Requests & Intake templates
An intake or request form turns a vague message into a brief your team can act on. Instead of three rounds of follow-up questions, you get the scope, deadline and context on the first submission.
These templates cover requests from clients, colleagues and customers. Each one asks for the details that usually go missing, such as success criteria, steps to reproduce or a reference file.
Which intake or request form do you need?
- Quote Request Form TemplateCollect scope, budget and deadline so you can send an accurate quote.
- Project Intake Form TemplateA project request form that captures priority, success criteria and who needs to sign off.
- Incident Report Form TemplateReport workplace accidents and near misses from a phone, with photos and a signature.
- Feature Request Form TemplateProduct ideas from customers, with the problem they want solved.
- Client Intake Form TemplateStart a client relationship with goals, stakeholders and a kickoff date in one place.
- Bug Report Form TemplateReproducible bug reports with steps, severity and a screenshot upload.
- Creative Request Form TemplateA design or content brief with deliverables, audience and reference files.
How to get complete requests the first time
Ask for the outcome, not just the task
A question like "What does success look like?" saves more back-and-forth than any other. It tells your team what to deliver.
Branch for different request types
Use Flows to show design questions only for design requests and technical questions only for bugs. Everyone sees a shorter form.
Route requests to your tools
Send new requests to a Google Sheet your team triages, or to your project tool with a webhook.
Frequently asked questions
What should a client intake form include?
Contact details, the client's goals, who else is involved, deadlines and any constraints such as budget. Ask for links to existing material so you can prepare before the first meeting.
What is the difference between an intake form and a request form?
An intake form gathers background once, at the start of a relationship or project. A request form is used again and again for individual pieces of work, such as a design job or a bug.
Can people attach files to a request?
Yes. Add a file upload question for briefs, screenshots or photos. The bug report, creative request and incident report templates already include one.