp;who need to capture campaign briefs and client goals quickly.</li> 
 <li><strong>Startup Support Teams</strong>&nbsp;who want structured project intake without missing critical details.</li> 
 <li><strong>HR &amp; Employer Branding Agencies</strong>&nbsp;who run internal comms projects, recruitment campaigns, or engagement programs.</li> 
</ul> 
 
<h3>Learn more</h3> 
 
<ul> 
 <li>Want to build your own surveys? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8821965-how-to-create-an-employee-engagement-survey" rel="noopener" target="_new">How to create an employee engagement survey</a></li> 
 <li>Need structured performance reviews? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/8855862-how-to-create-an-employee-performance-evaluation-survey" rel="noopener" target="_new">How to create an employee performance evaluation survey</a></li> 
 <li>Want to turn submissions into reports? 👉&nbsp; <a href="https://help.formaloo.com/en/articles/12035445-how-to-create-pdf-templates-to-turn-responses-into-documents" rel="noopener" target="_new">How to create PDF templates to turn responses into documents</a></li> 
</ul>

Project request form with memory form

<p>Generate contracts in minutes with auto-filled client profiles and ready-to-sign PDFs.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>This template is for agencies, consultancies, law firms, and service providers that need to&nbsp;<strong>generate contracts quickly and consistently</strong>. It&rsquo;s designed for project managers, client success teams, and operations leads who prepare multiple agreements and want to avoid manual data entry. By storing client profiles once, you can create contracts in minutes with details auto-filled, ready for review and signature.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines&nbsp;<strong>Memory Forms</strong>&nbsp;with a contract workflow tailored for client-facing projects. Client information is stored once in their profile and reused in every contract. Project-specific fields let you finalize the scope, payment, and terms without repeating admin work.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Client Profile form</strong>&nbsp;where client details such as&nbsp;<strong>Full name, Company name, Work email, Phone number, Billing address, and Authorized signatory</strong>&nbsp;are entered once and stored in the User Directory</li> 
 <li>A&nbsp; <strong>Contract Generator form</strong>&nbsp;that auto-fills client details and captures project-specific inputs: 
 <ul> 
 <li>Contract name</li> 
 <li>Contract scope</li> 
 <li>Contract amount</li> 
 <li>Payment schedule</li> 
 <li>Contract start date</li> 
 <li>Contract end date</li> 
 <li>Special terms</li> 
 <li>Client signature</li> 
 </ul> 
 </li> 
 <li>An&nbsp; <strong>All Contracts table</strong>&nbsp;that organizes every submission and tracks the&nbsp;<strong>Review status</strong>&nbsp;(Draft, Reviewed, Approved, Sent, Signed)</li> 
 <li>Prebuilt&nbsp; <strong>email templates</strong>&nbsp;to confirm submission and update clients on review progress</li> 
 <li>A ready-to-use&nbsp; <strong>PDF contract template</strong>&nbsp;with structured clauses, auto-filled details, and space for e-signatures</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<ul> 
 <li>Eliminate repetitive entry: Client data is stored once and reused in every contract</li> 
 <li>Speed up turnaround: Contracts can be generated from a single form submission</li> 
 <li>Track review and approval easily with admin-only status fields</li> 
 <li>Automate client updates with confirmation and status-change emails</li> 
 <li>Export professional, branded PDF contracts ready for signature</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<ul> 
 <li>Edit the contract text in the&nbsp; <strong>Contract info</strong>&nbsp;content field to match your legal terms</li> 
 <li>Adjust admin-only fields to match your workflow (e.g., Draft, Under Review, Finalized, Signed)</li> 
 <li>Add logic to send reminders when contracts are pending signature</li> 
 <li>Apply your own branding to the forms, emails, and PDFs</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes contract generation&nbsp;<strong>faster, more consistent, and more professional</strong>. Instead of manually drafting agreements, your team simply selects the client profile, fills in the project terms, and the system generates a legally valid contract &mdash; complete with clauses, fees, and e-signatures.</p> 
 
<p>Agencies save time, reduce legal risks, and deliver a seamless contracting experience for every client.</p>

Contract generation with memory forms

<p>Collect client satisfaction scores and testimonials with auto-filled profiles and ready-to-use workflows.</p> 
 
<h3>Who is this template for?</h3> 
 
<p>Designed for agencies, customer success teams, and service providers who want to measure client satisfaction and collect testimonials without extra hassle. It works best for account managers, marketers, and project leads who need recurring NPS surveys and client feedback that stays linked to each customer profile. By using reusable profiles, you can focus more on insights and less on manual data entry.</p> 
 
<h3>What&rsquo;s included?</h3> 
 
<p>This package combines smart memory forms with ready-to-use NPS and testimonial workflows. Clients fill their profile once, and every feedback submission auto-fills their details to save time. Linked tables and customizable templates keep all records structured and ready for reporting.</p> 
 
<ul> 
 <li>A&nbsp; <strong>Client Profile form</strong>&nbsp;where contact details, company info, and role are entered once and reused across all surveys (learn more about Memory Forms)</li> 
 <li>An&nbsp; <strong>NPS &amp; Testimonial form</strong>&nbsp;that auto-fills client details and collects recurring satisfaction scores, reasons, and testimonials (see how to auto-fill with Memory Forms)</li> 
 <li>A&nbsp; <strong>Client Directory table (User Directory)</strong>&nbsp;storing all client profiles in one secure place (how to add and edit fields in your User Directory)</li> 
 <li>A&nbsp; <strong>Feedback &amp; Testimonials table</strong>&nbsp;linking every submission back to the client profile for a 360&deg; view (learn how to manage linked submissions)</li> 
 <li>Instructions for customizing&nbsp; <strong>email and PDF templates</strong>&nbsp;to send automated thank-you notes, follow-up alerts, and branded testimonial reports</li> 
</ul> 
 
<h3>Key benefits:</h3> 
 
<p>This setup helps you track client satisfaction trends and testimonials with less manual work. Client data stays consistent across surveys, while your team gets actionable insights at every stage. Testimonials can easily be reviewed, approved, and published with admin-only fields.</p> 
 
<ul> 
 <li>Eliminate repetitive data entry &mdash; client profiles are filled once and reused everywhere</li> 
 <li>Track NPS trends over time with built-in charts and admin-only status fields</li> 
 <li>Automate thank-you emails, alerts for low scores, and testimonial publishing workflows</li> 
 <li>Keep all client records centralized, organized, and linked to their profile</li> 
</ul> 
 
<h3>Customization options:</h3> 
 
<p>You&rsquo;re free to tailor the template to fit the exact needs of your agency. From adjusting survey questions to branding emails and PDFs, everything can be aligned with your process. Logic settings can also be tweaked to trigger reminders or internal alerts automatically.</p> 
 
<ul> 
 <li>Fully customize client profile fields to match your workflow (e.g., add industry, account manager)</li> 
 <li>Edit admin-only fields to manage review and publish status of testimonials</li> 
 <li>Adjust logic to trigger follow-ups when conditions are met (e.g., NPS score &le; 6 = support follow-up)</li> 
 <li>Brand the design, emails, and PDFs with your agency&rsquo;s identity</li> 
</ul> 
 
<h3>Why use this template?</h3> 
 
<p>This template makes NPS tracking and testimonial collection simple, consistent, and reliable. Clients provide their information once, and every survey focuses only on their current satisfaction and feedback. Agencies save time, reduce errors, and build stronger client relationships with automated workflows, clear insights, and publish-ready testimonials.</p>

Nps & testimonial survey with memory form

<p><strong>Simplify your document preparation workflow with this Printable NDA &amp; Agreement PDF Generator</strong></p> 
 
<p>Create, prefill, and print professional Non-Disclosure Agreements (NDAs) and contracts in minutes using Formaloo&rsquo;s Printable NDA &amp; Agreement PDF Generator template. Designed for business owners, consultants, educators, and project managers, this template focuses on the&nbsp;<em>physical side</em>&nbsp;of document management,&nbsp;helping you generate ready-to-print PDFs that can be signed offline with ease. Collect participant details, auto-fill agreement terms, and produce branded, print-ready contracts in one seamless flow.</p> 
 
<h3><strong>Who can use this Printable NDA template?</strong></h3> 
 
<p>This template is ideal for:</p> 
 
<p><strong>Business Owners &amp; Consultants:</strong>&nbsp;Instantly generate prefilled NDA PDFs to print and sign with clients or partners.<br> 
<strong>Trainers &amp; Educators:</strong>&nbsp;Create disclosure or consent forms with participant information auto-filled into PDF layouts.<br> 
<strong>Project &amp; Operations Managers:</strong>&nbsp;Standardize physical contract workflows without repetitive copy-paste tasks or formatting issues.</p> 
 
<p>Whether you&rsquo;re preparing legal agreements, onboarding new clients, or running workshops, this template helps you streamline every step of your paper-based documentation process.</p> 
 
<h3><strong>Key features of the Printable NDA template</strong></h3> 
 
<p><strong>Prefilled PDF Generation:</strong>&nbsp;Automatically insert signer information and contract text into a downloadable, professional PDF.<br> 
<strong>Print &amp; Sign Workflow:</strong>&nbsp;Produce polished, ready-to-print agreements for in-person signing.<br> 
<strong>Customizable Layouts:</strong>&nbsp;Modify your PDF format, branding, and clauses to suit your organization&rsquo;s standards.<br> 
<strong>Automated PDF Delivery:</strong>&nbsp;Send generated files to both admin and participants via email for printing and archiving.<br> 
<strong>Centralized Record Dashboard:</strong>&nbsp;Access all generated documents in one place for easy tracking and management.</p> 
 
<h3><strong>How to customize it with Formaloo features</strong></h3> 
 
<p>With Formaloo&rsquo;s flexibility, you can:</p> 
 
<ul> 
 <li><strong>Add Custom Clauses:</strong>&nbsp;Tailor NDA content or disclosure text for your jurisdiction.</li> 
 <li><strong>Automate Email Notifications:</strong>&nbsp;Attach PDFs to automatic confirmation emails for both parties.</li> 
 <li><strong>Use Answer Piping:</strong>&nbsp;Dynamically inject responses into specific parts of your agreement text.</li> 
 <li><strong>Manage Admin-Only Fields:</strong>&nbsp;Track document status like&nbsp;<em>Printed</em>,&nbsp;<em>Signed</em>, or&nbsp;<em>Archived</em>&nbsp;without exposing it to users.</li> 
</ul> 
 
<h3><strong>Expert tips for optimizing your PDF workflow</strong></h3> 
 
<p><strong>Streamline Printing:</strong>&nbsp;Include instructions or a signature page layout for smoother physical signing.<br> 
<strong>Automate Archiving:</strong>&nbsp;Create logic to automatically tag and move completed agreements for record-keeping.<br> 
<strong>Keep Templates Consistent:</strong>&nbsp;Maintain standardized NDA language across all your projects for legal accuracy.<br> 
<strong>Add Conditional Logic:</strong>&nbsp;Display optional clauses (like witnesses or secondary signers) only when needed.</p> 
 
<h3><strong>Why choose Formaloo&rsquo;s Printable NDA template?</strong></h3> 
 
<p>Formaloo&rsquo;s Printable NDA &amp; Agreement PDF Generator brings your paperwork workflow to life,&nbsp;letting you design, prefill, and print professional agreements without any manual setup. It bridges digital data collection with the physical document process, ensuring every agreement is consistent, branded, and legally ready for signing.</p> 
 
<p><strong>Ready to simplify your paperwork?</strong><br> 
Start using this Printable NDA template to generate accurate, ready-to-sign PDF agreements,&nbsp;all without coding or manual formatting.</p>

Printable NDA & agreement PDF generator form

<h2>Get faster, clearer issue reports with a streamlined support request form</h2> 
 
<p>Capture detailed support requests in a clean, structured format that helps your team understand issues quickly and respond with confidence. This template centralizes all problem reports in one place, reduces back-and-forth messaging, and ensures every ticket includes the details needed for fast troubleshooting.</p> 
 
<h3>Who can use this form?</h3> 
 
<ul> 
 <li> 
 Customer support teams managing incoming issues 
 </li> 
 <li> 
 SaaS companies collecting bug reports and user problems 
 </li> 
 <li> 
 Agencies handling client inquiries and technical questions 
 </li> 
 <li> 
 Internal IT teams supporting employees or departments 
 </li> 
</ul> 
 
<h3>What features are included?</h3> 
 
<ul> 
 <li> 
 <strong>Structured Issue Collection</strong><br> 
 Gather clear information on the problem, first occurrence date, attachments, and reproducible steps. 
 </li> 
 <li> 
 <strong>Built-in File Upload</strong><br> 
 Users can upload screenshots, logs, or documents that help your team diagnose issues faster. 
 </li> 
 <li> 
 <strong>Smart Internal Tracking Fields</strong><br> 
 Use admin-only fields for urgency, review status, and fix progress to manage tickets efficiently. 
 </li> 
 <li> 
 <strong>Clean Contact Capture</strong><br> 
 Collect essential contact details so you can follow up quickly and accurately. 
 </li> 
 <li> 
 <strong>Fully Customizable Workflow</strong><br> 
 Adjust fields, add logic, or connect submissions to a support tracker or dashboard. 
 </li> 
</ul> 
 
<h3>How to customize it with Formaloo</h3> 
 
<ul> 
 <li> 
 Add&nbsp; <strong>Form Logic</strong>&nbsp;to route urgent issues to specific teammates. 
 </li> 
 <li> 
 Connect the form to a&nbsp; <strong>Team Inbox</strong>&nbsp;so your support team can reply directly. 
 </li> 
 <li> 
 Add&nbsp; <strong>Charts &amp; Insights</strong>&nbsp;to visualize recurring issues or product pain points. 
 </li> 
 <li> 
 Enable&nbsp; <strong>automation rules</strong>&nbsp;to send confirmation emails or update statuses automatically. 
 </li> 
</ul> 
 
<p>Customize this template to match your support workflow and improve how your team handles issue reports. Start using it in Formaloo to streamline communication, reduce delays, and resolve problems with confidence.</p>

Support Request Form

<h2><strong>Streamline your sales process with a smart quote request form</strong></h2> 
 
<p>Collect client project details, budgets, and timelines in one simple, organized flow. This quote request form helps you qualify leads, speed up response times, and deliver accurate estimates without endless back-and-forth. It&rsquo;s designed for any business or freelancer who wants to turn inquiries into actionable opportunities with less manual effort and more automation.</p> 
 
<h3><strong>Who can use this form?</strong></h3> 
 
<p>Perfect for sales teams, agencies, freelancers, and service providers who need a professional way to gather client requirements before sending quotes or proposals. It also suits B2B teams managing custom pricing requests or enterprise service leads.</p> 
 
<h3><strong>What features are included?</strong></h3> 
 
<ul> 
 <li> 
 <strong>Smart Client Intake:</strong>&nbsp;Capture all essential project details like goals, budget, and deadlines in one submission. 
 </li> 
 <li> 
 <strong>Instant Notifications:</strong>&nbsp;Automatically alert your sales or project team of new requests. 
 </li> 
 <li> 
 <strong>Integrated CRM Tracking:</strong>&nbsp;Connect the form to your CRM or workflow tools for seamless lead management. 
 </li> 
 <li> 
 <strong>File Uploads &amp; Attachments:</strong>&nbsp;Allow clients to share reference materials, design briefs, or documents. 
 </li> 
 <li> 
 <strong>Internal Admin Fields:</strong>&nbsp;Manage priority, review status, and team assignments privately inside the dashboard. 
 </li> 
</ul> 
 
<h3><strong>How to customize it with Formaloo</strong></h3> 
 
<p>Easily personalize this form with conditional logic, dynamic fields, or integrations. Automate client follow-ups with email notifications, embed it into your website or customer portal, and use Formaloo dashboards to visualize request trends with charts and tables. You can even connect it to your CRM or Slack to keep your team instantly updated.</p> 
 
<p>Turn your quote request process into a polished, automated experience that delights clients and saves your team time. Customize and publish it today in Formaloo to start collecting requests that convert into real projects.</p>

Agency